E&Ps are hesitant about Venzuela, while OFS is beyond excited
E&Ps are hesitant about rushing into Venezuela. But OFS companies are beyond excited. In my latest post at Foundations of Energy, I share commentary from
February 7, 2026
E&Ps are hesitant about rushing into Venezuela. But OFS companies are beyond excited. In my latest post at Foundations of Energy, I share commentary from
Devon is 73% liquids. Coterra is 65% gas. Together, they’re building something neither could create alone. Devon has a notable focus on liquids. 73% of
If you’d asked me a month ago about the odds of a US president publicly stating that the US would “run” Venezuela, I would have
The Krimmel Letter Jeff Krimmel This week’s coverage Oilfield Services Playing Both Defense and Offense What I Learned in My First Two Years at KSG Gas Producers Were Winning Even Before the Storm Why Natural Gas Futures Are Different Than Oil Futures ExxonMobil and Chevron Explain Our Oil Surplus The Importance of New England Burning Oil for Power Oilfield services is simultaneously playing defense and offense Foundations of Energy post Halliburton and SLB reported earnings with the usual…
We know we’re facing a historical oil supply surplus. ExxonMobil and Chevron just helped us understand why. Global oil supply in December was 108 million
Why don’t natural gas futures get the same attention as crude oil? We discussed this in Oil & Gas Market Mastery on Wednesday. The short
