Shale Stocks Battered as Trump Tariffs Subvert His Push to Drill
Shale-oil companies are taking some of the harder lumps on Wall Street as crude prices tumble and President Donald Trump’s ...
Tariff Impacts Cause Us to Reduce US Shale Producers’ Fair Value Estimates by Up to 4%
On April 2, 2025, US President Donald Trump unveiled a tariff plan calling for a 10% baseline tariff on all imports, with ...
US Shale Producer Devon More Exposed to Volatile Crude Markets
Devon is among the lowest-cost providers on the US shale cost curve, along with Diamondback Energy and EOG Resources. Devon’s reconstituted portfolio is buoyed by its presence in the Delaware, which ...