2026 oil glut narrative
IndustryShort
2026 oil glut narrative pre-rebound H2 2026
Source: Fortune
AMLP Alerian MLP ETF
ETFsIncome
Alerian MLP ETF AMLP midstream income
Source: encyclopedia
APA Apache Permian + Egypt
PermianMulti
APA Corporation APA Apache Permian + Egypt
Source: encyclopedia
Antero AR
E&PMulti
Antero Resources AR Appalachia
Source: encyclopedia
Antero Resources AR
NatgasMulti
Antero Resources AR Marcellus + NGLs
Source: encyclopedia
Aramco lowest cost producer
AramcoLong
Saudi Aramco lowest cost barrels globally
Source: encyclopedia
Arch Resources ARCH
CoalMulti
Arch Resources ARCH met coal
Source: encyclopedia
BP Q1 2026 incremental savings
BPMulti
BP material incremental savings Q1 2026 cost cuts
Source: Oilprice
BP plc British
BPMulti
BP plc British petroleum supermajor
Source: Fortune
BP plc UK
Integrated MajorsMulti
BP plc UK supermajor
Source: DailyPolitical
BP renewables pivot reverse
BPShort
BP reversed 2020 renewables pivot 2025+
Source: Oilprice
Baker Hughes BKR
Oilfield ServicesMulti
Baker Hughes BKR OFS
Source: encyclopedia
Berkshire Hathaway 28% OXY
E&PMulti
Berkshire Hathaway 28% stake in OXY
Source: encyclopedia
Big 5 $96B FCF 2025
SectorLong
Big 5 majors $96B FCF 2025 vs $100 oil 2008
Source: Oilprice
Big 5 +3.9% 2025 +4.7% 2026
SectorLong
Big 5 production +3.9% 2025 +4.7% 2026 BBG
Source: WorldOil
Big Oil supermajors definition
IndustryLong
XOM CVX SHEL BP TTE Eni Big Oil supermajors
Source: Wikipedia
Bloom Energy BE fuel cell
RenewableLong
Bloom Energy BE solid oxide fuel cell DC
Source: encyclopedia
Brent oil benchmark
IndustryLong
Brent oil benchmark European seaborne
Source: encyclopedia
Brent-WTI spread
IndustryMulti
Brent-WTI spread arb structural
Source: encyclopedia
Brookfield Renewable BEPC
RenewablesLong
Brookfield Renewable BEPC
Source: encyclopedia
Brookfield Renewable BEPC
RenewableLong
Brookfield Renewable BEPC global renewables
Source: encyclopedia
COP $12B capex 2026
E&PLong
ConocoPhillips $12B capex 2026
Source: MEXC
COP Marathon Oil $1B synergies
E&PLong
COP $1B synergies from Marathon Oil acq
Source: MEXC
COP Marathon Oil 2024 acq
COPLong
ConocoPhillips-Marathon Oil $22.5B 2024
Source: encyclopedia
CVX $10-$20B buyback 2026
Integrated MajorsLong
Chevron $10-20B buyback 2026
Source: MoneyCheck
CVX 20% workforce cut by 2026 end
CVXShort
Chevron 20% workforce reduction by end-2026
Source: Oilprice
CVX 30% Stabroek via Hess
CVXLong
Chevron 30% Stabroek Guyana via Hess deal
Source: FinancialContent
CVX 39 consec yrs dividend hike
CVXLong
Chevron 39 consecutive years dividend hike
Source: Africa
CVX Ballymore Gulf 2025
CVXLong
Chevron Ballymore Gulf US 2025 first oil
Source: WorldOil
CVX Gorgon Wheatstone LNG
CVXLong
Chevron Gorgon Wheatstone Australia LNG
Source: FinancialContent
CVX Hess $53B mid-2025 close
CVXLong
Chevron-Hess $53B mid-2025 closed multi-year arb
Source: FinancialContent
CVX Permian 1M bpd plateau
CVXLong
Chevron Permian 1M bpd plateau cap savings
Source: Fortune
CVX Q4 2025 profit $2.8B
Integrated MajorsLong
