Josh Silverstein

Energy

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Focus Areas7 topics

Capex Investment2Revenue Growth2Competitive Dynamics2Capital Allocation1Demand1Macroeconomic1Margin1

Trends3 quarters

Questions per Quarter

Companies Covered

Question History5 questions

COPConocoPhillips2 quarters

2025 Q1

Does that 25% trend over the next few years towards 15%? Or do you start backfilling some of these projects as they come online

Capex InvestmentCapital AllocationView in transcript →

2024 Q4

Curious if there's been any shift in thinking around the need for new LNG in Europe

CVXChevron Corporation3 quarters

2025 Q2

Is this just at FGP or the whole project? And maybe if you can give us kind of the forward outlook here. Is it kind of sustainable at this level?

Capex InvestmentRevenue GrowthView in transcript →

2025 Q1

Can you provide us some details as to what you're seeing across the non-op royalty side now and any reduction in activity there

Competitive DynamicsRevenue GrowthView in transcript →

2024 Q4

are there things that you guys do characteristically to improve your leverage to the recovery?

MarginCompetitive DynamicsView in transcript →