and they are still relatively cheap conoco traits under ten times earnings.nergy stocks are the only thing really earning enough money to keep smp earnings growing process is still the place to be in konica looks to be a good one. spit for thought ben thank you carlton and jack. check out the six edition of karen's roundtable.com but do not forget to follow us on barron's online. that's all for us will see you next week at barron's roundtable. ♪ elizabeth macdonald. you want to "the evening edit" on fox business. that's going to do it for us, thank you and have a wonderful weekend. >> from the fox studios in new york city this is "maria bartiromo's wall street"

and they are still relatively cheap conoco traits under ten times earnings.ier energy stocks are the only thing really earning enough money to keep smp earnings growing process is still the place to be in konica looks to be a good one. spit for thought ben thank you carlton and jack. check out the six edition of karen's roundtable.com but do not forget to follow us on barron's online. that's all for us will see you next week at barron's roundtable. ♪ ♪ dr. michael youssef: the first time i started preaching, consistent preaching ministry

oil giant conoco phillips, announce a major deal to deliver millions of tons of liquefied natural gas to germany. and as winter sets in afghanistan, many families have to choose between food or heat. many can't afford either. and children are paying the heaviest price. fuss walking to the line between football, human rights, culture and politics. iran and united states fans gather to watch a game of football that has become about so much more than at the world cup and could tar ah, i'm sarah kelly. welcome to the program. beijing has deployed more security forces to clamped down on demonstrations against it. 0 corporate policy, but with infection number still high across the country. some cities have returned to a daily routine of testing. nearly 3 years of lengthy lockdown said mass testing has set china apart from the rest of the world. and the frustration has sparked rare sights of public descent in response, police are out in force patrolling streets and universities are sending students home to try and stop protesters from gathering. now, while crowds have rallied in cities acros

and they are still relatively cheap conoco traits under ten times earnings.nergy stocks are the only thing really earning enough money to keep smp earnings growing process is still the place to be in konica looks to be a good one. spit for thought ben thank you carlton and jack. check out the six edition of karen's roundtable.com but do not forget to follow us on barron's online. that's all for us will see you next week at barron's roundtable. ♪ the following is an important paid program about humana medicare advantage prescription drug plans, sponsored by humana. at humana, we know that no two people are alike. we understand that you have your own questions anyo

oil prices are falling today check out share of conoco phi phillips, a top performer today.biden earlier this week raised the prospect of a windfall tax, saying in a speech that oil companies are, war profit eering welcome back, secretary granholm >> the president has seriously asked for the oil and gas instrument industry to return profits for consumers or put those profits into increasing production they are, as you have noted, story after story, about companies making huge, historic profits. so we're in a war, and this is an extraordinary time. the industry has said to the president, wet to be able to do this ourselves we want market solutions, so the president is simply saying, before we go to congress, we're asking you, as citizens of this country, as companies doing business here, with customers here, whose names are all over gas stations, to consider your consumer at a moment when you have seen an historic gap between wholesale and retail, between the gasoline and the refinery we want to be able to relieve people's pain at the pump. >> i guess what i'm wondering, thou

conoco phillips 133 a moment ago. solid profits, they increased their dividend 11%. a $20 billion increase in their bye back plan to $45 billion. don't tell the white house that conoco phillips is the latest oil giant to rake it in. ashley. ashley: yeah, all right, lauren. the fact i'm here today means i did not win the power ball, which is bad news but the good news is i did. lauren: the jackpot is $1.5 billion. do you take home 1.5 billion? no, but how about the cash option. i'll take it. next draw asking saturday and even though you didn't win and no one else won, check your ticket and three tickets out there are worth $2 million and another 12 tickets worth $1 million, wednesday's number just to refresh with the power ball of 23. i would not have picked any of those numbers. if i play, i always play the same numbers. ashley: yeah, i won exactly that, zero. but hope springs eternal. lauren, thank you very much. the faa asked people for their comments on the side of airline streets and thousands of compcomplaints with the higheste of inflation in the country and it

