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
- Sep 30, 2026
- SEC filings, last 30 days
- 26
- Comment periods open
- 6
- SEC EDGAR read
- 14:58 UTC, Nov 9
This week, measuredNewest first · read 15:58 UTC, Nov 9
+62.7%Brent crude oil, on a year earlier
Energy · FRED DCOILBRENTEU
Brent crude oil: 107.03 on Nov 3, 2026, +62.7% on a year earlier.
Measured in $ per barrel. The 12 energy & power companies we cover grew revenue +16.1% over their last twelve months (median, from their SEC filings).
FRED DCOILBRENTEU · Nov 3, 2026 · read 10:48 UTC, Nov 9 · Energy & power →
ARCANE reported
Ground Truth · Nov 7, 2026Traffic through Hormuz rises despite reports of mines striking tankersThe Numbers Disagree · Oct 29, 2026The ECB held rates steady as energy raised inflation risksOpen Calls on this
Will the ECB raise its key interest rates by 25 bp at a meeting before 28 November 2026?15% yes · resolves by Nov 28, 2026Will the ECB raise its key interest rates by 25 bp at a meeting before 28 January 2027?55% yes · resolves by Jan 28, 2027Will the ECB raise its key interest rates by 25 bp at a meeting before 29 April 2027?65% yes · resolves by Apr 29, 2027Every Call, scored in public →- Nov 5Energy · EOG · 10-QEOG Resources reported revenue +46.2% for its quarter to Sep 30, 2026, on a year earlier.It kept 36% of revenue as operating profit; over twelve months revenue moved +31.7%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 5Energy · CVX · 10-QChevron reported revenue +36.3% for its quarter to Sep 30, 2026, on a year earlier.; over twelve months revenue moved +20.0%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 5Energy · COP · 10-QConocoPhillips reported revenue +29.3% for its quarter to Sep 30, 2026, on a year earlier.; over twelve months revenue moved +13.3%.SEC EDGAR · 10-Q (XBRL) · read 14:58 UTC, Nov 9
- Nov 3Energy · FRED DCOILWTICOWTI crude oil: 99.64 on Nov 3, 2026, +61.3% on a year earlier.Measured in $ per barrel. The 12 energy & power companies we cover grew revenue +16.1% over their last twelve months (median, from their SEC filings).FRED DCOILWTICO · read 10:48 UTC, Nov 9ARCANETraffic through Hormuz rises despite reports of mines striking tankersOpen Call · 15% yesWill the ECB raise its key interest rates by 25 bp at a meeting before 28 November 2026?
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
154.0
index, 2017 = 100
+1.5% on a year earlier
Sep 2026 · FRED IPG211S
Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayMon, Nov 9, 2026
4 filings
- CEG · 8-KConstellation Energy: Quarterly results; Investor disclosure
- NRG · 8-KNRG Energy: Investor disclosure
- NRG · 8-KNRG Energy: Quarterly results
- VST · 10-QVistra: Quarterly report
Aug 12 to Nov 9 · 39 filings, 12 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- Nov 9Constellation Energy · 8-KQuarterly results; Investor disclosure
- Nov 9NRG Energy · 8-KInvestor disclosure
- Nov 9NRG Energy · 8-KQuarterly results
- Nov 9Vistra · 10-QQuarterly report
- Nov 6Vistra · 8-KQuarterly results
- Nov 5ConocoPhillips · 10-QQuarterly report
- Nov 5ConocoPhillips · 8-KQuarterly results
- Nov 5Chevron · 10-QQuarterly report
- Nov 5EOG Resources · 10-QQuarterly report
- Nov 5EOG Resources · 8-KQuarterly results; Investor disclosure
- Nov 5Vistra · 8-KCompleted an acquisition or sale; Took on a debt obligation; more
- Nov 3Cheniere · 8-KSigned a material agreement; Investor disclosure
- Nov 2ExxonMobil · 10-QQuarterly report
- Oct 30Chevron · 8-KQuarterly results
12 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Nov 5Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 155, Notification of Proposed Production Activity; Kerrville Public Utility Board Public Facility Corporation; (Natural Gas Reciprocating Internal Combustion Engine Generation Power Plant); Garwood, Texas; Correction
- Nov 5Notice · Commerce DepartmentForeign-Trade Zone (FTZ) 252, Notification of Proposed Production Activity; Fermi Inc.; (Modular Nuclear Power Plant and Natural Gas Power Plant); Panhandle, Texas; Correction
- Nov 5Notice · Energy DepartmentFreeport LNG Development, L.P., FLNG Liquefaction, LLC, FLNG Liquefaction 2, LLC, FLNG Liquefaction 3, LLC; Notice of Schedule for the Preparation of an Environmental Assessment for the Hourly Production Increase Project
- Nov 5Notice · Energy DepartmentNatural Gas Pipeline Company of America, LLC; Notice of Scoping Period Requesting Comments on Environmental Issues for the Proposed Amarillo Expansion Project
