United States crude petroleum and natural gas industry landscape illustrating listed-company operations, infrastructure and market activity

Prism Finance USA · comparison snapshot

Crude Petroleum And Natural Gas Stocks in USA: Prism Readiness Cohort 2

Name: Crude Petroleum And Natural Gas Stocks in USA: Prism Readiness Cohort 2 comparison snapshot
Creator: Fliar BI Prism

A five-company crude petroleum and natural gas cohort selected by Prism readiness, then compared across market path, filings, profitability, readiness, Prism attention and industry context.

Snapshot: 02 September 2026Not investment adviceRanked by Prism readiness

Readiness leaderEOG Resources · 46

Strongest available pathEOG Resources · +85.6%

Widest latest marginEOG Resources · 22.0%

Companies compared5 · U.S.-listed

01 · Readiness ranking

Five companies, one comparable score

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Readiness #1EOG · NYSE

EOG Resources

A U.S.-listed issuer classified by the SEC in Crude Petroleum And Natural Gas

Founded 1985Houston, Texas$79.34B market cap

View full Companies Radar profile

46Cautious

Snapshot price$149.0as of page date

Monthly-close return+85.6%five-year window

FY2025 revenue$22.63BEOG RESOURCES INC

Net margin22.0%FY2025

P/E snapshot11.6xone ratio, not a verdict

Prism attention59.4%share across these five

Filing track recordRevenue, USD billions

+21.4%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 5.0%

52-week position91% through range

$101.6$153.7

News mentions3.9K

Community mentions158partial coverage

U.S.-scope patents60

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal69/100
Management stability90/100
Market position21/100
Capital-event signal30/100
Innovation pulse0/100

Management signal

No leadership-churn flag in the model; 1 key-person event recorded in the latest 360-day window.

Market activity

Available history contains 9 M&A involvements, 9 asset-acquisition events and 8 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #2EPSN · Nasdaq

Epsilon Energy

A U.S.-listed issuer classified by the SEC in Crude Petroleum And Natural Gas

Founded 2005Houston, Texas$191.1M market cap

View full Companies Radar profile

45Cautious

Snapshot price$6.31as of page date

Monthly-close return-2.0%five-year window

FY2025 revenue$0.05BEpsilon Energy Ltd.

Net margin-11.2%FY2025

Prism attention2.8%share across these five

Filing track recordRevenue, USD billions

+21.7%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 5.0%

52-week position86% through range

$4.20$6.65

News mentions178

Community mentions0partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 4/100higher means more observed risk

Earnings signal73/100
Management stability90/100
Market position15/100
Capital-event signal24/100
Innovation pulse8/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 7 M&A involvements, 2 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 4 company announcements in that window.

Recent risk watch

Recent available records contain 0 lawsuit, 1 regulatory and 0 layoff events across their stated windows.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #3MNR · NYSE

Mach Natural Resources

A U.S.-listed issuer classified by the SEC in Crude Petroleum And Natural Gas

Founded 2017Oklahoma City, Oklahoma$2.12B market cap

View full Companies Radar profile

45Cautious

Snapshot price$12.70as of page date

Monthly-close return-31.1%since October 2023

FY2025 revenue$1.18BMACH NATURAL RESOURCES LP

Net margin12.2%FY2025

P/E snapshot23.1xone ratio, not a verdict

Prism attention3.1%share across these five

Filing track recordRevenue, USD billions

+54.2%

FY2023–FY2025 · 3 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 24.2%

52-week position49% through range

$10.46$15.02

News mentions199

Community mentions0partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal78/100
Management stability70/100
Market position12/100
Capital-event signal30/100
Innovation pulse3/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 1 M&A involvements, 8 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 1 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #4TALO · NYSE

Talos Energy

A U.S.-listed issuer classified by the SEC in Crude Petroleum And Natural Gas

Founded 2012Wilmington$2.88B market cap

View full Companies Radar profile

44Cautious

Snapshot price$17.23as of page date

Monthly-close return+25.1%five-year window

FY2025 revenue$1.78BTALOS ENERGY INC.