Chevron Q4 2025 profit $2.8B
Source: MoneyCheck
CVX Tengiz 950K bpd 50%
CVXLong
Chevron Tengiz Kazakhstan 950K bpd 50% stake
Source: Africa
CVX dividend +4%
Integrated MajorsLong
Chevron raised dividend 4%
Source: MoneyCheck
Cameco CCJ uranium
UraniumLong
Cameco CCJ uranium leader
Source: encyclopedia
Cheniere $10B+ buyback to 2030
LNGLong
Cheniere $10B+ buyback authorization to 2030
Source: MoneyCheck
Cheniere $6.75-7.25B EBITDA 2026
LNGLong
Cheniere 2026 EBITDA $6.75-7.25B guide
Source: MoneyCheck
Cheniere DCF $4.35-4.85B 2026
LNGLong
Cheniere 2026 DCF $4.35-4.85B
Source: MoneyCheck
Cheniere Energy LNG export
MidstreamLong
Cheniere Energy LNG largest US LNG exporter
Source: encyclopedia
Cheniere LNG #1 US LNG
MidstreamLong
Cheniere LNG #1 US LNG exporter
Source: MoneyCheck
Chesapeake-SW Expand Energy
NatgasMulti
Chesapeake-Southwestern → Expand Energy 2024
Source: encyclopedia
Chevron CVX #2 US
Integrated MajorsLong
Chevron CVX #2 US integrated
Source: MoneyCheck
Chevron CVX #2 US major
CVXLong
Chevron CVX US major #2
Source: Fortune
Civitas CIVI
E&PMulti
Civitas Resources CIVI DJ Basin
Source: encyclopedia
ConocoPhillips COP US E&P
COPLong
ConocoPhillips COP US E&P pure-play
Source: Wikipedia
ConocoPhillips COP largest
E&PLong
ConocoPhillips COP largest US E&P
Source: MoneyCheck
Consol Energy CEIX
CoalMulti
Consol Energy CEIX
Source: encyclopedia
Continental Resources private
E&PMulti
Continental Resources private Bakken Hamm
Source: encyclopedia
Corpus Christi Texas
LNGLong
Corpus Christi LNG terminal
Source: DailyPolitical
Coterra CTRA gas-heavy
E&PMulti
Coterra Energy CTRA gas-heavy
Source: Stock
Coterra Energy CTRA Permian
PermianMulti
Coterra Energy CTRA Permian + Marcellus
Source: encyclopedia
Crack spread metric
RefiningMulti
Crack spread = product - crude price
Source: encyclopedia
Creole Trail pipeline
LNGMulti
Creole Trail 94-mile pipeline
Source: DailyPolitical
DCP Midstream now Phillips 66
MidstreamMulti
DCP Midstream now part of PSX
Source: encyclopedia
Devon Energy DVN
E&PMulti
Devon Energy DVN Permian
Source: Stock
Devon Energy DVN
E&PMulti
Devon Energy DVN Permian + Bakken
Source: encyclopedia
Diamondback Energy FANG
PermianLong
Diamondback Energy FANG Permian pure-play
Source: encyclopedia
Diamondback FANG Permian
E&PLong
Diamondback FANG Permian pure-play
Source: encyclopedia
Diamondback-Endeavor 2024
PermianLong
Diamondback-Endeavor Energy $26B 2024 close
Source: encyclopedia
Diesel margin pressure
RefiningShort
Diesel margin pressure 2025-26
Source: encyclopedia
Diversified energy core
StrategyLong
Diversified energy mix - majors + midstream
Source: TECHi
ENB 31 yr CAD increases
MidstreamIncome
Enbridge 31-yr CAD dividend increases
Source: IndexBox
EOG Resources EOG
E&PLong
EOG Resources EOG E&P
Source: encyclopedia
EOG Resources EOG
PermianLong
EOG Resources EOG largest US shale independent
Source: encyclopedia
EPD 27 yr dist increases
MidstreamIncome
EPD 27 consecutive years dist increases
Source: IndexBox
EPD 5.7% yield
MidstreamIncome
EPD 5.7% distribution yield
