CHEVRON CORP. DL-_75
Commented by Fabian Lorenz on June 24th, 2026 | 08:50 CEST
A bombshell at Siemens Energy! Chevron and Microsoft are stepping on the gas amid the AI boom! Zefiro Methane Benefits Indirectly!
A bombshell at Siemens Energy. "Manager Magazin" reports that the DAX-listed company plans to spin off a division. Analysts would welcome such a move, as it would allow the company to focus more strongly on its gas turbine business, among other areas. These turbines are in high demand amid the AI boom in the US. This is also reflected in the recent deal between Chevron and Microsoft, in which the energy company is set to build a gas-fired power plant in Texas, right next to a new AI data center. This illustrates how oil and gas development continues in the US. However, there are already significant challenges associated with legacy infrastructure. Of the estimated 2.2 million abandoned wells, many pose serious environmental and safety risks. Monitoring and plugging these wells is a niche market worth billions. Zefiro Methane operates in this segment and aims to expand significantly in the coming years. The stock appears far from expensive.
Read
Commented by Nico Popp on June 16th, 2026 | 07:40 CEST
Orphaned Oil Wells Turn into Billion-Dollar Market: Chevron and Clean Harbors Under Pressure; Zefiro Methane in Focus
Methane emissions from decommissioned and abandoned oil and gas wells in North America have been drastically underestimated for decades. Scientific studies by McGill University show that actual emissions in Canada are seven times higher than official figures, while in the US they exceed government estimates by about 20%. Since methane has a greenhouse effect approximately 80 times stronger than carbon dioxide over a twenty-year period, plugging these leaks is a top priority. Through the bipartisan US Infrastructure Investment and Jobs Act (IIJA), billions in government subsidies are flowing into the remediation of abandoned and orphaned wells. This situation makes it easier for energy companies to act and creates a stable demand environment for specialized environmental service providers. We present a company that is currently fully focused on growth.
Read
Commented by Tarik Dede on June 4th, 2026 | 07:05 CEST
Opportunities in the Oil Market: BP, Zefiro Methane, and Chevron In Focus
The price of oil is rising again after ceasefire negotiations between the US and Iran appear to have failed. However, fighting is currently more sporadic, and its intensity differs from what it was a few weeks ago. Nevertheless, oil prices remain high, and analysts expect they will not fall back to pre-war levels for the time being due to the supply shortfall. Barclays estimates that the Strait of Hormuz bottleneck is creating a supply deficit of up to 6.6 million barrels per day—about 7% of the global market. If the blockade persists, a peak of USD 110 is considered possible. The bank set a price target of USD 100 for the fourth quarter of 2026. JPMorgan is already seeing a drop in demand in Asia, partially offsetting the shortfall. Nevertheless, the price target here remains high at USD 96 per barrel. Should shipping traffic in the Persian Gulf normalize, the investment bank expects prices of USD 75 for black gold in the coming year. Oil companies stand to benefit from this development. We are therefore focusing on the shares of BP and Chevron. It is also worth looking at Zefiro Methane, which operates as a "cleanup specialist" in the industry.
Read
Commented by Nico Popp on May 5th, 2026 | 07:20 CEST
The Methane Economy – How a Greenhouse Gas Becomes an Investment Opportunity: Chevron, BP, and Problem-Solver Zefiro Methane
The US energy sector is transforming. For over a century, companies like Chevron have shaped the US industry and produced oil on a massive scale. But this unprecedented rise has left an ecological footprint. Countless abandoned or "orphan" wells in the US continue to emit methane - a greenhouse gas that, over a twenty-year period, has a warming effect about 80 times greater than that of CO₂. Politicians are now taking action and calling for an end to this methane crisis. While industry giants like Chevron face increasing pressure to curb methane emissions, Zefiro Methane tackles the problem at its root by plugging orphaned oil wells. Because the work is challenging and Zefiro brings years of experience to the table, the company is the first port of call for many industry partners. Just how necessary Zefiro's commitment is is demonstrated by the International Energy Agency's (IEA) latest report, "Global Methane Tracker 2026," which notes that sealing all methane leaks could make up to 200 billion cubic meters of natural gas available—gas that has previously been escaping into the atmosphere.
Read
Commented by Nico Popp on January 29th, 2026 | 07:40 CET
Flight to substance: How Chevron, Hapag-Lloyd, and RE Royalties are weatherproofing portfolios
Many investors are currently experiencing a vague sense of unease when they look at their portfolios. On paper, the returns of recent years look fantastic, driven by an unprecedented boom in artificial intelligence (AI). But when taking a closer look, one can see the cluster risk: The MSCI World, once synonymous with broad diversification, is now effectively a technology fund. Giants such as NVIDIA, Apple, and Microsoft dominate the indices to such an extent that a correction in the tech sector would drag down the entire portfolio. In this phase of market saturation, with valuations running high and global politics seeming more unpredictable than ever, investors are returning to an old virtue: cash flow. Dividend stocks are back in vogue – not as a boring addition, but as an indispensable anchor. We analyse three companies that promise stability in this environment: the indestructible energy giant Chevron, the logistics group Hapag-Lloyd, and the Canadian energy specialist RE Royalties, which has established a particularly smart model.
Read
Commented by Nico Popp on January 21st, 2026 | 07:10 CET
Nuclear fusion fantasy at Almonty, Chevron, Cenovus Energy: Why tungsten is the key to infinite energy
Until now, when investors thought of tungsten, they usually pictured hardened steel for armor-piercing ammunition or high-performance drill bits for industrial use. But this perception is on the verge of changing fundamentally. The latest physical breakthroughs in nuclear fusion, particularly at the Chinese experimental reactor EAST, often referred to as the "artificial sun", are placing the high-melting metal at the center of an energy revolution. While oil multinationals such as Chevron and Cenovus Energy are managing the present with record profits, a new market is emerging in the background for materials that must withstand the most extreme conditions. In this scenario, Almonty Industries is evolving from a traditional mining company into a strategic technology enabler – after all, there can be no fusion energy without tungsten. For investors willing to look beyond the fossil fuel world, this opens up an opportunity that goes far beyond cyclical commodity trading.
Read
Commented by Stefan Feulner on August 1st, 2022 | 10:13 CEST
Oil at the beginning of a supercycle - ExxonMobil, Saturn Oil+Gas, Chevron
The electricity of the future will be generated solely by wind and sun, and what's more, only battery-powered electric cars will flood the highways. The fossil fuel age has finally had its day and is being replaced by renewable energies. These words could have come both from the Green party program and from a Grimm Brothers' book of fairy tales because the reality looks different. Fossil fuels still dominate the global energy mix with around 80%, while photovoltaic and wind power plants continue to fail the 5% hurdle. Thus, humanity is at the beginning rather than the end of a new oil supercycle.
Read
Commented by Mario Hose on May 19th, 2020 | 15:56 CEST
BP, Chevron, ENI, Saturn Oil & Gas, Shell, Total - what investors need to know now
About a month ago, market participants around the world learned that the end of a price slide does not have to end at zero on the expiry date of WTI contracts. Anyone who thought that a barrel of American WTI at USD 0.01, which is 159 litres of crude oil, would be a special bargain on the expiration date and took the chance was taught an expensive lesson. The expiration date of 20 April 2020 will go down in history with an initial negative settlement price of USD -37.63. The USA is known to be the land of opportunity and this seems to be another chapter.
Read