Energy & power
Oil and gas producers, oilfield services, LNG exporters and power generators, read through their filings, oil, gas and power prices, and federal energy rules.
- Companies covered
- 12
- Latest quarter filed
- Jun 30, 2026
- SEC filings, last 30 days
- 10
- Comment periods open
- 3
- SEC EDGAR read
- 02:33 UTC, Oct 8
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)US output, oil and gas extraction
151.2
index, 2017 = 100
-0.1% on a year earlier
Aug 2026 · FRED IPG211S
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayThu, Oct 8, 2026
No filings by the covered companies
Jul 11 to Oct 8 · 45 filings, 4 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGAR- Oct 6Chevron · 8-KInvestor disclosure; Other material event
- Oct 6SLB · 8-KDirector or officer change
- Oct 5Chevron · 8-KDirector or officer change
- Oct 5Vistra · 8-KSigned a material agreement; Took on a debt obligation
- Oct 1Baker Hughes · 8-K/ACurrent report (amended)
- Sep 25ExxonMobil · 8-KOther material event
- Sep 24EOG Resources · 8-KDirector or officer change
- Sep 24Vistra · 8-KSigned a material agreement; Other material event
- Sep 16Halliburton · 8-KOther material event
- Sep 9Baker Hughes · 8-KInvestor disclosure
Rules and notices
Federal Register, last 45 days- Oct 6Notice · Energy DepartmentFreedom LNG LLC; Application for Long-Term, Multi-Contract Authorization To Export U.S.-Sourced Natural Gas to Mexico and To Re-Export Liquefied Natural Gas From Mexico to Non-Free Trade Agreement Countries
- Oct 6Notice · Energy DepartmentSouthern Star Central Gas Pipeline, Inc.; Notice of Scoping Period Requesting Comments on Environmental Issues for the Proposed Evergy McNew Power Plant Delivery Project
- Oct 6Notice · Energy DepartmentNatural Gas Pipeline Company of America LLC; Notice of Application and Establishing Intervention Deadline
- Sep 30Notice · Energy DepartmentSabine Pass Liquefaction, LLC, Sabine Pass Liquefaction Stage V, LLC, Sabine Crossing Pipeline, LLC, Cheniere Creole Trail Pipeline, L.P.; Notice of Availability of the Final Environmental Impact Statement for the Proposed Sabine Pass Stage 5 Expansion Project
- Sep 29Notice · Energy DepartmentGuardian Pipeline, LLC; Notice of Schedule for the Preparation of an Environmental Assessment for the Guardian 3 Expansion Project
- Sep 25Notice · Energy DepartmentNatural Gas Pipeline of America, LLC; Horizon Pipeline Company, LLC; Notice of Scoping Period Requesting Comments on Environmental Issues for the Proposed North Extension Project
- Sep 24Notice · Energy DepartmentLED Enterprises, LLC; Notice of Scoping Period Requesting Comments on Environmental Issues for the Planned Yuma Pipeline Project, and Notice of Public Scoping Session
- Sep 24Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 84, Notification of Proposed Production Activity; Enerflex Energy Systems Inc.; (Natural Gas Equipment); Houston, Texas
- Sep 23Notice · Energy DepartmentCheniere Corpus Christi Pipeline, LP, Corpus Christi Liquefaction Stage IV, LLC, Corpus Christi Liquefaction, LLC; Notice of Availability of the Draft Environmental Impact Statement for the Proposed Corpus Christi Liquefaction Stage 4 Project and the CCPL Expansion Project
- Sep 23Notice · Energy DepartmentKinder Morgan Louisiana Pipeline LLC; Notice of Availability of the Environmental Assessment for the Proposed Texas Access Project
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 00:28 UTC, Oct 8
