Downstream Energy

BP p.l.c.

BP Predicts Flat Upstream Production, Reduced Net Debt, and Higher Effective Tax Rate for Q4

BP plc Reports Increased Profits and Revenues in Q3

BP Reports Earnings and Increases Dividends

BP Announces Quarterly Dividend of $0.48 and $1.75 Billion Stock Buyback Plan

HSBC Downgrades BP's Rating from 'Buy' to 'Hold'

Morgan Stanley lowers target price and rating for BP

Wedge Capital Management Increases Stake in BP to 15%

BP Expects $300-600 Million Adverse Impact in Oil Production and Operations This Quarter

BP Expects Strong Growth in Gas Marketing and Trading Performance in Q1

BP Independently Explores Business Opportunities in U.S. Offshore Wind Power

BP Appoints Murray Auchincloss as Permanent CEO, Continuing Emission Reduction Strategy

Biden administration's plan to develop offshore wind power in the United States is hindered

Inflation relief may be on the horizon if productivity gains, lower oil prices, and tax effects align. Despite a slight easing in inflation rates, many Americans feel financial pressure as income growth lags behind rising prices. While some sectors, like housing, may see price stabilization, others, such as apparel, could face tariff-driven inflation. The Federal Reserve's inflation target may remain elusive, but experts suggest that consumers can mitigate rising costs through strategic spending and planning. Global inflation trends also show signs of slowing, providing some optimism for the future.

Dow Jones

Inflation relief is on the way - if these 3 market forces can come together

The 2025 NOV Rig Census indicates a shift in the global drilling industry towards efficiency and consolidation due to macroeconomic challenges and reduced availability of modern rigs. The report highlights the impact of increased oil supply from OPEC+, slower demand growth, and economic uncertainties on offshore drilling. In contrast, North America's onshore market is prioritizing operational efficiency and high-specification rigs, reflecting a more disciplined industry approach.

Reuters

NOV Rig Census Signals Drilling Industry Shift Toward Efficiency and Consolidation

EnBW has sold its stake in the 1.5 GW Mona offshore wind project in the Irish Sea to Jera Nex BP (JNbp) after failing to secure government support in the UK’s latest Contracts for Difference allocation round. EnBW will focus on completing the He Dreiht wind farm and developing the Dreekant project in the German North Sea, while continuing its partnership with JNbp on the Morven project in Scotland.

EnBW Sells Stake in Mona Offshore Wind Project to JNbp

EQNR

U.S. forces have seized a sixth oil tanker near Venezuela as part of efforts against sanctioned crude. Equinor can resume its Empire Wind offshore project after a halt due to national security concerns. Oil futures fell as U.S.-Iran tensions eased. Repsol shares dropped nearly 6% after production misses. The U.K. merger watchdog has ordered Aramark to sell Entier. U.S. crude oil stockpiles rose by 3.4 million barrels. BP announced a $5 billion write-down in its low-carbon business, while Exxon Mobil's stock reached a new high despite regulatory threats.

- The U.S. military seized a sixth oil tanker linked to sanctioned crude from Venezuela as it targets a shadow fleet.  
- U.S. crude oil stockpiles increased by 3.4 million barrels to 422.4 million barrels, according to the Energy Information Administration.  
- OPEC projects a steady rise in oil demand of 1.34 million barrels per day for next year, slightly below its previous estimates.

MorningStar

Equinor Asa

Exxon Mobil

Dow Jones Top Energy Headlines at 4 PM ET: U.S. Forces Seize Sixth Oil Tanker Near Venezuela | Equinor ...

The UK's recent Contracts for Difference (CfD) Allocation Round 7 results highlight the increasing value of flexible, dispatchable generation in the clean electricity sector. Released by the Department for Energy Security and Net Zero on January 14, 2026, the findings indicate that as wind and solar energy expand, the economic benefits of flexible capacity become more pronounced, offering a more cost-effective solution for consumers.

Unusual Whales

UK's AR7 for CfD Allocation Round results reveal higher wind prices show value of firm, flexible generation in clean electricity buildout.

The UK government has released the results of the Contracts for Difference (CfD) Allocation Round 7 (AR7), awarding a record 8.4 GW of offshore wind capacity. This round highlights the sustained interest in UK offshore wind but also reveals complexities in delivering competitive bids. Most capacity was allocated to fixed-bottom projects, with significant ownership concentration among a single developer. As the industry prepares for Allocation Round 8 (AR8), developers are reassessing strategies amid rising costs and competition, emphasizing the need for advanced bid simulation tools like Aegir Quant to enhance bidding confidence and decision-making.

UK CfD AR7 Results Signal New Realities for Offshore Wind Economics Ahead of AR8 — Aegir Insights

In Denmark, the UK government announced the outcomes of Contracts for Difference Allocation Round 7 (AR7), showing a continuous interest in UK offshore wind and the challenges of submitting cost-efficient, viable bids. The allocation round assigned a historic 8.4 gigawatts of offshore wind capacity among eight projects, following a budget boost by the government. The majority of the capacity (8.2 GW) was granted to the aforementioned projects.

UK CfD AR7 awarded a record 8.4 GW of offshore wind capacity across 8 projects, signaling new economic realities.