Source: IndexBox
EQT Corp largest US natgas
NatgasLong
EQT Corp largest US natural gas Marcellus
Source: encyclopedia
EQT Corp natural gas
E&PMulti
EQT Corp largest US gas producer
Source: encyclopedia
Enbridge ENB Canadian
MidstreamIncome
Enbridge ENB Canadian midstream
Source: IndexBox
Endeavor acquired by FANG
E&PMulti
Endeavor Energy acquired by FANG 2024
Source: encyclopedia
Energy Q1 2026 +36%
TradeLong
XLE Energy Q1 2026 +36% rally
Source: JPM
Energy Transfer ET
MidstreamIncome
Energy Transfer ET pipelines
Source: encyclopedia
Energy Transfer ET
MidstreamLong
Energy Transfer ET MLP pipelines
Source: encyclopedia
Eni E Italian
EniMulti
Eni E Italian supermajor
Source: Wikipedia
Eni Italian
Integrated MajorsMulti
Eni Italian energy
Source: encyclopedia
Eni Plenitude renewables
EniMulti
Eni Plenitude renewables Versalis chemicals
Source: encyclopedia
Enphase ENPH micro-inverter
RenewablesMulti
Enphase ENPH micro-inverter
Source: encyclopedia
Enphase Energy ENPH inverter
RenewableMulti
Enphase Energy ENPH solar microinverters
Source: encyclopedia
Enterprise Products EPD
MidstreamIncome
Enterprise Products EPD largest midstream
Source: IndexBox
Enterprise Products EPD
MidstreamLong
Enterprise Products EPD largest midstream MLP
Source: encyclopedia
Equinor EQNR Norwegian
Integrated MajorsMulti
Equinor EQNR Norwegian
Source: encyclopedia
Equinor EQNR Norwegian
EquinorMulti
Equinor EQNR Norwegian state Statoil
Source: encyclopedia
Equinor Johan Sverdrup
EquinorLong
Equinor Johan Sverdrup giant Norway
Source: encyclopedia
Excelerate Energy EE
LNGMulti
Excelerate Energy EE FSRU
Source: encyclopedia
ExxonMobil XOM largest US
Integrated MajorsLong
ExxonMobil XOM largest US energy
Source: MoneyCheck
ExxonMobil XOM largest US
XOMLong
ExxonMobil XOM largest US energy major
Source: Fortune
FAN First Trust Wind
RenewableMulti
FAN First Trust Global Wind Energy ETF
Source: encyclopedia
First Solar FSLR US solar
RenewablesLong
First Solar FSLR US solar maker
Source: encyclopedia
First Solar FSLR US thin-film
RenewableLong
First Solar FSLR US thin-film CdTe
Source: encyclopedia
Gasoline margin Q3 strong
RefiningLong
Gasoline margins Q3 traditionally strong
Source: encyclopedia
Golar LNG floating
LNGLong
Golar LNG floating units
Source: encyclopedia
HF Sinclair DINO
RefiningMulti
HF Sinclair DINO refining
Source: encyclopedia
HF Sinclair DINO
RefiningMulti
HF Sinclair DINO refining + lubricants
Source: encyclopedia
Halliburton HAL
Oilfield ServicesLong
Halliburton HAL OFS
Source: encyclopedia
Helmerich Payne HP rigs
Oilfield ServicesMulti
Helmerich Payne HP rig contractor
Source: encyclopedia
Hess acquired
Integrated MajorsMulti
Hess acquired by Chevron 2025
Source: encyclopedia
Hess pre-Chevron HES
E&PMulti
Hess Corp HES pre-Chevron 30% Stabroek
Source: FinancialContent
ICLN iShares Clean Energy
RenewableMulti
ICLN iShares Global Clean Energy ETF
Source: encyclopedia
IEO iShares Oil & Gas Exp
SectorMulti
IEO iShares US Oil & Gas Expl & Production
Source: encyclopedia
Iran war 2026
TradeMulti
