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Chevron (CVX) Exits U.K. North Sea, Divests Remaining Assets

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Chevron Corporation (CVX - Free Report) , the oil and gas supermajor, has recently announced the sale of its U.K. North Sea oil and gas assets. The divestment marks the energy giant’s departure in the region after 55 long years. CVX’s holding in the region includes a 19.4% stake in the Clair oilfield, which has the largest production in the region of 120,000 barrels per day. It will also sell off its minor stakes in the Sullom Voe oil terminal, as well as its stakes in the Ninian and SIRGE pipeline systems.

The Claire oilfield lies west of the Shetland region and is operated by BP. The operator has stated that it is deliberating on a third development phase for the field, known as Clair South. Clair South is known to be one of the largest untapped fields in the location.

The formal sales procedure is scheduled to begin in June. The sales proceeds could generate up to $1 billion for the company, excluding tax benefits.

Chevron had previously sold off its stake in the Rosebank field development to Equinor in 2018. The energy giant also sold many of its assets in the North Sea to Ithaca Energy, reducing its footprint in the region.

CVX’s exit from the North Sea follows the trend that several other U.S. oil companies have also exhibited. Since the 2000s, many major oil companies including Exxon Mobil, ConocoPhillips and Shell have sold their assets in the basin owing to the declining production. The U.K.’s oil production has taken a hit from its peak of around 4.5 million barrels of oil equivalent per day (boe/d) in the late 1990s to around 1.2 million boe/d in 2023.

The announcement of its departure from the North Sea follows Chevron’s announcement of a $53 billion acquisition of Hess Corporation. Management has stated that this divestment is in line with this overall strategy to focus on its most profitable assets. The company intends to maintain capital discipline across both traditional and new energy sectors, continually reviewing its asset portfolio to ensure that all its assets remain strategic and competitive for future investments.

Zacks Rank and Key Picks

Currently, CVX holds a Zacks Rank #3 (Hold).

Some better-ranked stocks in the energy sector are Archrock Inc. (AROC - Free Report) , SM Energy (SM - Free Report) and Eni SpA (E - Free Report) . Archrock and SM Energy presently sport a Zacks Rank #1 (Strong Buy) each, while Eni carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Archrock is an energy infrastructure company based in the United States, with a focus on midstream natural gas compression. It provides natural gas contract compression services and generates stable fee-based revenues.

SM Energy is an upstream energy firm operating in the prolific Midland Basin region and the South Texas region. For 2024, the company expects its production to increase from the prior-year reported figure, signaling a bright production outlook.

Eni is a leading global integrated energy company with a prominent focus on liquefied natural gas businesses. As natural gas has a lesser carbon footprint compared with other fossil fuel, it will play an important role in the global energy transition process. Eni’s participation in the natural gas market will allow it capitalize on the mounting global demand in the future.


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