- Nov 3Notice · Transportation DepartmentPipeline Safety: LNG Safety Best Practices Workshop Series Presented by the National Center of Excellence for LNG Safety
- Nov 3Proposed Rule · Transportation DepartmentPipeline Safety: Amendments to Liquefied Natural Gas Facilities
- Nov 3Notice · Energy DepartmentEastern Shore Natural Gas Company; Notice of Onsite Environmental Review
- Oct 30Notice · Energy DepartmentDouble E Pipeline, LLC; Notice of Scoping Period Requesting Comments on Environmental Issues for the Proposed Texas Mainline Compressor Station Project
- Oct 30Notice · Energy DepartmentLongboard TerminalCo, LLC; Notice of Scoping Period Requesting Comments on Environmental Issues for the Planned Longboard LNG Project, and Notice of Public Scoping Sessions
- Oct 29Proposed Rule · Environmental Protection AgencyAdditional Reconsideration Standards of Performance for New, Reconstructed, and Modified Sources and Emissions Guidelines for Existing Sources: Oil and Natural Gas Sector Climate Review
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 14:57 UTC, Nov 9
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 | Sep 30, 2026 | $397B | +19.0% | — | — | 7.0% | -0.4% | — | — |
| Chevron CVXIntegrated oil | Sep 30, 2026 | $233B | +20.0% | 45.7% | — | 7.7% | +8.9% | 33 | — |
| ConocoPhillips COPOil and gas production | Sep 30, 2026 | $67.7B | +13.3% | 62.2% | — | — | — | 28 | — |
| EOG Resources EOGOil and gas production | Sep 30, 2026 | $29.7B | +31.7% | — | 35.8% | — | — | — | — |
| Occidental OXYOil and gas production | Jun 30, 2026 | $21.7B | +7.3% | — | — | 28.5% | +1.4% | — | — |
| SLB SLBOilfield services | Sep 30, 2026 | $36.9B | +4.6% | — | — | 4.9% | +0.9% | — | — |
| Halliburton HALOilfield services | Sep 30, 2026 | $22.5B | +1.5% | — | 12.6% | 4.6% | -23.3% | — | — |
| Baker Hughes BKROilfield and LNG equipment | Sep 30, 2026 | $28.7B | +3.7% | — | — | 4.5% | +2.8% | — | $46.4B+31.4% |
| Cheniere LNGLNG exports | Sep 30, 2026 | $23.2B | +22.5% | — | 28.1% | 14.6% | +16.8% | — | — |
| Vistra VSTPower generation | Sep 30, 2026 | $20.6B | +19.8% | — | 20.6% | 15.3% | +34.5% | — | $7.8B+116.1% |
| 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 | +16.1% | 53.9% | 17.6% | 7.3% |
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 9Comments close · Proposed RuleNational Petroleum Reserve in Alaska Production Site Development
- Nov 19Comments close · NoticeTexas LNG Brownsville LLC; Request for Extension of Export Commencement Deadline
- 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
- Dec 16Comments close · Proposed RuleAdditional Reconsideration Standards of Performance for New, Reconstructed, and Modified Sources and Emissions Guidelines for Existing Sources: Oil and Natural Gas Sector Climate Review
- Dec 21Comments close · Proposed RuleAuthorizations for Certain Activities at Liquefied Natural Gas Plants
- Jan 4Comments close · Proposed RulePipeline Safety: Amendments to Liquefied Natural Gas Facilities
- 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, Aug 2026 · UN Comtrade- HS 2709Crude oil · $16.3B · +26.9% on a year earlierCanada 59% · Venezuela 10% · Brazil 5%
- HS 2710Refined fuels · $4.5B · +0.3% on a year earlierCanada 38% · South Korea 13% · India 8%
- HS 2711Natural gas and LNG · $746M · -2.3% on a year earlierCanada 95% · Mexico 4% · Venezuela 0%
ARCANE reporting
Published investigations that land on this page
Who Pays
Trump keeps foreign policy power after Democrats take Congress
Congress can slow nominees and funding, but presidents still control choices on Iran, Israel, Ukraine and China.
Geopolitics · Nov 8, 2026
Archive · through Nov 8, 2026
Published reporting · Nov 4, 2026Oil falls as hopes for US-Iran talks ease supply fearsPublished reporting · Oct 29, 2026The ECB held rates steady as energy raised inflation risksPublished reporting · Oct 22, 2026Oil price jump exposes the risk in small energy stocksPublished reporting · Aug 23, 2026Europe banned Russian LNG for 2027 and bought a record amount this year
Open Calls on energy & power
Newest articles · open CallsOpen Calls on this
Will the ECB raise its key interest rates by 25 bp at a meeting before 28 November 2026?15% yes · resolves by Nov 28, 2026Will the ECB raise its key interest rates by 25 bp at a meeting before 28 January 2027?55% yes · resolves by Jan 28, 2027Will the ECB raise its key interest rates by 25 bp at a meeting before 29 April 2027?65% yes · resolves by Apr 29, 2027Every Call, scored in public →