http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 12 Mar 2026 09:35:59 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html <p>Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.</p><p>The analyst commented: "We are revising forward estimates and price targets on the back of a $5.00/bbl increase in our mid-cycle WTI price forecast ($75/bbl vs. prior $70/bbl), driven by lasting impacts of the war in Iran. While the duration of outages in the Middle East remains highly uncertain, our commodity macro team, led by Global Energy Strategist, Jan Stuart, anticipates that 2026 crude balances will tighten by ~2.0 Mb/d vs. prior expectations (Macro Note), while lingering impacts/risk premiums and global resource tightening http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html Thu, 12 Mar 2026 09:35:59 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html <p>Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.</p><p>The analyst commented: "We are revising forward estimates and price targets on the back of a $5.00/bbl increase in our mid-cycle WTI price forecast ($75/bbl vs. prior $70/bbl), driven by lasting impacts of the war in Iran. While the duration of outages in the Middle East remains highly uncertain, our commodity macro team, led by Global Energy Strategist, Jan Stuart, anticipates that 2026 crude balances will tighten by ~2.0 Mb/d vs. prior expectations (Macro Note), while lingering impacts/risk premiums and global resource tightening http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html Thu, 12 Mar 2026 09:35:59 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html <p>Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.</p><p>The analyst commented: "We are revising forward estimates and price targets on the back of a $5.00/bbl increase in our mid-cycle WTI price forecast ($75/bbl vs. prior $70/bbl), driven by lasting impacts of the war in Iran. While the duration of outages in the Middle East remains highly uncertain, our commodity macro team, led by Global Energy Strategist, Jan Stuart, anticipates that 2026 crude balances will tighten by ~2.0 Mb/d vs. prior expectations (Macro Note), while lingering impacts/risk premiums and global resource tightening http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html Thu, 12 Mar 2026 09:35:59 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html <p>Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.</p><p>The analyst commented: "We are revising forward estimates and price targets on the back of a $5.00/bbl increase in our mid-cycle WTI price forecast ($75/bbl vs. prior $70/bbl), driven by lasting impacts of the war in Iran. While the duration of outages in the Middle East remains highly uncertain, our commodity macro team, led by Global Energy Strategist, Jan Stuart, anticipates that 2026 crude balances will tighten by ~2.0 Mb/d vs. prior expectations (Macro Note), while lingering impacts/risk premiums and global resource tightening http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html Thu, 12 Mar 2026 09:35:59 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html <p>Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.</p><p>The analyst commented: "We are revising forward estimates and price targets on the back of a $5.00/bbl increase in our mid-cycle WTI price forecast ($75/bbl vs. prior $70/bbl), driven by lasting impacts of the war in Iran. While the duration of outages in the Middle East remains highly uncertain, our commodity macro team, led by Global Energy Strategist, Jan Stuart, anticipates that 2026 crude balances will tighten by ~2.0 Mb/d vs. prior expectations (Macro Note), while lingering impacts/risk premiums and global resource tightening http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html Thu, 12 Mar 2026 09:35:59 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html <p>Piper Sandler analyst Ryan M. Todd revises the mid-cycle oil price higher and picks preferred Integrated Oils stocks.</p><p>The analyst commented: "We are revising forward estimates and price targets on the back of a $5.00/bbl increase in our mid-cycle WTI price forecast ($75/bbl vs. prior $70/bbl), driven by lasting impacts of the war in Iran. While the duration of outages in the Middle East remains highly uncertain, our commodity macro team, led by Global Energy Strategist, Jan Stuart, anticipates that 2026 crude balances will tighten by ~2.0 Mb/d vs. prior expectations (Macro Note), while lingering impacts/risk premiums and global resource tightening http://www.streetinsider.com/Analyst+Comments/Piper+Sandler+Revises+Mid-Cycle+Oil+Price+Higher+and+Picks+Preferred+Integrated+Oils+Stocks/26150687.html Thu, 12 Mar 2026 09:35:59 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+PT+Change/ExxonMobil+%28XOM%29+PT+Raised+to+%24186+at+Piper+Sandler/26150615.html Piper Sandler analyst Ryan Todd raised the price target on ExxonMobil (NYSE: XOM) to $186.00 (from $145.00) while maintaining a rating. http://www.streetinsider.com/Analyst+PT+Change/ExxonMobil+%28XOM%29+PT+Raised+to+%24186+at+Piper+Sandler/26150615.html Thu, 12 Mar 2026 09:24:47 -0400 XOM http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Commodities/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html (Updated - March 12, 2026 7:43 AM EDT) <p>U.S. Energy Secretary Wright: release of U.S. oil reserves for short-term will be in swaps - CNBC interview</p><ul><li>Wright: Western hemisphere not really tight, mostly in Asia.</li><li>Wright: military operation will take weeks, not months. </li></ul><p> </p><p> </p> http://www.streetinsider.com/Trader+Talk/Wright%3A+release+of+U.S.