Equity/Index & Cross Asset Volatility Specialist, Cameron Design

Jay Cameron

Equity/Index & Cross Asset Volatility Specialist

Cameron Design

We specialize in financial products and volatility. Our strategies balance speed, data, and risk control to capture opportunities across global markets. Our research leverages AI and data analytics to continuously refine our algorithms and adapt to evolving market dynamics.

Equity Derivatives

<ul>
<li>We examine a strategy to capitalize on anticipated near-term price stability.</li>
<li>XOM's strong fundamentals and record production growth support positive outlook.</li>
<li>Record-Setting production in key basins supports strong cash flow and returns.</li>
</ul>


We examine a strategy to capitalize on anticipated near-term price stability.
XOM's strong fundamentals and record production growth support positive outlook.
Record-Setting production in key basins supports strong cash flow and returns.


Exxon Mobil: Navigating Volatility, Oil Majors

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Exxon Mobil Corporation has launched a legal challenge against California’s newly enacted climate disclosure laws, arguing that the state’s requirements infringe on the company’s First Amendment rights.</li><li>The lawsuit, filed in the U.S. District Court for the Eastern District of California, contests two legislative acts—SB 253 (Climate Corporate Data Accountability Act) and SB 261 (Climate-Related Financial Risk Act).</li><li>Together, these laws mandate that companies earning over $1 billion in annual revenue and operating in California disclose Scope 1, 2, and 3 greenhouse gas emissions and assess climate-related financial risks.</li></ul>

Exxon Mobil Corporation has launched a legal challenge against California’s newly enacted climate disclosure laws, arguing that the state’s requirements infringe on the company’s First Amendment rights.The lawsuit, filed in the U.S. District Court for the Eastern District of California, contests two legislative acts—SB 253 (Climate Corporate Data Accountability Act) and SB 261 (Climate-Related Financial Risk Act).Together, these laws mandate that companies earning over $1 billion in annual revenue and operating in California disclose Scope 1, 2, and 3 greenhouse gas emissions and assess climate-related financial risks.

Exxon Mobil Just Sued California—Here’s Why Every ESG Investor Should Be Watching!

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>Global oil majors are slashing jobs and investments as weak demand, OPEC+ supply hikes, and rising costs drive the sharpest industry retrenchment since the 2020 collapse.</li>
<li>U.S. producers face added strain from tariffs, cost inflation, and consolidation, forcing capex cuts, layoffs, and highlighting the slowdown of shale-driven growth that once powered record output.</li>
<li>ExxonMobil emerges strongest among peers, supported by low debt, robust free cash flow, advantaged low-cost assets, and global diversification, giving it unmatched resilience in a prolonged low-price environment.</li>
</ul>


Global oil majors are slashing jobs and investments as weak demand, OPEC+ supply hikes, and rising costs drive the sharpest industry retrenchment since the 2020 collapse.
U.S. producers face added strain from tariffs, cost inflation, and consolidation, forcing capex cuts, layoffs, and highlighting the slowdown of shale-driven growth that once powered record output.
ExxonMobil emerges strongest among peers, supported by low debt, robust free cash flow, advantaged low-cost assets, and global diversification, giving it unmatched resilience in a prolonged low-price environment.


Oil and Gas Giants Shift from Expansion to Discipline Amid Supply Glut and Cost Pressures

<ul><li>In a stunning geopolitical development, ExxonMobil has reportedly engaged in secret discussions with Rosneft—Russia’s largest state-owned energy company—regarding a potential return to the Sakhalin-1 oil and gas project.</li><li>These talks, led by Exxon Senior Vice President Neil Chapman, signal a possible energy détente between Washington and Moscow, tied to broader negotiations aimed at ending the war in Ukraine.</li><li>The meetings were held under U.S. Treasury Department licenses that allow for discussions on stranded assets and involved back-channel diplomacy, including conversations between Exxon CEO Darren Woods and former President Donald Trump.</li></ul>

In a stunning geopolitical development, ExxonMobil has reportedly engaged in secret discussions with Rosneft—Russia’s largest state-owned energy company—regarding a potential return to the Sakhalin-1 oil and gas project.These talks, led by Exxon Senior Vice President Neil Chapman, signal a possible energy détente between Washington and Moscow, tied to broader negotiations aimed at ending the war in Ukraine.The meetings were held under U.S. Treasury Department licenses that allow for discussions on stranded assets and involved back-channel diplomacy, including conversations between Exxon CEO Darren Woods and former President Donald Trump.

