Exxon Mobil reported second-quarter earnings on Friday that declined significantly compared to last year, though the company beat Wall Street estimates as production growth softened the impact of lower oil prices.Exxon's net income fell 23% to $7.1 billion, of $1.64 per share, compared to $9.2 billion, or $2.14 per share, in the same period last year.Here is what Exxon reported for the second quarter compared with what Wall Street was expecting, based on a survey of analysts by LSEG:Earnings per share: $1.6 ...

报告行业投资评级 未提及 报告的核心观点 本周原油震荡，三市原油月差回落，绝对价格周五回落；市场关注美国贸易谈判进展及对俄制裁；全球油品库存小幅去库，美国EIA商业库存去库，ARA、新加坡柴油继续去库，美国、国内柴油累库，欧柴裂解小幅走强，全球炼厂利润小幅回落但同比偏高；国内开工震荡，山东地炼提产，汽柴油炼厂累库明显，炼厂利润环比走弱，进一步提振开工空间有限；现实原油需求旺季等因素支撑原油近端供需，但旺季因素兑现充分，月差开始回落；绝对价格中期因OPEC提速增产及美国关税政策对全球经济影响面临向下压力，需关注非OPEC投产与柴油近端库存矛盾演变 [6] 根据相关目录分别进行总结 一、日度新闻 - 美国及其盟国谴责伊朗情报机构，称其在各自国家“制造越来越多的国家威胁” [3] - 美国中东特使与内塔尼亚胡会晤，讨论加沙停火协议、人道主义局势及伊朗核问题等议题，还计划前往加沙 [3] - 加拿大Cenovus Energy削减今年产量预估，受Rush Lake设施暂时关闭影响，预测今年上游产量在80.5 - 82.5万桶石油当量/日之间，二季度上游总产量低于一年前，下游石油加工量高于上年同期 [3] 二、区域基本面 - 07月25日当周美国原油出口减少115.7万桶/日至269.8万桶/日 [4] - 07月25日当周美国国内原油产量增加4.1万桶至1331.4万桶/日 [4] - 07月25日当周除却战略储备的商业原油库存增加769.8万桶至4.27亿桶，增幅1.84% [4] - 美国原油产品四周平均供应量为2080.1万桶/日，较去年同期增加1.55% [4] - 07月25日当周美国战略石油储备（SPR）库存增加23.8万桶至4.027亿桶，增幅0.06% [5] - 07月25日当周美国除却战略储备的商业原油进口613.6万桶/日，较前一周增加16.0万桶/日 [5] - 7月18 - 24日当周主营开工率持平、山东地炼开工率小幅上涨，中国炼厂产量汽柴均跌，库存汽柴均涨，主营综合利润环比回落，地炼综合利润环比回落 [5] 三、周度观点 本周原油震荡，三市原油月差回落，绝对价格周五回落，市场关注美国贸易谈判及对俄制裁，全球油品库存、炼厂利润等有相应变化，国内开工及炼厂情况不佳，原油近端供需有支撑但旺季因素兑现充分，绝对价格中期面临向下压力，需关注相关矛盾演变 [6] 原油价格数据 | 品种 | 2025/07/25 | 2025/07/28 | 2025/07/29 | 2025/07/30 | 2025/07/31 | 变化 | | --- | --- | --- | --- | --- | --- | --- | | WTI | 65.16 | 66.71 | 69.21 | 70.00 | 69.26 | -0.74 | | BRENT | 68.44 | 70.04 | 72.51 | 73.24 | 71.70 | -1.54 | | DUBAI | 70.36 | 70.59 | 70.83 | 70.85 | 70.87 | 0.02 | | SC | - | - | - | - | - | - | | OMAN | 69.97 | 70.54 | 73.35 | 72.99 | 73.58 | 0.59 | | 国内汽油 | 8070 | 8070 | 8130 | 8190 | 8230 | 40.00 | | 国内柴油 | 6693 | 6638 | 6675 | 6731 | - | - | | 日本石脑油CFR | 580.50 | 578.50 | 589.25 | 608.25 | - | - | | 新加坡燃料油380CST贴水 | -6.25 | -6.3 | -6.35 | -6.3 | -6.25 | 0.05 | | 上期所FU主力合约 | 2915 | 2869 | 2917 | 2956 | 2933 | -23 | | 上期所BU主力合约 | 3615 | 3569 | 3619 | 3650 | 3659 | 9 | | HH天然气 | 3.100 | 3.110 | 3.080 | 2.980 | 2.980 | -0.100 | | BFO | 69.17 | 71.18 | 73.44 | 74.79 | 74.79 | 1.35 | [3]

SAN FRANCISCO, July 31, 2025 (GLOBE NEWSWIRE) -- Sable Offshore Corp. (NYSE: SOC) is now at the center of a securities class-action lawsuit, alleging that the company misled investors to inflate its stock price just before a major secondary offering. The drama unfolded around the company's long-delayed efforts to restart operations at its San Ynez Unit (SYU) assets, which have been dormant since a pipeline shutdown in 2015. National shareholders rights firm Hagens Berman urges Sable investors who suffered s ...

