Collin Eaton

Writing about the U.S. oil majors at The Wall Street Journal.

[Collin Eaton @CollinEatonHC]

An Oil-Patch Brawl Over a $53 Billion Megadeal Entwines the Legacies of Three CEOs, w/ ⁦@benmorenne⁩ https://t.co/zVBfQSmM9y

[Jonathan Cheng @JChengWSJ]

U.S. Blockade Shuts Off China, Cuba From Venezuelan Oil—Only U.S.-bound tankers of crude have left the country since the arrest of Nicolás Maduro, a report says
@CollinEatonHC @paulvieira
https://t.co/ubF2yjyzj8
https://t.co/ubF2yjyzj8

[The Wall Street Journal @WSJ]

President Trump pressed executives from nearly two dozen oil companies to plant flags in Venezuela. But executives stopped short of making pledges to quickly invest. https://t.co/OZcrfmgOcu

[Peter Baker @peterbakernyt]

Exxon Mobil has held secret talks with Rosneft, the Russian oil giant run by a close Putin ally, about returning to the Sakhalin project if given the green light as part of a Ukraine peace deal. @josephttwallace @CostasParis @learyreports @CollinEatonHC https://t.co/3yJw41aodG

[Collin Eaton @CollinEatonHC]

Chevron prevailed in clash with Exxon over one of the world’s most coveted oil projects https://t.co/JojPzYGeEs

[Collin Eaton @CollinEatonHC]

Oil executives want President Trump to use trade talks to quash Europe’s flagship climate rules https://t.co/f5MHgFY553

[Collin Eaton @CollinEatonHC]

Oil executives have won President Trump’s support in their effort to quash Europe’s flagship environment rules https://t.co/0SOByp9y0u

[Collin Eaton @CollinEatonHC]

Shell is holding early stage talks to acquire rival BP in what would be the largest oil deal in a generation https://t.co/qPf31du5Jc

[Collin Eaton @CollinEatonHC]

For context, that’s greater than the value of Chevron, the second largest US oil company.

[Collin Eaton @CollinEatonHC]

All told, the US oil industry has lost over $280 billion in market cap since the tariff blitz in early April. On a percentage basis, their aggregate loss has outpaced every other major sector. https://t.co/amLPMa4cfw via @WSJ

[Collin Eaton @CollinEatonHC]

All told, the US oil industry has lost over $280 billion in market cap since the tariff blitz in early April. On a percentage basis, their aggregate loss has outpaced every other major sector. https://t.co/amLPMa4cfw via @WSJ

[Casey Merriman @cm_energyintel]

@EIAgov made quite an interesting shift in its projections for US #crude #oil output in its latest AEO.

US crude now peaks @ 14mn b/d in '27 before shifting into decline, falling below 11.3mn b/d in '50. Prior, peak of 13.3mn b/d hit in '28, followed by sustained plateau.

[Collin Eaton @CollinEatonHC]

Free trade fueled the U.S.’s rise as an oil-and-gas hegemon. President Trump’s America First era is set to force a painful readjustment. https://t.co/I744m2tUEu via @WSJ @benmorenne

[Collin Eaton @CollinEatonHC]

Goes back to our scoop on last week's meeting between President Trump and oil execs. https://t.co/cF7Dnts3OM

[Collin Eaton @CollinEatonHC]

Chevron gets almost two additional months to wind down operations in Venezuela, per Treasury today. Trump says plans to impose a 25% tariff on any country that buys oil or gas from Venezuela. https://t.co/3miWRkx12B via @WSJ

[Collin Eaton @CollinEatonHC]

Chevron gets almost two additional months to wind down operations in Venezuela, per Treasury today. Trump says plans to impose a 25% tariff on any country that buys oil or gas from Venezuela. https://t.co/3miWRkx12B via @WSJ

[Collin Eaton @CollinEatonHC]

Oil executives raised their concerns about superfund laws and climate litigation in a White House meeting with President Trump this past week. Trump agreed they could potentially undermine his energy dominance agenda. https://t.co/dRYZKxRUvs

[Collin Eaton @CollinEatonHC]

The Trump administration’s job cuts, tariffs and push for lower energy prices are creating a more uncertain world for its friends in the oil industry https://t.co/AoU40nOfKo via @WSJ

[Brian Schwartz @schwartzbWSJ]

SCOOP: Chevron CEO Mike Wirth has been on a lobbying blitz this week, holding private talks with Trump administration officials about their oil license in Venezuela

Inside the talks with Wirth 👇
Story w/ @CollinEatonHC @GaripPatricia
https://t.co/yWoTk63XwQ

[Lauren Thomas @laurenthomas]

Scoop with ⁦@BenDummett⁩ and ⁦@CollinEatonHC⁩: Shell has tapped bankers to explore a sale of its chemicals assets in Europe and the U.S. $shel https://t.co/KLIzDPttNu

[Collin Eaton @CollinEatonHC]

President Trump wants to ramp up oil drilling, but his allies in the U.S. shale industry and Saudi Arabia are pushing back https://t.co/zslj7j2aVq via @WSJ

[Andrew Restuccia @AndrewRestuccia]

NEW: Brooke Rollins is now expected to be tapped as Agriculture secretary, we're told

w/ @learyreports

https://t.co/hNxS80HzlS

[Collin Eaton @CollinEatonHC]

Fossil-fuel tycoons helped return Donald Trump to the presidency. Now, they are seeking to lock in use of their products for years to come -- via @benmorenne and me https://t.co/fdOOoAOSDW via @WSJ