Scenarios that move EOG

EOG Resources, Inc. Common Stock

Scenarios that move EOG: 72 analyses, 45 positive, 27 negative.

  1. · Iranian Guards say two tankers hit mines in Hormuz — ▲ · impact +70 · confidence low · horizon immediate
  2. · PetroChina set for record trading profit as war upends markets — ▲ · impact +55 · confidence low · horizon quarters
  3. · Trump waives many Russia-related sanctions and tariffs under new law — ▼ · impact -70 · confidence low · horizon immediate
  4. · ◇ What if… Iran agrees to surrender enriched uranium stockpile by December 31, 2026 — ▼ · impact -77 · confidence low · horizon immediate
  5. · ◇ What if… Iran and Oman fail to reach a Hormuz agreement — ▲ · impact +70 · confidence low · horizon weeks
  6. · Iran’s precision strikes damage Gulf infrastructure and blunt US war plans — ▲ · impact +65 · confidence low · horizon weeks
  7. · TotalEnergies flags quarterly profit surge as Iran war lifts energy prices — ▲ · impact +71 · confidence medium · horizon immediate
  8. · Container ship sinks near Hormuz after projectile strike — ▲ · impact +74 · confidence low · horizon immediate
  9. · US consumer prices accelerate in September as gasoline costs rise — ▲ · impact +70 · confidence medium · horizon immediate
  10. · ◇ What if… Iran and Oman reach Hormuz agreement by October 31 — ▼ · impact -64 · confidence medium · horizon immediate
  11. · US blockade keeps Iranian crude exports at zero in October — ▲ · impact +70 · confidence low · horizon weeks
  12. · Saudi Arabia leads OPEC+ output increase despite Iran war — ▼ · impact -69 · confidence medium · horizon immediate
  13. · ◇ What if… US imports Russian diesel by October 31 — ▼ · impact -35 · confidence low · horizon quarters
  14. · Global stocks and Treasuries fall as Brent tops $102 — ▲ · impact +89 · confidence low · horizon immediate
  15. · Oil tanker transits through Hormuz fall to two-month low — ▲ · impact +59 · confidence medium · horizon immediate
  16. · Chevron offloads Hess Midstream stake, takes up to $4 billion hit — ▲ · impact +12 · confidence low · horizon quarters
  17. · IEA says it will accelerate oil reserve release — ▼ · impact -76 · confidence high · horizon immediate
  18. · Iran official says illegal Strait of Hormuz routes will soon be blocked — ▲ · impact +69 · confidence medium · horizon immediate
  19. · US EIA hikes oil price forecasts as Iran war drains stockpiles — ▲ · impact +82 · confidence medium · horizon immediate
  20. · Energy Transfer agrees to acquire Vaquero Midstream for $2.6 billion — ▲ · impact +35 · confidence low · horizon quarters
  21. · ◇ What if… Crude oil reaches $150 a barrel — ▲ · impact +84 · confidence high · horizon immediate
  22. · Yemeni government forces seize strategic strait from Houthis — ▼ · impact -47 · confidence low · horizon immediate
  23. · Cenovus Energy agrees to acquire Athabasca Oil — ▼ · impact -30 · confidence low · horizon weeks
  24. · ◇ What if… Republicans win Texas Senate race in 2026 — ▲ · impact +78 · confidence low · horizon quarters
  25. · OPEC+ delays oil capacity review as Iran war disrupts plans — ▲ · impact +78 · confidence high · horizon immediate
  26. · Putin says Russia will withhold diesel exports until sanctions lifted — ▲ · impact +45 · confidence low · horizon weeks
  27. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by October 15 — ▼ · impact -57 · confidence medium · horizon immediate
  28. · US sanctions Iran’s auto and rail sectors as blockade chokes shipping — ▲ · impact +74 · confidence low · horizon immediate
  29. · Projectiles hit three oil tankers in Strait of Hormuz — ▲ · impact +67 · confidence medium · horizon immediate
  30. · ◇ What if… US announces end of Iranian blockade by October 15 — ▼ · impact -75 · confidence low · horizon weeks
  31. · US to loan up to 40 million barrels from SPR — ▼ · impact -55 · confidence high · horizon weeks
  32. · ◇ What if… Iran agrees to end uranium enrichment by December 31 — ▼ · impact -69 · confidence medium · horizon immediate
  33. · Trump rejects Iran peace proposal as oil spikes — ▲ · impact +86 · confidence low · horizon immediate
  34. · Vessel traffic through Strait of Hormuz falls to two — ▲ · impact +64 · confidence medium · horizon immediate
  35. · Iran offers to reopen Strait of Hormuz if US eases pressure — ▼ · impact -70 · confidence low · horizon immediate
  36. · ◇ What if… Iran loses control of Kharg Island by December 31 — ▲ · impact +65 · confidence medium · horizon immediate