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGARAcross Revenue growth, last twelve months on the twelve beforeUp Operating margin, last twelve monthsSize Revenue, last twelve monthsRing Filed a current report (8-K) this week; red if it says something went wrongDot inside Beyond the scale, pinned to its edge
| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| ExxonMobil XOMIntegrated oil | Jun 30, 2026 | $369B | +9.1% | — | — | 7.9% | +15.9% | — | — |
| Chevron CVXIntegrated oil | Jun 30, 2026 | $215B | +10.2% | 45.4% | — | 8.5% | +14.2% | 33 | — |
| ConocoPhillips COPOil and gas production | Jun 30, 2026 | $63.3B | +9.6% | 62.0% | — | — | — | 29 | — |
| EOG Resources EOGOil and gas production | Jun 30, 2026 | $27.0B | +19.1% | — | 32.9% | — | — | — | — |
| Occidental OXYOil and gas production | Jun 30, 2026 | $21.7B | +7.3% | — | — | 28.5% | +1.4% | — | — |
| SLB SLBOilfield services | Jun 30, 2026 | $36.4B | +2.5% | — | — | 4.7% | -6.0% | — | — |
| Halliburton HALOilfield services | Jun 30, 2026 | $22.4B | +0.6% | — | 11.4% | 4.6% | -27.9% | — | — |
| Baker Hughes BKROilfield and LNG equipment | Jun 30, 2026 | $27.7B | +0.4% | — | — | 4.7% | +4.3% | — | $40.1B+17.9% |
| Cheniere LNGLNG exports | Jun 30, 2026 | $21.5B | +17.5% | — | 29.9% | 15.6% | +22.5% | — | — |
| Vistra VSTPower generation | Jun 30, 2026 | $19.2B | +3.8% | — | 18.5% | 14.9% | +11.4% | — | $7.1B+166.4% |
| Constellation Energy CEGNuclear power | Jun 30, 2026 | $31.3B | +26.0% | — | 14.7% | 12.5% | +36.5% | — | $11.9B+1286.5% |
| NRG Energy NRGPower generation | Jun 30, 2026 | $33.1B | +12.8% | — | 6.1% | 3.6% | +34.9% | — | — |
| Median of 12 with a current year | +9.3% | 53.7% | 16.6% | 8.2% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal Register- Nov 2Comments close · Proposed RuleRescission of the Greenhouse Gas Findings for Fossil Fuel-Fired Power Plants and Repeal of Regulations for Power Plant Greenhouse Gas Emissions Under Clean Air Act Section 111
- Nov 9Comments close · Proposed RuleNational Petroleum Reserve in Alaska Production Site Development
- Dec 7Comments close · NoticeFreedom LNG LLC; Application for Long-Term, Multi-Contract Authorization To Export U.S.-Sourced Natural Gas to Mexico and To Re-Export Liquefied Natural Gas From Mexico to Non-Free Trade Agreement Countries
- Jan 1Takes effect · RulePipeline Safety: Standards Update-NACE SP0206
- Jun 30Takes effect · NoticeTaking and Importing Marine Mammals; Taking Marine Mammals Incidental to Geophysical Surveys Related to Oil and Gas Activities in the Gulf of America
Where US supply comes from
US imports, Jul 2026 · UN Comtrade- HS 2709Crude oil · $14.1B · +7.4% on a year earlierCanada 66% · Venezuela 11% · Mexico 6%
- HS 2710Refined fuels · $4.2B · +3.1% on a year earlierCanada 29% · South Korea 10% · Mexico 7%
- HS 2711Natural gas and LNG · $606M · -20.7% on a year earlierCanada 99% · South Korea 0% · China 0%
ARCANE reporting
Published investigations that land on this pagePublished reporting · Aug 23, 2026Europe banned Russian LNG for 2027 and bought a record amount this yearPublished reporting · Aug 23, 2026China voices support for Iranian oil as its own ships turn awayPublished reporting · Aug 22, 2026US blockade squeezes Iranian oil exports but Chinese imports keep global demand firmPublished reporting · Aug 22, 2026U.S. Navy military corridor keeps oil moving as Iran claims Strait of Hormuz closure