SK Gas (018670) 2026 stock outlook. A committed look at Korea's LPG import duopoly with E1, the Ulsan GPS combined-cycle power pivot, LNG trading and hydrogen optionality, refiner LPG competition, propane PDH petrochemical cycles, and the asset-heavy deep-value dividend case under SK Discovery.
Hess Corporation (HES) deep dive — Chevron acquisition completed July 18, 2025 at 1.025 CVX per HES share. Guyana Stabroek 30% stake, ICC arbitration with ExxonMobil/CNOOC, Bakken assets. What the deal means for CVX investors in 2026.
Marathon Petroleum blew past Q1 2026 EPS estimates by over 100%, backed by refining margin expansion and MPLX midstream distributions. Here's a US investor's guide to MPC's capital return machine and what it means for 2026 portfolios.
Cheniere Energy (LNG) stock analysis for 2026: $234 price, P/E 34.8x, Strong Buy consensus, $303 analyst target, Corpus Christi Stage 3 expansion, fixed-fee contract model, European and Asian LNG demand.
Occidental Petroleum (OXY) investment analysis for 2026. OxyChem sold to Berkshire Hathaway for $9.7B (closed Jan 2026), CrownRock Permian integration, STRATOS DAC commercialization, Berkshire 26.6% stake, and valuation without the distorted TTM P/E.
ExxonMobil stock analysis 2026: FY2024 revenue of $339B, Pioneer acquisition integration, Guyana offshore expansion, Permian growth, CCS and hydrogen investments, $4.12 dividend, and XLE comparison.