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Why One Energy Stock Is Beating Big Oil in 2026
ExxonMobil is up 5.5 percent in the past five days and 20 percent year-to-date, outpacing Chevron and the broader S&P 500. In this episode, Lucas and Luna dig into what’s driving the divergence: Exxon’s aggressive Permian Basin acreage build, its growing chemicals-and-trading revenue stream, and why its balance sheet is positioned for a persistent oil-price floor near $70. They compare Exxon’s strategy to Chevron’s more cautious capital allocation, and discuss whether the stock still has room to run as the energy sector faces political pressure and long-term demand uncertainty. This is a…
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