Exxon Mobil Corporation

BP p.l.c.

TotalEnergies SE

Chevron Corporation

Shell plc

ExxonMobil appears to be the most resilient of the major Western oil and gas companies so far

Oil giants cut investment and staff at record pace since pandemic - FT

Oil prices could fall below $60 a barrel before the end of the year, some analysts suggest

Shares of EU oil and gas giants were among the growth leaders. What is driving the market?

Uber Technologies, Inc.

Tesla, Inc.

ASML Holding N.V.

Broadcom Inc.

Kenvue Inc.

Advanced Micro Devices, Inc.

FASTENAL CO. R

Guidewire Software, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: focus on possible duty removal and threat to Fed independence

Robinhood Markets, Inc.

Gold hit an all-time high of $3570 an ounce and silver rose to a one-year peak amid pressure from Donald Trump. Brent crude oil prices rose to $69 per barrel in anticipation of the OPEC+ meeting, where production is expected to be maintained, and the US is increasing pressure on Russia and India over raw material supplies. On these and other topics - in our review of key events for the morning of September 2.

Morning highlights: gold hits record, oil rises, markets await Fed and OPEC+ decisions

The year 2025 can hardly be called a calm year for the oil market - the increase in OPEC+ production since the spring of this year has become one of the factors putting pressure on prices. Since April, the member countries of the association have been accelerating their production quotas compared to the plan approved in December 2024. As early as September 2025, they will finally lift production <a href="https://www.opec.org/pr-detail/572-03-august-2025.html">limits of</a> 2.2 million barrels per day. The mood at the July OPEC meeting in Vienna was described by one of its participants in <a href="https://www.ft.com/content/60baf8ed-9652-415d-9a78-51e2c00f686a">a conversation with the FT </a>as similar to "the mood of sailors before the storm".

A fortress company: why banks see Shell as a defensive asset in the oil market

Exxon Mobil has been in talks with Russian state oil company Rosneft to return to the development of the Sakhalin-1 project if the two governments give it the green light as part of the peace process over Ukraine, The Wall Street Journal <a href="https://www.wsj.com/business/energy-oil/exxon-rosneft-russia-oil-talks-f524e81f?mod=hp_lead_pos2">reported</a>, citing sources.

Exxon Mobil was in secret talks to return to Russia - WSJ

Constellation Energy Corporation

Vistra Corp.

NRG Energy, Inc.

If artificial intelligence is the new gold, electricity is the shovel without which it cannot be mined, analysts say

Melius names five stock-beneficiaries of the energy revolution that AI needs to drive

The meeting between Russian President Vladimir Putin and American leader Donald Trump in Alaska was the main event of August, but expectedly did not bring the main thing - a ceasefire agreement. Instead of signed documents, the market received impressive decorations: a red carpet, handshakes and smiles at the military base and promises to continue dialog. For some, this is Russia's return to the world stage; for others, it is a Trump-style theater of peacemaking. And for investors, it is an important reminder that inflated expectations quickly fizzle out, says <a href="https://asterofalcon.com/">Astero Falcon</a> portfolio manager <a href="https://asterofalcon.com/">Alyona</a> Nikolaeva.

Smile diplomacy and unfulfilled expectations: how the Anchorage summit will affect markets 

Trump has promised "very serious consequences" if Putin does not agree to a ceasefire in Ukraine.

"Skeptical sentiment": what does the oil market expect from Trump and Putin's Alaska summit?

China Petroleum & Chemical Corporation

PetroChina Company Limited

CNOOC Limited

The development of the Chinese economy for about 20 years was one of the main factors that ensured the growth of oil consumption in the world. But now China's role has changed: it is becoming a leader in reducing its consumption and limiting its purchases, thereby increasing risks for oil exporting countries. This is changing the situation in the entire global oil industry.

"A cup of rice in your own hands": how China has changed the oil market

Anticipated surplus will approach 3 million bpd in 2026, energy agency says

'Market balance looks bloated': IEA predicts record oil surplus

Such a long series of price cuts hasn't happened since May