daily-article NOG's Q3 Hedge Book Is Right at Spot: What Non-Op Capital Does When the Cushion Disappears (NOG)
Hormuz Premium Gone, Eni-Mercuria Eyes LNG Trade, RBL Math Tightens at $67 Hormuz exports recover, WTI opens at $67.66, and the geopolitical premium that ran crude to $110 in April is effectively gone. The RBL reset clock is now ticking at sub-$68.
ExxonMobil Becomes a Texas Company on Q3's Opening Down Day XOM | NYSE | Source data: ExxonMobil 8-K filed July 1, 2026 (SEC accession 0001193125-26-291986); Yahoo Finance intraday prices; EIA FRED series DCOILWTICO, DCOILBRENTEU, DHHNGSP Q3 2026 opened with ExxonMobil completing the largest corporate redomiciliation in US energy history — and the market selling off across all three commodity benchmarks