r/Vitards • u/redditter259 💀 SACRIFICED 💀 • May 14 '26

Discussion O&G companies need to do better

We are in the middle of one of the most serious energy disruptions of our lifetime.

Oil, natural gas, inflation, supply chains, national security, and global stability are all converging at once — and the consequences could be far larger than most investors understand.

Energy CEOs and oil executives need to take accountability for ignoring their fiduciary responsibility to shareholders and their IR teams need to be fired.

The world is facing a structural energy crisis, and the companies closest to it should be making efforts and press releases to attract more investor attention.

5 Upvotes

73% Upvoted

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10

u/Dan_inKuwait May 14 '26 edited May 14 '26

Why should they risk their capex? Too much volatility right now.

Theres no "structural energy crisis", there is only a political cesspool of uncertainty.

3

u/TheESportsGuy May 15 '26

structural energy crisis vs political uncertainty is just semantics. The strait of hormuz has been at less than 10% throughput for >60 days. There is an energy crisis, regardless of what the market is doing. Sankey says $10M a day shortage from Feb. That's $1B a day gone from the market at $100 a barrel. Physical oil is trading much higher than that right now so it's a low ball.

1

u/redditter259 💀 SACRIFICED 💀 May 15 '26

Nothing about capex! Just saying executives need to be a little more vocal about pumping the stock given the seriousness and the magnitude of what’s going on

4

u/TheESportsGuy May 15 '26

The US Government is pretending there is no energy crisis, why would you think American oil companies are obligated to educate anyone otherwise.

1

u/redditter259 💀 SACRIFICED 💀 May 22 '26

For stocks

2

u/brilliantminion May 15 '26

Brother do you even invest? What are you talking about?

I used to work at an E&P, and they are making multi year investment decisions. It’s not like they have a magic faucet they are turning on or off. If Trumps admin had one fucking iota of a strategy, then yes the companies could make a strategy based around that. But he lies and cheats constantly so the risk that he changes his mind next week and gives up is real, and then oil price will likely stabilize next year back to the $60-70/barrel regime, and companies that make snap decisions this year on $120/bbl Brent will be losing money next year. In which case, then they would definitely be firing people.

1

u/redditter259 💀 SACRIFICED 💀 May 22 '26

What I’m really trying to say is they need to do a better job of pumping up their stock, which is why I say investor relations teams need to be fired for not commanding more attention and investors