SPDR O&G Ex & Prd

HF Sinclair EVP Valerie Pompa Sells 10,000 Shares at $69.05 Avg Price

Jefferies Maintains Buy Rating on Ovintiv with $80 Target, Goldman Sachs Also Buys

RBC reiterates 'Outperform' rating on Ovintiv, sets target price at $70

FactSet Raises HF Sinclair Corp. 2026 EPS Forecast to $7.66

Ovintiv Reports Strong Earnings but Stock Price Falls

Moody's Assigns a Ba2 Rating to Murphy Oil's Proposed SR Unsecured Bonds

William Blair Analyst Maintains Buy Rating on Ovintiv Stock

Murphy Oil issues 500 million US dollars 8NC3 term bonds

Ovintiv released FY2026 Q1 earnings on May 11 After-Market EST, actual revenue USD 2.532 B (forecast USD 2.439 B), actual EPS USD -2.35 (forecast USD 1.8601)

Ovintiv posts a first-quarter net loss of $630 million

Charles A. Meloy sold 15,714 ordinary shares of Diamondback Energy

HF Sinclair Refinery Fire, Tulsa Fire Department Provides Standby Support

FactSet Survey Shows Apache's 2026 EPS Estimate Revised Upward

Diamondback Energy Buys Options to Hedge Oil Price Fluctuations

Marathon Petroleum's Refinery Resumes Operations

Murphy Oil released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 733.55 M (forecast USD 714.88 M), actual EPS USD 0.3662 (forecast USD 0.3424)

SM Energy released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 1.398 B (forecast USD 1.422 B), actual EPS USD -1.6834 (forecast USD 0.8557)

FactSet Survey: Analysts Raise Marathon Petroleum's 2026 EPS Forecast

SM Energy Reports 80% Q1 Output Growth

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

Archer Q1 FY26 returns to profit of USD 3.6 million; revenue falls to USD 278.4 million

ARCH

EQNR

AMLP

TPYP

MLPA

Archer reported a Q1 FY26 profit of USD 3.6 million, reversing a loss from the previous year, despite a 6.92% revenue decline to USD 278.4 million. Operating profit decreased to USD 16 million, while net interest expense fell to USD 13 million. Net cash from operations was positive at USD 6.3 million. Archer also secured a NOK 3 billion contract extension with Equinor and announced a quarterly cash distribution of NOK 0.62 per share.

PUBT

Arch Resources

Equinor Asa

Ritchie Bros Auctioneers

Us Natural Gas

SPDR Energy Select

Alerian MLP

Tortoise N Americ Pipe

Global X MLP

iShares US Oil & Gas Expl & Prod

Equinor ASA

SHEL

SHEH

Shell plc has repurchased 231,000 shares at £32.4578 each as part of a share buy-back program aimed at enhancing shareholder returns. Goldman Sachs is managing the buy-back in compliance with market regulations. Analysts rate Shell stock as a Buy with a £3700.00 price target, though Spark's AI Analyst gives it a Neutral rating due to cooling financial performance. Shell focuses on returning cash to shareholders while transitioning to lower-carbon energy solutions.

Tip Ranks

Shell

United States Oil Fund LP

VG Energy

VanEck Oil Services ETF

ISHRS S&P Glb Engy

Shell plc ADRhedged

Goldman Sachs

Shell PLC

GS Hldg R

Shell Advances Capital Return Drive with Fresh Share Buy-Back

CRAK

Cleveland Fed projects May inflation at 4.18%, with Q2 CPI annualizing at 6.89%, the highest in three years. The Iran war's impact has led to soaring oil prices, causing U.S. gas prices to rise rapidly. As a result, hopes for rate cuts in 2026 have diminished, with potential hikes anticipated under new Fed Chair Kevin Warsh.

- The Cleveland Fed projects May inflation at 4.18%, with the Q2 CPI annualizing at 6.89%, marking a three-year high.  
- The Iran war has closed the Strait of Hormuz, causing oil prices to rise significantly and leading to the fastest increase in U.S. gas prices in 30 years.  
- This inflation surge diminishes hopes for rate cuts in 2026, with potential interest rate hikes anticipated under the new Fed Chair Kevin Warsh.

Occidental Petroleum

iShares US Oil Equip & Svcs

VanEck Oil Refiners ETF

Pro Ultr Bloomberg Crude Oil

SPDR O&G Equip

Us Brent Oil

Fed's May inflation forecast spikes, rate cuts unlikely in 2026

CTRA

RBC Capital Markets suggests Devon Energy (DVN) may benefit from its merger with Coterra Energy (CTRA) in June, highlighting potential asset sales and merger synergies. The firm anticipates a new guidance update mid-June, with asset sales possibly exceeding $4 billion. Devon's $1 billion synergy target and $8 billion stock buyback plan indicate strong confidence. RBC maintains a sector perform rating with a $59 price target.

fidelity

Coterra Energy

Devon Energy

ROYAL BANK OF CANADA

Devon Energy Could Gain From Merger Update in June, Asset Review, Buybacks, RBC Says

