Oil & gas
28 large-cap companies along a 5-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: production, realised price, crack spread, rig count, breakeven, buybacks.
The value chain
1
Upstream E&P
- ConocoPhillips
- EOG Resources
- Occidental Petroleum
- Diamondback Energy
- Devon Energy
- Cameco
2
Oilfield services
- Schlumberger
- Baker Hughes
- Halliburton
3
Midstream
- Enbridge
- Williams Companies
- Kinder Morgan
- Targa Resources
- Oneok
4
Refining & marketing
- Marathon Petroleum
- Valero Energy
- Phillips 66
5
Integrated
- ExxonMobil
- Chevron
- Shell
- TotalEnergies
- Petrobras
- BP
Largest covered companies
| ExxonMobil | XOM | Integrated |
| Chevron | CVX | Integrated |
| Shell | SHEL | Integrated |
| TotalEnergies | TTE | Integrated |
| ConocoPhillips | COP | Upstream E&P |
| Petrobras | PBR | Integrated |
| Marathon Petroleum | MPC | Refining & marketing |
| Valero Energy | VLO | Refining & marketing |
| BP | BP | Integrated |
| Phillips 66 | PSX | Refining & marketing |
| Equinor | EQNR | Integrated |
| Enbridge | ENB | Midstream |
What rejo does for oil & gas investors
- A desk, brief and idea engine scoped to oil & gas and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: production, realised price, crack spread, rig count.