Exxon’s Secret Russia Talks Signal Energy Market Shock Tied To Trump-Putin Peace Gambit!

<ul><li>ExxonMobil's recent earnings call provided a nuanced overview of its current performance and future prospects.</li><li>The company reported an outstanding second quarter, achieving its highest production levels since the Exxon and Mobil merger over 25 years ago.</li><li>This production growth is credited to high-return, advantaged assets, with particular emphasis on the company's operations in Guyana and the Permian Basin.</li></ul>

ExxonMobil's recent earnings call provided a nuanced overview of its current performance and future prospects.The company reported an outstanding second quarter, achieving its highest production levels since the Exxon and Mobil merger over 25 years ago.This production growth is credited to high-return, advantaged assets, with particular emphasis on the company's operations in Guyana and the Permian Basin.

United States

Exxon Mobil Corporation operates petroleum and petrochemicals businesses on a worldwide basis.  The Company's operations include exploration and production of oil and gas, electric power generation, and coal and minerals operations. Exxon Mobil also manufactures and markets fuels, lubricants, and chemicals.

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Exxon Mobil (XOM US)

Exxon Mobil: Navigating Volatility, Oil Majors

Article highlights strategy to capitalize on XOM's positive outlook due to strong fundamentals, record production growth, and high cash flow from...

Jay Cameron

Exxon Mobil Just Sued California—Here’s Why Every ESG Investor Should Be Watching!

Exxon Mobil Corporation has launched a legal challenge against California’s newly enacted climate disclosure laws, arguing that the state’s...

Baptista Research

Oil and Gas Giants Shift from Expansion to Discipline Amid Supply Glut and Cost Pressures

Global oil majors are cutting jobs and investments due to weak demand and rising costs, with ExxonMobil emerging as the strongest player thanks to...

Mint Finance

Exxon’s Secret Russia Talks Signal Energy Market Shock Tied To Trump-Putin Peace Gambit!

In a stunning geopolitical development, ExxonMobil has reportedly engaged in secret discussions with Rosneft—Russia’s largest state-owned energy...

Baptista Research

Exxon Mobil: Expansion Of Biofuel

ExxonMobil's recent earnings call provided a nuanced overview of its current performance and future prospects. The company reported an outstanding...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Exxon Mobil: Navigating Volatility, Oil Majors

​Article highlights strategy to capitalize on XOM's positive outlook due to strong fundamentals, record production growth, and high cash flow from...

Jay Cameron

Exxon Mobil Just Sued California—Here’s Why Every ESG Investor Should Be Watching!

Exxon Mobil Corporation has launched a legal challenge against California’s newly enacted climate disclosure laws, arguing that the state’s...

Baptista Research

Oil and Gas Giants Shift from Expansion to Discipline Amid Supply Glut and Cost Pressures

​Global oil majors are cutting jobs and investments due to weak demand and rising costs, with ExxonMobil emerging as the strongest player thanks to...

Mint Finance

Exxon’s Secret Russia Talks Signal Energy Market Shock Tied To Trump-Putin Peace Gambit!

In a stunning geopolitical development, ExxonMobil has reportedly engaged in secret discussions with Rosneft—Russia’s largest state-owned energy...

Baptista Research

Exxon Mobil: Expansion Of Biofuel

ExxonMobil's recent earnings call provided a nuanced overview of its current performance and future prospects. The company reported an outstanding...

Baptista Research

Article highlights strategy to capitalize on XOM's positive outlook due to strong fundamentals, record production growth, and high cash flow from...

Global oil majors are cutting jobs and investments due to weak demand and rising costs, with ExxonMobil emerging as the strongest player thanks to...