News and AnalysIs for

Ecopetrol (NYSE: EC) is navigating one of its toughest moments in recent years. Falling profits, weaker oil prices, and rising costs have shaken investor confidence, leaving markets debating whether to hold or sell the stock. The company, however, insists its operations remain stable, diversified, and strategically aligned with energy transition goals.

Ecopetrol (NYSE: EC) announced new changes in its Board of Directors.

Ecopetrol (NYSE: EC) has begun supplying marine fuel blended with 2% biodiesel to wholesale distributors in Colombia’s Caribbean region, marking another step in its strategy to produce cleaner fuels and advance national sustainability goals.

Ecopetrol (NYSE: EC) warned of a significant drop in production from the Permian Basin, its flagship U.S. asset that has been a key driver of the company’s results in recent years.

Ecopetrol (NYSE: EC) is preparing new asset sales for the remainder of 2025, as confirmed during the company’s second-quarter financial results presentation.

The Mexican government has unveiled a strategic financing plan to support state-owned oil giant Petróleos Mexicanos (Pemex) in tackling its massive financial debt, which stands at US$98.8B.

… but who’s fault is it?

The Colombian press certainly wants to blame the current administration – either the company’s or the country’s – for the NOC’s declining financial performance. Management blames oil prices which are, most certainly, down over last year. Our previous analyses have supported management’s thesis about short-term, tactical performance, even as we seriously question mid and long-term strategy. Now we have another bad quarter.

Ecopetrol (NYSE: EC) has once again contradicted President Gustavo Petro’s claims that the government’s massive fuel subsidy bill is responsible for Colombia’s fiscal deficit.

Ecopetrol (NYSE: EC) announced its second quarter 2025 results, with yet another decrease in key metrics.

Ecopetrol (NYSE: EC) and the Unión Sindical Obrera (USO) have sealed a strategic agreement to advance the Fuel Quality Baseline Project, a landmark initiative aimed at producing fuels that meet the highest international standards, lowering CO₂ and sulfur emissions, boosting the petrochemical industry, and contributing to Colombia’s energy transition.