Net margin-27.8%FY2025

P/E snapshot11.9xone ratio, not a verdict

Prism attention23.1%share across these five

Filing track recordRevenue, USD billions

+43.0%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 9.4%

52-week position87% through range

$8.87$18.44

News mentions1.5K

Community mentions0partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal27/100
Management stability90/100
Market position27/100
Capital-event signal72/100
Innovation pulse11/100

Management signal

No leadership-churn flag in the model; 0 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 18 M&A involvements, 22 asset-acquisition events and 29 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 8 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

Readiness #5MTDR · NYSE

Matador Resources

A U.S.-listed issuer classified by the SEC in Crude Petroleum And Natural Gas

Founded 2003Dallas, Texas$7.37B market cap

View full Companies Radar profile

43Cautious

Snapshot price$59.58as of page date

Monthly-close return+56.6%five-year window

FY2025 revenue$3.66BMatador Resources Co

Net margin20.8%FY2025

P/E snapshot10.2xone ratio, not a verdict

Prism attention11.6%share across these five

Filing track recordRevenue, USD billions

+96.4%

FY2021–FY2025 · 5 filing periods · TOTAL REVENUE · Normalized revenue metric from the in-house filings extraction · CAGR 18.4%

52-week position76% through range

$37.14$66.84

News mentions747

Community mentions0partial coverage

U.S.-scope patents0

Prism InsightsWhat sits behind the readiness signal
Observed risk 0/100higher means more observed risk

Earnings signal39/100
Management stability90/100
Market position19/100
Capital-event signal67/100
Innovation pulse0/100

Management signal

No leadership-churn flag in the model; 3 key-person events recorded in the latest 360-day window.

Market activity

Available history contains 4 M&A involvements, 15 asset-acquisition events and 0 contract events.

Innovation activity

Prism records 0 lifetime product-launch events, 0 in the latest 360 days, and 0 company announcements in that window.

Recent risk watch

No lawsuit or regulatory event is recorded in the latest 360-day window and no layoff event in the latest 180-day window. This is not legal clearance.

Prism model components and available company-event evidence; scores are research signals, not recommendations. Event totals describe available coverage and may not be exhaustive.

02 · Side-by-side

The comparisons that change the picture

Every bar preserves its own meaning. Price return, revenue scale, profitability and attention are deliberately not blended into one recommendation.

Available monthly-close return

Dated window printed on each company card; not a forecast.

EOG Resources

+85.6%

Matador Resources

+56.6%

Talos Energy

+25.1%

Epsilon Energy

-2.0%

Mach Natural Resources

-31.1%

Latest revenue

USD billions, official filing scope shown on each company card.

EOG Resources

$22.63B

Matador Resources

$3.66B

Talos Energy

$1.78B

Mach Natural Resources

$1.18B

Epsilon Energy

$0.05B

Latest profit margin

Company-card labels distinguish continuing-operations and net-income scope.

EOG Resources

22.0%

Matador Resources

20.8%

Mach Natural Resources

12.2%

Epsilon Energy

-11.2%

Talos Energy

-27.8%

Prism news attention

Normalized share across these five names; attention is not quality.

EOG Resources

59.4%

Talos Energy

23.1%

Matador Resources

11.6%

Mach Natural Resources

3.1%

Epsilon Energy

2.8%

03 · Prism readout

What the signals say—and what they do not

The headline share is normalized crude petroleum and natural gas news attention across these five names. Partial community coverage and U.S.-scope patent records are displayed separately and are not blended into it.

Scale + attention

EOG Resources leads the conversation

It holds 59.4% of measured crude petroleum and natural gas news attention and also carries the basket's largest revenue base at $22.63B.

Price path

EOG Resources leads the available price paths

Its monthly-close return is +85.6% for the five-year window. At the other end, Mach Natural Resources is -31.1% for its since October 2023. Windows printed on each card must be compared carefully; price history is not a forecast.

Profitability

EOG Resources has the widest latest margin

Its FY2025 net margin is 22.0%. Its revenue history in this snapshot spans only the periods printed on its card, so longer histories are not treated as equivalent.

Price vs operating signals

Matador Resources shows why one ratio is not a verdict

It has the basket's lowest snapshot P/E at 10.2x while its five-year window price return is +56.6%. Valuation, price path and readiness answer different questions.

04 · Research areas

Deeper Prism readout where coverage is dense

Shown only for companies with more than 800 available Prism news records. Counts describe the available research corpus, not company quality.

Areas of research · EOG

EOG Resources

3,850available Prism news records

Prism top themes

Price action & investor response

428

Macro demand & rates

178

Earnings & financial performance

135

Capital allocation & transactions

Leadership & governance

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

+65.5%647 latest 12m vs 391 prior 12m

Machine-classified coverage tone

81.7% positive+9.0 pp vs preceding four quarters

24Q3

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

stock performance 56investment deal 46stock price 44shale well optimization 36shale completions 34share price 33stock surge 30exploration drilling 30

Keyword tag occurrences in available Prism news records.

Coverage: 2010-01-07–2026-06-13 · trend and themes shown through 2026-06

Areas of research · TALO

Talos Energy

1,493available Prism news records

Prism top themes

Price action & investor response

113

Earnings & financial performance

Capital allocation & transactions

Macro demand & rates

Leadership & governance

Mapped subcategory tag occurrences; one article may contribute more than one tag. Since 2024-01-01.

