... инвесторы ожидают роста прибыли нефтегазовых гигантов. За минувшую неделю секторный индекс S&P 500 Energy (США) прибавил около 5%, котировки ExxonMobil и Chevron достигли максимумов за несколько месяцев. Российский индекс МосБиржи также подрос, превысив отметку 2750 пунктов благодаря ралли в бумагах ...

... закупать нефть у Венесуэлы. Анализ ✔️ В 2023 году администрация Байдена ослабила санкции против венесуэльской нефтяной отрасли, позволив Chevron и другим компаниям частично восстановить сотрудничество с PDVSA. Однако Трамп, вероятно, планирует возврат к жестким санкционным мерам....

... reductions in effect. Many key exporters are already producing close to maximum levels: for instance, Russia, Saudi Arabia, Iraq, and the UAE. Additionally, an increase in supply is expected outside OPEC+, as major companies resume projects (for example, Chevron is returning to production in Venezuela, contributing approximately 200,000 barrels/day). An increase in supply, alongside persistent economic risks, is putting a "cooling" effect on oil prices. Macroeconomic Conditions. The global economic ...

... tariffs, along with hopes for a US-EU compromise, have imbued the market with optimism, outweighing supply-increasing factors. Reports emerged that US authorities might partially ease restrictions on oil production in Venezuela, potentially allowing Chevron and other partners of PDVSA to increase heavy crude exports by more than 200,000 barrels per day. However, these plans are only moderately supporting prices at present, as traders account for gradual growth in Venezuelan supply, while overall ...

... gas prices. Nevertheless, the result exceeded analysts' expectations, which was positively received by the market. Other majors followed a similar trajectory: leading oil companies in Europe and the U.S. (including BP, TotalEnergies, ExxonMobil, and Chevron) reported declines in quarterly profits compared to the peak first half of 2024 but overall earned more than forecasted. Despite retreating from last year's record levels, the oil and gas sector continues to generate a solid cash flow. Many companies ...