Loading…
Loading…
how much of that is going to run these various sets to look at the technical upside
what is sort of the path? What are the next steps there
could you give us some sense of where you think gas production could go here over the next, say, year or 2
Can you give us a sense of like what are you thinking as well about some of the deeper potential
how do you balance your twelve rig activity this year between oil and gas drilling and what kind of infrastructure do you need
your presentation deck, talked about delineating some zones there. Can you just give us a sense of exactly what you're looking at
Can you give us a sense of your view of what has happened in the market, if you have any view of physical versus the financial kind of position of oil
your shareholder return strategy at least in, you know, at that 45% rate does dip into it. Could you just give us your context on know, how you think about your cash balance
there does appear to be a variance to oil your oil guide relative to consensus. And was hoping you could help us walk through,
I'd be interested in your thoughts on what you're seeing right now, and how that could shape your plans into '26
Should it be companies with higher cost of supply should be the first to cut and companies like Conoco show a little bit more resilience
there's been a number of initiatives coming out of the White House, and how do you all see that impact the way you all do business
you kind of mentioned the windfall you all are going to get from the OBBVA. I think you said $1 billion over the next few years. What is the plan on allocating that cash?
Anadarko stepped up pretty strongly this quarter as well. Can you tell us where you all are with the JV there
Does it make sense to maybe step up buybacks a little bit in the near term and utilize some of that free cash flow opportunistically?
Can you give us a sense of like how you're looking and thinking about the macro? I mean there were no specifically defined cuts related to weaker oil prices
Could you remind us of the inventory duration you see within the Grayson Mill asset and sort of, you know, how that compares with your sort of legacy, you know, box?
Could you give us a little bit of color on some of the background, you know, regarding that, you know, how did you all think about splitting the assets
could you give us a view of how you think about variable dividends
As you look ahead, is there further opportunity to build on that, or are these more countercyclical decisions
Could you give a sense of other things that you all may be working on or considering, supply decrements, industrial users, or power data center users
do you think some of the relative performance that people are being concerned about is because you all have been able to move faster to these secondary zones than peers
You mentioned obviously better base production performance in the Utica. Can you give us a little color on that
What's your temperature on at this valuation to potentially push to 100% or even more this year
Could there be some upside in performance and cost as you get in there? So what are the quick wins?
what does that translate into, right? So what is the cost to implement that versus maybe D&C savings and improved EURs?
how do you think about like capital allocation changing to more gassy areas like Dorado
What do you think about 2026, and maybe any kind of thoughts on ‘27 in terms of like where do well cost trends go for EOG?
Can you talk a little bit about like industrial types of deals? Have you seen any interest in there? How much are you willing to allocate toward those initiatives
can you talk about do you expect that EQT will be the supplier for those pull volumes
When does that become a target that you look a little bit harder at? Do you see that as more of a longer-term option
how does potential strategic shareholders selling, say, like some of the Olympus shareholder selling, does that play into it
as you look at your core inventory duration, like what is your confidence level on how far that goes out comparatively to others
how competitive is it? Is it tough to be able to contract in this market given the heightened nature of it?
How do you think about the ideal allocation reaching to those various end users?
Can you give us a sense of what drove that? Is that part of the OBDD from last year?
would that also contemplate looking at more of an integrated operation, such as going out and actually owning midstream to be more integrated?
Could you give us a little bit of color on exactly what you're tweaking within that?
Do you -- what other kind of facets are important for us to focus on? And then trying to figure out, like is there a greater position for you to build out there?
Do you feel there's a need to be -- do you have some urgency in signing deals? And then with respect to, again, the commercial side of the agreement, if I look at, like, say, an LNG opportunity, wo...
Can you talk about Expand's strategy? And what are your goals that you're looking for in a commercial agreement? And how do you think about the pricing mechanism for that?
Can you give me a sense of, with your discussion with investors, how do they view the variable dividend
If the gas market does break down, would you go ahead and spend that and build to that productive capacity or would you defer the spending to next year
can you talk about how -- what percentage of that is in the activity over the next couple of years? And just give us a sense of the relative economics
If you start building this productive capacity in these wells to bring on -- and let's say, the winter doesn't pan out. What happens in 2026
Can you just walk through some of the specifics why performance was so strong? It sounds like there was a lot more well performance
is there how much desire is there to kind of continue to let that oil production grow versus curtail it?
what you're seeing in the landscape that sort of drives the shift from where Diamondback historically been
you did mention some performance-related revisions. Can you just give us a little bit of context behind that
with 2026, is there any kind of a shift in activity allocation across both like acreage regionally within the Midland or even does the Delaware get attention
how do you view the equity ownership of those various interests you have? And maybe specifically on Deep Blue, where there are future capital calls
you all had a bit stronger gas production this quarter. And it sounds like it came from more gas capture and processing
how many more things can you do? I mean drilling days can't go to 0
what is it going to take for you guys to move into maintenance mode? And could you just give a little color on the setup for 2026
your broad view of the oil macro. I thought it was pretty interesting in your investor letter how you thought the U.S. oil production was ready to roll over