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>Chevron demonstrated strong operational momentum in Q3 2025, with record worldwide production of over 4 million barrels of oil equivalent per day with upside from the Hess integration.</li>
<li>The stock is trading at a premium valuation with a challenging but achievable growth path in terms of annual growth rates and revenues.</li>
<li>Given the current valuation and financial outlook, the upcoming Investor Day on November 12, 2025, presents a short-term window to potentially put on a single stock options strategy.</li>
</ul>


Chevron demonstrated strong operational momentum in Q3 2025, with record worldwide production of over 4 million barrels of oil equivalent per day with upside from the Hess integration.
The stock is trading at a premium valuation with a challenging but achievable growth path in terms of annual growth rates and revenues.
Given the current valuation and financial outlook, the upcoming Investor Day on November 12, 2025, presents a short-term window to potentially put on a single stock options strategy.


Chevron Volatility: Options-Ready for Investor Day

Global Editor, Base Oil News

Iain Pocock

Global Editor

Global Base Oils and Lubricants Markets

Base Oil News

Base Oil News focuses on the interplay between fundamentals and prices in the global base oils and lubricants markets.

Baseoilnews.com combines daily, weekly and monthly base oils and lubes fundamentals data from every region of the world to build the most comprehensive and up-to-date global picture of the state of the market.

The data and analysis provide key tools to understand current market developments and opportunities and to anticipate how the market is likely to behave in the coming months.

Base oils producers, lube blenders and consumers can then better plan accordingly.

Baseoilnews.com analyses and publishes market news and data every day as it breaks.

Commodities

<ul><li>US Group II base oils price-premium to vacuum gasoil (VGO) holds firm.</li><li>Firm price-premium vs VGO contrasts with falling price-premium this time a year ago.</li><li>Firm price-premium incentivizes refiners to maintain or raise output.</li></ul>

US Group II base oils price-premium to vacuum gasoil (VGO) holds firm.Firm price-premium vs VGO contrasts with falling price-premium this time a year ago.Firm price-premium incentivizes refiners to maintain or raise output.

Americas/EMEA base oils supply outlook: Week of 3 November

<ul><li>US base oils demand likely to weaken over coming weeks amid seasonal slowdown in requirements and expected rise in supply.</li><li>US Group II domestic price-premium to export prices stay in narrow range at time of year when it typically widens.</li><li>Steady domestic price-premium points to more balanced fundamentals, curbs pressure on any imminent adjustment in those domestic prices.</li></ul>

US base oils demand likely to weaken over coming weeks amid seasonal slowdown in requirements and expected rise in supply.US Group II domestic price-premium to export prices stay in narrow range at time of year when it typically widens.Steady domestic price-premium points to more balanced fundamentals, curbs pressure on any imminent adjustment in those domestic prices.

Americas/EMEA base oils demand outlook: Week of 3 November

<ul>
<li>US base oils demand likely to stay muted amid expectations of waning end-user consumption and improving supply in coming weeks.</li>
<li>US base oils demand typically falls in month of November from October.</li>
<li>Prospect of slowdown in demand would coincide with rise in supply following expected completion of plant-maintenance in H1 Nov 2025.</li>
</ul>


US base oils demand likely to stay muted amid expectations of waning end-user consumption and improving supply in coming weeks.
US base oils demand typically falls in month of November from October.
Prospect of slowdown in demand would coincide with rise in supply following expected completion of plant-maintenance in H1 Nov 2025.


Americas/EMEA base oils demand outlook: Week of 27 October

<ul>
<li>US Group II base oils prices hold firm vs VGO prices.</li>
<li>Firm base oils margins sustain incentive for refiners to maintain high output.</li>
<li>Supply set to get further boost following expected completion of plant-maintenance in H1 Nov 2025.</li>
</ul>


US Group II base oils prices hold firm vs VGO prices.
Firm base oils margins sustain incentive for refiners to maintain high output.
Supply set to get further boost following expected completion of plant-maintenance in H1 Nov 2025.


Americas/EMEA base oils supply outlook: Week of 27 October

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)

Chevron Volatility: Options-Ready for Investor Day

Chevron's Q3 2025 shows strong operational momentum and record production, with potential for growth despite premium valuation. Investor Day next...

Jay Cameron

Americas/EMEA base oils supply outlook: Week of 3 November

US Group II base oils price-premium to vacuum gasoil (VGO) holds firm. Firm price-premium vs VGO contrasts with falling price-premium this time a...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 3 November

US base oils demand likely to weaken over coming weeks amid seasonal slowdown in requirements and expected rise in supply. US Group II domestic...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 27 October

US base oils demand likely to stay muted amid expectations of waning end-user consumption and improving supply in coming weeks. US base oils...

Base Oil News

Americas/EMEA base oils supply outlook: Week of 27 October

US Group II base oils prices hold firm vs VGO prices. Firm base oils margins sustain incentive for refiners to maintain high output. Supply set to...

Base Oil News

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Chevron Volatility: Options-Ready for Investor Day

​Chevron's Q3 2025 shows strong operational momentum and record production, with potential for growth despite premium valuation. Investor Day next...

Jay Cameron

Americas/EMEA base oils supply outlook: Week of 3 November

US Group II base oils price-premium to vacuum gasoil (VGO) holds firm. Firm price-premium vs VGO contrasts with falling price-premium this time a...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 3 November

US base oils demand likely to weaken over coming weeks amid seasonal slowdown in requirements and expected rise in supply. US Group II domestic...

Base Oil News

Americas/EMEA base oils demand outlook: Week of 27 October

US base oils demand likely to stay muted amid expectations of waning end-user consumption and improving supply in coming weeks. US base oils...

Base Oil News

Americas/EMEA base oils supply outlook: Week of 27 October

US Group II base oils prices hold firm vs VGO prices. Firm base oils margins sustain incentive for refiners to maintain high output. Supply set to...

Base Oil News

Chevron's Q3 2025 shows strong operational momentum and record production, with potential for growth despite premium valuation. Investor Day next...