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09.04.26 - 00:54
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Exxon Warns Of $6.5 Billion Hit From Iran War As Q1 Earnings Set To Print Slightly Below Consensus (ZeroHedge)
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Exxon Warns Of $6.5 Billion Hit From Iran War As Q1 Earnings Set To Print Slightly Below Consensus
In an early clue how the Iran war will impact energy earnings, ExxonMobil warned of a $6.5bn hit to Q1 earnings from the Iran war but said the bulk of this was the result of unfavorable timing for its accounting of hedging contracts, which would be offset as underlying transactions were eventually completed. The US supermajor also said that global oil and gas production would be 6% lower in the first three months of the year than in the fourth quarter of 2025 because of attacks on facilities in Qatar and the United Arab Emirates in which it holds ownership stakes.
According to Exxon's 8K filed this morning, Goldman calculated that the company's adjusted EPS at the mid-point came in at ~$1.80 vs. consensus closer to $1.90 and Q4 levels closer to $1.71. As shown in the chart below, there was sequential improvement in Upstream driven by higher liquids prices, sequential declines in Downstream due...
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08.04.26 - 20:54
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Oil Drops After Iran Ceasefire | Open Interest 4/8/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Global markets rally as the US and Iran strike a fragile ceasefire, sending oil tumbling and shaking up Corporate America. Delta climbs, Exxon slips, and the Strait of Hormuz reopens under Iran's watch. Former State Department official Jennifer Gavito on rising geopolitical risks, JP Morgan's Darren Novak on the activist investing surge, Hyundai CEO José Muñoz on a $26 billion US manufacturing push, and Rachel Bronson on why this Middle East truce may not last. (Source: Bloomberg)...
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08.04.26 - 19:42
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Chevron vs ExxonMobil: The Bigger Dividend Stock Amid The Oil Rush (24/7 Wall St.)
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Oil and energy company ExxonMobil (NYSE:XOM) and Chevron (NYSE:CVX) closed out 2025 with results that reveal two very different oil giants navigating the same crude price headwind. Both raised dividends 4%, both beat Q4 EPS estimates, and both are pressing hard on production growth. The structural differences between the two companies, however, are significant. So, ... Chevron vs ExxonMobil: The Bigger Dividend Stock Amid The Oil Rush...
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08.04.26 - 17:13
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Exxon Lost 6% of Global Production Amid Iran War (Bloomberg)
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Exxon Mobil Corp. saw 6% of its global output knocked out in the first quarter as oil and natural gas operations in the Persian Gulf were paralyzed by the Iran war. Kevin Crowley reports on Bloomberg Television. (Source: Bloomberg)...
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08.04.26 - 16:36
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Exxon sieht Produktionseinbussen durch Krieg im Nahen Osten (Cash)
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- Der Krieg im Iran hat beim US-Ölkonzern Exxon zu deutlichen Einbussen geführt. So seien im ersten Quartal sechs Prozent seiner weltweiten Produktion ausgefallen, teilte das Unternehmen am Mittwoch in Spring (Texas) mit. Der Krieg hat weite Teile der Energiewirtschaft am Persischen Golf lahmgelegt. Die Hälfte dieser Ausfälle konzentriere sich auf einen Flüssiggaskomplex in Katar, an dem Exxon beteiligt ist, hiess es. Zwei Produktionslinien für Flüssiggas seien beschädigt worden....
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08.04.26 - 15:09
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ExxonMobil: Das wird teuer (Der Aktionaer)
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Im Zuge der vereinbarten Waffenruhe im Nahen Osten geht es im heutigen Handel mit den Ölpreisen bergab. dementsprechend sinken auch die Kurse von Energieriesen. Bei ExxonMobil kommen noch andere Faktoren hinzu. Wie das Unternehmen nun mitteilte, fielen im ersten Quartal rund sechs Prozent der Konzernförderung aus....
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