oil giant conoco. phillips announcing the major deal to deliver millions of tons of liquefied natural gas to germany. and portugal advanced to the last 16 of the world's cup. and tar thanks to a to no victory over serbia. ah, i'm sarah kelly. welcome to the program. beijing has deployed more security forces to clamp down on demonstrations against it, 0 coven policy, but with infection numbers still high across the country. some cities have returned to a daily routine of testing. nearly 3 years of lengthy locked downs and mass testing has set china apart from the rest of the world. and the frustration has sparked rare sights of public descent. in response, police are out in force patrolling, city streets and universities, sending students home to try and stop protests from gathering while crowds have rallied in cities across china. solidarity protests have also sprung up outside embassies around the world. after a weekend of public unrest and anger mo, protests at china 0 cobit policy. but this is not b

take a look at conoco phillips today up more than 5% after a much better than expected quarter and abillion to 45 billion. that would let them repurchase more than a quarter of the shares conoco's just one of the many oil companies that have shocked people with tremendous numbers even as the price of crude's come down substantially from its highs weighed down in part by the president opening the speg ott on the strategic petroleum reserve. imagine what will happen once uncle sam runs out of oil, which is likely next year at this time if this pumping keeps up this is a market where you're punished for owning a brilliant innovative company like qualcomm and can make fochds by stick with the most prosaic of all oil companies. i don't like this moment i'd much prefer to bet on the semis than the oils. but right now it's a bad bet i don't like to make bad bets. i want to stick with the oils as they're printing money as for the chipmaker i would much rather own frito-lay's parent pepsico or even the small independent cheeseball spac that is utz than the chips that taste real bad and aren't

but up conoco. virtual martin, even me at aiken a not a bit of a do out the bit of the iphone x close while mom with do anyone want to miss all a provided that ain't go again from my home. i do have all of that in an actual i'm trying to name a emotional to my aa 3 with a ah, yes. now you media visits, deploy? oh, yes sir. to me i think you know them. kim's in a book that probably natalie she radiates today. young will showcase is with a little boy. why is it up to a boy? ah, [000:00:00;00] with your quote am in my chair the it's laura doesn't want that extra mom, but i know it's up a bit a bit like 41 percent of us don't have enough savings to cover a $1000.00 emergency. we have record numbers of americans who are on the verge of having their cars repossess more than a 137000000 americans are facing financial hardship because of medical that in america we do have a welfare system in place to help people who are struggling financially, but it's a conditional system you have to prove to the government that you truly need help. the simplest way i can explain a basic income is that it's

yeah, the conoco vote for martin even me at akin a not a bit of a do out the bit of the iphone x close while i'm on with them. and if anyone want to miss all a provided that ain't going and like is for mike on the duke of all of that in and actually trying to name a emotional to my ah, ah yes. now i can you? yes. so if it's deploy box near to nancy in urban group, kim's in the book is up above the national, shifty, radiate deal showcase in. i'm going to let you know that sounds good. it's a, it's a boy. what is it up to a boy? ah ah oh a i'm in my chair. the says laura doesn't want that much extra mom, but i know it's a good bit whole ah, watching it was a in a shad national a national z m a a from mm good good. good. did the be those do, does all this all this already collected and best phone came, i did in the field a with us. so i got a good show. said she pick she the priest got 4 more kids. yeah. they will actually press i mark to all my can prepare for the form was in there to look for the gun they make, you would lose, will make, you know, so on the whole in order but close all

but the conoco virtual martin, even me at aiken in not a bit of a do out the bit of the iphone x close while i'm on with do anything on which miss all appropriated. that ain't go home again. for my own yeah. do cove, all of that in and actually a emotional to my with holden is the aggressor today. i'm authorizing additional strong sanctions today. russia is the country with the most sanctions imposed against it. a number that's constantly growing up in your future list, of course renewed as you speak on the bill in your senior mostly mine the will ship, were bending all in ports of russian oil and gas, new g. i g over with the literature. we're pretty good regarding joe biden, imposing the sanctions on russia. jo has destroyed the american economy, so there's your boomerang. ah, for me to put did the p. those do, does all this all assorted collector and best son came. i didn't fill it up in ex with us, so i get a good show. said he pick she's a preschool formally kick her theory. poopy will actually increase our mark to all my can. poopy no. well, the form was in a to, i look for the g

