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Chevron Keeps 2026 Capex Tight While Planning Billions For Shale And Guyana

BenzingaDecember 04, 2025 at 10:11 AMFull Content
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Detected Companies & Sentiment

Chevron Corporation
"cautiously optimistic"
7

Gist

Chevron maintains tight 2026 capital spending at $18–$19 billion, focusing major investments on U.S. shale and Guyana, while targeting production growth and strong EPS returns.

LLM Summary

Chevron has guided 2026 consolidated capital expenditures to $18–$19 billion, within its long-term range, with significant allocations to U.S. shale and Guyana offshore projects. The company plans $10.5 billion in U.S. spending, $6 billion in Permian/DJ/Bakken shale, and $7 billion in global offshore growth, including $0.4 billion in capitalized interest for Guyana. It also aims for 2%–3% annual production growth and over 10% EPS growth at flat Brent prices.

Full Article Content

Chevron Corporation (NYSE: CVX) on Wednesday disclosed that it expects an organic capital expenditure range of $18–$19 billion for consolidated subsidiaries (capex) in 2026.

The guidance is at the lower end of its long-term outlook of $18–$21 billion.

The company also expects to allocate $1.3–$1.7 billion in capital expenditures through its affiliates next year.

Details

Chevron projects total U.S. capital spending to reach roughly $10.5 billion, accounting for more than half of its 2026 capex budget.

The company sees upstream investments at around $17.0 billion. This includes nearly $6.0 billion for U.S. shale and tight plays in the Permian, DJ, and Bakken basins, supporting U.S. production of over two million barrels of oil equivalent per day.

Global offshore spending is expected to be about $7.0 billion, mainly targeting growth in Guyana, the Eastern Mediterranean, and the Gulf of America, with about $0.4 billion in capitalized interest, mostly tied to Guyana projects.

Meanwhile, the company targets downstream capex at around $1.0 billion, with nearly 75% allocated to U.S. operations.

Within total upstream and downstream investments, Chevron expects to use roughly $1.0 billion for reducing carbon intensity and expanding new energy businesses.

Recent Investor Day Highlights

Last month, the oil and gas giant targeted 2%–3% annual growth in oil and gas production through 2030.

Also, Chevron stated that at a flat $70 Brent, the company projects average annual adjusted EPS growth above 10% through 2030, rising over 14% with escalating real prices.

In the Permian, the company plans to cut capital spending to about $3.5 billion starting in 2026.

Price Action: CVX shares are up 0.27% at $152.0 premarket at the last check on Thursday.

Metadata

Author:
Lekha Gupta
Image URL:
https://cdn.benzinga.com/files/imagecache/250x187xUP/images/story/2025/12/04/Chevron.jpeg
Tickers:
CVX
Updated At:
December 04, 2025 at 6:11 AM
Benzinga Channels:
Equities, Large Cap, News, Guidance, Top Stories, Movers
Benzinga Tags:
why it's moving
Teaser:
Chevron expects $18-19 billion in capex for 2026, mainly for U.S. shale and tight plays, with a focus on reducing carbon intensity.
Benzinga Stocks:
CVX (NYSE)
Benzinga Article ID:
49203242