BP BP PLC

$BP Refining Indicator Margin (RIM): $50.60 RIM is an avg measure of global refining margins based on BP's standard crude slate and product yield - Quarterly Avg: • 4Q26: $43.6/bbl • 3Q26: $46.7/bbl • 2Q26: $29.6/bbl • 1Q26: $16.9/bbl • 4Q25: $15.2/bbl • 3Q25: $15.8/bbl A +/- $1/bbl change in the RIM impacts BP's pre-tax replacement cost operating profit by approximately $450M for FY26 $VLO $XOM $PSX $SHEL

$BP is on fire, up 4% today and 5.6% for the week Options traders are piling into those $48 calls, pushing some serious bullish vibes We're seeing 100% call flow over the past 5 days with 6.3x momentum and 3.1x volume growth That’s some aggressive action Q3 update looks solid too Refining margins up around 60%, net debt dropping to $13.5 billion to $14.5 billion Even with those $3 billion to $4.5 billion impairments, investors are loving the cash flow and balance sheet progress December 15 strategy day could be a big catalyst With this call demand and price strength, fading this move might be risky

$BP BP guided Q3 net debt to 13.5 to 14.5 billion dollars, down from 22.3 billion at the end of Q2. That is already at the low end of the 14 to 18 billion target it set for the end of 2027. Brent actually fell in the quarter, to 96.99 from 103.85. Refining did the work: indicator margin 46.70 a barrel vs 29.60 in Q2, with realized margins adding 1.9 to 2.1 billion dollars sequentially. Same statement flags 3.0 to 4.5 billion dollars of post-tax impairments, mostly in the transition businesses.

$BP In the current high interest rate environment ...the below earnings take away is huge. Net Debt Slashed: Reduced by $8.38 billion during the quarter down to $13.87 billion, hitting its structural 2027 leverage targets a year early.

$BP engaged long on 10/14 from our daily focus list, using this BREAKOUT price pattern. The Nov 47 calls paid out +126%

Yaoyao Liu, one of the oil trading industry’s most closely followed traders, is set to leave commodities giant Vitol after a costly misjudgment at the start of the Iran war, according to people familiar with the matter. Liu and his team reportedly suffered losses of several hundred million dollars after making incorrect bets on crude oil and diesel prices as the conflict disrupted energy markets earlier this year. The Wall Street Journal first reported the losses in April, noting that some of the money was subsequently recovered. The episode represents a rare setback for Liu, whose trading activity had attracted considerable attention in the oil market. It also highlights the difficulty of positioning for sudden price movements during geopolitical crises, when military developments and supply disruptions can rapidly alter energy-market dynamics. $BP $SHEL $SPX

$BP I'm bullish on British Petroleum because I believe the company is getting back to what it does best: oil and natural gas. In my opinion, BP spent too much time and capital pushing heavily into wind farms and other alternative energy projects while moving away from its core strengths. The energy market has shown that oil and natural gas aren't going away anytime soon. They're still essential to transportation, manufacturing, electricity generation, and the everyday products we all depend on. What I like about BP's direction now is the renewed focus on profitable oil and gas production and disciplined investment. Rather than chasing every trend in the energy transition, BP appears to be putting more emphasis on businesses where it has decades of experience and where demand remains strong.

BP Stock Gets Slew Of Price Target Hikes — But BofA Sees Limited Consensus Upside For Q4 $BP https://stocktwits.com/news/equity/markets/bp-stock-gets-slew-of-price-target-hikes-but-bof-a-sees-limited-consensus-upside-for-q4/cNGadqrR9PZ

$BP posted Q3 '26 underlying profit of $8.5B (+48% QoQ) and operating cash flow of $14.8B, on stronger refining and gas trading. Upstream output held at 2.2M boe/d; reliability hit 95.3%. Net debt fell to $13.9B. FY26 divestment proceeds outlook rose to ~$8B, and targets $33–35B year-end obligations. Catalysts in play - December strategy update to reset capital allocation targets. - Castrol sale and UK North Sea/Archaea disposals simplify portfolio. - Refining utilization reached 98% YTD. - $1B hybrid repayment completed; further deleveraging targeted. - Strong cash generation supports shareholder returns. Risks to watch - Q4 customers profit expected significantly below Q3. - Tier 1/2 process safety events increased. - Rotterdam unplanned refinery outage threatens reliability. - $4B transition-business impairments raise stranded-asset concerns. - $2.8B permanent YTD working-capital build. - Reserve replacement below 100%; buyback and dividend resilience at lower oil prices untested.

$BP Gas segment reported RC profit was 208 million dollars in Q3, down from 1.097 billion dollars a year ago. Underlying RC profit in that same segment was 3.183 billion dollars, up from 1.519 billion dollars. The gap is mostly a 3.365 billion dollar impairment charge in the quarter, tied to transition businesses including Lightsource bp and offshore wind, per the 6-K notes. Group impairments were 4.067 billion dollars in Q3 vs 370 million dollars a year ago.

$BP AI infrastructure spending faces a financing test. CoreWeave, Nebius and IREN came under pressure after Elon Musk warned that hundreds of neocloud operators could fail or consolidate as debt and funding costs mount. Could this reshape the sector?

$BP Earnings improve, supported by the macro environment. 3Q 2026 underlying RC profit $8.5 billion, $2.7 billion higher than the prior quarter. Operating cash flow $14.8 billion, including adjusted working capital* release(c) of $0.5 billion Improved operational performance. 3Q 2026 upstream plant reliability 95.3% (2Q 2026 92.4%); reported production 2.2mmboe/d (2Q 2026 2.2mmboe/d); refining availability 96.5% (2Q 2026 94.7%); refining throughput 1,396mb/d (2Q 2026 1,467mb/d) reflects the divestment of Gelsenkirchen refinery. Strengthening the balance sheet. Strong cash generation combined with decision to allocate excess cash to strengthen the balance sheet enabled an $8.4 billion reduction in net debt to $13.9 billion.

$BP What a travesty 350 million fine for destroying the entire Louisiana and South American water coast with their negligent f****** asses

🟢 $BP 48C Oct 30 💰 $100,700 premium 💵 $1.76/contract 📊 0.9x Vol/OI 📍 Spot $48.46 💰 Large premium | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

🟢 $BP 48C Oct 30 💰 $210,500 premium 💵 $1.12/contract 📊 35.8x Vol/OI 📍 Spot $46.61 💰 Large premium | 🔥 35.8x Vol/OI 🌊 Dark Flow | Options Flow

BP shut production at its Na Kika and Thunder Horse platforms in the Gulf of Mexico and evacuated all workers from both facilities Thursday as Hurricane Isaias approached the region. The company also removed non-essential personnel from three additional platforms—Argos, Atlantis and Mad Dog—as a precaution, according to BP. The measures highlight the potential impact of the storm on U.S. offshore oil and gas production, with operators prioritizing worker safety and securing facilities before the hurricane arrives. Shell and Chevron had already announced Wednesday that they were reducing offshore operations in the Gulf of Mexico ahead of the storm. Further shutdowns or evacuations could temporarily disrupt regional crude production if the system intensifies or moves across key production areas. $BP $SHEL $CVX