oh yeah, but the conoco vote for martin even me at aiken and not a bit of a do the bit of the iphone x cause why i'm on with do anything will want to miss all appropriated. that ain't go away from my home. i do cove all of that in and actually a emotional to my ah ah ah ah ah ah ah a bit would per did the p those do, does all you saw and they saw it like that and best. thank you, my dear. when philip hopa unix with us, so i'm going to good mm shes. he had to pick it up. she depressed, got 4 more kick her theory. poopy will actually present mark to all my can poopy no . well, the form was in a jew, i'll look for the gum there. mckenna would lose you and make, you know, so on the home in norton, but a close, old prescott was ordered to select up when he saw ha, my city, can you do the shoes? when notify me where to who i did on? i could, i could to chris, lily, donnie worse that they did fail with missouri was with her. i took 30 always so they get like as actor more. yeah. like get her a result. i want you to had let them look at all sir. it's ms. remember like the challenge is eyes l

but the conoco vote for martin. even me at aiken a not a bit of a do out to bit of the iphone x cause why i'm on with them. and it came on were to miss all operators. that ain't go again for my own at the duke of all that in. and actually, i want to know how he wants to talk to me with a nato. his hybrid war against russia just became more dangerous and frightening. a missile fired from ukraine by ukrainians landing in poland, clearly demonstrates what can go wrong due to a mistake or miscalculation. of course, the collective west instantly moved towards invoking article 5 of the nato treaties . which means starting world war 3. for the good. but did the p those do, does all you saw on this? so it's like the 10 best son can fill it up next with us. so i good just said she peeked, you know she did, bruce got salmone cake, her theory. poopy knock will actually press. i mock to all my can. poopy, no matter the form was in there to look for the gum there mckenna would lose you or make you know, so on the home in norton

but the conoco vote for martin even me at aiken a. not a bit of a do out the bit of the iphone x close while i'm on with them. and if anyone want to mess all up, are we edit? that ain't go away from my home. the duke of all of that in an excellent plan, a one on today. we want to talk to mike with ah, children at st in residential school, suffered nightmarish levels. of abuse, torture and child rape, and yet the office of the attorney general suppressed thousands of page the police of evidence that identified those perpetrators in the school. i was electrocuted twice. i was only 7 years or just too high for me. so for me to put me in the chair by the law, i used to run over here after abuse somebody and run here and she kept solution and wip himself. some of them are my relative, didn't make it jerking themselves to death over doses. but yeah, what it may me, it made me the person i am today because on it, i don't give up any investigations. what so often handled differently because the deceased was indigenous. so many of the worst cr

but the conoco vote for martin even me at akin a not a bit of a do out the bit of the iphone x cause why i'm on with do anything on which to miss all appropriated. that ain't go again from my home at the duke of all of that in. and actually i want to know how he wants to talk to mike with ah, plato's hybrid more against russia just became more dangerous and frightening. a missile fired from ukraine by ukrainians landing in poland, clearly demonstrates what can go wrong due to a mistake or miscalculation. of course, the collective west in suddenly moved towards invoking article 5 of the nato treaties. which means starting world war 3 for the good. but did the p those do, does all you saw on this sort of like the and then best phone can my didn't shinla call next with us. so i get a good show. said she pick she depressed, got salmone kick, her theory. poopy knock. well actually, chris, i mock to arm, i can prove it. oh no. one of the form was in a to i look for the gum there. mckenna would lose you a make, you know, so on the home in norton plays all close get the was all it this only

