Chevron Natural Gas 2026, $400B Valuation, Engine No. 1

Chevron Middle East Expansion, $19 B Capex, Leviathan Gas FID, and 2 Key…


ExxonMobil M&A 2026, $65B Spent With Pioneer, Denbury

Exxon Mobil M&A Strategy, $59.5 B Pioneer Deal, $53 B Hess Rivalry, and…


Tenaris LNG 2025, $2.2B FCF, Qatar Energy Focus

Tenaris LNG Pipe Strategy, $280 M Bay City Investment, Shell Sparta Deal, and…


SLB Carbon Capture 2025, 2 MOUs with Aramco

SLB LNG Technology, Sequestri™ Launch, 2 MOUs with ADNOC and Aramco, and $8.49…


Transocean Carbon Capture 2026, $750M Debt Cut, Valaris Merger

Transocean CCUS Strategy, No 2025 Projects, >$189 M in Oil & Gas Contracts…


Tenaris Carbon Capture 2026, $2.9B EBITDA, Axpo Deal

Tenaris CCUS Strategy, $239 M Decarbonization Investment, Axpo Deal, and 2…


Carbon Capture 2025, 321 DOE Awards Canceled for Ørsted

CCUS Policy Risk, $7.5 B DOE Cancellation Impacts 55 Projects Including Exxon…


Energy Transfer LNG 2026, $5.3B Cancellation, Cheniere FID

US LNG Export Saturation, 28.7 Bcf/d Capacity, European Contract Reluctance,…


IAG Sustainable Aviation Fuel 2026, €8.5B Costs & Air France

European Airlines Carbon Costs, €1.5 B+ Exposure for Lufthansa, 15 CEO…


EU Carbon Capture 2026, €30B Fund & 6-Nation Push

EU Industrial Decarbonization, €40 B Innovation Fund, €4.7 B in Carbon Cost…


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