CXO News and Press, Concho Resources Inc. From 12/16/19

"I cannot hate thee worser than I do..." - William Shakespeare, Antony and Cleopatra I know, right? What better way to start out an article on a review of the E&P sector than by referencing a quote from Shakespeare? I can see many readers already shaking their heads: "Worser" is not ev...

"A 60:40 allocation to passive long-only equities and bonds has been a great proposition for the last 35 years… We are profoundly worried that this could be a risky allocation over the next 10." - Sanford C. Bernstein & Company Analysts (January 2017) "Bull markets are born...

Permian Basin oil and gas producers must drill substantially more wells just to maintain current production levels and even more to expand output, according to a new report from IHS Markit. More news on: Chevron Corporation, Occidental Petroleum Corporation, Concho Resources Inc., Ene...

When there's a slide highlighting "checks and balances" in an oil producer's presentation, as seen in the appendix of EOG Resources' (EOG) 3Q19 presentation , that's probably a good sign of heightened political risk facing the energy industry. To state the obvious, election season is well und...

Devon Energy ( DVN +0.8% ) and Hess ( HES -0.2% ) are upgraded at J.P. Morgan as part of the firm's 2020 outlook on the oil and gas exploration and production sector. More news on: Devon Energy Corporation, Hess Corporation, Vermilion Energy Inc., Energy stocks news, News on ETFs, ...

Crude oil ( USO +3.4% ) powers higher amid optimism that the OPEC+ group could approve deeper production cuts when they meet in Vienna this week, with further support from industry data showing a larger than forecast drop in U.S. crude stockpiles. More news on: The United States Oil ...

Synopsis The oil industry is likely to continue to experience tough times in 2020 through a combination of excessive new oil supplies and weak demand growth. The severe slide in E&P share prices during 2019 suggests that much of the bad news may be priced in. Already, there are some ...

Concho Resources ( CXO ) is looking better than ever heading into 2020. The company has pulled off a cash flow turnaround by reporting excess cash for the third quarter and it will likely only get better from here as production growth and a better cost structure push free cash flows higher. ...

Amid the shale boom and President Trump's drive for American energy independence, the U.S. has posted its first full month as a net exporter of crude oil and petroleum products since government records began in 1949. More news on: The United States Oil ETF, LP, iPath S&P GSCI Crude Oil...

Co-produced with Trapping Value Today we present a macro view of the MLP sector. Many investors have been getting nervous concerning energy stocks and the market itself seems ready to sell any MLP at the slightest hint of weakness. This has caused MLP values to be compressed significan...