  37. · ◇ What if… Delcy Rodríguez leads Venezuela at end of 2026 — ▲ · impact +50 · confidence low · horizon quarters
  38. · ◇ What if… Nicolás Maduro remains Venezuela's leader at end of 2026 — ▲ · impact +36 · confidence medium · horizon weeks
  39. · Trump signs Russia sanctions bill into law — ▲ · impact +58 · confidence low · horizon weeks
  40. · ◇ What if… US and Iran hold diplomatic meeting by September 30 — ▼ · impact -71 · confidence low · horizon weeks
  41. · ◇ What if… Iran charges fees for Strait of Hormuz passage by October 31 — ▲ · impact +70 · confidence high · horizon immediate
  42. · ◇ What if… Reza Pahlavi enters Iran by December 31 — ▼ · impact -50 · confidence low · horizon weeks
  43. · ◇ What if… Saudi Arabia restarts East-West oil pipeline by September 30 — ▼ · impact -62 · confidence medium · horizon immediate
  44. · Houthis strike Saudi targets as Hormuz talks stall — ▲ · impact +65 · confidence low · horizon immediate
  45. · ◇ What if… Democrats win control of Senate and House after 2026 midterms — ▼ · impact -65 · confidence low · horizon quarters
  46. · Saudi Arabia shuts oil pipeline as Houthis tighten Red Sea grip — ▲ · impact +70 · confidence medium · horizon immediate
  47. · Saudi Arabia reports Iraq-launched drones hit East-West pipeline — ▲ · impact +75 · confidence low · horizon immediate
  48. · Iran-US shipping attacks drive oil tanker rates to records — ▲ · impact +78 · confidence low · horizon immediate
  49. · ◇ What if… Crude oil reaches a new all-time high by December 31 — ▲ · impact +77 · confidence medium · horizon weeks
  50. · ◇ What if… WTI crude oil reaches $100 in September — ▲ · impact +84 · confidence high · horizon immediate
  51. · US EIA raises oil forecasts as Iran war drains stockpiles — ▲ · impact +78 · confidence high · horizon immediate
  52. · Middle East tensions push oil toward $100 as Asia stocks weaken — ▲ · impact +86 · confidence low · horizon immediate
  53. · Iran missile launch at Jordan lifts oil prices — ▲ · impact +84 · confidence low · horizon immediate
  54. · Iran plans new Gulf exclusion zone and threatens US — ▲ · impact +65 · confidence low · horizon weeks
  55. · ◇ What if… Iran and Oman reach a Hormuz agreement by September 30 — ▼ · impact -66 · confidence medium · horizon immediate
  56. · ◇ What if… US and Iran reach a final nuclear deal by December 31 — ▼ · impact -79 · confidence low · horizon weeks
  57. · US-Iranian strikes push Strait of Hormuz traffic to lowest since May — ▲ · impact +74 · confidence low · horizon immediate
  58. · ◇ What if… Strait of Hormuz disruption drives crude oil prices 30% higher — ▲ · impact +86 · confidence high · horizon immediate
  59. · ◇ What if… Global oil prices reach $150 a barrel — ▲ · impact +88 · confidence high · horizon immediate
  60. · Renewed US-Iran strikes lift oil and diesel prices — ▲ · impact +69 · confidence medium · horizon immediate
  61. · ◇ What if… OPEC announces surprise 2M barrel production cut — ▲ · impact +84 · confidence high · horizon weeks
  62. · ◇ What if… Trump doubles tariffs on Canadian imports — ▲ · impact +31 · confidence low · horizon weeks
  63. · ◇ What if… US announces end of Iranian blockade by September 30 — ▼ · impact -65 · confidence high · horizon immediate
  64. · ◇ What if… New People (NL) gains the most seats in Russia’s next parliamentary election — ▼ · impact -34 · confidence low · horizon quarters
  65. · ◇ What if… Trump leaves office as US president before 2027 — ▼ · impact -22 · confidence low · horizon weeks
  66. · ◇ What if… Strait of Hormuz traffic returns to normal by December 31 — ▼ · impact -70 · confidence medium · horizon immediate
  67. · ◇ What if… Iranian regime falls before 2027, reshaping regional energy markets — ▼ · impact -69 · confidence medium · horizon weeks
  68. · ◇ What if… US invasion of Iran occurs before 2027, threatening global energy markets — ▲ · impact +69 · confidence medium · horizon weeks
  69. · OPEC Announces Surprise 2M Barrel Increase — ▼ · confidence medium
  70. · ◇ What if… OPEC Doubles Oil Production Flooding Global Markets — ▼ · confidence medium
  71. · ◇ What if… Federal Government Bans All Crude Oil Exports Effective Immediately — ▼ · confidence high
  72. · OPEC Announces Surprise Production Cut Of 2 Million Barrels Per Day — ▲ · confidence low

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