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company-deep-dive

Offshore oil rig at sunset in the Gulf of America

OXY's Bandit Discovery and Q1 Warning: What It Means for Gulf of America Strategy

Occidental Petroleum is rarely in the news for exploration wins. Over the past three years, OXY's story has been almost entirely about the CrownRock acquisition, the resulting debt load, and management's relentless focus on balance sheet repair. That changed this week. According to industry sources familiar

Devon Energy upstream production operations and field activity

Devon-Coterra: The $58 Billion Bet on Delaware Basin Dominance

Devon Energy and Coterra Energy are creating a $58 billion shale giant through an all-stock merger. CIR breaks down the Delaware Basin math, the synergy targets, and what it means for competitors and vendors.

Permian Basin pumpjacks operating at sunset, West Texas oil production

Diamondback Energy: Running the Permian at Scale

Diamondback Energy after the Endeavor acquisition is a different company than the one that listed in 2012 and grew through disciplined Delaware Basin drilling. Post-Endeavor, FANG is the largest independent Permian pure-play in the public markets — roughly 470,000-480,000 BOE/d of production, approximately 1 million

EOG Resources upstream production operations and field activity

EOG Resources: Still the Benchmark

In a sector where capital allocation discipline is preached by nearly every management team and practiced by fewer, EOG Resources remains the closest thing to a genuine benchmark. Over the past decade, EOG has consistently generated returns on capital employed (ROCE) that outperform the E&P peer group, delivered