Energy

Oil market analysis: physical supply gaps vs. futures, Middle East bottlenecks, EOR and storage tech, and how higher crack spreads benefit Canadian refineries.

BP & ConocoPhillips partner to revive Iraq’s Kirkuk oil fields, aiming 15‑20% extra recovery, $8‑10bn revenue, and geopolitical diversification in a high‑risk market.

Chevron’s stock edges up as Thai‑Gulf dispute settles, licences renew and geopolitical tensions boost energy confidence.

ENEOS adopts NVIDIA’s Nemotron open‑model AI platform to accelerate catalyst R&D, boosting energy efficiency and positioning itself ahead of regulatory and market shifts.

TECHNIPFMC pivots to renewable energy, boosts operational efficiency, and tackles supply‑chain and regulatory challenges to stay ahead of the global energy transition.

Valero Energy turns losses into profits with higher refining margins and booming renewable diesel, leveraging cost discipline, capital efficiency, and low‑carbon incentives.

Corporate Analysis: EQT Corp’s H1 2026 interim report shows steady earnings, robust cash, and a dividend, while its new Kakaku.com acquisition signals a strategic shift into data‑services.

Halliburton’s July 15, 2026 update highlights new drilling tech, revenue gains, and digital innovation to boost efficiency and meet evolving regulatory standards.

Cheniere Energy adds CFO‑expert Britt Vitalone to its board, boosting audit rigor, ESG pay links, and treasury strategy to strengthen LNG governance.

PetroChina’s $711 M stake in LNG Canada’s BC storage tank boosts its LNG supply chain, taps tech‑driven cryogenic efficiency, and deepens North American market access.