Research Coverage Universe
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Exploration & Production
| Ticker | Company | Analyst |
|---|---|---|
| APA | APA Corp | Lambujon |
| AR | Antero Resources | Roberts |
| ARX-CN | ARC Resources | Lambujon |
| CHK | Chesapeake Energy Corp. | Portillo |
| CHRD | Chord Energy Corp. | Huang |
| CRGY | Crescent Energy Co. | Huang |
| CIVI | Civitas Resources Inc | Huang |
| CNQ-CN | Canadian Natural Resources | Lambujon |
| CNX | CNX Resources Corp | Roberts |
| COP | ConocoPhillips | Lambujon |
| CRK | Comstock Resources, Inc. | Roberts |
| CTRA | Coterra Energy | Portillo |
| DVN | Devon Energy | Portillo |
| EOG | EOG Resources | Portillo |
| EQT | EQT Corp | Roberts |
| FANG | Diamondback Energy Inc. | Lambujon |
| GPOR | Gulfport Energy Corp | Roberts |
| HES | Hess Corporation | Lambujon |
| MGY | Magnolia Oil & Gas Corp | Huang |
| MRO | Marathon Oil Corporation | Portillo |
| MTDR | Matador Resources | Huang |
| MEG-CN | MEG Energy Corp | Lambujon |
| OVV | Ovintiv Inc. | Lambujon |
| OXY | Occidental Petroleum | Portillo |
| PR | Permian Resources | Huang |
| RRC | Range Resources | Roberts |
| SM | SM Energy Co. | Huang |
| SWN | Southwestern Energy | Roberts |
| TOU-CN | Tourmaline Oil | Lambujon |
| TPZ-CN | Topaz Energy Corp | Lambujon |
| VNOM | Viper Energy Partners | Lambujon |
| VRN-CN | Veren Inc. | Lambujon |
Energy Services & Equipment
| Ticker | Company | Analyst |
|---|---|---|
| AESI | Atlas Energy Solutions | LeBlanc |
| BKR | Baker Hughes | Portillo |
| CHX | ChampionX | LeBlanc |
| HAL | Halliburton | Portillo |
| HP | Helmerich & Payne | LeBlanc |
| LBRT | Liberty Oilfield Services | LeBlanc |
| NBR | Nabors Industries | LeBlanc |
| NOV | NOV Inc. | LeBlanc |
| PTEN | Patterson-UTI Energy | LeBlanc |
| PUMP | ProPetro Holding Corp | LeBlanc |
| SLB | SLB | Portillo |
| WHD | Cactus Inc | LeBlanc |
Midstream
| Ticker | Company | Analyst |
|---|---|---|
| AM | Antero Midstream Partners | Van Everen |
| CQP | Cheniere Energy Partners | Van Everen |
| EE | Excelerate Energy | Van Everen |
| ENB-CN | Enbridge Inc | O’Donnell |
| ENLC | EnLink Midstream LLC | Van Everen |
| EPD | Enterprise Products Partners | O’Donnell |
| ET | Energy Transfer LP | Van Everen |
| GEI-CN | Gibson Energy Inc. | O’Donnell |
| KEY-CN | Keyera Corp | O’Donnell |
| KGS | Kodiak Gas Services | Van Everen |
| KMI | Kinder Morgan Inc | Van Everen |
| LNG | Cheniere Energy | Van Everen |
| OKE | ONEOK, Inc. | O’Donnell |
| PAA | Plains All American Pipeline, LP | O’Donnell |
| PPL-CN | Pembina Pipeline Corp | O’Donnell |
| SOBO-CN | South Bow Corp. | O’Donnell |
| TRGP | Targa Resources Corp | O’Donnell |
| TRP-CN | TC Energy Corp | Van Everen |
| WES | Western Midstream Partners, LP | Van Everen |
| WMB | Williams Companies | Van Everen |
Refining
| Ticker | Company | Analyst |
|---|---|---|
| CVI | CVR Energy | Blair |
| DK | Delek US Holdings | Blair |
| DINO | HF Sinclair Corp | Blair |
| MPC | Marathon Petroleum | Blair |
| PARR | Par Pacific Holdings | Blair |
| PBF | PBF Energy | Blair |
| PSX | Phillips 66 | Blair |
| VLO | Valero Energy | Blair |
Chemicals
| Ticker | Company | Analyst |
|---|---|---|
| CE | Celanese Corp | Blair |
| DOW | Dow Inc | Blair |
| EMN | Eastman Chemical Co | Blair |
| HUN | Huntsman Corp | Blair |
| LYB | LyondellBasell Industries | Blair |
| MEOH | Methanex Corp | Blair |
| OLN | Olin Corporation | Blair |
| TSE | Trinseo | Blair |
| WLK | Westlake Corporation | Blair |
| WLKP | Westlake Chemical Partners | Blair |
Integrateds
| Ticker | Company | Analyst |
|---|---|---|
| BP | BP plc | Lambujon |
| CVE-CN | Cenovus Energy | Lambujon |
| CVX | Chevron Corp | Lambujon |
| IMO-CN | Imperial Oil | Lambujon |
| SHEL | Shell plc | Lambujon |
| SU-CN | Suncor Energy | Lambujon |
| XOM | ExxonMobil Corp | Lambujon |
Renewables
| Ticker | Company | Analyst |
|---|---|---|
| AMTX | Aemetis Inc. | Blair |
| CLNE | Clean Energy Fuels Corp | Blair |
| DAR | Darling Ingredients Inc. | Blair |
| GPRE | Green Plains | Blair |
| MNTK | Montauk Renewables Inc. | Blair |
| NESTE | Neste Oyj | Blair |
| OPAL | OPAL Fuels | Blair |
Transportation
| Ticker | Company | Analyst |
|---|---|---|
| F | Ford Motor Company | Lambujon |
| GM | General Motors | Portillo |
| TSLA | Tesla Inc. | Portillo |