公司信息 * **公司名称**： EOG Resources, Inc. (NYSE: EOG) * **市值**： 700亿美元 * **业务领域**： 石油和天然气勘探、开发和生产 * **核心战略**： 通过有机增长和资本纪律，在周期中为股东创造长期价值 核心观点和论据 * **有机增长**： EOG Resources 专注于有机增长，通过钻探和开发新资源来保持低成本和高效益。 * **资本纪律**： 公司坚持资本纪律，避免过度投资和过度扩张。 * **可持续发展**： EOG Resources 致力于可持续发展，包括减少温室气体排放和消除常规燃烧。 * **文化**： 公司强调文化和决策权下放，以推动业务增长和创新。 其他重要内容 * **并购**： EOG Resources 对并购持谨慎态度，只考虑那些能够增加公司价值的机会。 * **油价**： 公司预计油价将在 60-80 美元/桶的范围内波动。 * **天然气**： 公司对天然气市场持乐观态度，并正在投资于天然气基础设施。 * **ESG**： EOG Resources 致力于实现净零排放，并正在投资于碳捕获和存储技术。 * **资本回报**： 公司致力于通过股息和股票回购向股东返还现金。 * **成本控制**： 公司通过提高运营效率和技术创新来降低成本。 * **勘探**： 公司在美国和澳大利亚进行勘探活动。 引用原文 * [1] "For EOG, we're a $70 billion market cap company." * [5] "Our value proposition really is, to deliver long-term shareholder value through the cycles." * [10] "We look at mergers and acquisitions whether large scale or even small bolt-ons, even trade, trading acreage around, we look at it through a returns focused approach, kind of a returns lens." * [15] "I think you find yourself in a world of a $60, $65 to $80 type of mid cycle price range." * [35] "Our strategy for our net zero ambition and our near-term DHT and methane emissions intensity reduction goals, which were set for 2025 and we've actually achieved, it's an approach that's in line with our core competencies." * [50] "Our dividend yield is competitive, more than competitive peer leading, quite frankly, and competitive with the broad market." * [58] "The biggest thing that we've seen this year, our well cost reductions are in kind of below single-digit range year-over-year." * [76] "We don't drill wildcat wells anymore. We don't go out and just try to find out if we're going to produce oil." * [82] "Our value proposition is value creation for the shareholders through the cycle."

EOG Resources, Inc. (NYSE:EOG) Bernstein Strategic Decisions Conference May 29, 2024 11:00 AM ET Company Participants Ezra Yacob - Chairman, Chief Executive Officer Conference Call Participants Bob Brackett - Sanford Bernstein Bob Brackett Good morning. My name is Bob Brackett. I cover America's Oil and Global Metals and Mining for Bernstein Research. Welcome to the 40th Annual Strategic Decision Conference here in New York City. We are not expecting a fire drill. So if you hear a fire alarm, please take it ...

BP plc (BP) ), the UK-headquartered energy giant, and U.S. shale producer EOG Resources, Inc. (EOG) are reportedly in talks to develop a significant natural gas field off the coast of Trinidad and Tobago. The British oil major confirmed the discussions, highlighting the field's potential to enhance its natural gas portfolio, per a Reuters report. The field holds nearly 1 trillion cubic feet (tcf) of natural gas. However, plans are in place to integrate it with another BP discovery in the area, bringing the ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Sty ...

EOG Resources Inc (EOG) reported robust first-quarter 2024 results, with both earnings and revenues beating the Zacks Consensus Estimate.Although the quarterly results were strong, the stock price has dipped 1% since its earnings release on May 2, a movement unrelated to the company's fundamentals. It is cheap now, and the current affordability of the stock is evident from its trailing 12-month enterprise value-to-EBITDA (EV/EBITDA) ratio, which stands at 5.32, notably lower than the Zacks US Oil & Gas Expl ...

EOG Resources Inc (EOG) reported robust first-quarter 2024 results, with both earnings and revenues beating the Zacks Consensus Estimate. The company reported adjusted earnings per share of $2.82, which increased almost 5% year over year, while revenues came in at $6.1 billion, up 1.3% year over year.Good Entry Point for InvestorsAlthough the quarterly results were strong, the stock price fell 1.4%, a movement unrelated to the company's fundamentals, thereby making the stock cheap. The current affordability ...