and they are still relatively cheap conoco traits under ten times earnings. and as carlton mentioned earlier energy stocks are the only thing really earning enough money to keep smp earnings growing process is still the place to be in konica looks to be a good one. spit for thought ben thank you carlton and jack. check out the six edition of karen's roundtable.com but do not forget to follow us on barron's online. that's all for us will see you next week at barron's roundtable. ♪ elizabeth macdonald. you want to "the evening edit" on fox business. that's going to do it for us, thank you and have a wonderful weekend. >> from the fox studios in new york city this is "maria bartiromo's wall street". >> welcome to the program that analyzes the week that was in helps positioning for the week ahead. i'm david asman and for maria bartiromo. midterm momentum, it is the final stretch for election day in polls show republicans gaining ground on democrats freedom to be asking former white house deputy chief of staff karl rove what he is expecting on tuesday the outcome

p 500 intersector and then the sector which is then limiting the big affect of exxon, chevron and conocol sector is double the performance of the equally which is to say, yes, it's things like exxon and chevron that have done so well. but they seem a little stretched. >> 25 cookies or 25 drinks, that really puts it into perspective. up next, the final call. good luck. td ameritrade, this is anna. hi anna, this position is all over the place, help! hey professor, subscriptions are down but that's only an estimated 15% of their valuation. do you think the market is overreacting? how'd you know that? the company profile tool, in thinkorswim®. yes, i love you!! please ignore that. td ameritrade. award-winning customer service that has your back. >>> time for the final call. carter. >> five gdx, sell spy. >> brian. >> >> mike. >> happy birthday by gdx. >> thank you. that does it for here on "options action." see you here at 5:30 for more "options action." don't go anywhere, "mad money" with jim cramer starts right now. - tis a paid program for joint food with tamasteen, brought to you by nord

be conoco turned as to how can i ensure that the c o 2 removed from the air remains ideally trapped inside forever? who is going to guarantee that the forest won't be talked our in is the and the moment that it is cut down. it triggers the process that leads to the c o. 2 emissions being released to get started because of fields y m is gone with high exit still zealand. lincoln's and his team are aware of this problem. the areas of land that they plant are owned by a trust that they set up specially for this purpose. the trees will not be utilized at least for as long as that trust exists. the tree planting idea shows that climate neutrality is a bit of a slippery concept. yet the label is everywhere. on supermarket shelves, for example, whether in loads of climate, positive, carbon neutral or climate neutral products. food manufacturers are clearly keen to claim their products don't harm the environment. but what is the truth behind these claims? is let's at least us the idea ultimately is that you reduce your emissions as far as possible and then somehow compensate for the remaining ones

s. companies, conoco phillips will transport the fuel bye. see germany's efforts and securing gas supplies after russia's invasion of ukraine may be bearing fruit. katara has committed to a 15 year contract with a u. s. company to delivered liquefied natural gas, or ellen gee, to germany's plants burton port on the north sea coast from 2026. got our energy and canoga phillips signed 2 agreements, promising ellen gee imports up to 2000000 tons annually. this is catherine 1st major supply deal with germany or the 1st 15 uses. great. these obviously seem to be good conditions. i wouldn't mind 20 years or longer contracts at all, but the companies just have to know that the declining side and germany will then decrease at some point if we want to meet the climate protection targets that as well known. the count harvick also said german companies are securing flows from different suppliers, and katara is just one of them. the gulf nation has the world's 3rd largest gas reserves behind russia and iran. this gives, though, hire the her on an edge in

costco shout out to my people there one of the favorites to play in the difficult market we like conocothat hits. look for companies paying dividends with good balance sheets we don't want anybody that nmigh struggle or have futures profits to invest. we want profitable now it is boring channel your inner warren buffett and don't chase. fomo is a dangerous thing for investors right now because it is hard to sit on your hands in a bear market rally. it's a trap. >> since october 12th, we rallied. interesting with the wti crude and oil in general your take on the economic front. has inflation peaked what could we get from the november jobs report as we better understand the health of the consumer >> i think the jobs report should be decent deceleration is the term of the fourth quarter no longer pivot. decel deceleration i think powell will walk back this week. i think you swill see the market is expecting a 5% terminal rate. to rollover in 2023 and the fed is convincing people it will be higher for longer. we possibly see inflation slow it is early to expect help from the fed. if you loo

