As discussed in their recent earnings call, in Q2 2026, TotalEnergies delivered one of its strongest quarterly performances since 2022, supported by higher crude prices, record refining margins, resilient upstream production growth, and continued strength across its Integrated Power business desp
Williams Companies held its first-quarter 2026 earnings call earlier in May. CEO Chad Zamarin covered the company’s various commercial initiatives, while CFO John Porter reviewed the financial results and prospects.
Shell’s Q1 2026 earnings call made clear that the ARC Resources acquisition – as discussed in ‘Closer to the Heart’ is now the centerpiece of the company’s long-term North American gas and LNG growth strategy.
Expand Energy’s Q1 2026 earnings call made one thing clear: the company is positioning itself for a long-term structural growth cycle in U.S. natural gas demand, with LNG exports sitting at the center of the strategy.
Kinetik shut in about 170 MMcf/d of Permian natural gas production due to low Waha prices during Q1 2026, which was more than offset by “spread-based marketing gains” which helped it post a record quarterly EBITDA of $251 million, the company said during its earnings call this week.
Genesis Energy said during its earnings call May 7 that crude oil production from the four Phase 1 wells tied into its offshore Shenandoah floating production unit (FPU) dropped during the first quarter, causing it to revise its expectations for the remainder of the year. The company said the decline was related to efforts to optimize performance and preserve long-term volumes.
Tourmaline says Western Canada’s gas glut could disappear faster than markets expect on recent earnings call
Chevron reported sharply lower Q1 2026 earnings during its investor call May 1, weighed down by a $2.9 billion charge related to financial hedges and inventory accounting adjustments. Excluding those factors, earnings rose, helped by higher oil and gas production and stronger refining margins.
BP, which saw its earnings more than double to $3.2 billion in Q1 2026 due in large part to a spike in crude oil prices as a result of the war in Iran, said April 28 that the full effect of those higher prices on earnings and refinery margins won’t be felt until the second quarter.
Tourmaline's 2025 fourth quarter earnings call took place on March 5, 2026, and provided several insights into operational trends and the supply and demand balance in the Western Canadian gas market.