财务数据和关键指标变化 - 公司在第一季度实现了16亿美元的经调整净收益,并产生了12亿美元的自由现金流 [8] - 公司计划全年产生56亿美元的自由现金流,并将至少70%的自由现金流返还给股东 [18][19] - 公司在第一季度回购了640万股,平均价格为每股118美元,累计回购超过1500万股 [20] 各条业务线数据和关键指标变化 - 公司第一季度的产量和总单位现金运营成本均超过目标,资本支出符合预期 [26] - 公司全年资本支出计划为62亿美元,将实现3%的原油产量增长和6%的总产量增长 [26] - 公司正在积极管理Dorado资产的活动,以应对天然气市场疲软,但将继续保持平衡的开发方式 [27][28][29] 各个市场数据和关键指标变化 - 公司预计2023年全球需求将增长,美国供应增长将相对温和,全球库存将在下半年有所回升 [12][13] - 公司预计未来10-12 Bcf/d的LNG需求增长,以及10-12 Bcf/d的其他需求增长,对天然气市场前景持乐观态度 [15] 公司战略和发展方向及行业竞争 - 公司通过有机勘探、技术应用和供应链一体化等差异化方式,持续提升资本效率和运营效率 [10][11][16] - 公司正在积极开发新的资产如Utica,并将其与现有核心资产协同发展 [10][46] - 公司在成本控制、可持续发展和创造股东价值方面保持行业领先地位 [16] 管理层对经营环境和未来前景的评论 - 管理层认为当前的油气市场环境整体有利,预计油价将维持在相对窄的区间波动 [12][13] - 管理层对天然气市场前景持乐观态度,预计未来几年需求将大幅增加 [15] - 管理层对公司的多盆地资产组合、运营执行能力和创新能力表示信心,认为公司有望在行业周期中持续创造价值 [9][46][47] 问答环节重要的提问和回答 问题1 **Steve Richardson 提问** 询问公司对Dorado资产的发展计划和灵活性 [51][52][53][54][55][56][57][58][59][60] **Ezra Y. Yacob 回答** 公司将保持Dorado资产的适度开发节奏,以优化投资回报和控制成本 [51][52][53][54][55][56][57][58][59][60] 问题2 **Arun Jayaram 提问** 询问公司本季度超额返还自由现金流的原因和信号 [64][65][66][67][68] **Ezra Y. Yacob 回答** 公司认为自身价值被低估,因此将继续采取积极的股票回购策略,这也反映了公司对未来前景的信心 [64][65][66][67][68] 问题3 **Neil Mehta 提问** 询问公司在Eagle Ford和Bakken等成熟资产上的开发策略 [76][77][78][79][80] **Jeffrey R. Leitzell 回答** 公司通过提高钻井效率、延长水平段长度等方式持续优化这些成熟资产的经济性 [76][77][78][79][80]

1Q 2024 18 At the foundation of EOG's historical and future success are the employees who embrace and embody the EOG Culture. The company's decentralized, non-bureaucratic structure enables value creation in the field, at the asset level. Every person is a business person first and remains committed to returns, best-in-class exploration, technology leadership, collaborative, multi-disciplinary innovation, and responsible operations. EOG's Culture continues to be the most valuable asset driving a sustainable ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 1-9743 EOG RESOURCES, INC. (Exact name of registrant as specified in its charter) Delaware 47-0684736 (State or other jurisdiction (I.R.S. Employer of incorporation o ...

EXHIBIT 99.1 Table of Contents First Quarter 2024 Supplemental Financial and Operating Data Page Income Statements 12 Wellhead Volumes and Prices 13 Balance Sheets 14 Cash Flow Statements 15 Non-GAAP Financial Measures 16 Adjusted Net Income 17 Net Income Per Share 24 Adjusted Net Income Per Share 26 Cash Flow from Operations and Free Cash Flow 28 Net Debt-to-Total Capitalization Ratio 29 11 Income Statements In millions of USD, except share data (in millions) and per share data (Unaudited) 2023 2024 1st Qt ...