US-Iran war 2026 oil supply impact
Source: TradingKey
Kinder Morgan KMI
MidstreamIncome
Kinder Morgan KMI gas pipelines
Source: encyclopedia
Kinder Morgan KMI pipelines
MidstreamLong
Kinder Morgan KMI largest natgas pipeline
Source: encyclopedia
Liberty Energy LBRT frac
Oilfield ServicesMulti
Liberty Energy LBRT pressure pumping
Source: encyclopedia
MPLX LP Marathon midstream
MidstreamMulti
MPLX LP Marathon Petroleum midstream
Source: encyclopedia
MPLX MLP refined products
MidstreamIncome
MPLX refined products MLP
Source: encyclopedia
Magellan Midstream MMP
MidstreamMulti
Magellan acquired by ONEOK 2023
Source: encyclopedia
Magellan Midstream-Oneok 2023
MidstreamMulti
Magellan Midstream-ONEOK $19B 2023 merger
Source: encyclopedia
Marathon Oil acquired
E&PMulti
Marathon Oil acquired by COP 2024
Source: encyclopedia
Marathon Oil pre-COP
E&PMulti
Marathon Oil MRO pre-ConocoPhillips acq
Source: encyclopedia
Marathon Petroleum MPC
RefiningLong
Marathon Petroleum MPC
Source: encyclopedia
Marathon Petroleum MPC
RefiningLong
Marathon Petroleum MPC largest US refiner
Source: encyclopedia
NACHO trade Strait of Hormuz
TradeLong
NACHO trade Not A Chance Hormuz Opens 2026
Source: TradingKey
New Fortress NFE
LNGMulti
New Fortress Energy NFE
Source: encyclopedia
NextDecade NEXT
LNGMulti
NextDecade Rio Grande LNG project
Source: encyclopedia
NextEra NEE largest US
RenewablesLong
NextEra Energy NEE largest US renewable
Source: encyclopedia
OIH Oil Service VanEck
ETFsLong
VanEck OIH Oil Services
Source: encyclopedia
ONEOK OKE
MidstreamIncome
ONEOK OKE NGL pipelines
Source: encyclopedia
ONEOK OKE pipelines
MidstreamMulti
ONEOK OKE natural gas + NGL pipelines
Source: encyclopedia
OPEC+ supply pressures
IndustryMulti
OPEC+ supply discipline + production raises 2025
Source: Fortune
OXY CrownRock acquired
E&PMulti
OXY acquired CrownRock $12B 2024
Source: encyclopedia
Occidental OXY Buffett-backed
E&PLong
Occidental Petroleum OXY Buffett-backed CCS
Source: encyclopedia
Occidental OXY Permian
E&PLong
Occidental OXY Permian leader
Source: DailyPolitical
Orsted DOGEF offshore wind
RenewableShort
Orsted DNNGY offshore wind US troubles
Source: encyclopedia
PBF Energy PBF
RefiningMulti
PBF Energy PBF refining
Source: encyclopedia
PBF Energy PBF
RefiningMulti
PBF Energy PBF refining
Source: encyclopedia
Patterson-UTI PTEN
Oilfield ServicesMulti
Patterson-UTI PTEN drilling
Source: encyclopedia
Peabody Energy BTU
CoalMulti
Peabody Energy BTU coal
Source: encyclopedia
Permian Basin 6.76M bpd record
PermianLong
Permian Basin 6.76M bpd record Dec 2025
Source: TS2
Permian Resources PR
E&PMulti
Permian Resources PR pure-play
Source: encyclopedia
Permian Resources PR
PermianMulti
Permian Resources PR Earthstone merger
Source: encyclopedia
Petrobras PBR Brazilian
Integrated MajorsMulti
Petrobras PBR Brazilian state oil
Source: encyclopedia
Petrobras PBR Brazilian
PetrobrasMulti
Petrobras PBR Brazilian state pre-salt
Source: encyclopedia
Phillips 66 PSX
RefiningLong
Phillips 66 PSX
Source: encyclopedia
Phillips 66 PSX refiner
RefiningLong
