Core Insights - ConocoPhillips' cautious stance on Venezuela's oil production reflects broader challenges in the energy sector, particularly due to OPEC's increased output and declining crude prices [1][2] Group 1: Venezuela's Oil Potential - Venezuela possesses the world's largest oil reserves, totaling 303 billion barrels, yet decades of instability and failed promises have made energy companies hesitant to invest [2] - Venezuela's peak oil production reached 3.75 million barrels per day, but projections indicate it will only reach about 800,000 barrels per day by 2025, a significant increase from a low of 350,000 barrels per day in 2020 [2] Group 2: ConocoPhillips' Position - ConocoPhillips CEO Ryan Lance emphasized a focus on recovering investments in Citgo rather than rapidly ramping up production in Venezuela, indicating a cautious approach [3] - The company is owed over $10 billion by Venezuela due to nationalization and asset seizures, following a 2019 International Arbitration Tribunal ruling [3][6] Group 3: Historical Context and Projects - ConocoPhillips' projects in Venezuela include Petrozuata, which had an investment of over $2.4 billion and an estimated production of 120,000 barrels per day, and Hamaca, with costs totaling $3.8 billion and an estimated production of 190,000 barrels per day [8] - The Corocoro project, discovered in 1999, is estimated to contain 500 million barrels of oil reserves, with ConocoPhillips holding a 32.5% interest [8]

ConocoPhillips (NYSE:COP) is included among 13 Best Long Term Low Risk Stocks to Buy Now. ConocoPhillips (COP) Gets Higher Target at Roth Capital as Cost Cuts Progress On February 5, Roth Capital Partners increased its price objective on ConocoPhillips (NYSE:COP) to $112 from $105. It also kept a Buy rating on the stock. The move followed the company’s fourth-quarter results, unchanged 2026 capital spending plans, and steady progress on a $1B cost-cutting program. As Roth rolled out its first look at 202 ...

ConocoPhillips (COP) reported strong cash flow yesterday and said it would pay shareholders 45% of its operating cash flow. That makes COP stock looks cheap. One way to play it is to sell short one-month puts with a yield of at least 2%. COP is at $107.23 in midday trading, up over 2% today. But it could still have more to go, based on its price targets. I discussed this in a Jan. 18 Barchart article ("ConocoPhillips Has a 3.42% Annual Yield, but Short-Put Investors Can Make 1.5% Monthly"). More News fro ...

The playbook is simple — collect first, consider production later.Cash Before CrudeOn the fourth quarter earnings call, CEO Ryan Lance cut through the geopolitics with one line that matters more than any production forecast:"Our focus remains on trying to get the recovery that has owed us from the two judgments that we have in place."Translation for investors: Conoco's Venezuelan upside is legal, not operational. Years after its assets were expropriated, the company is pursuing cash through courts, settleme ...

The playbook is simple — collect first, consider production later.Cash Before CrudeOn the fourth quarter earnings call, CEO Ryan Lance cut through the geopolitics with one line that matters more than any production forecast:"Our focus remains on trying to get the recovery that has owed us from the two judgments that we have in place."Translation for investors: Conoco's Venezuelan upside is legal, not operational. Years after its assets were expropriated, the company is pursuing cash through courts, settleme ...

Energy is a big topic nowadays. As a matter of fact, it always has been, and it will become a larger and larger need as many economies develop faster and faster, and the AI revolution unfolds. I have written thatI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns ...

O’Brien said ConocoPhillips returned $2.1 billion to shareholders in the fourth quarter, including “just over $1 billion” in buybacks and $1 billion in ordinary dividends. Full-year returns totaled $9.0 billion, which management said equaled 45% of CFO and was in line with the company’s framework.Chief Financial Officer Andy O’Brien reported fourth-quarter production of 2.32 million barrels of oil equivalent per day, “consistent with the midpoint” of guidance. The company generated adjusted earnings of $1.0 ...

ConocoPhillips has reported net income of $1.4bn, or $1.17 per share, for the fourth quarter of 2025 (Q4 2025), down by 39% from $2.3bn, or $1.90 per share, in the same period the previous year. On an adjusted basis, earnings for Q4 2025 were $1.3bn, or $1.02 per share, a 46% drop from adjusted earnings of $2.4bn – or $1.98 per share – recorded in Q4 2024. For the full year 2025, ConocoPhillips posted net income of $8bn, equating to $6.35 per share. This is a 13% decrease from the previous year's figure ...

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Core Viewpoint - ConocoPhillips is a significant player in the energy sector, focusing on oil and natural gas exploration and production, with a positive outlook despite recent earnings challenges [1][2][5] Financial Performance - In Q4 2025, ConocoPhillips reported revenues of $14.2 billion, exceeding the Zacks Consensus Estimate of $13.9 billion [2][5] - The adjusted earnings per share (EPS) for Q4 2025 was $1.02, which fell short of the expected $1.08 and represented a decline from the previous year's EPS of $1.98 [2][5] Production and Future Outlook - The company anticipates a production range of 2.33 to 2.36 million barrels of oil equivalent per day (MMBOED) for 2026 [3] - ConocoPhillips plans to return approximately 45% of its operating cash flow to investors, indicating potential for future growth [3][5] Stock Performance - The current stock price of ConocoPhillips is $104.52, reflecting a decrease of 2.85% or $3.07 [4] - The stock has traded between $103.15 and $108.43 today, with the highest price over the past year being $108.43 and the lowest at $79.88 [4] - The market capitalization of ConocoPhillips is approximately $130.54 billion, with a trading volume of 5,493,591 shares on the NYSE [4]