News-volume growth

-7.5%196 latest 12m vs 212 prior 12m

Machine-classified coverage tone

84.2% positive+2.5 pp vs preceding four quarters

24Q3

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

Tone of available coverage, not business performance or an investment outlook.

Frequent keywords

offshore well completion 44deepwater drilling 35stock price 30exploration drilling 26deepwater exploration 22wildcat drilling 18drilling optimization 16share price 16

Keyword tag occurrences in available Prism news records.

Coverage: 2012-04-10–2026-05-30 · trend and themes shown through 2026-05

05 · Community discussion

Common topics where conversation clears the gate

Shown only above 25 entity-matched mentions. Coverage is partial and topic counts exclude identified namesake noise.

EOG

EOG Resources

158 mentions

Stock and valuation

Workplace and hiring

Partial entity-matched community coverage; namesake noise is excluded before topic aggregation. 158 records remained after filtering.

06 · Company event log

Common news types and recent highlights

Event patterns and selected recent headlines come from available Prism company-event records since 2023. Obvious forecast, holdings, duplicate and retrospective noise is filtered.

EOG

EOG Resources

through 2026-03-13

Earnings releases 25Leadership changes 6M&A 6Business contracts 3Asset acquisitions 1

2026-03-13
Earnings releases
At EOG Resources, fourth-quarter 2025 revenue rose modestly to $5.64 billion from $5.59 billion a year earlier, while net income fell to $701 million from $1.3 billion.
2025-12-10
Leadership changes
EOG Resources, Inc. (EOG) today announced the appointment of John D. Chandler to its Board of Directors, effective December 10, 2025.
2025-10-09
M&A
most notably EOG Resources, Inc.’s EOG $5.6 billion acquisition of Encino

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

EPSN

Epsilon Energy

through 2025-12-11

Earnings releases 11M&A 5Leadership changes 2Asset acquisitions 1Company announcements 1

2025-12-11
Asset acquisitions
Epsilon Energy Ltd. (“Epsilon” or the “Company”) (NASDAQ: EPSN) today announced the signing of definitive transaction documents and the coincident closing of a sale of the Company’s wholly owned subsidiary, Dewey Energy Holdings, LLC, which holds the Company’s Western Anadarko basin assets, to an undisclosed private buyer.
2025-11-15
M&A
Epsilon Energy Ltd. (NASDAQ: EPSN) has closed its acquisition of Peak Exploration and Production LLC and Peak BLM Lease LLC, securing a large-scale footprint in the Powder River Basin.
2025-11-14
Regulatory
Following Closing, up to 2,500,000 common shares or $6.5 million in cash is required to be issued or paid based on the timing of certain regulatory approvals, as contemplated by the membership interest purchase agreement for Peak BLM Lease LLC, a copy of which was attached to the Company’s proxy statement filed with the Securities and Exchange Commission on October 10, 2025.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

MNR

Mach Natural Resources

through 2026-04-06

Earnings releases 21Asset acquisitions 6Company announcements 5Listing / IPO 4M&A 1

2026-04-06
Listing / IPO
Mach Natural Resources LP announced today the proposed underwritten public offering (the “Offering”) of 9,000,000 common units representing limited partner interests in Mach (the “common units”) by VEPU Inc., Simlog Inc. and Sabinal Energy Operating, LLC (the “Selling Unitholders”).
2026-03-16
Earnings releases
Adjusted EBITDA printed roughly $187 million against total revenue of nearly $388 million.
2026-03-13
Company announcements
Mach Natural Resources LP (NYSE: MNR ) (“Mach” or the “Company”) today announced that the Company’s tax packages for the year ended December 31, 2025, for common units, which include the Schedule K-1 (Form 1065), are now available for its common unitholders.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

TALO

Talos Energy

through 2026-02-25

Company announcements 67Leadership changes 28Earnings releases 22Asset acquisitions 13M&A 11

2026-02-25
Company announcements
Added eight prospects with over 300 million barrels of gross unrisked resource potential, about twice the current proved reserve base; increased working interest in the Monument project from 21% to roughly 30%.
2026-02-24
Earnings releases
Three Months Ended December 31, 2025 Twelve Months Ended December 31, 2025 Total revenues $ 392,237 $ 1,780,070 Net Income (Loss) attributable to Talos Energy Inc. $ (202,580) $ (494,290)
2025-06-30
Leadership changes
Talos Energy Inc. has transitioned Gregory M. Babcock, former vice president and chief accounting officer, to interim CFO.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

MTDR

Matador Resources

through 2026-01-26

Earnings releases 25Asset acquisitions 10Company announcements 9Leadership changes 5M&A 3

2026-01-26
Earnings releases
Zacks Research analyst Team now expects that the energy company will post earnings of $5.68 per share for the year, up from their previous forecast of $5.66.
2025-09-30
Leadership changes
Mr. Macalik will assume the role of Chief Financial Officer from William D. Lambert, who ceased serving as Chief Financial Officer on September 24, 2025.
2024-10-24
Company announcements
Matador now plans to produce an average of 98,500 to 101,500 bopd in 2024, a 5% increase from the company’s previous projection.

