Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
Hess Corporation Stock: Quiet Trading Masks High-Stakes Exxon Deal and Oil Price Crosscurrents
Hess Corporation's stock is trading quietly, acting more like a merger arbitrage bond due to ExxonMobil's proposed all-stock takeover, despite significant underlying growth in its Guyana operations. The market is weighing the deal's upside against risks from an arbitration dispute with CNOOC regarding pre-emption rights, which could impact the closing timeline. Wall Street largely maintains positive ratings, viewing Hess primarily as a strategic asset within ExxonMobil's future portfolio, contingent on the deal's successful completion.
Dec 25, 2025 • ts2.tech
SOMEWHAT-BULLISH
Chevron Corporation (CVX) News and Outlook on Dec. 25, 2025: $18–$19B 2026 Capex, Hess-Guyana Growth, LNG Expansion, and Oil-Price Headwinds
Chevron Corporation (NYSE: CVX) is setting an $18-19 billion capital expenditure budget for 2026, focusing on prioritizing returns and efficiency, especially after integrating the Hess acquisition which offers significant growth in Guyana. The company targets double-digit annual growth in cash flow and earnings through 2030, assuming $70 Brent, alongside substantial cost reductions and share repurchases. Despite strategies to maintain resilience, Chevron's 2026 performance faces potential headwinds from oil price forecasts by Goldman Sachs, which project Brent at an average of $56, testing the company's discipline narrative.
Dec 25, 2025 • FinancialContent
SOMEWHAT-BULLISH
The Clash for Guyana: Chevron Secures Hess Merger as Investors Pivot to Pure-Play Commodity ETFs
Chevron successfully acquired Hess Corporation for $53 billion, securing a 30% stake in Guyana's Stabroek block after a favorable ICC ruling against ExxonMobil's challenge. This merger has reshaped the energy sector and prompted a significant shift in the ETF market, with investors moving away from diversified commodity funds towards targeted gold (GLD) and crude oil (USO) ETFs due to geopolitical volatility and record gold prices. The integration of Hess's assets and the ongoing rivalry between Chevron and ExxonMobil will be key developments for 2026.
Dec 12, 2025 • MSN
SOMEWHAT-BULLISH
Chevron Buys 5% Stake In Hess Corp, Remains Confident About Pending Consummation Of Acquisition: Retail Sentiment Improves
Chevron has acquired a 5% stake in Hess Corp as it remains confident its acquisition of Hess Corp will be consummated. This comes amidst an arbitration process with Exxon Mobil regarding Hess's Guyana assets. Retail investor sentiment towards Chevron has also reportedly improved.
Dec 09, 2025 • Finimize
SOMEWHAT-BULLISH
Hess Midstream Steady On Profits And Boardroom Changes
Hess Midstream is projecting steady net income between $650 million and $700 million and consistent oil and gas volumes for 2026. This comes as Chevron executives take new directorial roles on the board, following the completion of the Hess Corporation-Chevron merger. These changes suggest Chevron’s growing influence on Hess Midstream’s strategic direction and could attract investors looking for stable returns in the energy sector.
Dec 09, 2025 • Stock Titan
NEUTRAL
Hess Midstream (NYSE: HESM) announces board changes tied to Chevron
Hess Midstream LP announced board changes following a leadership move at its controlling parent, Chevron Corporation. Andrew B. Walz resigned from the board of Hess Midstream GP LLC due to his appointment as an executive officer of Chevron. Kristi H. McCarthy was designated Chairman, and Barbara F. Harrison, a senior Chevron executive, was appointed as a new board member.