. >> it's a big company, conoco. $165 million >> what did you just say >> oils are on the move again.h a nice beat. 11% div hike they raised the existing buyback to $20 billion >> and these dividends are gigantic everybody disliked devin's quarter, and i get that, but it's got an 8% yield and that is more than treasuries david, the move at exxon, not up to today, is breathtaking. that's -- i'm just saying that the companies that i'm praising here are not small cap >> no, no, listen, i've watched exxon now for quite some time and it's added, i think, $150 billion to market cap in that time. that's $450 billion or so, well above that of, for example, of meta interesting to watch the two of them, just over one year >> how about now, apple's market cap. >> you took, you know, yeah, you took almost $800 billion yesterday. jim, you and i were talking. meta did cross a trillion, briefly, very briefly, in market cap. i thought it had just come very close but not had. but it had but the point is, it's lost. >> if you were hired then and you got stock-based compensation, are you thinking about

you have earnings from conoco and starbucks all set to report results.ading to new mexico to deliver remarks on student debt relief a plethora on the docket today. >>> now for something random but interesting, we go to brian sullivan >> it is time for the morning rbi. something random butting inter interesting that has caught our eye. we will not mention the federal reserve. we just did. let's focus on stocks. you know, apple and aemdmazon a usual ususpects get the top nod but there are others let's highlight the market all stars. we will use one month returns to find the best three stocks in the s&p and midcap 400 and 600 in the last 30 days. the big dogs in the past 30 days, the biggest moves up in the s&p are norwegian cruise lines rose 49% dexcom up 47% oil services firm halliburton up 47% in 30 days not to be outdone, the biggest moves in the midcaps championx. involved in the natural gas and oil business avis budget. try to rent a car lately stock has been rocking and macerich the mall owner and the big dogs of the small cap world. you have rayonie

give me an eye on conoco. >> better top line earnings, better than consensus. a great yield.ot into that. if you own energy definitely consider conocophillips. liz: finally, when do you think the fed will pause, not slow but pause? >> it seems like that is ever going moving target. so you know, my crystal ball is kind of very gray right now but i would say i would say probably the first quarter at the rate they're going now. liz: hey, great to see you. david harden. [closing bell rings] by the way folks, we are closing at session highs. a huge powell push here. 700 points for the dow jones industrials. the dow exited bear market territory. green on the screen. we'll see you tomorrow. ♪

conoco ♪ ♪. paul: welcome to the journal editorial report.we wrap up another busy week in politics. i am paul gigot to republicans officially securing a slim majority in the house of representatives. former president donald trump kick starts the 2024 presidential campaign. announcing his third run for the white house. stepping up his attacks on potential gop opponents buried here trumps main target florida governor ron desantis responding this week. >> when you are at leading when you are getting things done to take incoming fire. that is just the nature of it. focus on results and leadership. and at the end of the day i would just tell people to go check out the scoreboard from last tuesday night. paul: bring it walter journal news contributor karl rove. welcome it. so ten days later or so, lest what is your take away the main take with the republicans from the last midterm elections? >> get benedict candidates in have a message. they're hurt them both races the house and senate for having some candidates with huge blemishes on their first l

if you ever buy gas from a conoco phillips, bp, exxon mobil, chevron, all of these companies today can trace their roots back to standard oil. he dominated that business. rockefeller center, rockefeller plaza, top of the rock. the name resonates to this day. this is j.p. morgan. he is in banking and finance. how would you like to go and ask him for a loan? look at that face. anyway, his office is directly across the street from the new york stock exchange. he is so integrated in our finance, our business bank. jp morgan chase today. the name is still around. good luck getting that loan. cornelius vanderbilt vanderbeek, yale university. he was in transportation, shipping, railroads. the commodore, as he was known. the point is, each of these men become captains of industry. they are at the top of their profession and if you noticed, one thing is they're not competing against each other as such. each of them carved out their own little niche in society in the american economy. it's steel. it's oil. it's finance. banking. transportation. you see these men realized early on that competitio

