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BULK COPIES OF NEWSLETTER
Lundberg Letter subscribers, do you need to help others better understand issues and facts confronting your business? When distribution of one of our back issues is important in your communications efforts, please contact us. Corporate and association leaders and others have had us email or print and mail bulk copies to board members, conference attendees and/or other audiences over the years. Sometimes we can do this gratis. Call Crystal Vance, 805-383-2400.
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| Issue Date | Title | Subjects | CAPTION |
Sep 25 2025
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Revenue, Profits, Trending Lower
OIL MAJORS FINANCE METRICS, 202
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Production/Supply/Demand
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The six largest private major oil companies earned $92.8-billion combined in 2024, a 25% decline below 2023's total. However, majors' profits have held up well since 2020's $80-billion loss. Herein we refer to ExxonMobil, Shell, BP, TotalEnergies, Chevron, and ConocoPhillips as the 'big six'.
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Jun 20 2025
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Ramifications of Israel/Iran War
CRUDE OIL EXPORTS AT RISK
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Production/Supply/Demand
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Israel's June 12 strike on Iran brings up the question as to how much, if any, of Iran's oil exporting business will be interrupted. Damage to oil production infrastructure has been minimal and it does not seem to be Israel's main target. However, that could change, putting Iran's massive 4.8-million barrels per day production at risk.
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