EOG News and Press, EOG Resources Inc. From 02/14/21

I analyzed Chevron and found it to be the best supermajor. When it comes to pure oil & gas exploration and production, EOG Resources is a fantastic choice. In this article I'll explain why I am a fan. For further details see: EOG Resources Is A Fantastic Investment F...

Here's our take on macro trends in markets and how to outperform in a potential inflation cycle. We express our view of the US dollar bubble and how it will affect investing decisions going forward. We give our core portfolio ideas in commodities and broader market exposures based...

Many stocks are in bubble mode, and usually it's not difficult to avoid them. But which stocks are dangerous without that being obvious? Just like last month I made a list of overvalued stocks with negative smooth momentum and high trading volume. Avoid these, at least for the nex...

Pres. Biden officially signs executive orders that prioritize climate change across all levels of government and direct the Interior Department to halt new oil and natural gas leases on public lands and waters, and launch a review of existing permits for fossil fuel development.Biden als...

First Midcon report highlighted market disconnect and SandRidge opportunity. Midcon pricing is still strong. Federal lands regulatory update with a list of potentially affected companies and the impact to Midcon pricing. For further details see: Mid-Con Pricing Update: S...

President Biden is following through on his promises of axing Keystone XL and a 60-day moratorium on oil and gas leases/permits on federal lands, minerals, and waters. Goldman notes following the actions that the longer-term implications are bullish for the energy markets. Shale names...

Slow pace of vaccination rollout and cases weigh on demand, with mobility signals still dampened. After oil market demand plummeted in the spring of 2020, by early 2022 supply and demand are expected to be better balanced. Commodity markets, including minerals connected to the ene...

Many seem surprised by a federal lease ban. They shouldn't, as this was well-telegraphed. More than a year of foreshadowing gave E&Ps with exposure time to build a permit backlog to work through. The moratorium only impacts future lease sales. Production on federal acreage is ...

Big Picture Stocks started the week strongly before coming up for air on Friday. Concerns over rising coronavirus cases in China coupled with disappointing earnings reports from IBM (IBM) and Intel (INTC) weighed on risk assets early Friday. Major indexes trimmed losses later in today’...

The Biden administration suspends oil and gas leasing and permitting on federal lands and waters - which account for ~10% of U.S. crude oil supply - according to a Department of Interior memo.The 60-day suspension on approvals is necessary for a "targeted and time-limited" review of recent de...