Dec 29, 2025 • Kyiv Post
SOMEWHAT-BEARISH
Documents Show Houston Oil Giant SLB Aiding Russian Oil Production Despite US Sanctions
Documents obtained by analytics firm Dallas indicate that Houston-based energy giant SLB (formerly Schlumberger) continued transferring proprietary drilling technology to Russian manufacturers as recently as February 2025, weeks after new US sanctions targeting Russia's oil sector took effect. This activity, including detailed engineering drawings for critical oil extraction equipment components, raises concerns that SLB is undermining US sanctions and supporting Russia's war effort in Ukraine. Despite having promised to exit the Russian market years earlier, SLB's continued presence and deepening involvement suggest a long-term strategy rather than a withdrawal.
Dec 29, 2025 • euro-petrole.com
SOMEWHAT-BULLISH
Woodside and BOTAS finalise long-term LNG supply agreement
Woodside and Turkey's BOTAŞ have signed a long-term Sale and Purchase Agreement (SPA) for the supply of approximately 0.5 million tonnes per annum of LNG over nine years, starting in 2030. This agreement converts a previous non-binding Heads of Agreement into a binding commitment and strengthens cooperation in the LNG value chain, primarily sourcing LNG from the Louisiana LNG project in the United States and Woodside's broader portfolio. The deal highlights Woodside's diversified portfolio and reinforces Turkish-US energy relations, promoting energy security and economic growth for both nations.
Dec 28, 2025 • ts2.tech
NEUTRAL
ConocoPhillips Stock (COP) Outlook: Oil Slumps on Supply-Glut Fears, Analysts See $114–$121 Targets Ahead of Monday’s Open
ConocoPhillips (COP) faces a mixed outlook as oil prices slump due to fears of a 2026 supply glut, even as the broader U.S. market is near record highs. Despite the cautious oil market, analysts maintain strong price targets for COP stock, ranging from $114-$121, highlighting the company's long-term potential in its low cost of supply, visible project growth, and commitment to shareholder returns. Investors are advised to monitor crude oil movements and ConocoPhillips' upcoming Q4 2025 earnings call on February 5, 2026, which will offer clarity on capital discipline and shareholder returns.
Dec 26, 2025 • openPR.com
SOMEWHAT-BULLISH
Crude Oil Flow Improvers Market Size, Regional Outlook, Valuable Growth Factors, Business Strategies and Future Demand 2032 | Halliburton Company, BASF SE, LiquidPower Specialty Products Inc., Schlumberger Ltd.
The Crude Oil Flow Improvers Market is projected to reach USD 2,660.0 million by 2032, growing at a CAGR of 5.3% from 2025, with an estimated value of USD 1,853 million in 2025. This growth is driven by rapid innovation and shifting regional dynamics. The market study offers insights into segmentation by type, application, and region, and profiles key players like Halliburton Company and BASF SE.
Dec 26, 2025 • Rigzone
BULLISH
Norway Gas Output Hits 11-Month High
Norway's natural gas production in November reached 361.5 million cubic meters a day, marking an 11-month high and exceeding forecasts by 2.1 percent. The country also sold 10.8 billion cubic meters of gas last month, contributing significantly to the EU's gaseous gas imports, while oil production saw a slight decrease but still beat projections. Equinor's new field developments, like Johan Castberg, Halten East, and Verdande, are driving increased production and extending the lifespan of existing infrastructure.
Dec 25, 2025 • sharewise.com
NEUTRAL
Should You Invest in the VanEck Oil Services ETF (OIH)?
The VanEck Oil Services ETF (OIH) is a passively managed ETF launched in 2011, providing exposure to the Energy - Equipment and Services sector. With $1.29 billion in assets and a low expense ratio of 0.35%, it tracks the MVIS U.S. Listed Oil Services 25 Index, offering a diversified but concentrated portfolio with top holdings like Schlumberger Nv. The ETF holds a Zacks ETF Rank of 3 (Hold), indicating it's a sufficient option for sector exposure.