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Analyst
Geoff Jay
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters).
- Questions
- 10on tracked calls
- Challenge rate
- 10%1 of 10 questions
- Companies
- 3questioned at least once
- Reporting periods
- 7with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 10 of 10 questions from 3 companies
CVXChevron Corporation5 questions · 5 reporting periods · 0 of 5 challenging
Calendar 2026 Q1
Has the Jones Act helped? Have there been other operational changes to ensure that market is adequately supplied
Show response
Wirth highlighted Platform Hidalgo production brought onshore, Jones Act crude movements, blend stocks to California. Criticized decades of state energy policy for creating current vulnerabilities.
Calendar 2025 Q4
I was just really struck by the margin improvement sequentially in US upstream
Show response
Wirth cited three drivers: Gulf of America high-margin barrels entering mix, efficiency and technology across 1.6M boe/d shale base at plateau, and structural organizational reductions. Emphasized margin expansion as a key ongoing focus.
Calendar 2025 Q3
how you think the potential of Argentina production could be over the next 2 or 3 years? And what are the key gating factors to that growth?
Show response
Wirth encouraged by Milei's reforms (banking stability, capital controls, inflation). Rock quality highly competitive. DJ Basin as possible analog but taking one step at a time.
Calendar 2025 Q2
how do you think about Chevron's overall reinvestment in decline rates over the next few years as a result of the deal closing?
Show response
Wirth confirmed CapEx will step up modestly with Hess (Guyana/Bakken need capital) but capital discipline reputation will hold. Emphasized divesting non-competitive assets and investing only in the best.
Calendar 2024 Q4
How do you see the politics and the opportunity set changing down there?
Show response
Wirth expressed encouragement about Argentina under Milei reforms. Exploring midstream pipeline opportunity for exports. Cautioned about watching durability of reforms before major capital commitment.
FANGDiamondback Energy4 questions · 3 reporting periods · 1 of 4 challenging
Calendar 2026 Q2
what's the time line look like to you kind of for the deployment of those technologies out there
Show response
Chad said the AI/automation effort is very early but already adding value on artificial lift and downtime management.
Calendar 2025 Q3
Are there any updates there? Are you -- any changes to kind of what you're seeing, any improvements
Show response
Kaes reported continued capital allocation to workovers and PDP tail optimization including acidization and new chemistry trials, calling it some of the highest-return capital they spend.
how many fleets it's deployed on today? And I think you're running five if memory serves and sort of how many will be rolled out in the next couple of quarters
Show response
Kaes confirmed two fleets on continuous pumping today with remaining conversions targeted in the next quarter; expects four full-time fleets with a fifth bouncing in/out.
Calendar 2025 Q2
what metric you're looking at to kind of make the decision to lower even here
Show response
Kaes pushed back, arguing the lowest-cost operator should set the discipline standard; drilled wells actually increased 30 this quarter.
EXEExpand Energy1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
if these tariffs persist as kind of they stand today, would you expect a step change in costs in 2026 as your contracted materials roll over
Show response
Josh noted potential OCTG cost reset in 2026 but offset by broader activity-driven service cost deflation. Nick added that tariff-driven steel costs and lower oil-driven service costs work opposite each other.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| CVX Chevron Corporation | 5 | 0%none of 5 questions |
| FANG Diamondback Energy | 4 | 25%1 of 4 questions |
| EXE Expand Energy | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 50%1 of 2 questions | 2 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 50% (1 of 2 questions) · 2 companies
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Innovation & R&D3
- Regulation Policy3
- Cost Pressure3
- Geographic Expansion2
- Capex Investment2
- Cloud & AI1
- Supply Chain1
- Margin1
- Revenue Growth1
- Capital Allocation1
Show all 12 topics
- Macroeconomic1
- Trade Tariffs1