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ISIN: US30231G1022
Ticker: XOM
US30231G1022
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110
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Aktien Stammtisch
@Aktien_Stammtisch
2J·

ExxonMobil Q2'25 Earnings Highlights

$XOM (-3,35 %)


🔹 Adj. EPS: $1.64 (Est. $1.56) 🟢

🔹 Revenue: $81.51B (Est. $80.39B) 🟢


Production & Operational Metrics

🔹 Total Production: 4.63M BOE/d (Est. 4.51M) 🟢; Highest Q2 since Exxon-Mobil merger

🔹 Permian: Record 1.6M BOE/d

🔹 Refinery Throughput: 3.94M b/d (Est. 3.88M) 🟢

🔹 Energy Product Sales: 5.59M b/d

🔹 Chemical Sales: 5.26M tonnes

🔹 Specialty Product Sales: 2.00M tonnes


Segment Highlights


Upstream

🔹 Earnings: $5.4B; DOWN QoQ

🔹 Record Q2 production; growth from Permian & Guyana

🔹 Lower realizations offset by higher volumes and cost savings


Energy Products

🔹 Earnings: $1.37B; UP +65% QoQ

🔹 Refining margins improved on seasonal demand

🔹 Strathcona Renewable Diesel (20K bpd) & Fawley Hydrofiner ramping


Chemical Products

🔹 Earnings: $293M; Flat QoQ

🔹 Volumes up from China Complex ramp-up; margins soft


Specialty Products

🔹 Earnings: $780M; UP +19% QoQ

🔹 Record high-value product volumes

🔹 Singapore Resid Upgrade project in start-up phase


Other Key Q2 Metrics:

🔹 Net Income: $7.08B; DOWN -36% YoY

🔹 Cash Flow from Ops: $11.5B

🔹 Free Cash Flow: $5.4B

🔹 Capex: $6.3B

🔹 On pace for $20B buybacks in 2025

🔹 Q3 Dividend Declared: $0.99/share (Payable Sep 10, 2025)

🔹 Net Debt Ratio: 8%; Debt-to-Capital: 13%


Strategic & Efficiency Updates

🔸 Started 6 of 10 major projects YTD

🔸 $13.5B structural cost savings since 2019 (leading among IOCs)

🔸 FY25 Capex forecast: $27B–$29B (unchanged)

🔸 Repurchased ~40% of shares issued for Pioneer acquisition


🔸 “We’re delivering industry-leading results and building long-term earnings power. Our cost structure, scale, and advantaged portfolio continue to differentiate us.” – CEO Darren Woods

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Der Spekulant
@Derspekulant1
1Sem.·

Quarterly figures 28.07-01.08

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BamBamInvest@BamBamInvest
1Sem.
Dienstag $SOFI 🚀
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Business News Germany
@Business_News
3Sem.·

Royal Gold acquires Sandstorm and Horizon | ExxonMobil discovers gas deposits off Cyprus

Royal Gold acquires Sandstorm and Horizon for 3.7 billion dollars

Royal Gold $RGLD (-0,81 %) announced exciting news on Monday: The company plans to purchase two significant acquisitions totaling approximately $3.7 billion. This includes the acquisition of Sandstorm Gold $SSL (-0,85 %) for 3.5 billion dollars in shares and Horizon Copper $VZ (-1,36 %) for 196 million dollars in cash. These strategic steps are expected to be completed in the fourth quarter of this year. CEO Bill Heissenbuttel emphasizes that these acquisitions support Royal Gold's goal of securing high-quality, long-life precious metal resources in mining-friendly regions. Although Royal Gold shares fell by more than 6% on Monday, the company has already gained more than a quarter of its value this year, which is a positive development in a challenging market environment.


ExxonMobil discovers gas deposits off Cyprus

In the USA, ExxonMobil $XOM (-3,35 %) in collaboration with Qatar Energy International, has discovered another promising natural gas deposit south of Cyprus. This discovery could significantly strengthen the region's status as a major energy exporter and help Europe to reduce its dependence on Russian energy sources. The deposit was discovered in the Pegasus-1 well, which is located approximately 190 kilometers southwest of Cyprus at a depth of 1,921 meters. No estimates of the amount of gas that may be present in this deposit have been released to date. The Cypriot authorities report that this is the sixth natural gas deposit discovered in Cyprus' economic zone in the last 14 years. In addition, the Eni-Total consortia also hold licenses in the region and could potentially work with ExxonMobil to develop these promising deposits in the future.


Sources:

https://finance.yahoo.com/news/royal-gold-stock-drops-firm-175534343.html


https://finance.yahoo.com/news/exxonmobil-partner-qatar-energy-natural-181923944.html


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4 Commentaires
Max@bullish999
3Sem.
Is it possible to block your posts?
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H-F-H-J D.
@H-F-H-J
3Sem.·

Today I invested in Shell

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3 Commentaires
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D.N. Schenk@Schenkcashflows
3Sem.
Great buy!
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H-F-H-J D.
@H-F-H-J
1Mo·

Today I invested in $Shell

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S.A.T.@SATNL
1Mo
Does that drive the price up of i want to buy after you?
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Hennington Research
@HennRes
1Mo·

Equities | Shell wants BP

$SHEL (-1,49 %) is currently considering $BP. (-2,39 %) to take over the company. The potential transaction volume would amount to 80 billion US dollars, making it one of the largest M&A transactions in the history of Oil & Gas. BP is currently reviewing the offer, but negotiations have been slow so far. Shell & BP have not yet made any concrete statements. Shell officially described the reports as "further market speculation" and said it was focusing on its own performance and the interests of its shareholders.

