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Energy · 1.2

Oil & Gas Exploration

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+6weighted per event
Average gross impact12absolute weighted average
Events11same period
Confidence76%model average
Raw intensity62before weighting
Previous period+13net impact
Gross change-59%
Diffusion speed1.6 / day
Concentration15%
Direction disagreement51%
Source independence100%10 sources
IMPACT TREND

7-day effective impact

Positive 6 · Negative 3 · Mixed 2

Current periodPrevious period
TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact
Short term33%43 cumulative effective impact
Medium term59%78 cumulative effective impact
Long term8%10 cumulative effective impact
CO-IMPACT

Related industries

1.4Refining & Petrochemicals5 shared events+81.1Coal3 shared events+91.5Fuel & Gas Distribution3 shared events+21.3Oilfield Equipment & Services3 shared events+21.13Power Transmission Networks2 shared events+101.14Batteries & Energy Storage2 shared events+91.8Thermal Power2 shared events+74.1Crop Production2 shared events+6
EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 2 · 11 events

Macro5
01
Macropositive

Shanghai SASAC Promotes Bulk Commodity Trade Development, Guomao Holdings Signs Agreements with SAIC and

Shanghai SASAC held a meeting on July 31 to accelerate high-quality development of bulk commodity trade and build an international trading and investment platform. The meeting emphasized strategic positioning, ecological cooperation, and regulatory services. Guomao Holdings, a municipal state-owned enterprise with 13 billion yuan registered capital established in November 2025, signed framework agreements with SAIC Motor, Shanghai Electric, Shenergy Group, and Shanghai International Port Group to deepen collaboration and build a bulk commodity industrial ecosystem.

Effective
+18
Intensity
55
Confidence
78%
Horizon
Medium term
02
Macropositive

NOAA Predicts 81% Chance of Strong El Niño in 2026, May Affect Fed Rate Cuts

The U. S. National Oceanic and Atmospheric Administration forecasts an 81% probability of a strong El Niño event in 2026, threatening to disrupt global food and energy markets at a time when an Iran-related oil supply shock is already pushing up inflation. New Federal Reserve Chair Kevin Warsh recently told Congress the central bank has “zero tolerance” for persistent price pressures, distinguishing them from one-off supply-driven increases. The double blow of higher food and fuel costs could complicate the Fed’s rate-cut trajectory.

Effective
+16
Intensity
75
Confidence
70%
Horizon
Medium term
03
Macropositive

National Energy Administration: Energy Investment in 15th Five-Year Plan to Exceed 20 Trillion Yuan

The National Energy Administration announced that during the 15th Five-Year Plan period (2026-2030), investment in key energy projects and new business forms will exceed RMB 20 trillion, significantly higher than the 14th Five-Year Plan total. The investment, averaging over RMB 100 billion per day, is divided into three dimensions: safety, transition, and new opportunities. Safety project investment rises over 10%, grid investment growth exceeds 30%, and new energy's share of power source investment nears 60%. New business forms receive over RMB 2 trillion, focusing on green hydrogen, storage, and virtual power plants.

Effective
+15
Intensity
60
Confidence
80%
Horizon
Medium term
04
Macronegative

US Sold Over $130 Billion of Venezuelan Oil After Maduro's Capture

US President Donald Trump said in July 2026 that the United States had sold over $130 billion of Venezuelan oil since capturing former President Nicolas Maduro in January 2026. The proceeds were used to operate Venezuela and cover war costs, with the US retaining the government and cooperating with acting President Delcy Rodríguez. Energy Secretary Chris Wright reported sales of 150 million barrels, and Secretary of State Marco Rubio confirmed audits by KPMG and funds held at Citibank. Democrats continued to demand full disclosure.

Effective
-12
Intensity
70
Confidence
80%
Horizon
Medium term
05
Macronegative

Ukrainian Drones Strike Russian Retailer Wildberries Warehouses Repeatedly; Putin Accuses West of Economic

Russian President Vladimir Putin accused Western countries of resorting to terrorism against Russia's economy and financial system, saying they cannot defeat Russia on the battlefield. Ukrainian drones have repeatedly attacked warehouses of Russian online retailer Wildberries, including near Saint Petersburg, and also struck a resort in the Zaporizhzhia region, killing 12 civilians. Russia and Ukraine have traded accusations of terrorism amid escalating cross-border strikes.

Effective
-8
Intensity
60
Confidence
70%
Horizon
Short term
Industries1
01
Industriesnegative

2026 Fortune Global 500 Energy Rankings Slide, Saudi Aramco Profit Surpassed by Alphabet, China Oil Majors

The 2026 Fortune Global 500 list, released July 28, showed energy companies declining in the top 20 by revenue. Saudi Aramco ranked fifth, down one place, with 2025 revenue of $445.53 billion (down 7.2%) and net profit of $92.79 billion (down 11.6%), losing its four-year title as the world's most profitable company to Alphabet, whose profit rose 32% to $132.17 billion. China's three oil majors all slid: CNPC to 10th, Sinopec to 12th, and CNOOC to 83rd, each reporting lower revenue and profit.

Effective
-13
Intensity
72
Confidence
85%
Horizon
Medium term
Companies4
01
Companiespositive

Middle East Conflict Raises Oil Prices, Boosts Exxon and Chevron Second-Quarter 2026 Earnings

Exxon Mobil and Chevron reported sharp gains in second-quarter 2026 profit on July 31, lifted by higher international oil prices from the Middle East conflict. Exxon posted earnings of $14.525 billion, while Chevron earned $12.072 billion. Sales rose 42% at Exxon to $116.017 billion and 56% at Chevron to $70.055 billion. Brent crude averaged $96.68 a barrel, up 23% from the prior quarter, and US crude rose 27% quarter on quarter.

Effective
+30
Intensity
85
Confidence
90%
Horizon
Short term
02
Companiespositive

NextEra Energy and Brookfield Plan $100 Billion Data Center Campus on Former Kentucky Uranium Site

NextEra Energy and Brookfield plan to invest about $100 billion to develop a data center campus on a former uranium enrichment site in Paducah, Kentucky. NextEra will build and own dedicated power facilities including 2 gigawatts of gas generation and up to 2.6 gigawatts of battery storage, while Brookfield will own and operate the 1.8-gigawatt data center campus. The project aligns with the Trump administration's policy requiring data center operators to pay above-market electricity rates. It still requires final binding agreements.

Effective
+10
Intensity
60
Confidence
65%
Horizon
Long term
03
Companiespositive

COOEC Delivers 'Qinghai' Compressor Skid Equipment for Huizhou Oilfield Projects

COOEC has completed and delivered the 'Qinghai' compressor skid equipment, a key component for the Huizhou 25-4 oilfield comprehensive adjustment and Huizhou 19-6 oilfield 5d well area development project. The on-time delivery will support oil and gas reserve and production increases in the eastern South China Sea.

Effective
+3
Intensity
30
Confidence
70%
Horizon
Medium term
04
Companiesmixed

Shell Posts $9.84 Billion Q2 2026 Net Profit, Second Highest on Record, as Energy Prices and Trading Surge

Shell reported a second-quarter 2026 net profit of $9.84 billion, more than double the year-earlier figure and the second highest in its history, driven by higher crude oil and natural gas prices, strong LNG and oil trading results, and improved chemical margins. Brent crude averaged $97 per barrel and European benchmark gas averaged €46 per megawatt-hour, both sharply higher than in Q2 2025. Operating cash flow, including working capital changes, also hit its highest level since 2022. Shell plans to continue its $3 billion share buyback program over the next three months.

Effective
0
Intensity
60
Confidence
70%
Horizon
Medium term