FTSE 100 news / Companies and sectors / Oil and gas / 15 October 2026
Oil and gas: sector news on Thursday 15 October 2026
Average tone +7.5 (strongly positive) across 3 companies with relevant coverage, from 21 stories.
Company by company
| Company | Tone | Stories | What the coverage was about |
|---|---|---|---|
| BP | +7.5 | 10 | Coverage was mainly about BP's trading statement, which pointed to lower debt and stronger refining margins, and brokers such as UBS and AlphaValue/Baader turned more positive. |
| Shell | +5.5 | 8 | Coverage centred on Shell lifting its third-quarter margin and gas outlook, alongside the agreed sale of its Nigerian domestic gas business to Vaaris Energy and continued buybacks. |
| Ithaca Energy | +9.5 | 3 | Coverage focused on Ithaca's share price jump after record output and a higher dividend range, alongside a revised lending facility and a favourable look at its long-term gain. |
Strongest stories in the sector
- +10.0 Why Did Ithaca Energy (LSE:ITH) Stock Jump After Record Output And A Higher Dividend Range?
Shares jumped on record output and higher dividend range. - +10.0 UBS raises BP forecasts as debt set to fall $4 billion below expectations
UBS raises forecasts as debt falls below expectations. - +10.0 BP Unveils Q3'26 Outlook With Lower Debt & Stronger Refining Margins
Outlook shows lower debt and stronger refining margins. - +9.2 AlphaValue/Baader Europe Upgrades BP plc Rating to Add
Rating upgraded to Add by AlphaValue/Baader. - +8.3 BP p.l.c. (BP) Hits Fresh High: Is There Still Room to Run?
Shares hit fresh high, positive momentum. - +8.3 BP plc : UBS maintains a Buy rating
UBS maintains Buy rating. - +8.3 Shell lifts third-quarter margin outlook: Shell stock costs EUR 46.42 - ad-hoc-news.de
Shell raises third-quarter margin outlook. - −7.5 BofA Securities Maintains BP PLC(BP.US) With Sell Rating
BofA maintains Sell rating on BP. - +7.5 Key facts: BP PLC Sponsored ADR Q3 refining margin rise; Dec 15 NY update
Q3 refining margin rise highlighted. - +7.5 Why Ithaca Energy Doubters Were Wrong Before A 99% Gain
Positive framing of past 99% gain and doubters proved wrong. - +6.7 BP Trading Statement: What Changes for the Outlook?
Trading statement changes to outlook discussed, broadly positive. - +6.7 Key facts: SHEL ups Q3 gas to 740–780k; Nigeria sale; buyback done
Higher Q3 gas guidance, Nigeria sale and completed buyback.