𝖭𝖾𝗍 𝖣𝖾𝖻𝗍 𝗍𝗈 𝖤𝗊𝗎𝗂𝗍𝗒 𝖽𝖾𝗋 Ö𝗅𝗄𝗈𝗇𝗓𝖾𝗋𝗇𝖾 𝖡𝖯, 𝖲𝗁𝖾𝗅𝗅, 𝖳𝗈𝗍𝖺𝗅𝖤𝗇𝖾𝗋𝗀𝗂𝖾𝗌, 𝖤𝗑𝗑𝗈𝗇 𝗎𝗇𝖽 𝖢𝗁𝖾𝗏𝗋𝗈𝗇. 𝖡𝖯 𝗐𝗂𝖾𝗌 𝖤𝗇𝖽𝖾 2024 𝗆𝗂𝗍 𝖠𝖻𝗌𝗍𝖺𝗇𝖽 𝖽𝖾𝗇 𝗁ö𝖼𝗁𝗌𝗍𝖾𝗇 𝖶𝖾𝗋𝗍 𝖺𝗎𝖿, 𝖿𝖺𝗌𝗍 𝖽𝗈𝗉𝗉𝖾𝗅𝗍 𝗌𝗈 𝗁𝗈𝖼𝗁 𝗐𝗂𝖾 𝖲𝗁𝖾𝗅𝗅.


A takeover would create a European oil giant that could compete with $XOM (-3,35 %) and $CVX (-1,89 %) could take on. BP in particular has been under pressure from activist investors for some time, as its attempted foray into renewable energies has been less successful. A stronger focus on oil & gas is therefore strategically desirable.

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Dividendenopi👴@Dividendenopi
1Mo
Let's see, I put 1000 shares in my trading portfolio today
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Enrique
@Dividenden_Monteur
1Mo·

Small long on oil

Speculation on rising oil prices in the short term.

And why $CVX (-1,89 %) and not $XOM (-3,35 %) ? Chevron jumped back above the 200 day line today.

22 leverage.

23.06
Long @143.37 $ Chevron Open End-Turbo logo
Long @143.37 $ Chevron Open End-Turbo
Acheté x879 à 0,58 €
509,82 €
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arviid@arviid
1Mo
I'll keep my fingers crossed for you Daumen🤞🏼. Cyprus doesn't pay for itself
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Pascal W.
@pwasbeer
1Mo·

Impact of Iran Closing the Strait of Hormuz on Global Markets

Impact of Iran Closing the Strait of Hormuz on Global Markets

The Strait of Hormuz is one of the most important oil transit routes in the world. About 20% of global oil supply passes through this narrow waterway. If Iran decides to close it, oil prices could skyrocket above $200 per barrel, according to Macquarie Commodities Strategy Head Marcus Garvey. While this is not the expected scenario, even a temporary disruption could cause major economic consequences.

Who Benefits?

Companies involved in oil production and energy supply would likely see higher profits due to rising oil prices. Some stocks that could benefit include:

  • Exxon Mobil (XOM) and Chevron (CVX) in the U.S.
  • Shell (SHEL) and BP (BP) in Europe
  • Oilfield service providers like Schlumberger (SLB) and Halliburton (HAL), which support drilling operations

Who Suffers?

Industries that rely on oil for production and transportation would struggle with higher costs. Some of the most affected sectors include:

  • Airlines (Delta Air Lines, United Airlines, Lufthansa)
  • Automakers (Volkswagen, Ford, Tesla)
  • Shipping companies (Maersk, FedEx, UPS)
  • Chemical producers (BASF, Dow Inc.)

Likelihood of Closure

Iran has threatened to close the Strait of Hormuz multiple times, but it has never fully blocked it. The last major disruption occurred during the Iran-Iraq War (1980-1988), when both sides attacked oil tankers. More recently, in 2019, ships were attacked near the strait, raising concerns about security. Experts believe a full closure is unlikely, as it would also hurt Iran’s economy and provoke military retaliation.

Conclusion

If Iran closes the Strait of Hormuz, oil prices would surge, benefiting energy companies while hurting industries dependent on oil. However, history suggests that a full blockade is not likely, though tensions in the region remain high. Investors should watch oil markets closely as geopolitical risks evolve.

$XOM (-3,35 %)
$CVX (-1,89 %)
$SHEL (-1,49 %)
$BP. (-2,39 %)
$LHA (-2,44 %)
$VOW (-2,39 %)
$MAERSK A (-2,22 %)
$TSLA (-3,11 %)

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thinkindie@thinkindie
1Mo
What’s going to be the impact on renewables?
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