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EOG · EOG Resources, Inc. · Tenji

Oil & Gas E&P

EOG

EOG Resources, Inc.

Date

Jun 5

News

Strong Jobs + AI Selloff = Rate-Sensitive Value Rotation Into Energy & Industrials

Strong May jobs data pushed 10Y yields to 4.54%, validating higher-for-longer and triggering an AI/chip selloff. Energy leads all sectors (+4.4% weekly) as oil hits $92.53 WTI. The rotation into energy and industrials is already underway — the trade is to ride it with US large-cap integrated energy and midstream names.

Good for ↑COPEOG

Apr 10

News

Ceasefire uncertainty + weak oil = margin squeeze for refiners betting on geopolitical premium

Collapsing oil volatility and ceasefire hopes destroy the geopolitical risk premium that refiners have been pricing into margins. Refining cracks compress as crude falls without offsetting product strength.

Good for ↑EOG

Bad for ↓MPC

Apr 9

News

Iran Negotiation Opacity Signals De-Escalation Bet; Energy Volatility Collapse Rewards Hedged Producers

Iran's deleted post signals de-escalation momentum; hedged oil producers benefit from volatility collapse as geopolitical risk premium evaporates.

Good for ↑XOMCVX

Bad for ↓

KMI

CNBC·Jun 5

PSX

The New York Times·Apr 10

EOG

Bloomberg·Apr 9

Energy