Thread regarding Chevron Corp. layoffs

Earnings disappointment

As predicted here, earnings have disappointed Wall Street and the stock has slumped, despite the buyback nonsense. Production missed and spending was much higher than hoped.

"In the past year, Chevron has lagged behind some other companies, including its top competitor Exxon Mobil XOM –1.44% (XOM). Exxon is investing more heavily in oil and gas projects, as well as putting a larger portion of its capital budget toward clean energy efforts. While analysts are still generally bullish on Chevron—half of them rate the stock at Buy—their average target prices are just 4% below the company’s current price."

by
| 2984 views | | 27 replies (last )
Post ID: @OP+1kTiRtlr

27 replies (most recent on top)

Over $1 billion in "international impairments and write-offs"?? What on earth? At these prices? What on earth did we impair this time?

by
|
Post ID: @3gnp+1kTiRtlr

"We only have a couple remaining large projects" ... bingo, problem identified!

by
|
Post ID: @2amq+1kTiRtlr

Factory works great in places like the Permian and Thailand (ooops). Not so great in places where each well is different from the others.

by
|
Post ID: @2vzp+1kTiRtlr

@2zhr please provide us an update on SASBU’s first factory project. 6 wells drilled and how many are online after first oil?

by
|
Post ID: @2hhj+1kTiRtlr

We only have a couple remaining large projects so factory model works for everything else. Solve the problem once and then refine the method to save big. You can do it with almost anything. For years we went for the technically perfect solution that always cost triple. It was a fiasco mostly.

by
|
Post ID: @2zhr+1kTiRtlr

Congratulations: Within plan for this week. However, no crops in the field so enjoy your myopic cost saving fruits the short time they are on your table.

by
|
Post ID: @2uyi+1kTiRtlr

At least the earnings-to-fatality ratio is within plan.

by
|
Post ID: @2tlc+1kTiRtlr

@2jak+1: The “factory model” idea is part of the problem: Fine for simple final-stages of development of mature areas and known unconventional plays, but the tank runs dry right quick when no one takes the time to think outside the box. One does not need the big infrastructure of a company like Chevron for factory model development: If that’s the plan just sell everything to small independents and head to the beach.

by
|
Post ID: @2sen+1kTiRtlr

If IT helps us get the factory model set up and saves us some money, I’m all for it.

by
|
Post ID: @2jak+1kTiRtlr

Funny thing happened on the way to the bore ho-e, IT training does not provide the skills needed to find oil. One day management will awaken and realize they actually need of few of those plan-old vanilla experienced petrotechs. If they wait much longer there might not be anyone left to train the current workforce. Let’s start: This is what a real rock looks like… it’s hard ;-)

by
|
Post ID: @1tui+1kTiRtlr

No one here "predicted" that. Everyone is aware of the performance. That's not "predicting" anything. How much did you make shorting CVX, Nostradamus?

by
|
Post ID: @1yei+1kTiRtlr

As predicted here in the comments on the buyback. 24 hours in advance.

by
|
Post ID: @1ufl+1kTiRtlr

"As predicted here"?????? Uhhh, No. Just No. Think again, if you're even capable.

by
|
Post ID: @1kyt+1kTiRtlr

AI can't find the door never mind find oil and gas.
When will we get back to being a proper energy company?

by
|
Post ID: @1zac+1kTiRtlr

How can production be declining after we spent all that time and money on agile and the digital transformation? Is AI not finding oil?

by
|
Post ID: @1scs+1kTiRtlr

Production declines are horrible. GOM is down over 40,000 bpd since early 2021. Nigeria 30k, Canada 20k, Angola 20k. We sold over 100K in Thailand. Permian is up 200k in 8 quarters but we are not even treading water, falling from 3.1 MBOEPD to 3.0. We are sunk and await good news next year from TCO. 2023 will be a tough year.

by
|
Post ID: @1lrs+1kTiRtlr

Imagine in 2018-19 CVX production was 3 MMBOED. Now after Noble acquisition it still is 3 MMBOED!

Wow they pi---d away an entire Noble!

by
|
Post ID: @1tyr+1kTiRtlr

I get having capital discipline, but you have to either invest in exploration to replace reserves or buy other companies or both. We’ve been terrible on the exploration front the last 10 years, this is one area XOM absolutely kicks our #%$. We can’t pin our hopes on new energies without investing in our “traditional” business beyond Permian and TCO. We’re a slowly sinking ship I fear.

by
|
Post ID: @1zkb+1kTiRtlr

We're going to go out and overpay for some scam company.

by
|
Post ID: @1sac+1kTiRtlr

In short, analysts have noted there is less in Chevron’s development pipeline than is recognized for other companies. We need to find more oil and gas asap! The company is not going to grow by stock buybacks or layoffs … we need sr managers with a better vision for our future!

by
|
Post ID: @gab+1kTiRtlr

That is winning in any environment in MW eyes!

by
|
Post ID: @bjn+1kTiRtlr

We are now seeing the results of insufficient spend on exploration and MCPs. Production will go up in 2024 when 3GP finally comes online but then slowly trend down over time.

by
|
Post ID: @oei+1kTiRtlr

Do you think they will be able to add another 100MBOED in permian production this year?

by
|
Post ID: @qig+1kTiRtlr

Production was low to forecast and now forecast to be FLAT for 2023. Terrible! What on earth happened to all the new production we were supposed to get from the Permian and TCO? Reserve replacement is flat as well - nothing new added to the hopper.

by
|
Post ID: @odh+1kTiRtlr

Post a reply

: