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."