Oil & Gas
Despite the energy transition, oil and gas provide 80%+ of global energy today. The world cannot replace them fast enough to prevent decades of continued demand. These companies generate enormous cash flows and return most of it to shareholders as dividends and buybacks.
The largest US oil and gas company. Operates across the entire value chain: drilling, refining, and chemical manufacturing. Its Permian Basin operations are among the lowest-cost oil production in the world. Pays a dividend it has increased for 40+ consecutive years.
The second-largest US oil major. Known for financial discipline and an extremely healthy balance sheet. Returns most cash to shareholders via dividends and buybacks. Expanding in the Permian and pursuing LNG in Australia.
One of the world's largest independent oil and gas exploration companies. Laser-focused on finding and producing oil — it sold its refining assets to concentrate on the higher-return upstream business. Disciplined capital allocation makes it a favourite among investors.
Often called the Apple of oil — known for being the most innovative and efficient shale driller in the US. Its premium drilling locations in the Permian and Eagle Ford produce oil at some of the lowest breakeven prices in the industry.
Scores 9/10 for Oil & Gas. Also relevant to Digital Oilfield and Shale & Permian Basin.
Scores 9/10 for Oil & Gas. Also relevant to LNG Technology.
Scores 9/10 for Oil & Gas. Also relevant to Shale & Permian Basin.
Scores 9/10 for Oil & Gas. Also relevant to Shale & Permian Basin.
Scores 9/10 for Natural Gas. Also relevant to LNG Exports.
Scores 9/10 for LNG Exports. Also relevant to Natural Gas.
Scores 9/10 for Natural Gas Pipelines.
Scores 9/10 for Natural Gas Pipelines.
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