Exxon, Chevron, and Shell Just Reported. Here's What Each One Said About Where Oil Goes Next.

Major oil companies Exxon, Chevron, and Shell reported strong Q3 2026 earnings driven by high energy prices amid Middle East geopolitical uncertainty. All three companies are prioritizing balance sheet strength and preparing for continued volatility, with Shell investing in LNG expansion in Canada to address growing energy security concerns among customers.

11/11/2026, 10:15 PM • The Motley Fool

Lubricants Market in India to Hit 6.9 Bn Liters by 2032 Driven by Vehicle Servicing and Manufacturing Growth, Reports Mordor Intelligence

India's lubricants market is projected to grow from 5.77 billion liters in 2026 to 6.99 billion liters by 2032, with a CAGR of 3.28% during 2027-2032. Growth is driven by expanding vehicle base, manufacturing activities under Make in India initiative, and shift toward premium synthetic oils due to stricter emission norms. However, unpredictable input costs and electric mobility transition may limit profitability.

11/10/2026, 7:30 PM • GlobeNewswire

Transaction in Own Shares

Shell plc announced the purchase of approximately 1.88 million shares for cancellation on November 4, 2026, as part of its share buyback program initiated on October 29, 2026. The shares were purchased across multiple trading venues in GBP and EUR at prices ranging from £37.98 to £38.82 and €45.70 to €46.72 respectively. The program, managed by BNP Paribas and Natixis, will continue through January 29, 2027, in compliance with UK and EU market regulations.

11/05/2026, 8:00 AM • GlobeNewswire

LNG Exports Are Set to Surge. Is Shell or Energy Transfer the Smarter Way to Play It?

Shell is investing $23 billion to expand LNG export capacity in Canada to capitalize on growing demand for liquefied natural gas. However, Energy Transfer offers a better risk-adjusted way to play the LNG trend, as it avoids commodity price volatility while offering a 6.7% distribution yield and 3-5% annual growth targets.

10/26/2026, 8:15 AM • The Motley Fool

Transaction in Own Shares

Shell plc announced the purchase of 1,150,000 shares on the London Stock Exchange at an average price of £39.2435 per share and 550,000 shares on Euronext Amsterdam at an average price of €47.0001 per share on October 20, 2026. These purchases are part of Shell's existing share buyback programme announced on July 30, 2026, with Goldman Sachs International managing trading decisions independently.

10/21/2026, 3:55 AM • GlobeNewswire

Shell's LNG Portfolio Is Bigger Than Most Investors Realize. Here's the Volume Number.

Shell sold 17.96 million metric tons of LNG in Q2 2026 (72 million annualized), demonstrating the massive scale of its LNG business that extends beyond its own production to include trading, shipping, and regasification operations. With 44 million metric tons of annual equity LNG capacity and control of roughly 10% of global LNG shipping, Shell is well-positioned to capitalize on expected global LNG demand growth from 422 million metric tons in 2025 to nearly 700 million metric tons by 2050.

09/30/2026, 10:05 AM • The Motley Fool

Transaction in Own Shares

Shell plc executed share purchases on September 24, 2026, as part of its ongoing buyback program announced on July 30, 2026. The company purchased 495,544 shares on the London Stock Exchange at an average price of £36.2972 and 276,732 shares on Euronext Amsterdam at an average price of €42.2615. Goldman Sachs International is managing the trading decisions independently through October 23, 2026.

09/25/2026, 8:41 AM • GlobeNewswire

Transaction in Own Shares

Shell plc executed share purchases on September 23, 2026, as part of its ongoing buyback program announced on July 30, 2026. The company purchased 600,000 shares on the London Stock Exchange at an average price of £35.5626 and 300,000 shares on Euronext Amsterdam at an average price of €41.4245. Goldman Sachs International is managing the trading decisions independently through October 23, 2026.

09/24/2026, 5:51 AM • GlobeNewswire

Transaction in Own Shares

Shell plc purchased 1.55 million shares for cancellation on September 22, 2026, across multiple trading venues. The purchases were made at prices ranging from £34.45 to £35.23 on LSE and Chi-X, and €40.23 to €41.16 on Euronext Amsterdam. These transactions are part of Shell's existing share buyback programme authorized through October 23, 2026, with Goldman Sachs International managing trading decisions independently.

09/23/2026, 8:00 AM • GlobeNewswire

Transaction in Own Shares

Shell plc purchased 809,497 shares on the London Stock Exchange at an average price of £35.4435 and 408,979 shares on Euronext Amsterdam at an average price of €41.3734 on September 10, 2026. These purchases are part of Shell's existing share buyback programme announced on July 30, 2026, with Goldman Sachs International managing trading decisions through October 23, 2026.

09/11/2026, 6:46 AM • GlobeNewswire

ExxonMobil Has Raised Its Dividend 43 Years Running. Here's the One Year the Streak Almost Broke.

ExxonMobil has maintained a 43-year dividend increase streak, but nearly broke it in 2020 during the COVID-19 pandemic when oil prices turned negative. Unlike competitors BP and Shell that cut dividends, ExxonMobil's CEO pledged to keep the dividend 'sacrosanct,' successfully preserving the streak through modest, steady annual increases.

09/08/2026, 10:15 AM • The Motley Fool

The Strait of Hormuz Conflict Just Escalated Again. Here's What It Means for Shell.

The U.S. resumed military strikes on Iran over the weekend, causing oil prices to jump 2% above $90/barrel. While higher oil prices typically boost oil majors' stock prices, Shell has underperformed peers due to its damaged Pearl GTL plant in Qatar. The stock price boost from oil price increases has historically been temporary, with the S&P 500 outperforming all oil majors since the conflict began.

08/31/2026, 4:32 PM • The Motley Fool

Is Occidental Petroleum a Bargain or a Value Trap Right Now?

Occidental Petroleum trades 10% below its 52-week high. While near-term oil price headwinds (Strait of Hormuz reopening, Venezuelan output increases) present downside risks, the analyst believes OXY is a long-term bargain. Shell's CEO expects oil prices to rise over 5-10 years, and Occidental projects $4 billion in annual sustainable cash flow improvement by 2030, positioning it well for higher future prices.

08/31/2026, 8:30 AM • The Motley Fool

Shell's CEO Warned Oil Prices Would Keep Rising. Hormuz Talks Are Testing That Call. Here's What It Means for SHEL Stock.

Shell CEO Wael Sawan's prediction of rising oil prices faces near-term headwinds as Iran-Oman talks about reopening the Strait of Hormuz have driven crude prices down to their lowest levels since August. However, Sawan's long-term outlook (5-10 years) remains bullish, based on the belief that most easy-to-extract oil and gas resources are depleted, requiring higher prices to develop remaining reserves. Shell is strategically shifting focus toward upstream oil and LNG operations to capitalize on this expected long-term price appreciation.

08/27/2026, 10:45 AM • The Motley Fool

Transaction in Own Shares

Shell plc purchased 1.725 million shares for cancellation on August 26, 2026, across multiple trading venues. The purchases were made at prices ranging from £33.28 to €39.47 per share, with Goldman Sachs International managing the trades independently as part of Shell's share buyback program running through October 23, 2026.

08/27/2026, 4:51 AM • GlobeNewswire