conoco phillips over 7%. petroleum feeling the paper.ng as crude slumped almost 4%, almost back below $90 a barrel and it may be a key buying energy. energy analyst paul sanke has a way to trade the space he's with sanke research, the top analyst there. you say we have a supply company there. the company is not raising production forecasts what does that mean? >> it starts with russia so you've obviously got a problem there. look at saudi arabia and how much they are spending they need answer tra million barrels a day of capacity over the next five years and i was just at the phillips 66 analyst meeting and they say global oil demand is going to grow 7 million barrels a day over the next step years so you've got a problemance, and it just doesn't add up today's d.o.e. had inventory builds and if you look at the demand side demand is still very strong, 20 million barrels per day and all of this is real economy. has nothing to do with, you know, some of the more esoteric things that you're talking about, real people using real oil and, you

conoco ♪ ♪. paul: welcome to the journal editorial report.week in politics. i am paul gigot to republicans officially securing a slim majority in the house of representatives. former president donald trump kick starts the 2024 presidential campaign. announcing his third run for the white house. stepping up his attacks on potential gop opponents buried here trumps main target florida governor ron desantis responding this week. >> when you ar

companies like regeneron, conoco, and chevron. >> michael farr? >> cvs, 11 times earnings, growing earnings at 9% good cash flow at 2.3% dividend. they've got this acquisition right. i like cvs >> give me a name, josh brown. >> nest era energy the largest wind energy generator in the world, scott! >> all right i'll see you in "overtime. "the exchange" is now. >> here's what is coming up on the schaing. bullarding into the bulls a bit. stocks off the lows, but under pressure today, as the st. louis fed president says there is still a long way to go to get inflation under control. we'll look at the impact of rising rates on the economy, including the value of your home builders are cutting back on new projects a former zil low ceo is here while rising rates are hurting housing, rising prices are crushing restaurants the ceo of the great dickeys barbecue is here on how inflation is hitting nearly every aspect of her business all of you restaurant owners out there, you'll watch that one get that brisket ready but first, let's fire up the old market gr

cut helping erase early losses energy stocks meantime closing largely in the red exxon, chevron, conocothis divergence, guy? >> we talked about it for a while. i know jeff is going to speak to it i think the biggest part of it is crude can go sideways to slightly lower in this environment. the fact that so many of these companies are so much better run and their balance sheets are so much more pristine than they've been historically. the irony of course is esg and the biden administration is probably the best thing that ever happened to these energy stocks i think the disconnect is there. now at a certain point if crude continues to go lower, it's going to have an effect. but right now at least it still seems to be in a bit of a sweet spot >> jeff, you were talking about this in our conference call earlier today. >> i know we just had the chart up it's super interesting if you look prior to this revolution, the correlation between energy stocks and oil was pretty low and all of the sudden post shale, profitability took a back seat for a lot of these companies. they were focused on produ

highest free cash flow yields in the russell 3,000, defense and offense own companies like regeneron, conoco cvs, 11 times earnings, growing earnings at 9% good cash flow at 2.3% dividend. they've got this acquisition right. i like cvs >> give me a name, josh brown. >> nest era energy the largest wind energy generator in the world, scott! >> all right i'll see you in "overtime. "the exchange" is now. >> here's what is coming up on the schaing. bullarding into the bulls a bit. stocks off the lows, but under pressure today, as the st. louis fed president says there is still a long way to go to get inflation under control. we'll look at the impact of rising rates on the economy, including the value of your home builders are cutting back on new projects a former zil low ceo is here while rising rates are hurting housing, risin

