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Trade Ideas (9)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
EOG
$122.27
$122.27 -0.0%
N/A Finnhub News Finnhub - EOG
EOG Resources to Present at Upcoming Conferen...
Feb 18
EOG
$122.27
$122.27 -0.0%
N/A Finnhub News Finnhub - EOG
Analysts Estimate SM Energy (SM) to Report a ...
Feb 17
EOG
$119.75
$122.27 +2.1%
N/A Finnhub News Finnhub - EOG
Analysts Estimate EOG Resources (EOG) to Repo...
Feb 16
EOG
$120.73
$122.27 +1.3%
N/A Finnhub News Finnhub - EOG
Does EOG Resources (NYSE:EOG) Have A Healthy ...
Feb 13
EOG
$120.73
$122.27 +1.3%
LONG Laura Davison
Washington Bureau Chief
"Taiwan is pledging to buy $44 billion of U.S. energy." This pledge represents a massive, government-mandated demand injection for US energy exporters. Unlike the vague chip investment promises, the energy purchase commitment is explicitly cited as part of the finalized deal, directly benefiting large-cap US producers and LNG exporters. LONG US Energy majors and exporters to capture the revenue from this $44B commitment. Trump reneging on the deal or imposing new tariffs that void the purchase agreements. Bloomberg Markets
Taiwan, US Sign Trade Pact
Feb 13
EOG
$120.73
$122.27 +1.3%
LONG Chris Wright
US Energy Secretary
US Energy Secretary Wright states Chevron is being enabled to "massively grow their business" in Venezuela with production rising over the next 18-24 months. Anchors note a breakout in "AMP stocks" like ConocoPhillips and EOG. The geopolitical shift and removal of sanctions/regime change in Venezuela directly benefits US oil majors with legacy assets there. Chevron is the primary beneficiary, but the "spigots opening" lifts the peer group. LONG US oil majors with Venezuela exposure or E&P breakout potential. Political instability in Venezuela; oil price volatility. Bloomberg Markets
Stocks Lower as Tech Selloff Deepens Ahead of...
Feb 12
EOG
$117.85
$122.27 +3.8%
N/A Finnhub News Finnhub - EOG
Are Robust Financials Driving The Recent Rall...
Feb 12
EOG
$117.85
$122.27 +3.8%
N/A Finnhub News Finnhub - EOG
Stephens & Co. Maintains Equal-Weight on EOG ...
Feb 12
EOG
$117.85
$122.27 +3.8%
N/A Finnhub News Finnhub - EOG
U.S. Shale Majors Take Fracking Global