Exxon Mobil Remains Central As Oil Prices Rise

On a recent broadcast, Jim Cramer said oil appears headed higher because geopolitical uncertainty in Iran and Venezuela is reshaping supply dynamics, and identified Exxon and Chevron as the market's real leaders. In its third-quarter 2025 investor letter, LRT Capital described Exxon Mobil as a preeminent integrated energy and chemical manufacturer, highlighting low-cost upstream assets in the Permian Basin and Guyana's Stabroek Block that underpin production growth and resilient cash flow.