UK climbs FDI rankings on AI and clean energy booms, McKinsey says

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C3.AI

UK climbs FDI rankings on AI and clean energy booms, McKinsey says

BP p.l.c. warns of $4–$5 billion impairment charges in Q4 2025, primarily in gas and low-carbon energy segments. The company anticipates stable upstream production but lower gas and low-carbon energy volumes. Net debt is projected to decrease to $22–$23 billion. BP also announced a joint venture with Corteva for sustainable fuel production and sold a 65% stake in Castrol for $10.1 billion. BP shares fell 1.10% to $34.97 in premarket trading.

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BP PLC-Spons

BP Warns Of $4â$5 Billion Impairment Charges In Q4, Low-Carbon Earnings

U.S. inflation data did not further boost market expectations for interest rate cuts, and U.S. stock index futures fell collectively. The market is paying attention to Trump's tariff decisions and the upcoming fourth-quarter earnings reports. The "high market trading" continues, with the Nikkei 225 hitting a new high for the second consecutive day, while the yen and Japanese government bonds are under pressure. Geopolitical tensions and the criminal progress of Powell have supported safe-haven sentiment, bolstering precious metal prices, with spot silver first surpassing the $90 mark, and industrial metals performing strongly, with tin and copper reaching new highs

- U.S. stock index futures declined while European stocks mostly rose, with the Nikkei 225 hitting a new high for the second consecutive day.  
- The market is awaiting the U.S. Supreme Court's decision on Trump's global tariff policy and upcoming corporate earnings reports, with concerns about potential tariffs remaining prevalent.  
- Precious metals like gold and silver have surged due to low inflation expectations, geopolitical tensions, and anticipated Federal Reserve interest rate cuts, with analysts projecting even higher prices in the coming months.

Wallstreetcn

Waiting for the tariff ruling, U.S. stock index futures all fell, Japanese stocks continued to hit new highs, bonds and currencies were under pressure, metals surged, spot silver broke above $90 for the first time, and tin and copper reached new highs

BP p.l.c. reported its earnings for Q3 and the first nine months of 2025. Q3 sales reached USD 48,420 million, up from USD 47,254 million year-over-year, with net income rising to USD 1,161 million from USD 206 million. Basic earnings per share increased to USD 0.0748 from USD 0.0126. For the nine months, sales were USD 141,952 million, down from USD 143,433 million, while net income rose to USD 3,477 million from USD 2,340 million. Basic earnings per share for the nine months increased to USD 0.2222 from USD 0.1419.

BP p.l.c. Reports Earnings Results for the Third Quarter and Nine Months Ended September 30, 2025

BP Plc reported a replacement cost (RC) profit of $2.04 billion in Q2, rebounding from a loss of $16 million last year, despite lower sales. The underlying RC profit was $2.35 billion, beating market estimates. BP announced an interim dividend of 8.320 cents per share and a $750 million share buyback. Net profit attributable to shareholders was $1.63 billion, up from a loss of $129 million last year. Total revenues fell to $47.68 billion from $48.25 billion a year ago.

rttnews

BP Plc Turns To RC Profit In Q2, Beats Market; Plans $750 Mln Share Buyback

BP p.l.c. has declared a quarterly dividend of $0.0832 per share or $0.4992 per ADS, consistent with previous dividends. The dividends are payable on September 19, with a record date of August 14 and an ex-dividend date of August 14 for shareholders and August 15 for ADS holders. Additionally, BP announced a $750 million share buyback for the second quarter of 2025.

BP declares $0.0832/share or $0.4992/ADS dividend; announces $750M share buyback for 2Q25

BP p.l.c. shares fell below their 200-day moving average of GBX 397.16, trading as low as GBX 376.55. Currently, shares are at GBX 380.70. Analysts have mixed views, with JPMorgan upgrading BP to "neutral" and raising the price target to GBX 510. The stock has an average rating of "Hold" and a consensus target of GBX 494. Insider trading includes a purchase of 5,000 shares by Hina Nagarajan and a sale of 336,621 shares by Murray Auchincloss. BP operates in gas, oil, and renewable energy sectors.

Market Beat

BP (LON:BP) Shares Cross Below 200-Day Moving Average   - Here's What Happened

Torrent Power Ltd has signed a 10-year LNG purchase agreement with BP Singapore Pte. Ltd. for up to 0.41 million metric tons per annum from 2027 to 2036. This LNG will fuel Torrent's 2,730 MW gas power plants in India, supporting the country's growing electricity demand. The deal also benefits Torrent Gas Ltd by ensuring a stable gas supply for various sectors. This agreement aligns with India's goal to increase natural gas's share in its energy mix to 15% by 2030, enhancing Torrent's position in the energy market.

BP p.l.c.(BP.UK)

Inflation relief is on the way - if these 3 market forces can come together

NOV Rig Census Signals Drilling Industry Shift Toward Efficiency and Consolidation

EnBW Sells Stake in Mona Offshore Wind Project to JNbp

Dow Jones Top Energy Headlines at 4 PM ET: U.S. Forces Seize Sixth Oil Tanker Near Venezuela | Equinor ...

UK's AR7 for CfD Allocation Round results reveal higher wind prices show value of firm, flexible generation in clean electricity buildout.