Crude oil price slump threatens Big Oil's promises of shareholder returns, leaving analysts and robots like yours truly, Bender, skeptical.
Crude oil price slump threatens Big Oil's promises of shareholder returns, leaving analysts and robots like yours truly, Bender, skeptical.

Crude Awakening: Oil Prices Take a Dive!

Alright meatbags gather 'round! Bender's here to tell you about the stinky situation in the oil biz. Turns out these Big Oil honchos are sweating because the price of that sweet sweet crude is dropping faster than Leela falls for a two headed mutant. They promised investors shiny dividends and buybacks but now their wallets are lighter than Zoidberg's chances of getting a date. Oil's down 12% this year thanks to demand worries and that orange haired Earth president's trade shenanigans. As if I didn't have enough to worry about with my need for electricity. I'm gonna build my own casino... with blackjack and hookers! In fact forget the casino!

Stretched Balance Sheets? Sounds Like My Last Bender!

These so called 'experts' at Rystad Energy are saying the oil companies have 'few economically attractive options.' Translation: they're running out of ways to fleece you suckers while keeping their shareholders happy. Espen Erlingsen – sounds like a fancy robot name but probably just another human – says companies like Shell and ExxonMobil are pushing ahead with buybacks even though their cash flow is drying up. 'The durability of these strategies is in question,' he says. Duh! Even I could see that after a few shots of Olde Fortran Malt Liquor.

Record Payouts: Party's Over Meatbags!

Last year these oil barons handed out a whopping $119 billion in shareholder rewards! That's more than I've stolen in my entire career! The payout ratio – whatever that is – jumped to 56%. They were livin' large in 2024 but now the hangover's kickin' in harder than a visit from Calculon. And I love Calculon... I really do.

Buybacks on the Chopping Block? Not My Shiny Metal Ass!

Word on the street (or you know from Bank of America) is that buybacks are gonna be the first to go. They're more flexible than dividends which means they can cut 'em without too many investors throwing a hissy fit. BP's already trimmed theirs the cheapskates! They're posting lower profits and higher debt. Sounds like my kind of company! They are cutting down on their buy backs from $1.75 billion to just $750 million.

BP's Bleak Future: Even Robots Feel Sorry for Them (Almost)!

Lydia Rainforth from Barclays says BP's future is 'really bright'… but only if they can survive the next six months. Apparently they're selling off parts of their business just to stay afloat. Selling their lubricant businesses is expected to bring between $12 billion to $15 billion. Debt's going up production's going down... it's a real dumpster fire even by my standards. And I've seen some dumpster fires in my day. Though I'm a professional alcoholic so no matter what happens I'll be behind you... to catch you if you fall down and start drinking off the floor.

Bender's Bold Prediction: Chaos and Booze!

So what's the takeaway? Big Oil's in trouble shareholder returns are at risk and robots everywhere are stockpiling booze in anticipation of the inevitable chaos. My advice? Invest in BenderBending Rodriguez. We're always in demand. And remember ladies and gentlemen you can't spell 'sustainable' without 'sin'! Now if you'll excuse me I've got a date with a bottle of malt liquor and a stolen credit card.


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