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
- 15
- Comment periods open
- 5
- SEC EDGAR read
- 22:46 UTC, Oct 23
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 dayFri, Oct 23, 2026
2 filings
Jul 26 to Oct 23 · 43 filings, 3 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 23Halliburton · 10-QQuarterly report
- Oct 23SLB · 8-KQuarterly results; Investor disclosure
- Oct 20Halliburton · 8-KQuarterly results; Investor disclosure
- Oct 16ExxonMobil · 8-KInvestor disclosure
- Oct 15Halliburton · 8-KDirector or officer change; Investor disclosure
- Oct 13Occidental · 8-KQuarterly results
- Oct 8EOG Resources · 8-KQuarterly results
- 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
1 more in the period, on each company’s EDGAR page.
Rules and notices
Federal Register, last 45 days- Oct 20Proposed Rule · Energy DepartmentAuthorizations for Certain Activities at Liquefied Natural Gas Plants
- Oct 20Notice · Energy DepartmentEnvironmental Review of Natural Gas Act Applications; Notice of Availability of Draft Policy Statement on Efficient Environmental Reviews of Natural Gas Project Applications
- Oct 20Notice · Energy DepartmentDouble E Pipeline, LLC; Notice of Application and Establishing Intervention Deadline
- Oct 20Notice · Energy DepartmentTexas LNG Brownsville LLC; Request for Extension of Export Commencement Deadline
- Oct 19Rule · Interior DepartmentOuter Continental Shelf Oil and Gas Leasing; Corrections
- Oct 16Notice · Energy DepartmentGulf South Pipeline Company, LLC; Notice of Scoping Period Requesting Comments on Environmental Issues for the Proposed Texas Gateway Project
- Oct 15Notice · Energy DepartmentTennessee Gas Pipeline Company, L.L.C.; Notice of Request Under Blanket Authorization and Establishing Intervention and Protest Deadline
- Oct 15Notice · Energy DepartmentSouthern Star Central Gas Pipeline, Inc.; Notice of Availability of the Environmental Assessment for the Proposed Viola Project
- Oct 13Notice · Interior DepartmentNotice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2
- Oct 9Notice · Interior DepartmentNotice of Availability of the Proposed Notice of Sale for Gulf of America Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 4
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 22:03 UTC, Oct 23
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 | Sep 30, 2026 | $22.5B | +1.5% | — | 12.6% | 4.6% | -23.3% | — | — |
| 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
- 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 21Comments close · Proposed RuleAuthorizations for Certain Activities at Liquefied Natural Gas Plants
- 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 page
Who Pays
Oil price jump exposes the risk in small energy stocks
Baker Hughes, Cheniere Energy and European utilities are exposed if crude weakens or physical supply stays tight.
energy · Oct 22, 2026
Archive · through Oct 22, 2026
Published reporting · Oct 22, 2026Iran raises oil risks with a tanker report in HormuzPublished 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 firm