菲利普斯66(PSX.N)：宏觀環境依然向好。

London Metal Exchange (LME) stocks: aluminium down 1,500 tonnes, nickel down 96 tonnes, tin down 20 tonnes, lead down 3,325 tonnes, zinc down 200 tonnes, copper down 6,525 tonnes.

ExxonMobil reported Q2 net income $14.5 bln, adjusted earnings $14.7 bln — its highest single-quarter profit in four years. Chevron posted Q2 net income $12.0 bln, its strongest quarterly profit in six years and above analyst estimates. Shell reported Q2 net income $10.8 bln, more than doubling YoY and beating expectations. BP posted Q2 net income $3.91 bln, up 141% YoY and above forecasts. TotalEnergies reported Q2 net income $5.4 bln, up 67% YoY and its best quarter in three years. ARAMCO posted Q2 net income up 44% YoY to $32.69 bln.