Chevron benefits directly from the Iran conflict and rising prices for oil and related commodities, with global reserves at critical lows. Its Project Kilby will monetize Permian Basin natural gas by powering a large Microsoft AI data center under a 20-year agreement. The ongoing war could extend into next year, potentially driving Chevron's earnings to $15 per share by fiscal year 2026. The company is rated a strong buy due to its free cash flow, solid balance sheet, 3.41% dividend yield, and prospects for further dividend increases.
Chevron shares have surged over 42% in 2026, approaching a 52-week high near $212. Strong Q2 earnings, production growth, and debt reduction support the rally, but the stock trades above its price target of $204.67, suggesting limited upside. Bulls p...
Leo Nelissen highlights energy as his top sector for 2026, citing structural underweighting in the S&P 500 and strong long-term rotation potential. Despite complex oil market dynamics involving inventory drawdowns, geopolitical risks, and inflation s...
The US Pentagon has acquired a 35% equity stake in North American Blue Energy Partners (NABEP), a private oil company granted concessions to 65 billion barrels of Venezuelan crude reserves, making it potentially the world's second-largest oil company...
The article compares two popular U.S. retirement income ETFs: Schwab U.S. Dividend Equity ETF (SCHD) and JPMorgan Equity Premium Income ETF (JEPI). SCHD focuses on growing qualified dividends from strong American companies, offering a lower yield (~3...
Chevron has raised its dividend for 39 consecutive years, with a recent 4% increase in 2026 and a current yield of about 3.08% at $104 oil prices. The company showed strong Q2 2026 earnings and cash flow, comfortably covering dividends, but its payou...