Phillips 66 PSX refiner + midstream + chemicals
Source: Wikipedia
Pioneer Natural Resources acquired
Integrated MajorsMulti
Pioneer acquired by Exxon $60B 2024
Source: encyclopedia
Pioneer Natural pre-XOM
PermianMulti
Pioneer Natural Resources pre-XOM acquisition
Source: encyclopedia
Plains All American PAA
MidstreamMulti
Plains All American PAA crude pipelines MLP
Source: encyclopedia
Plains GP PAGP MLP
MidstreamIncome
Plains GP PAGP NGL
Source: encyclopedia
Plug Power PLUG hydrogen
RenewableShort
Plug Power PLUG hydrogen fuel cells struggling
Source: encyclopedia
QCLN First Trust NASDAQ Clean
RenewableMulti
QCLN First Trust NASDAQ Clean Edge Green Energy
Source: encyclopedia
Range Resources RRC
E&PMulti
Range Resources RRC Marcellus
Source: encyclopedia
Range Resources RRC
NatgasMulti
Range Resources RRC Marcellus pure-play
Source: encyclopedia
Sabine Pass LNG Louisiana
LNGLong
Sabine Pass LNG terminal
Source: DailyPolitical
Saudi Aramco 2222.SR
AramcoLong
Saudi Aramco 2222.SR largest energy company
Source: encyclopedia
Saudi Aramco public 2019
Integrated MajorsMulti
Saudi Aramco IPO Dec 2019 largest IPO
Source: encyclopedia
Schlumberger SLB largest OFS
Oilfield ServicesLong
Schlumberger SLB largest OFS
Source: encyclopedia
Shell LNG #1 trader
SHELLong
Shell #1 LNG trader globally largest portfolio
Source: encyclopedia
Shell SHEL Anglo-Dutch
SHELLong
Shell SHEL UK-NL Anglo-Dutch supermajor
Source: Fortune
Shell SHEL UK supermajor
Integrated MajorsLong
Shell SHEL UK supermajor
Source: DailyPolitical
Shell deepwater Brazil
SHELLong
Shell deepwater Brazil pre-salt
Source: encyclopedia
SolarEdge SEDG
RenewablesMulti
SolarEdge SEDG inverter
Source: encyclopedia
SolarEdge SEDG inverters
RenewableShort
SolarEdge SEDG struggling competitive
Source: encyclopedia
Southwestern Energy SWN
NatgasMulti
Southwestern Energy SWN merged Chesapeake
Source: encyclopedia
Sprott Physical Uranium SRUUF
UraniumLong
Sprott Physical Uranium Trust
Source: encyclopedia
Stage 4 24M tonne expansion
LNGLong
Stage 4 24M tonne CC expansion
Source: MoneyCheck
SunPower bankrupt 2024
RenewableShort
SunPower SPWR bankrupt 2024
Source: encyclopedia
Sunrun RUN
RenewablesMulti
Sunrun RUN residential solar
Source: encyclopedia
Sunrun RUN residential
RenewableMulti
Sunrun RUN residential solar #1
Source: encyclopedia
TAN Invesco Solar ETF
RenewableMulti
TAN Invesco Solar ETF
Source: encyclopedia
TTE Mopane Namibia Galp
TTELong
TotalEnergies Mopane Namibia PEL 83 Galp swap
Source: TS2
TTE NEO NEXT North Sea merger
TTEMulti
TotalEnergies NEO NEXT North Sea merger
Source: TS2
TTE NYSE ordinary shares Dec 8 2025
TTEMulti
TotalEnergies ordinary shares NYSE Dec 8 2025 ADRs converted
Source: TS2
TTE twin-engine deepwater+renewable
TTELong
TotalEnergies twin-engine deepwater + renewable
Source: Africa
Targa Resources TRGP
MidstreamIncome
Targa Resources TRGP NGL
Source: encyclopedia
Targa Resources TRGP
MidstreamMulti
Targa Resources TRGP NGL midstream
Source: encyclopedia
Tellurian acquired by WoodMac Comm
LNGMulti
