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WELL & ENERGY INTELLIGENCE
WELLFICENT / SPECIAL COVERAGE

2026 Oil & Gas CEO Interviews

A source-linked collection of 2026 oil, gas, LNG, refining and oilfield-services CEO interviews, with separate interview and publication dates, structured numbers and Wellficent analysis.

This collection covers source-verifiable interviews published from 1 January through 4 October 2026. Interview and source publication dates are shown separately; unreported values remain unknown. Market signals are Wellficent interpretations, not CEO statements.

Clear filters35 interviews
SOURCE-BASED COMPARISON

Emphasis over time

These notes compare topics emphasised by sources at different dates. Different questions and market conditions do not, by themselves, establish a change in a CEO’s underlying view.

Darren Woods · ExxonMobil

30 Jan 2026
CNBC’s 30 January Squawk Pod episode includes an interview with ExxonMobil CEO Darren Woods on global oil supply and Venezuela’s future. The episode listing timestamps Woods’s segment separately from the full programme.

10 Mar 2026
In a 10 March Reuters interview, ExxonMobil CEO Darren Woods said non-essential staff had left Middle East operations and some activity was being scaled back to manage inventories as Hormuz shipping was challenged.

The 30 January CNBC segment considered Venezuela’s possible future role in global supply. In the 10 March Reuters interview, Woods described evacuations and operational scaling back amid shipping disruption. This is a change in the reported context and operating risks, not evidence of a new production target or a reversal of long-term strategy.

Patrick Pouyanné · TotalEnergies

24 Feb 2026
Atlantic Council’s Global Energy Center hosted TotalEnergies CEO Patrick Pouyanné on 24 February for a 35-minute discussion of global energy markets, transition strategy, US engagement and US–Europe competitiveness.

24 Mar 2026
CNBC’s verified YouTube channel published its CERAWeek conversation with TotalEnergies CEO Patrick Pouyanné on 24 March. The source does not state the exact recording day.

The 24 February Atlantic Council conversation covered broad market and transition strategy; CNBC’s 24 March CERAWeek conversation focused on Hormuz-related production and product disruption, LNG substitution, and investment choices. This is a change in the subjects discussed, not proof that Pouyanné reversed an underlying view.

Mike Wirth · Chevron

18 Mar 2026
Wirth argued the US should develop its energy base and infrastructure as hydrocarbon demand remains resilient and AI adds to electricity needs.

26 Apr 2026
Taped April 23 and aired April 26, Wirth described Hormuz exposure, inventory drawdowns and uneven recovery times for damaged production and LNG infrastructure.

The March podcast framed energy abundance as a strategic priority; the CBS interview broadcast on 26 April focused on immediate disruption, inventories and recovery. The contrast reflects the questions and conditions at each date, not a demonstrated change in long-term policy.

Wael Sawan · Shell

05 Feb 2026
In a Bloomberg Television interview published on 5 February, Shell CEO Wael Sawan described the oil market as having some oversupply and discussed Shell’s shareholder-return programme.

28 Apr 2026
Bloomberg reported on 28 April that Shell CEO Wael Sawan saw Hormuz-related oil and LNG shortages lasting for months and possibly into 2027, after large supply losses were partly replaced by inventory drawdowns.

In February Sawan described some oil-market oversupply; by 28 April the Bloomberg interview focused on Hormuz-related supply losses, low inventories and shortages potentially lasting into 2027. These are different market snapshots, not proof of a reversal in his underlying view.

Magda Chambriard · Petrobras

02 Mar 2026
A 2 March Reuters interview, available through a syndication copy, reports CEO Magda Chambriard saying Petrobras does not usually pass sudden oil-market volatility immediately into Brazil’s domestic fuel prices.

01 Jul 2026
A 1 July Reuters interview, carried by InfoMoney, reports Petrobras CEO Magda Chambriard describing a new oil-price range around $72–$75 per barrel while saying uncertainty remained.

March reporting emphasized waiting to see whether oil-cost volatility would persist before domestic fuel-price changes. On 1 July, Reuters reporting cited a $72–$75 per-barrel reference range while uncertainty remained. This records a new reference in the reported market context; it does not establish full normalization or a permanent policy change.

Mike Wirth · Chevron

26 Apr 2026
Taped April 23 and aired April 26, Wirth described Hormuz exposure, inventory drawdowns and uneven recovery times for damaged production and LNG infrastructure.

24 Sep 2026
In a September 24 sit-down, Wirth discussed project selection, country risk, durable oil investment and competition facing LNG.

The April CBS interview addressed near-term disruption and recovery; the September Energy Intelligence profile emphasized long-horizon oil investment and caution on LNG. The sources cover different horizons and do not alone establish a changed underlying view.

