The Zacks Analyst Blog Highlights ConocoPhillips, Occidental and National Fuel Gas

Zacks.com flagged three U.S. integrated energy names—ConocoPhillips, Occidental, and National Fuel Gas—for discussion in its Monday Analyst Blog dated September 1, 2026 from Chicago, IL. The post examines whether these companies can handle industry headwinds tied to higher crude prices and weaker refining margins, while also considering the pressure from shifting demand toward renewables. It notes WTI trading above $85 per barrel, referencing oilprice.com and a U.S. Energy Information Administration outlook that places WTI for 2026 at $80.88 versus $65.40 in 2025. Zacks frames integrated players’ upstream and midstream fee-based revenue as potential offsets.