Trump Replenishing Strategic Petroleum Reserve – Major Oil Companies May Gain
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 25 2025
0mins
Source: Yahoo Finance
Strategic Petroleum Reserve Overview: The U.S. Strategic Petroleum Reserve was established in 1975 to mitigate oil supply disruptions, particularly highlighted during the 1973-1974 oil embargo. Under President Biden, over 200 million barrels were released in 2022, mainly due to the impact of Russia's invasion of Ukraine, raising concerns about the original purpose of the reserve.
Current Oil Market Trends: Oil prices have recently fallen below $60 per barrel due to oversupply and weak demand, with expectations of further declines as OPEC+ plans to unwind production cuts. Analysts predict prices could average around $50 per barrel through 2026.
Investment Opportunities in Energy Sector: Major integrated oil companies like BP, Chevron, ConocoPhillips, ExxonMobil, and TotalEnergies are highlighted as strong investment options, offering substantial dividends and positive ratings from Wall Street firms, despite the current low oil prices.
Chevron's Acquisition of Hess Corporation: Chevron announced a $53 billion all-stock acquisition of Hess Corporation, which is expected to close soon, further consolidating Chevron's position in the energy market and enhancing its operational capabilities.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BP?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BP
Wall Street analysts forecast BP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BP is 84.26 USD with a low forecast of 6.38 USD and a high forecast of 503.69 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
5 Buy
5 Hold
1 Sell
Moderate Buy
Current: 39.010
Low
6.38
Averages
84.26
High
503.69
Current: 39.010
Low
6.38
Averages
84.26
High
503.69
About BP
BP p.l.c. is a United Kingdom-based integrated energy company. The Company's segments include Gas & low carbon energy, Oil production & operations, Customers & products, and Other businesses & corporate. Its gas business includes regions with upstream activities that produce natural gas, integrated gas and power, and gas trading. Its low carbon business includes solar, offshore and onshore wind, hydrogen and carbon capture and storage and power trading. Oil production & operations segment comprises regions with upstream activities that predominantly produce crude oil, including bpx energy. Customers & products segment comprises its customer-focused businesses, which include convenience and retail fuels, electric vehicle charging, as well as Castrol, aviation and business to business and midstream. It also includes its products businesses, refining and oil trading, as well as its bioenergy businesses. Other businesses & corporate segment comprises technology and bp ventures.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BP Set to Report Q4 Earnings Amid Shareholder Pressure
- Earnings Expectations: BP is set to report its fourth-quarter earnings on February 10, with Wall Street expecting an EPS of $0.60, reflecting a 36.4% year-over-year growth, although revenue is projected to decline by 7.5% to $42.33 billion, indicating challenges in the company's strategic pivot.
- Shareholder Pressure: Amid pressure from shareholder activists and pension funds, BP is urged to clarify its capital expenditure strategy in oil and gas investments to ensure acceptable returns on new projects, highlighting the urgency of its strategic transformation.
- Market Performance: Year-to-date, BP's shares have underperformed major peers like Exxon Mobil and Chevron, reflecting ongoing operational and strategic challenges, with analysts asserting that the fourth-quarter report must clearly demonstrate tangible improvements from the company's streamlining efforts.
- Earnings Estimate Revisions: Over the past two years, BP has beaten EPS estimates 63% of the time and revenue estimates 50% of the time, but recent earnings forecasts show 4 upward revisions and 5 downward revisions, indicating market divergence regarding its future performance.
See More
High-Volume Earnings Reports This Week from Tech and Consumer Sectors
- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
See More
Market Predictions: Corporate Earnings Outlook Analysis
- Earnings Forecast Overview: According to Polymarket trading data, investors predict a 49% chance that BP will exceed quarterly earnings, indicating a cautiously optimistic market sentiment that could influence its stock price trajectory.
- Grab Holdings Expectations: Grab Holdings has a 48% probability of beating quarterly earnings, suggesting that the market remains reserved about its ability to sustain growth in a competitive environment, which may affect investor confidence.
- Hyatt Hotels Outlook: Hyatt Hotels is projected to have a 49% chance of exceeding quarterly earnings, reflecting a positive market sentiment regarding its performance amid the recovery in the travel industry, potentially driving its stock price higher.
- Coinbase Predictions: Coinbase Global has only a 36% chance of surpassing quarterly earnings expectations, indicating a cautious market outlook on its performance amid cryptocurrency market volatility, which could exert downward pressure on its stock price.
See More
Key Earnings Reports and Economic Outlook This Week
- DuPont Earnings Expectations: DuPont is expected to report earnings of $0.43 per share and revenue of $1.69 billion for Q4 2025, with analysts noting ongoing pressure in short-cycle businesses, while slight improvements in the automotive sector may influence investor sentiment.
- Cisco's AI Focus: Cisco anticipates earnings of $1.02 per share and revenue of $15.1 billion for Q2 FY2026, with CEO highlighting a major multi-year campus networking refresh, making AI infrastructure demand a critical growth driver.
- Importance of Employment Report: The January employment report is expected to show an addition of 80,000 nonfarm payrolls and an unchanged unemployment rate of 4.4%, directly impacting private consumption and U.S. GDP, making it crucial for investors to monitor.
- Consumer Price Index Insights: The January CPI is projected to increase by 2.5% year-over-year, with core CPI rising by 2.6%, providing essential inflation details despite not being the Fed's preferred measure, particularly regarding persistent shelter cost inflation.
See More
Key Focus Areas This Week: Jobs, Consumer Prices, Coca-Cola, CVS, Ford, McDonald's, and More
- Market Performance: The Dow Jones Industrial Average rose by 2.5% and closed above 50,000 for the first time.