TIMELINE

By publication date

January 2026

CEO INTERVIEW · Saudi Aramco

Amin Nasser at Davos on global oil demand and spare capacity

Amin H. Nasser · President and CEO

Interview: 22 Jan 2026 · Source published: 22 Jan 2026

Reuters reported that Aramco CEO Amin Nasser expected demand growth to continue in 2026, described global stocks as low and put spare production capacity below the level he considered necessary.

global oil demandoil supplyspare capacityinventories
BullishReuters
  • 2.5 percent (denominator not specified in source)global spare oil production capacity
  • 3 percent (denominator not specified in source)minimum spare oil production capacity Nasser said was needed
  • 2025 calendar yearoil demand reference year with record level
CEO INTERVIEW · Saudi Aramco

Amin Nasser at Davos: Aramco’s AI deployment and reported value

Amin H. Nasser · President and CEO

Interview: not stated · Source published: 22 Jan 2026

An Aramco Life video published after WEF Davos features CEO Amin Nasser discussing AI use cases, deployment, data quality and reported operating value. It is a verified WEF-related company interview, not the requested CNBC interview.

artificial intelligencedigital oilfieldwell productivityenergy technology
NeutralAramco Life
  • 400 use casesAI use cases discussed in prior year
  • 500 use casesAI use cases discussed in 2026
  • 100 use casesUse cases moved from pilots to deployment

February 2026

CEO INTERVIEW · TotalEnergies

Patrick Pouyanné on global energy markets: Atlantic Council, 24 February

Patrick Pouyanné · Chairman and Chief Executive Officer

Interview: 24 Feb 2026 · Source published: 24 Feb 2026

Atlantic Council’s Global Energy Center hosted TotalEnergies CEO Patrick Pouyanné on 24 February for a 35-minute discussion of global energy markets, transition strategy, US engagement and US–Europe competitiveness.

global energy marketsenergy transitionUS–Europe competitivenesscompany strategy
NeutralAtlantic Council TV
CEO INTERVIEW · SLB

Olivier Le Peuch on AI and production optimization at THRIVE

Olivier Le Peuch · Chief Executive Officer

Interview: 25 Feb 2026 · Source published: 25 Feb 2026

SLB’s 25 February THRIVE feature interviews CEO Olivier Le Peuch on AI, digital operations, production optimization and recovery. The page says more than 150 AI-enabled applications are deployed across SLB technologies.

oilfield servicesproduction optimizationAIdigital oilfield
NeutralSLB
  • >150 applicationsAI-enabled applications deployed

March 2026

CEO INTERVIEW · Petrobras

Chambriard says Petrobras does not usually pass sudden price swings straight to consumers

Magda Chambriard · Chief Executive Officer and President

Interview: 02 Mar 2026 · Source published: 02 Mar 2026

A 2 March Reuters interview, available through a syndication copy, reports CEO Magda Chambriard saying Petrobras does not usually pass sudden oil-market volatility immediately into Brazil’s domestic fuel prices.

fuel pricingBrentoil-price volatilitydomestic market
NeutralReuters (syndicated via Notícias Agrícolas)
CEO INTERVIEW · Petrobras

Petrobras holds fuel prices as oil rises, Chambriard tells Bloomberg

Magda Chambriard · Chief Executive Officer and President

Interview: 09 Mar 2026 · Source published: 09 Mar 2026

Bloomberg Television interviewed Petrobras CEO Magda Chambriard on 9 March as the Iran war pushed oil higher. She said the company would wait to see how persistent the move was before reacting to higher crude costs.

fuel pricingoil-price volatilityIran wardomestic prices
NeutralBloomberg Television
CEO INTERVIEW · ExxonMobil

Darren Woods says Exxon scaled back some operations as Hormuz logistics tightened

Darren Woods · Chairman and CEO

Interview: 10 Mar 2026 · Source published: 10 Mar 2026

In a 10 March Reuters interview, ExxonMobil CEO Darren Woods said non-essential staff had left Middle East operations and some activity was being scaled back to manage inventories as Hormuz shipping was challenged.

Strait of HormuzMiddle East operationsoil inventoriessupply-chain logistics
MixedReuters (syndicated via WHBL)
CEO INTERVIEW · ConocoPhillips

Ryan Lance on Hormuz oil losses, LNG disruption and inventories

Ryan Lance · Chairman and Chief Executive Officer

Interview: 24 Mar 2026 · Source published: 24 Mar 2026

At CERAWeek, Lance said losing 8–10 million barrels per day of oil and roughly one-fifth of LNG supply would have major consequences and force inventory and futures-curve adjustments.

Strait of Hormuzoil supply disruptionLNG supplyinventories
Strongly bullishCNBC (official LinkedIn / CERAWeek)
  • 8–10 million barrels per dayoil_supply_disruption
  • 20 percent of LNG market (approximate)LNG_market_disruption

April 2026

CEO INTERVIEW · Chevron

Mike Wirth on Hormuz disruption, inventories and energy recovery

Mike Wirth · Chairman and Chief Executive Officer

Interview: 23 Apr 2026 · Source published: 26 Apr 2026

Taped April 23 and aired April 26, Wirth described Hormuz exposure, inventory drawdowns and uneven recovery times for damaged production and LNG infrastructure.

