exxonmobil

⚠️ The Valuation Gap Is Getting Hard to Ignore

Europe vs the US supermajors

The numbers:
• Shell $224B
• #TotalEnergies $165B
• bp $103B
→ $492B combined

Now compare:
• #ExxonMobil $617B
• #Chevron $360B

This is strategy and perception.

• US majors priced for cash flow and discipline
• European majors discounted for complexity and mixed signals

💰Capital rewards clarity, not narrative

#OOTT
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U.S. Takes Control: 5 Stocks to Watch in Venezuela

By @MrJangKen • ID: 766881381

Geopolitics shifted overnight on January 3, 2026, as U.S. forces captured Venezuelan President Nicolás Maduro. With the U.S. planning to "run" the country and revive its massive oil reserves, the energy sector is bracing for a massive reshuffle.

• The Top 5 Beneficiaries
🔹Chevron (CVX): The clear leader. As the only U.S. major already on the ground, Chevron is best positioned for immediate expansion.
🔹ExxonMobil (XOM): Likely to lead the charge in new multibillion-dollar infrastructure projects.
🔹ConocoPhillips (COP): Eyes a return to reclaim over $10 billion in past legal claims and asset seizures.
🔹Halliburton (HAL) & SLB: These service giants are the "picks and shovels" play, essential for repairing the country's decaying pipelines and wells.

• Quick Market Snapshot
🔹The Prize: Venezuela holds 303 billion barrels—the world's largest reserves.
🔹The Goal: Ramp up production from current lows of ~0.9 mbd back toward historic 3+ mbd.
🔹Stock Trigger: Analysts highlight Chevron’s "bullish flag" pattern; a breakout above $168 could signal a new primary uptrend.

As Wall Street opens this Monday, these five names are the primary vehicles for playing the "Venezuela Reopening."

#USVenezuelaConflict #OilStocks #Chevron #ExxonMobil #Trump2026

🌍 Retail Investors Snap Up Defence, Energy & Precious Metals Amid 2026 Geopolitical Turbulence

Retail investors have aggressively repositioned portfolios at the start of 2026, targeting US oil & gas, defence stocks, and precious metals amid global geopolitical uncertainty triggered by developments in Iran, Venezuela, and Donald Trump’s Greenland ambitions.

📌 Key Points

🛢 Oil & Gas: Chevron and ExxonMobil were top buys in the UK, with Chevron seeing 20× trading volume on IG and strong demand on Interactive Investor.

🛡 Defence Stocks: BAE Systems and defence ETFs surged, with trading volumes up 29–50%, driven by US military spending plans.

🪙 Precious Metals: Gold and silver ETFs saw record buying, with gold trading volumes up 153% versus average weekly levels, outpacing oil and defence stocks.

💡 Market Insight
Investors are flocking to traditional safe havens and strategic sectors amid uncertainty, highlighting risk-on rotation in energy and defence while maintaining exposure to precious metals as a hedge.

#DefenceStocks #BAESystems #Chevron #ExxonMobil #PreciousMetals $XAU $XAG $PAXG

🇨🇳 BYD & EXXON MOBIL DEEPEN HYBRID TECH PARTNERSHIP
$AXL
China’s EV giant BYD and U.S. energy major Exxon Mobil are set to deepen their partnership in hybrid vehicle technology, signaling closer collaboration between traditional energy and next-gen automotive systems. The move highlights how hybrids remain a key transition path as full EV adoption evolves.
$AXS
This partnership could strengthen BYD’s global competitiveness while allowing Exxon Mobil to stay relevant in the shifting energy and mobility landscape, a sign that legacy energy firms are adapting rather than exiting the auto transition.
$ONG
📰 Source: Reuters

#BYD #ExxonMobil #HybridTech #EVs #USIranStandoff