- Nasdaq Struggles: In contrast, the Nasdaq Composite ended the week down 1.8%, despite a strong rally on Friday.
See More
United Steelworkers Prepare for Strike at BP's Whiting Refinery
- Strike Authorization Vote: Following unsuccessful negotiations with BP, 98% of the 800 workers represented by the local USW union voted to authorize a strike, reflecting strong dissatisfaction and a demand for a fair contract.
- Negotiation Breakdown: Negotiations that began on January 5 failed to reach a new agreement by the January 31 deadline, as BP rejected nearly all proposals, leaving workers anxious about job security and future terms.
- Union Leadership Statement: USW 7-1 President Eric Schultz stated that while workers are ready to strike, the union will continue to bargain in good faith, emphasizing the importance of unity in demanding a fair contract for all members.
- Refinery Impact: BP's Whiting refinery in Indiana, the largest in the U.S. Midwest with a capacity of 440,000 barrels per day, produces essential transportation fuels including gasoline, diesel, and jet fuel, and a strike could significantly disrupt fuel supply.
See More
BP Set to Report Q4 Earnings Amid Shareholder Pressure
- Earnings Expectations: BP is set to report its fourth-quarter earnings on February 10, with Wall Street expecting an EPS of $0.60, reflecting a 36.4% year-over-year growth, although revenue is projected to decline by 7.5% to $42.33 billion, indicating challenges in the company's strategic pivot.
- Shareholder Pressure: Amid pressure from shareholder activists and pension funds, BP is urged to clarify its capital expenditure strategy in oil and gas investments to ensure acceptable returns on new projects, highlighting the urgency of its strategic transformation.
- Market Performance: Year-to-date, BP's shares have underperformed major peers like Exxon Mobil and Chevron, reflecting ongoing operational and strategic challenges, with analysts asserting that the fourth-quarter report must clearly demonstrate tangible improvements from the company's streamlining efforts.
- Earnings Estimate Revisions: Over the past two years, BP has beaten EPS estimates 63% of the time and revenue estimates 50% of the time, but recent earnings forecasts show 4 upward revisions and 5 downward revisions, indicating market divergence regarding its future performance.
See More
High-Volume Earnings Reports This Week from Tech and Consumer Sectors
- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
See More
Market Predictions: Corporate Earnings Outlook Analysis
- Earnings Forecast Overview: According to Polymarket trading data, investors predict a 49% chance that BP will exceed quarterly earnings, indicating a cautiously optimistic market sentiment that could influence its stock price trajectory.
- Grab Holdings Expectations: Grab Holdings has a 48% probability of beating quarterly earnings, suggesting that the market remains reserved about its ability to sustain growth in a competitive environment, which may affect investor confidence.
- Hyatt Hotels Outlook: Hyatt Hotels is projected to have a 49% chance of exceeding quarterly earnings, reflecting a positive market sentiment regarding its performance amid the recovery in the travel industry, potentially driving its stock price higher.
- Coinbase Predictions: Coinbase Global has only a 36% chance of surpassing quarterly earnings expectations, indicating a cautious market outlook on its performance amid cryptocurrency market volatility, which could exert downward pressure on its stock price.
See More
Key Earnings Reports and Economic Outlook This Week
- DuPont Earnings Expectations: DuPont is expected to report earnings of $0.43 per share and revenue of $1.69 billion for Q4 2025, with analysts noting ongoing pressure in short-cycle businesses, while slight improvements in the automotive sector may influence investor sentiment.
- Cisco's AI Focus: Cisco anticipates earnings of $1.02 per share and revenue of $15.1 billion for Q2 FY2026, with CEO highlighting a major multi-year campus networking refresh, making AI infrastructure demand a critical growth driver.
- Importance of Employment Report: The January employment report is expected to show an addition of 80,000 nonfarm payrolls and an unchanged unemployment rate of 4.4%, directly impacting private consumption and U.S. GDP, making it crucial for investors to monitor.
- Consumer Price Index Insights: The January CPI is projected to increase by 2.5% year-over-year, with core CPI rising by 2.6%, providing essential inflation details despite not being the Fed's preferred measure, particularly regarding persistent shelter cost inflation.
See More
Key Focus Areas This Week: Jobs, Consumer Prices, Coca-Cola, CVS, Ford, McDonald's, and More
- Market Performance: The Dow Jones Industrial Average rose by 2.5% and closed above 50,000 for the first time.
- Nasdaq Struggles: In contrast, the Nasdaq Composite ended the week down 1.8%, despite a strong rally on Friday.
See More
United Steelworkers Prepare for Strike at BP's Whiting Refinery
- Strike Authorization Vote: Following unsuccessful negotiations with BP, 98% of the 800 workers represented by the local USW union voted to authorize a strike, reflecting strong dissatisfaction and a demand for a fair contract.
- Negotiation Breakdown: Negotiations that began on January 5 failed to reach a new agreement by the January 31 deadline, as BP rejected nearly all proposals, leaving workers anxious about job security and future terms.
- Union Leadership Statement: USW 7-1 President Eric Schultz stated that while workers are ready to strike, the union will continue to bargain in good faith, emphasizing the importance of unity in demanding a fair contract for all members.
- Refinery Impact: BP's Whiting refinery in Indiana, the largest in the U.S. Midwest with a capacity of 440,000 barrels per day, produces essential transportation fuels including gasoline, diesel, and jet fuel, and a strike could significantly disrupt fuel supply.
See More