Strait of HormuzMiddle East conflictoil supply disruptioninventories
BearishCBS News (Face the Nation)
  • 100 million barrels per day (approximate)global_oil_consumption
  • 20 percent of global oil (approximate)oil_flows_via_hormuz
  • 42 US gallons per barrelbarrel_conversion
CEO INTERVIEW · Shell

Wael Sawan warns Hormuz-related shortages could persist into 2027

Wael Sawan · Chief Executive Officer

Interview: 28 Apr 2026 · Source published: 28 Apr 2026

Bloomberg reported on 28 April that Shell CEO Wael Sawan saw Hormuz-related oil and LNG shortages lasting for months and possibly into 2027, after large supply losses were partly replaced by inventory drawdowns.

Strait of Hormuzsupply disruptioninventory drawdownenergy shortages
MixedBloomberg News / Bloomberg Law
  • ~900 million barrelsUnproduced oil supply cited by Sawan

May 2026

CEO INTERVIEW · Occidental Petroleum

Vicki Hollub on debt reduction and CEO succession

Vicki Hollub · President and Chief Executive Officer

Interview: 02 May 2026 · Source published: 02 May 2026

At CNBC’s Berkshire meeting coverage, Hollub discussed OxyChem, debt reduction and her planned departure after ten years as CEO; Richard Jackson was named successor effective June 1.

Permiandebt reductionOxyChem divestituresuccession
MixedCNBC (Berkshire Hathaway Annual Meeting; transcript copy)
  • 13.8 billion US dollarsOccidental_debt_principal
  • 10 billion US dollarsdebt_target
CEO INTERVIEW · TotalEnergies

Pouyanné says a surtax could prevent TotalEnergies from maintaining a price cap

Patrick Pouyanné · Chairman and Chief Executive Officer

Interview: 05 May 2026 · Source published: 05 May 2026

RTL’s 5 May report says Pouyanné told Sud Ouest and La République des Pyrénées that day a possible refinery surtax could affect TotalEnergies’ French fuel-price cap.

French energy taxfuel-price capenergy affordabilityregulation
MixedSud Ouest / La République des Pyrénées (reported by RTL)
CEO INTERVIEW · ADNOC

Sultan Al Jaber on Hormuz recovery, spare capacity and investment

Sultan Ahmed Al Jaber · Managing Director and Group Chief Executive Officer

Interview: 20 May 2026 · Source published: 20 May 2026

At Atlantic Council, ADNOC’s CEO described prolonged Hormuz recovery, low spare capacity and the need to rebuild inventories and invest in supply infrastructure.

Strait of Hormuzspare capacityinventoriesoil supply
Strongly bullishAtlantic Council
  • 4 months minimumflow_recovery_to_80pct
  • 3 million barrels per day (approximate)global_spare_capacity
  • 5 million barrels per day (approximate)desired_spare_capacity
CEO INTERVIEW · TotalEnergies

Pouyanné criticizes France’s profit-tax debate in a Le Figaro interview

Patrick Pouyanné · Chairman and Chief Executive Officer

Interview: not stated · Source published: 28 May 2026

A 28 May Le Parisien / AFP report says Le Figaro interviewed TotalEnergies CEO Patrick Pouyanné. The coverage quotes his criticism of what he called an escalated political debate over company profits and taxation.

corporate profitsFrench energy policytaxationEuropean competitiveness
MixedLe Figaro interview (reported by Le Parisien / AFP)

July 2026

CEO INTERVIEW · Petrobras

Chambriard says oil has entered a new $72–$75 range despite uncertainty

Magda Chambriard · Chief Executive Officer and President

Interview: 01 Jul 2026 · Source published: 01 Jul 2026

A 1 July Reuters interview, carried by InfoMoney, reports Petrobras CEO Magda Chambriard describing a new oil-price range around $72–$75 per barrel while saying uncertainty remained.

Brentfuel pricingoil-price outlookmarket uncertainty
MixedReuters (syndicated via InfoMoney)
  • 72–75 USD per barrelBrent reference range described by the CEO
CEO INTERVIEW · Eni

Claudio Descalzi on oil-price range, stock draws and 2027 risk

Claudio Descalzi · Chief Executive Officer

Interview: not stated · Source published: 11 Jul 2026

In its 11 July report on an Il Sole 24 Ore interview, Reuters attributed to Descalzi a warning that continued conflict could push oil beyond $80–$100/bbl by early 2027 as global stocks fall.

oil-price outlookinventory drawdownstrategic reservesgeopolitical risk
MixedReuters (AOL syndication)
  • 80–100 US dollars per barrelconditional_global_oil_price_range
  • 3.8 million barrels per dayreported_global_oil_inventory_drawdown_average
  • 4.6 million barrels per dayreported_global_oil_inventory_drawdown_may

August 2026

September 2026

CEO INTERVIEW · TotalEnergies

Patrick Pouyanné in a Jokariz long-form CEO interview, 9 September

Patrick Pouyanné · Chairman and Chief Executive Officer

Interview: not stated · Source published: 09 Sep 2026

Apple Podcasts lists a Jokariz long-form conversation with TotalEnergies CEO Patrick Pouyanné, published on 9 September. The accessible listing confirms the publisher and episode date but does not expose a full transcript.

energy strategyoil marketsLNGenergy transition
NeutralJokariz podcast
w.

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