Filtered library · Theme
Oil, energy & geopolitical theme · 16 dossiers
Dossiers in the Oil, energy & geopolitical theme — 16 stocks moving on the same story.
CurrentWorked on 11 October 2026 · saturated.
All 16 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers BWLP BW LPG Limited Medium BW LPG Limited's dividend case rests on VLGC spot freight near $198,000 a day, more than double the ~$88,000 booked for Q3; the 24 November 2026 report must show Q3 shipping earnings above $74,000 a day and a dividend of at least $0.95. CLMT Calumet, Inc. Medium Calumet's case rests on Montana Renewables lifting sustainable aviation fuel output above an 80 million gallon annual run-rate by year-end 2026 for $137 million of remaining capital. The third-quarter report on 6 November 2026 is the next… CMBT CMB.TECH NV Medium CMB.TECH's case now rests on record crude-tanker rates feeding fourth-quarter earnings and further vessel-sale gains, after shareholders approved the $0.64-per-share payout on 8 October 2026; the 22 October 2026 payment and the 26 November… CVX Chevron Corporation Medium Chevron looks modestly more likely to beat the S&P 500 than lag it as Brent crude returns above $105 and refining lifts third-quarter earnings. The 30 October 2026 report settles whether downstream earnings rose and buybacks held within… DINO HF Sinclair Corporation Medium HF Sinclair's shares closed at a 52-week high of $120.72 on 8 October 2026 as record third-quarter diesel margins lift estimates such as UBS's $8.30 a share; the 28 October 2026 report shows whether refining margin beat the second… ECO Okeanis Eco Tankers Corp. Medium Record supertanker freight in October 2026 points to Okeanis Eco Tankers earning far above the rates it booked by August. The 11 November 2026 report and its fourth-quarter bookings show whether that holds, and a Strait of Hormuz reopening… FRO Frontline Plc Medium Frontline's shares are back at a 52-week high because renewed Gulf tanker attacks keep crude-carrier rates high. The 30 November 2026 third-quarter report shows whether achieved VLCC earnings held the second quarter's $152,700 per day. FTK Flotek Industries, Inc. Medium Flotek Industries' case rests on international chemistry demand, which lifted 2026 revenue guidance to $360–370 million, and on analytics earning half of gross profit; the early-November third-quarter report shows whether both hold. LPG Dorian Lpg Ltd Medium Dorian LPG has 99% of its September quarter fixed above $88,000 a day, setting up record results around 5 November 2026; US claims that oil again moves through Hormuz are the main threat to rates after that. PSX Phillips 66 Medium the 28 October 2026 third-quarter report shows whether the realized refining margin held at or above the second quarter's $24.08 per barrel. TEN Tsakos Energy Navigation Ltd. Medium Tsakos Energy Navigation's earnings are rising with crude tanker rates that hit new all-time highs in early October 2026, and management said the third quarter is tracking ahead of the second. The report expected around 19 November 2026… VLO Valero Energy Corporation Medium Valero Energy's record share price rests on diesel refining margins that a 100 million barrel G7 stock release is now testing. The 22 October third-quarter report shows whether realized margins and fourth-quarter commentary hold up. CVI CVR ENERGY, INC. Low CVR Energy's third-quarter refining margin should beat the second quarter's $9.94 a barrel on record diesel cracks, but the shares already rose 88.8% in three months; the report due around 28 October 2026 shows whether the margin justifies… NAT Nordic American Tanker Low Nordic American Tankers' shares sit near a 52-week high on record suezmax freight rates but already trade above analysts' targets; the late-November third-quarter report decides whether fleet earnings top Q2's $63,000 a day. TRMD TORM plc Low TORM plc's shares closed at a 52-week high of $38.80 on 1 October 2026, above Evercore ISI's $38 target, after Hafnia's stake-building and a raised 2026 earnings forecast. The 4 November 2026 third-quarter report decides whether lower… XOM Exxon Mobil Corporation Low Exxon Mobil is earning heavily on crude back above $105 and strong third-quarter refining margins, but the shares sit at their 52-week high with much of that priced in. The third-quarter report, expected 30 October 2026, and the course of…