EOG's premium drilling inventory and low breakeven Permian/Eagle Ford acreage generate FCF even in a $55 oil environment. Utica condensate play extends multi-decade inventory at returns competitive with core Delaware. Capital discipline and net cash balance sheet differentiate versus levered E&P peers. Variable dividend signals confidence in commodity normalization above $70.
Thesis reviewed May 29, 2026
EOG Resources, Inc. is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail ββ‘Energy62REDUCE| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| KMI | Kinder Morgan, Inc. | 63 | +6% | β89% | WATCH |
| ET | Energy Transfer LP | 63 | +7% | β89% | WATCH |
| WDS | Woodside Energy Group Ltd | 60 | +10% | β89% | EARLY |
| SU | Suncor Energy Inc. | 60 | +14% | β89% | EARLY |
| CVE | Cenovus Energy Inc. | 60 | +17% | β89% | EARLY |
| SNP | China Petroleum & Chemical Corporation (Sinopec) | 60 | +8% | β89% | NEUTRAL |
| PTR | PetroChina Company Limited | 60 | +8% | β89% | NEUTRAL |
Investors who hold EOG may also have indirect exposure through these country funds.
EOG raises Utica resource estimate to 2B BOE
Permian inventory life confirmed at 15+ years premium
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | D | Buy | Unknown amount | Feb 10, 26 | +2.1% |
| Gilbert CisnerosCA | D | Buy | $1kβ$15k | Jan 9, 26 | +11.3% |
| Katie Britt | Buy | $1kβ$15k | Apr 14, 25 | +24.9% | |
| Julie JohnsonTX | D | Buy | $1kβ$15k | Dec 18, 25 | +25.6% |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | +17.5% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | +9.8% |
Hearing: FINDING NEMO'S FUTURE: CONFLICTS OVER OCEAN RESOURCES