U.S. shale oil and gas producer

EOG Resources, Inc.

EOG Resources produces crude oil and condensate, natural gas liquids and natural gas, primarily in the United States, and sells them to refiners, LNG facilities and gas distributors. Its field development relies on water handling, sand and land access, and transportation infrastructure, while the 2025 Encino acquisition expanded its Utica position.

EOG Updated Sep 11, 2026 3 AI consumers· 2 recurring

Per the valuechain.wiki graph, EOG Resources, Inc. is directly linked to 3 companies (3 supply, 0 revenue relationships) and reaches 8 companies within two hops; the links are backed by 10 dated sources, 6 of them primary filings (as of 2026-09-11).

Annual return · 2026-09-04'21+88.6%'22+56.9%'23-2%'24+4.3%'25-11.4%YTD+41.7%
Money inCorpus Christi Liquefaction, LLC and Cheniere Corpus Christi Liquefaction Stage III, LLCvolume 140,000 MMBtu/dayThe National Gas Company of Trinidad and Tobago Limited and its subsidiaryMarket share 100 percent
EOG Resources, Inc.$22.632 billion FY2025 revenue
Money outLandBridge Company LLCWaterBridge Infrastructure LLCBank of America CorporationJPMorgan Chase & Co.Kinder Morgan, Inc.

Financials & Segments

  • Total revenue · $22.632 billion FY2025 revenue (SEC 10-K XBRL us-gaap:Revenues)
  • Segments · Crude Oil and Condensate · Natural Gas Liquids · Natural Gas · Gathering, Processing and Marketing

Revenue from

  • Corpus Christi Liquefaction, LLC and Cheniere Corpus Christi Liquefaction Stage III, LLC High confidence· volume 140,000 MMBtu/day · 약 15년, 2020년 초 시작 · Daily contracted EOG natural gas purchase volume by the two Cheniere affiliates
    The two Cheniere affiliates buy EOG natural gas under a long-term integrated production marketing arrangement for the Corpus Christi LNG facility. EOG's 2025 Form 10-K confirms that the sales relationship remains active.
    Confirms EN SEC EDGAR Published Feb 24, 2026: EOG Resources, Inc. 2025 Form 10-K
    Confirms EN Cheniere Energy Published Nov 1, 2019: Cheniere Reports Third Quarter 2019 Results, Reconfirms Full Year 2019 Guidance, and Provides 2020 Guidance
  • The National Gas Company of Trinidad and Tobago Limited and its subsidiary High confidence· Market share 100 percent · FY2025 · Share of EOG Trinidad natural gas sales made to NGC and its subsidiary
    EOG sold all natural gas produced in Trinidad during 2025 to NGC and its subsidiary. NGC said the relationship continued through a new gas supply contract with EOG Resources Trinidad in 2026.
    Confirms EN The National Gas Company of Trinidad and Tobago Limited Published May 1, 2026: NGC and EOG Resources Sign New Gas Supply Contract
    Confirms EN SEC EDGAR Published Feb 24, 2026: EOG Resources, Inc. 2025 Form 10-K

Pays to

  • LandBridge Company LLC High confidence
    EOG operates a sand mine on LandBridge property and pays per-ton royalties and water-purchase fees. It also pays for drilling-site, road and pipeline-easement access.
    Confirms EN SEC EDGAR Published May 31, 2024: LandBridge Company LLC Form S-1
  • WaterBridge Infrastructure LLC High confidence
    WaterBridge names EOG as an E&P customer and provides produced-water gathering, transportation, recycling and handling services primarily under long-term fixed-fee contracts. The EOG-specific contract value was not disclosed.
    Confirms EN SEC EDGAR Published Mar 16, 2026: WaterBridge Infrastructure LLC 2025 Form 10-K
  • Bank of America Corporation High confidence
    Bank of America subsidiary BofA Securities served as a representative and underwriter for EOG's 2025 senior-note offering. Its individual fee and expense reimbursement were not disclosed.
    Confirms EN SEC EDGAR Published Jun 20, 2025: EOG Resources, Inc. Underwriting Agreement
  • JPMorgan Chase & Co. High confidence
    JPMorgan Chase subsidiary J.P. Morgan Securities served as a representative and underwriter for EOG's 2025 senior-note offering. Its individual fee and expense reimbursement were not disclosed.
    Confirms EN SEC EDGAR Published Jun 20, 2025: EOG Resources, Inc. Underwriting Agreement
  • Kinder Morgan, Inc. High confidence
    EOG Resources is listed as a transportation-contract customer in Kinder Morgan's El Paso Natural Gas tariff, although the disclosed tariff section reviewed does not provide a contract value specific to EOG Resources.
    Confirms EN El Paso Natural Gas Company, L.L.C. / FERC Published May 29, 2026: El Paso Natural Gas FERC Gas Tariff: Negotiated Rate Agreement Filing RP26-893-000

Investments

  • Encino Acquisition Partners, LLC High confidence· Amount $5.6B · 2025 인수 · Cash purchase price for Encino Acquisition Partners, inclusive of debt repayment
    EOG acquired all outstanding equity interests in Encino Acquisition Partners for cash in August 2025. The transaction added core Utica acreage and producing assets.
    Confirms EN SEC EDGAR Published Aug 1, 2025: EOG Resources, Inc. Form 8-K: Completion of Encino Acquisition
    Mentions KO Maeil Business Newspaper Published Jun 2, 2025: EOG Resources Announces $5.6 Billion Acquisition of Encino Acquisition Partners
    Confirms EN S&P Global Commodity Insights Published May 30, 2025: EOG to acquire Utica Shale operator Encino Acquisition Partners for $5.6 billion

Value-chain ripple (2 tiers)

Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.

CompanyChain'21'22'23'24'25YTD
EOG Resources, Inc.node+88.6+56.9-2+4.3-11.4+41.7
Kinder Morgan, Inc.benef1+23.8+21.2+4.1+64.4+4.8+17.5
Bank of Americabenef1+49.6-23.8+4.8+33.9+28+15.2
JPMorgan Chasebenef1+27.7-12.6+30.6+44.3+37.3+12.9
Newmont Corporationbenef2+7.4-20.8-8.8-7.8+172.8+29.1
Marriott International, Inc.benef2+25.3-9.3+53.1+24.9+12.3+9.1
Visa Incbenef2-0.3-3.4+26.3+22.3+11.8+7.6
Mastercard Incbenef2+1.2-2.7+23.4+24.2+9+2
Workday, Inc.benef2+14-38.7+65-6.5-16.8-8.8

YTD as of 2026-09-04 · source: Yahoo Finance

EOG Resources, Inc. operates across U.S. shale oil and gas producer. After -11.4% in 2025, it rebounded +41.7% in 2026. The stock (+41.7%) and its supply side (avg +14.1%) are moving in step. Among connected nodes the furthest ahead is Bank of America (+15.2%) and the furthest behind is JPMorgan Chase (+12.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its field development relies on water handling, sand and land access, and transportation infrastructure, while the 2025 Encino acquisition expanded its Utica position.

Analysis generated from returns as of 2026-09-04

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