MLPX

Phillips 66 (PSX) announced plans for a major midstream capacity expansion, including the Zeus Gas Plant and a new Coastal Bend fractionator to enhance Permian gas processing. The projects, part of a $2.0-$2.5 billion capital spending program, aim to support rising output and improve flow efficiency. Shares rose 0.88% to $176.47 in premarket trading. The company expects to reduce debt to $17 billion by 2027 and return over 50% of operating cash flow to shareholders.

benzinga_article

Phillips 66

GLOBAL X MLP & Energy Infra

Morgan Stanley

Bank of Nova Scottia

Citigroup

MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

MORGAN STANLEY DEP SHS REPSTG 1/1000TH PFD SER Q

MORGAN STANLEY DEP SHS REPS 1/1000 7.125% PFD E

MORGAN STANLEY NON-CUM DEP SH REP 1/1000 PFD SER I

MORGAN STANLEY 4.875 DEP SHS REP 1/1000 NCUM PFD SR L

MORGAN STANLEY 6.5%DEP SHS REPSTG 1/1000 NON CUM SER P

MORGAN STANLEY DEP SHS REPS 1/1000 PFD SER 'A'

MORGAN STANLEY DEP SHS REPR 1/1000TH INT PFD SER 'F' FX

MORGAN STANLEY DEP SHS REP 1/1000 NON-CUM PFD STK SER K

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Phillips 66 Plans Major Midstream Capacity Expansion

Halliburton's stock (NYSE:HAL) reached a new 52-week high of $42.62 after Rothschild & Co Redburn raised its price target from $40.00 to $49.00, maintaining a buy rating. The stock traded at $42.59 with a volume of over 2.3 million shares. Analysts have mixed ratings, with 18 buy, 5 hold, and 1 sell. Insiders sold shares recently, and institutional investors own 85.23% of the stock. Halliburton reported $0.55 EPS, exceeding estimates, with revenue of $5.40 billion.

Market Beat

Halliburton

Jefferies Financial

Evercore

Strive

Strive Inc Pref Shares SATA 12.0 Perp 12/10/25

Halliburton (NYSE:HAL) Sets New 52-Week High Following Analyst Upgrade

RBA Assistant Governor Sarah Hunter will address inflation and the Middle East conflict at the Bloomberg Forum in Sydney. Her speech will focus on energy-driven price pressures and the impact of elevated oil prices on the Australian economy. Markets are expected to scrutinize her remarks for indications of how geopolitical risks may influence inflation and interest rates, particularly following three consecutive rate hikes by the RBA. Hunter's address signals the Bank's concern over persistent inflation and its implications for future monetary policy.

- Reserve Bank of Australia’s Assistant Governor Sarah Hunter will address the impact of inflation and the Middle East conflict at a Bloomberg investment forum in Sydney.  
- The speech comes after three consecutive interest rate hikes of 25 basis points, reflecting the RBA's concerns over persistent inflation driven by geopolitical factors.  
- The market will closely watch for indications that the RBA views conflict-driven oil prices as a lasting inflation factor, impacting consumer prices and future rate decisions.

Investinglive

RBA to address inflation risk from Middle East conflict at Sydney forum. Hunter no dove.

As oil prices may decline following an Iran ceasefire, three energy stocks are highlighted as attractive investments: Marathon Petroleum, Valero Energy, and Phillips 66. Marathon is noted for its ability to refine heavy crude, Valero for capturing rerouted global crude, and Phillips 66 for its diversified business model. Analysts have raised price targets for these stocks, indicating potential growth despite the anticipated drop in oil prices.

Marathon Petroleum

Valero Energy Corp New

Iran Ceasefire Trade: 3 Energy Stocks to Own if Oil Falls to $80

BP says United Steelworkers Local 7-1 walked away from talks at Whiting refinery; BP returned ready to negotiate but says union left without addressing open issues.1BP PLC ADR (BP) traders: BP launched a limited-time bp rewards Visa offering 50¢/gal for 60 days (apply by Sep 30, 2026). Ongoing: 5x BP non-fuel, 3x groceries/dining, 1x other; redemptions vary.2

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BP p.l.c. ADRhedged

BP p.l.c.

Key facts: BP says Local 7-1 left Whiting talks; launches 50¢/gal Visa

Japan's GDP grew 2.1% annualized in Q1, exceeding the 1.7% forecast, driven by consumption, investment, and exports. However, the closure of the Strait of Hormuz has disrupted 20% of global oil supply, leading to rising fuel prices and inflation risks. The Bank of Japan may consider a rate hike in June due to increasing import costs affecting inflation and corporate profits.

- Japan's GDP grew 2.1% annualized in Q1, exceeding the 1.7% forecast, driven by increased consumption, investment, and exports.  
- The closure of the Strait of Hormuz has impacted 20% of global oil supply, causing fuel prices to rise and heightening inflation risks.  
- In response to escalating import costs affecting inflation and corporate profits, the Bank of Japan is considering a rate hike in June.

Invesco DB Multi Sector Comm TR Oil Fd ETF

Japan’s Q1 growth beats forecasts but energy shock looms

SPDR O&G Ex & Prd(XOP.US)