+oil+reserves+for+short-term+will+be+in+swaps+-+CNBC+interview/26149347.html Thu, 12 Mar 2026 07:43:37 -0400 CVX OXY SHEL USO XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html <p>Piper Sandler analyst Ryan M. Todd reviews how the Iran conflict is affecting global oil majors, with production disruptions and exposure across the region beginning to take shape.</p><p>The analyst commented: "Now a week and a half into the war in Iran, and the ultimate duration of the impact to energy markets, in particular the effective closure of the Strait of Hormuz, is no more clear than it was a week ago. And while the "fog of war" makes things difficult, a better picture is emerging of which assets/regions have seen operational impacts to date, and the current impact for IOCs http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html Wed, 11 Mar 2026 08:23:19 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html <p>Piper Sandler analyst Ryan M. Todd reviews how the Iran conflict is affecting global oil majors, with production disruptions and exposure across the region beginning to take shape.</p><p>The analyst commented: "Now a week and a half into the war in Iran, and the ultimate duration of the impact to energy markets, in particular the effective closure of the Strait of Hormuz, is no more clear than it was a week ago. And while the "fog of war" makes things difficult, a better picture is emerging of which assets/regions have seen operational impacts to date, and the current impact for IOCs http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html Wed, 11 Mar 2026 08:23:19 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html <p>Piper Sandler analyst Ryan M. Todd reviews how the Iran conflict is affecting global oil majors, with production disruptions and exposure across the region beginning to take shape.</p><p>The analyst commented: "Now a week and a half into the war in Iran, and the ultimate duration of the impact to energy markets, in particular the effective closure of the Strait of Hormuz, is no more clear than it was a week ago. And while the "fog of war" makes things difficult, a better picture is emerging of which assets/regions have seen operational impacts to date, and the current impact for IOCs http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html Wed, 11 Mar 2026 08:23:19 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html <p>Piper Sandler analyst Ryan M. Todd reviews how the Iran conflict is affecting global oil majors, with production disruptions and exposure across the region beginning to take shape.</p><p>The analyst commented: "Now a week and a half into the war in Iran, and the ultimate duration of the impact to energy markets, in particular the effective closure of the Strait of Hormuz, is no more clear than it was a week ago. And while the "fog of war" makes things difficult, a better picture is emerging of which assets/regions have seen operational impacts to date, and the current impact for IOCs http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html Wed, 11 Mar 2026 08:23:19 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html <p>Piper Sandler analyst Ryan M. Todd reviews how the Iran conflict is affecting global oil majors, with production disruptions and exposure across the region beginning to take shape.</p><p>The analyst commented: "Now a week and a half into the war in Iran, and the ultimate duration of the impact to energy markets, in particular the effective closure of the Strait of Hormuz, is no more clear than it was a week ago. And while the "fog of war" makes things difficult, a better picture is emerging of which assets/regions have seen operational impacts to date, and the current impact for IOCs http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html Wed, 11 Mar 2026 08:23:19 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html <p>Piper Sandler analyst Ryan M. Todd reviews how the Iran conflict is affecting global oil majors, with production disruptions and exposure across the region beginning to take shape.</p><p>The analyst commented: "Now a week and a half into the war in Iran, and the ultimate duration of the impact to energy markets, in particular the effective closure of the Strait of Hormuz, is no more clear than it was a week ago. And while the "fog of war" makes things difficult, a better picture is emerging of which assets/regions have seen operational impacts to date, and the current impact for IOCs http://www.streetinsider.com/Analyst+Comments/Piper+Sandler%3A+%27Estimating+the+Current+OperationalCFO+Impact+for+IOCs+in+the+Middle+East%27/26143050.html Wed, 11 Mar 2026 08:23:19 -0400 BP COP CVX SHEL TTE XOM http://www.streetinsider.com/Options/ExxonMobil+%28XOM%29+call+put+ratio+1.7+calls+to+1+put+into+WTI+crude+trades+%2486/26141791.html <p>ExxonMobil (NYSE: XOM) 30-day option implied volatility is at 31; compared to its 52-week range of 18 to 53. Call put ratio 1.7 calls to 1 put into WTI crude trades $86.</p> http://www.streetinsider.com/Options/ExxonMobil+%28XOM%29+call+put+ratio+1.7+calls+to+1+put+into+WTI+crude+trades+%2486/26141791.html Wed, 11 Mar 2026 04:52:56 -0400 XOM http://www.streetinsider.com/SEC+Filings/Form++DEFA14A++++EXXON+MOBIL+CORP+++++++++++++++++++++/26135838.html si-local-file:///var/storage/secattach/20260310/26135838.html http://www.streetinsider.com/SEC+Filings/Form++DEFA14A++++EXXON+MOBIL+CORP+++++++++++++++++++++/26135838.html Tue, 10 Mar 2026 08:10:00 -0400 O.00000226 XOM