• Chevron is back in focus after failed U.S. Iran peace talks pushed oil prices higher, while its CEO flagged an entrenched fuel supply crunch with limited buffers in the global energy system.
• The combination of tighter fuel markets and Chevron’s long running focus on cash generating upstream and refining assets highlights how exposed its earnings remain to swings in crude and product pricing.
• We will now look at how this tighter fuel backdrop could reshape Chevron’s investment narrative around cash flow resilience.

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Chevron Investment Narrative Recap

To own Chevron,…