Tellurian acquired by Woodside 2024
Source: encyclopedia
TotalEnergies TTE French
Integrated MajorsLong
TotalEnergies TTE French
Source: encyclopedia
TotalEnergies TTE French
TTELong
TotalEnergies TTE French supermajor
Source: Fortune
Transocean RIG offshore
Oilfield ServicesMulti
Transocean RIG offshore drilling
Source: encyclopedia
Trump LNG export pause lifted
LNGLong
Trump lifted LNG export pause Jan 2025
Source: encyclopedia
URA Global X Uranium ETF
UraniumLong
Global X URA Uranium ETF
Source: encyclopedia
URNM Sprott Uranium Miners
UraniumLong
Sprott URNM Uranium Miners ETF
Source: encyclopedia
VDE Vanguard Energy
SectorLong
VDE Vanguard Energy ETF
Source: encyclopedia
Valero Energy VLO
RefiningLong
Valero Energy VLO refiner #2 + ethanol
Source: encyclopedia
Valero VLO largest refiner
RefiningLong
Valero VLO largest US refiner
Source: encyclopedia
Venture Global VG
LNGMulti
Venture Global VG LNG operator
Source: encyclopedia
Vestas Danish wind
RenewablesMulti
Vestas VWS Danish wind turbines
Source: encyclopedia
Vestas VWDRY wind turbines
RenewableMulti
Vestas VWDRY largest wind turbine maker
Source: encyclopedia
WTI $94.65 Mar 9 2026
IndustryLong
WTI $94.65 Mar 9 2026 surged from Dec $55.44
Source: 247WS
Warrior Met Coal HCC
CoalMulti
Warrior Met Coal HCC
Source: encyclopedia
Williams Companies WMB
MidstreamLong
Williams Companies WMB nat gas
Source: encyclopedia
Williams Companies WMB
MidstreamLong
Williams Companies WMB natural gas pipelines
Source: encyclopedia
XES SPDR Oil & Gas Equipment
SectorMulti
XES SPDR S&P Oil & Gas Equipment & Services
Source: encyclopedia
XLE Energy Sector
ETFsLong
SPDR XLE Energy ETF
Source: encyclopedia
XLE Energy Select Sector
SectorLong
XLE Energy Select Sector SPDR
Source: encyclopedia
XOM 2025 earnings $28.8B
Integrated MajorsLong
Exxon $28.8B earnings 2025
Source: MEXC
XOM 2025 ops cash $52B
Integrated MajorsLong
Exxon $52B operating cash flow 2025
Source: MEXC
XOM 2026 capex $27-29B
XOMLong
Exxon 2026 capex $27-29B
Source: Africa
XOM 2030 3.7M boe/d target
XOMLong
Exxon 2030 production 3.7M boe/d Permian+Guyana+LNG
Source: Africa
XOM 42 yr dividend streak
Integrated MajorsLong
Exxon 42-year dividend increase streak
Source: encyclopedia
XOM Denbury 2023 CCS
XOMLong
Exxon-Denbury Inc 2023 CCS pipelines
Source: Blackridge
XOM Guyana growth driver
Integrated MajorsLong
Exxon Guyana key growth driver
Source: MEXC
XOM Permian 1.7M boe/d Q3 2025
XOMLong
Exxon Permian 1.7M boe/d Q3 2025 record
Source: Fortune
XOM Permian basin
Integrated MajorsLong
Exxon Permian Basin acquired Pioneer
Source: MEXC
XOM Pioneer acquisition $60B 2024
XOMLong
Exxon-Pioneer Natural Resources $60B 2024
Source: WorldOil
XOM Stabroek Block Guyana
XOMLong
Exxon Stabroek Block Guyana 45% operator
Source: Africa
XOM Uaru Guyana new 2026
XOMLong
Exxon Uaru Guyana new development
Source: WorldOil
XOP Oil & Gas E&P
ETFsLong
SPDR XOP Oil & Gas E&P
Source: encyclopedia
XOP SPDR S&P Oil & Gas E&P
SectorLong
XOP SPDR S&P Oil & Gas E&P ETF
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.