The article discusses the performance of the S&P Energy Sector ETF (XLE), highlighting its top holdings, dividend yield, and technical analysis. It notes XLE's underperformance relative to the S&P 500 ETF (SPY) despite recent market gains and mentions a bullish divergence in momentum indicators as a potential signal for the energy sector.

ExxonMobil, the largest U.S. oil and gas producer, highlights its role in meeting rising energy demands for AI and other technologies. The company emphasizes investments in carbon capture and storage (CCS), production expansion, and policy reforms to support energy security and economic growth.

CF Industries Holdings, Inc., a global manufacturer with a $15.2 billion market cap, announced the retirement of Ashraf K. Malik as senior vice president of manufacturing and distribution, effective April 1, 2026. Trevor Williams will assume the role after 30 years in nitrogen and chemicals manufacturing. The company reported strong Q1 2025 financials, including $1.66 billion in revenue and $1.85 earnings per share, exceeding forecasts. CF also began operations at a new carbon dioxide facility in Louisiana, partnering with ExxonMobil for CO2 sequestration.

CF Industries Holdings Inc. has started a carbon dioxide (CO2) dehydration and compression facility at its Donaldsonville Complex in Louisiana, enabling the transportation and permanent geological sequestration of up to 2 MTPA of CO2. ExxonMobil, the company’s CCS partner, will store the CO2, with plans to transition to dedicated permanent storage via the Rose CCS project. The facility supports CF Industries’ decarbonization efforts and qualifies for tax credits under Section 45Q.

Chevron has finalized a $53 billion acquisition of Hess Corporation after winning a legal battle with ExxonMobil over rights to a major oil discovery in Guyana. The deal secures Chevron's stake in a 11 billion barrel offshore oil field, strengthening its global energy portfolio.