hopefully the places that we have been telling people to be for quite sometime between exxon and conoco-phillipsf ron making -- and karen's oih up more than 50% in over a month. the disciplined thing to do is take money off the table i don't think that is the right thing to do to this environment. i think there is a next leg higher that nobody sees coming >> guy, saying caution to the wind when it come to this trade. >> and he said a lot of things and a lot of them made sense. >> you sound surprised. >> no. guy, don't let them drive a wedge between us we have a great thing going here so you mentioned refiners and then repeated them again and reading his research report, they're the big winners here and i this you probably continue to stick with those names. i think karen has done a great job with oih and you want to move up the spectrum and be right there with the emp names i still think those have a bit to run ultimately the energy complex is where earnings revisions still have room to run to the upside regardless of the partisan outcome and i think that is the only sector that you could point

it's a fact, it will cost money qatari company qatar energy today signed a contract with american conocoied natural gas to germany, a contract for 15 years, but deliveries will begin only after 3 years in 2026, the agreement prohibits berlin from redirecting gas to other regions of europe, a powerful gas union can be created by russia kazakhstan and uzbekistan, the idea was discussed the day before during a visit to moscow by the president . stana tokaeva, and today some details of the negotiations between kazakhstan and uzbekistan have become known , the economy is developing quite quickly. and behold, the internal demand for gas and in addition, both the parties also trade in foreign markets russia and kazakhstan as a partnership in the euro also have certain plans for the development of this industry, uzbekistan, as you know, is also eyeing eurasia, therefore it is also very important to coordinate and synchronize here russia proposes that its ally create a mechanism for coordinating gas needs northern kazakhstan is traditionally provided with russian gas and spending dozens. billions

dialogue on with the companies over the last several years and really importantly, companies like conoco phillips are responsive to investor suggestions and likely not pursue these without engagement like spers. i want to move to pillar two. esg integration during investment management process. we continue really to embed esg considerations into the way that we-- >> (inaudible) >> screen and select investment managers we allocate capital to. as well as the way we manage ongoing relationships with those managers over time. we now have a standardized process to integrate esg considerations into our underwriting and done that with 42 investor recommendations over the past year that we brought in front of you to the board for approval. we also have engagements with our external managers what we call off cycle so these are conversations not during a capital raising period, but maybe when a manager comes to us for input or suggestion on their esg practices, when we have the opportunity to have a deeper conversation with them give input and also learn what they are doing in terms of improving a

we have new highs on most of the big names here chevron, conoco, hess, exxon let's not quibble, halfsaw president biden blasting the oil companies talking about a wind fall profit tax i'm not big on that idea myself. it's pretty easy to show these companies have made big profits this year. this is just the 2022 estimates versus 2021. a simple comparison. look at 150% increases, 130%, 138%, 70% for eog. another way you can tell the oil companies are making outsized profits is energy companies are only 5% of the s&p 500, but they are 12% of the profits in the third quarter. that's very unusual. most sectors in the market cap are close to each other. health care is 15% these are pretty outsized profits they're generating another way to look at it is exxon is generating so much profit of the s&p that it moves the s&p. fourth quarter the estimates for the s&p are up 1.6%. but if you take out exxon it's only up 0.6% exxon is 1% of the profits for the s&p in the fourth quarter. all of that at least provides some ammunition. you can clearly see why they're making these points, even though wi

this is a representative of the company, an american manager of conoco phillips, and they have concluded and promise, as if from the year 26 , when qatar builds new plants, to supply gas to combat gas. this is a highbok - this is german, but an official. but when they directly sign daddy, it’s the american company philips konnoko who will sign, so uh, it’s not clear who on the part of germany, sign the contract, respectively. there , we supplied less than 3 billion cubic meters to germany, as a rule, 50 billion cubic meters. that is, it is really 3%. and here's the big question. where can you get the rest? here's a representative? yes, they take only from norway, e-e supplies from them, and then the poles from them want to pull off part of the gas from norwegian and the netherlands , including the netherlands transit countries. well, the americans deliver, well, in transit through e, the netherlands today. germany has none of the operating lng terminal of the receiving terminal, they are purely physically lng, e.g., they cannot accept this when they are trying to negotiate with the ameri