Key TakeawaysSanctions against Russian oil exports to China and India have pushed oil prices back into bullish territory.The price of West Texas Intermediate crude is trading above $78 per barrel, the highest since August.Stocks that look to gain include oil exploration and production companies like ExxonMobil and EOG Resources.The Biden administration's introduction of new sanctions targeting Russian oil exports to China and India has contributed to a resurgence in oil prices, pushing them back into bullis ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of EOG, CVX, XOM, APA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The contents of this article, my previous articles, and my comments are for informational purposes only and may not be considere ...

In its last weekly release, Baker Hughes Company (BKR) stated that the U.S. rig count was in line with the prior week’s figure. The rotary rig count, issued by BKR, is usually published in major newspapers and trade publications.Baker Hughes’ data, issued at the end of every week since 1944, helps energy service providers gauge the overall business environment of the oil and gas industry. The number of active rigs and its comparison with the week-ago figure indicate the demand trajectory for the company’s o ...

Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .This market environment is fascinating, as the love/hate relationship it has with various sectors and themes has gone into overdrive. Year-to-date, the Roundhill Magnificent Seven ETF ( MAGS ) has returned 71%, crushing the market's impressive 29% return. Meanwhile, unloved sect ...

EOG Resources TodayEOGEOG Resources$127.59 +0.98 (+0.77%) 52-Week Range$108.94▼$139.67Dividend Yield2.85%P/E Ratio10.27Price Target$144.20Add to WatchlistEOG Resources NYSE: EOG is a small, diversified energy play and a cash flow gusher on track to hit new all-time highs in 2025. Despite numerous headwinds, the company is ramping up production, improving operational quality, sustaining a robust cash flow and FCF growth, and delivering a robust capital return to its investors. The guidance for Q4 included e ...

文章核心观点 - 美国钻井数量下降，但油价上涨为石油和天然气勘探公司如EOG Resources和Matador Resources提供了有利的市场环境 [1][4][9] Baker Hughes数据：钻井数量详细情况 - 美国总钻井数量下降：截至11月27日，美国钻井数量为582座，低于前一周的583座，也低于去年同期的625座 [4] - 陆上钻井数量下降：截至11月27日，陆上钻井数量为567座，低于前一周的568座 [5] - 海上钻井数量持平：截至11月27日，海上钻井数量为13座，与前一周持平 [5] - 美国石油钻井数量下降：截至11月27日，石油钻井数量为477座，低于前一周的479座，也低于去年同期的505座 [5] - 美国天然气钻井数量上升：截至11月27日，天然气钻井数量为100座，高于前一周的99座，但低于去年同期的116座 [6] - 钻井类型：垂直钻井数量为16座，与前一周持平；水平/定向钻井数量为566座，低于前一周的567座 [7] - 最富产盆地钻井数量：Permian盆地钻井数量为303座，与前一周持平，但低于去年同期的314座 [8] 油价上涨对勘探公司的影响 - WTI原油价格目前超过每桶68美元，为勘探和生产公司提供了有利的市场环境 [9] - 尽管上游公司优先考虑股东回报而非产量增长，但有利的定价环境仍有利于能源生产商 [9] - 美国石油和天然气公司受益于所有页岩油田的WTI盈亏平衡价格显著降低，特别是现有油井 [9] - 大多数新油井的平均盈亏平衡价格仍低于当前市场水平，使上游公司能够在当前环境下继续盈利 [9] 重点关注公司 - EOG Resources是美国领先的石油和天然气勘探和生产公司，拥有广泛的优质钻井资源，确保了强劲的业务前景 [12] - Matador Resources通过记录产量和成本节约技术提高了每桶的盈利能力，并降低了总体成本，为持续的长期增长奠定了坚实的基础 [13]

In its last weekly release, Baker Hughes Company (BKR) stated that the U.S. rig count was lower than the prior week’s figure. The rotary rig count, issued by BKR, is usually published in major newspapers and trade publications.Baker Hughes’ data, issued at the end of every week since 1944, helps energy service providers gauge the overall business environment of the oil and gas industry. The number of active rigs and its comparison with the week-ago figure indicates the demand trajectory for the company’s oi ...

文章核心观点 - 天然气价格上周大幅上涨，主要驱动因素包括天气预报的降温、液化天然气（LNG）出口增加以及美国天然气库存的意外下降 [1][2][3] - 市场预计供应紧张，上游运营商如EQT Corporation、EOG Resources和Expand Energy准备在2025年增加产量 [1][4][5][6] - 2025年天然气产量预计将恢复增长，支持价格上涨 [4][9] 天然气价格上涨原因 - 冬季来临，美国供暖需求增加，预计未来天气将更加寒冷，推动天然气价格上涨 [2] - 12月交割的天然气期货价格上周五收于$3.13，周涨幅为10.8%，达到近一年来的最高水平 [2] - 由于气温驱动的需求，美国地下储存的天然气库存减少了30亿立方英尺（Bcf），与分析师预期的增加5 Bcf相反 [2] - 2024年美国天然气产量下降，11月降至100.7亿立方英尺/天（Bcf/d），而2023年12月为105.3 Bcf/d [3] - LNG出口达到11个月高点，路易斯安那州的Cameron LNG等设施增加了产能 [3] 2025年生产增长 - 美国能源信息署（EIA）预计2025年干气产量将增至104.5 Bcf/d，LNG出口需求增长14% [4] - EQT Corporation预计2025年产量略有增加，第四季度2024年产量指引上调至6.03-6.58 Bcf/d [5] - EOG Resources预计2025年国内天然气产量将增长11%，从第三季度的1.745 Bcf/d增至1.8-1.85 Bcf/d [6] - Expand Energy计划2025年产量达到7 Bcf/d，高于2024年第三季度的6.75 Bcf/d，并额外有1.0 Bcf/d的短期产能可供激活 [6] 天然气市场前景 - 天然气不仅面临国内需求增加，还受到全球关注，特别是欧洲因俄罗斯-乌克兰冲突和寒冷冬季导致的能源脆弱性 [8] - 美国作为全球领先的LNG供应商，出口需求预计将进一步增长 [8] - 尽管短期内供应紧张，但长期来看，天然气市场前景强劲，预计生产反弹和基础设施扩展将平衡市场 [9] - 当前价格上涨反映了季节性和地缘政治因素，但生产恢复和出口市场扩展表明天然气作为关键能源资源的韧性 [10]

In its last weekly release, Baker Hughes Company (BKR) stated that the U.S. rig count was lower than the prior week’s figure. The rotary rig count, issued by BKR, is usually published in major newspapers and trade publications.Baker Hughes’ data, issued at the end of every week since 1944, helps energy service providers gauge the overall business environment of the oil and gas industry. The number of active rigs and its comparison with the week-ago figure indicates the demand trajectory for the company’s oi ...

特朗普2.0时期投资策略调整 - 随着特朗普2.0时期到来收入投资者应调整投资策略[1] - 过去15个月债券投资有利但现在固定收益投资吸引力下降[2] - 下一届政府时期股息增长是热门投资方向[3] 债券市场情况 - 鲍威尔降息但10年期国债收益率上升债券义勇军回归[4] - 鲍威尔可能继续宽松货币政策但债券吸引力不大[5][6] 股票投资机会 - EOG资源公司股息增长快且在能源价格上升时有优势[8] - 联邦快递受益于电子商务牛市股价有上升潜力[10][11]