Energy stocks were leaning lower pre-bell Friday, with the State Street Energy Select Sector SPDR ET

CVX's Namibia partnership with Equinor cuts exploration exposure while retaining operatorship, as the Nabba-1X well looms in 2026.

The 105-4X exploration well is located in the Lower Congo Basin.

TotalEnergies stock reacts to record cash flow and policy uncertainty TotalEnergies (ENXTPA:TTE) is back in focus after the group joined its peers in reporting a record share of nearly $70b in Q2 2026 free cash flow, alongside fresh U.S. policy moves on offshore wind leases. See our latest analysis for TotalEnergies. TotalEnergies’ recent update comes after a strong run, with the share price delivering a 7.69% 1 month share price return and a 35.35% year to date share price return. The 1 year...

The Trump administration’s decision to unwind offshore wind leases through negotiated buybacks has predictably reignited the debate over renewable energy. Many welcome the move as a correction to policies that heavily favored offshore wind during the previous administration. That debate is perfectly legitimate. However, the recent agreements involving TotalEnergies, Bluepoint Wind, Golden State Wind, Duke, Invenergy, and […]

Chevron's new offshore Angola discovery could tie into existing Block 0 infrastructure, adding fresh momentum to the country's oil industry.

Chevron found more than 90 meters of high-quality net pay near existing infrastructure that could accelerate development and control costs.

Chevron Corporation (NYSE:CVX), through its subsidiary Cabinda Gulf Oil Company Limited (CABGOC), has confirmed an oil and gas condensate discovery at the 105-4X exploration well in Angola’s offshore Block 0. Drilled in the Lower Congo Basin, the well encountered an oil and gas condensate column measuring more than 600 metres, or 2,000 feet, within the primary Pinda reservoir.

As passage of oil through the Strait of Hormuz remains shrouded in uncertainty, the world's largest oil companies are stocking up their cash reserves, according to The Kobeissi Letter.

US President Donald Trump, long a critic of wind energy, has repeatedly dismissed wind turbines as unsightly and has labelled them an "economic and environmental disaster."View on euronews

Natural gas is a valuable source of dispatchable power, but it already supplies roughly 41% of U.S. electricity. Deliberately increasing that dependence leaves consumers and industry more exposed to fuel-price volatility.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

TotalEnergies (ENXTPA:TTE) and Eni reached Final Investment Decision to develop the Cronos offshore gas field in Cyprus as a new LNG project. The Cronos development plans to use existing gas infrastructure in Egypt to speed up exports to Europe and lower project carbon intensity. The project is designed with potential for additional phases, which could expand LNG supply linked to the field over time. For readers looking to explore more ideas connected to large scale energy infrastructure,...

E's production growth, stronger cash flow and higher buybacks have fueled a sharp rally, but commodity exposure remains a key risk.

MUR's Q2 earnings beat estimates as stronger oil prices, broad production and lower operating costs lift revenues and cash flow.

OXY's Q2 earnings rise as higher oil prices, Midstream gains and above-guidance production fuel stronger revenues and cash flow.

SRE tops Q2 earnings estimates as utility and infrastructure profits surge, but revenues dip and miss forecasts despite stronger operating cash flow.

DVN's Q2 earnings beat estimates as merger contributions, stronger oil pricing and higher output drive a 73.1% revenue surge and robust free cash flow.

The Iran war has tightened global fuel supplies, pushing refining margins to record highs as disruptions in the Strait of Hormuz, reduced Asian refining, and export restrictions squeezed diesel, gasoline, and jet fuel markets.

ET's second-quarter earnings beat estimates as record NGL volumes and stronger crude activity drive growth, prompting a higher 2026 EBITDA outlook.