TORONTO, July 31, 2025 (GLOBE NEWSWIRE) -- Altai Resources Inc. (TSXV: ATI) (“Altai” or the “Company”) announced today that it has filed a management information circular (the “Circular”) and related meeting materials (together with the Circular, the “Meeting Materials”) in connection with a special meeting (the “Meeting”) of shareholders of the Company (the “Shareholders”) to be held on September 3, 2025 to consider and, if deemed advisable, approve, with or without variation, a special resolution authoriz ...

Key Takeaways VIST posted Q2 EPS of 55 cents, missing estimates and falling from 74 cents in the prior-year quarter.Total production jumped 81% y/y to 118,018 Boe/d, led by La Amarga Chica output.The 2025 EBITDA forecast was raised to $1.65-$1.85B on stronger execution and production efficiency.Vista Energy S.A.B. de CV’s (VIST) shares have declined more than 7% since reporting earnings for the second quarter of 2025, before the opening bell. The significant earnings miss and underlying cost pressures despi ...

Key Takeaways EXE's Q2 EPS and revenues missed estimates but soared year over year on production and pricing gains.Daily production jumped 162% YoY to 7,202 MMcfe/day, beating estimates driven by natural gas output.Cash flow rose to $1.3B from $209M YoY, supporting $448M in shareholder returns via dividends and buybacks.Expand Energy Corporation (EXE) reported second-quarter 2025 adjusted earnings per share of $1.10, which missed the Zacks Consensus Estimate of $1.14. However, the company’s bottom line surp ...

Gran Tierra Energy (GTE) Q2 2025 Earnings Call July 31, 2025 11:00 AM ET Speaker0Good morning, ladies and gentlemen, and welcome to Gran Tierra Energy's Results Conference Call for the Second Quarter twenty twenty five. My name is Michelle, I will be your coordinator for today. At this time, all participants are in a listen only mode. Following the initial remarks, we will conduct a question and answer session for securities analysts and institutions. Instructions will be provided at that time for you to qu ...

Key Takeaways ExxonMobil's debt-to-capitalization ratio is 12.2%, well below the industry average of 41.06%.The company holds $30B in cash and marketable securities, boosting liquidity and stability.XOM trades at 6.93X EV/EBITDA, above the industry average, with earnings estimates revised upward.Exxon Mobil Corporation (XOM) is one of the world’s largest integrated energy companies with operations spanning upstream, downstream and chemicals. Like other oil and gas majors, ExxonMobil is exposed to commodity ...

August 2025 DIVERSIFIED OIL & GAS PRODUCER FOCUSED ON LONG TERM VALUE CREATION www.grantierra.com GENERAL ADVISORY The information contained in this presentation does not purport to be all-inclusive or contain all information that readers may require. You are encouraged to conduct your own analysis and review of Gran Tierra Energy Inc. ("Gran Tierra", "GTE", or the "Company") and of the information contained in this presentation. Without limitation, you should read the entire record of publicly filed docume ...

诉讼案件 - 沙尔律师事务所宣布对Sable Offshore Corp提起集体诉讼 指控其违反联邦证券法 [1] - 诉讼针对在2025年5月21日二次公开发行(SPO)期间及2025年5月19日至6月3日期间购买公司证券的投资者 [2] 指控内容 - 公司向市场发布虚假和误导性声明 声称已重启加州沿海石油生产 但实际运营仍处于停工状态 [4] - 公司公开声明在集体诉讼期间存在虚假且具有重大误导性 导致投资者知晓真相后遭受损失 [4] 投资者参与 - 符合资格的投资者需在2025年9月26日前联系律师事务所 [2] - 投资者可通过电话310-301-3335或网站www.schallfirm.com联系律师Brian Schall [3][6] 律师事务所背景 - 沙尔律师事务所专门从事证券集体诉讼和股东权利诉讼 业务覆盖全球投资者 [5] - 该律所地址位于洛杉矶世纪城东2049号2460室 [3][6]