Lukoil-Carlyle Sale Awaits US Approval: 150,000 Barrel Capacity Idle

The sale of Lukoil's assets outside Russia to Carlyle has been suspended pending US approval. The deal, valued at approximately $20 billion, remains uncertain due to the prolonged approval process. The delay has led to the idling of 100,000-150,000 barrels per day of refining capacity in Europe. This puts additional pressure on the supply side at a time when the fuel market is tight. It is stated that the sale cannot be completed and the capacity in question cannot be utilized unless US approval is granted. Given market conditions, there is a risk that the delay will deepen the supply-demand imbalance. Not investment advice.

📊 LUKSK — Piyasa Yorumu

▼ down · 55%

LUKSK shares fell 4.55% in 24 hours to 70.25 TL, with RSI14 at 26.5, hovering near oversold territory. MACD is negative and below the signal line, indicating weak short-term momentum. News suggests the Lukoil-Carlyle sale awaits US approval and 150,000 barrels per day of capacity is idle; this uncertainty could pressure the stock. However, oversold conditions also raise the possibility of a limited rebound. Overall, the news flow and technical picture point to continued downside risk in the short term.

RSI 14

26.5

MACD

-1.89

24h Δ

-4.55%

📊 BP — Piyasa Yorumu

▼ down · 55%

BP shares declined 4.9% in 24 hours to $44.59, with the RSI at 31.7 approaching oversold territory. The MACD is negative and below the signal line, indicating weak short-term momentum. The Lukoil-Carlyle sale awaiting US approval, with 150,000 barrels per day of capacity idle, eases supply concerns but creates uncertainty. The price is trading below the SMA20 and SMA50, suggesting selling pressure may continue. Although the direct impact of the news on BP is limited, it could have a negative effect through overall oil market sentiment.

RSI 14

31.7

MACD

-0.34

24h Δ

-4.89%

📊 CVX — Piyasa Yorumu

▼ down · 55%

CVX stock declined 3.3% in 24 hours to $209.4, with RSI at 37 confirming weak momentum. MACD is negative below the signal line, and the price is below the 20- and 50-day moving averages. The Lukoil-Carlyle sale facing US approval hurdles and 150,000 barrels per day of capacity sitting idle could increase global supply uncertainty and create short-term pressure on the energy sector. However, since the news does not directly affect CVX operations, the impact may be limited; the current technical weakness supports the downward trend.

RSI 14

37.4

MACD

-0.93

24h Δ

-3.35%

📊 OXY — Piyasa Yorumu

▼ down · 60%

OXY stock fell 7.4% in the last 24 hours to 58.83, with RSI at 34.4 approaching oversold territory. MACD is negative and below the signal line, indicating weak short-term momentum. The Lukoil-Carlyle sale awaiting US approval and 150,000 barrels per day of idle capacity are raising oversupply concerns that could pressure oil prices. This can be interpreted as negative news for oil producers like OXY. However, some of the decline may already be priced in; nevertheless, downside risk persists in the short term.

RSI 14

34.4

MACD

-0.63

24h Δ

-7.38%

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