Prism company-event records; exact duplicates and evident forecast, holdings and retrospective noise are excluded.

07 · Industry landscape

Crude Petroleum And Natural Gas Industry in USA

A bottom-of-page sector lens combining Prism's exact U.S. market-growth extraction with tightly matched U.S.-primary crude petroleum and natural gas news. It adds context to the stock basket without turning industry signals into a recommendation.

Prism market forecast extraction

natural gas market

9 sources98.0% extraction confidence

2020 extracted base$1.10T

2026 extracted forecast$932.80B

Implied source CAGR5.3%

ICE trade datareported pricesLNG's inherent flexibility

Multi-source card returned by Prism's /special_extraction market-growth service. Extracted geography mix: Global, North America, United States, China. This is a dated market benchmark, not a forecast for the five-stock basket.

Prism news insights

U.S. Crude Petroleum And Natural Gas news pulse

104,755available Prism news records

Latest 12m volume-1.4%43194 vs 43804 records

Positive classified tone34.3%-7.7 pp vs prior four quarters

24Q4

25Q1

25Q2

25Q3

25Q4

26Q1

26Q2

26Q3

Available U.S.-primary Prism records matching crude, gas, natural, petroleum. Metadata counts can overlap; coverage volume and tone are not measures of industry output.

Recurring Prism themes

oil and gas market trends

20,662

natural disaster response and recovery efforts

19,248

extreme weather event preparedness guides

15,926

flood mitigation strategies and case studies

12,987

hurricane/cyclone impact studies and preparedness

11,807

geopolitical factors in oil supply

10,085

Metadata occurrences; one record can contribute more than one theme.

Frequent industry keywords

oil price volatility 8,097hurricane mitigation 6,823crude oil prices 4,918commodity trading 4,651flood resilience 4,217disaster relief 3,822commodity futures 3,786coastal flooding study 3,731

Counts cover the matched industry corpus, not the broader company-news totals above.

Curated signal map

Opportunity and caution, side by side

Evidence prompts—not probabilities.

Opportunity · market driver

ICE trade data

9 forecast sources

A recurring driver in the extracted market evidence provides a measurable research thread for the sector.

Prism /special_extraction market-growth card

Opportunity · demand

oil and gas market trends

20,662 matched theme records

The largest current Prism news theme shows where sector attention and reported activity are concentrating.

Prism U.S. news metadata

Opportunity · innovation

Innovation and product activity

3,917 matched news records

Technology, product and R&D metadata provide an auditable view of the sector's innovation conversation.

Unique news records matching the curated innovation rule

Caution · market restraint

lack of infrastructure

3,134 macro/risk records

The extracted restraint and the measured macro-news pulse belong in the downside research frame.

Prism market-growth restraint plus U.S. news metadata

Caution · news pulse

Coverage growth can reverse

-1.4% news volume

The latest 12 months contain 43,194 matched records versus 43,804 in the previous window.

Available Prism coverage through 2026-07-28

Caution · sentiment

Classified tone is not demand

34.3% positive · -7.7pp

Machine-classified news tone is useful context, but it is not revenue, output or a return forecast.

Eight-quarter Prism sentiment series

Opportunity and caution cards are curated research prompts grounded in the counts shown; they are not probabilities, recommendations or forecasts. News coverage runs 2024-01-01–2026-07-28; the latest quarter may be partial.

Explore the broader U.S. industrial landscape →

08 · Scope and sources

How to read this snapshot

Basket and ranking

Five U.S.-listed issuers classified under SEC SIC 1311 (Crude Petroleum And Natural Gas), selected as the first five names that pass all live publication gates from the Prism readiness candidate pool ranked 6–13. Every candidate has complete cached readiness evidence. This is a research cohort, not a recommendation.

Companies are ordered by the Fliar BI Prism readiness score used by the Prism Finance USA source pack. The score is a research signal, not a recommendation.

Evidence used

Official annual filingsFY revenue history and latest profitability
U.S. exchange market snapshotDated price, 52-week range, P/E, market capitalisation and monthly-close return
Fliar BI PrismReadiness, company and industry news, community context and U.S.-scope patent records
Prism market-growth extractionDated third-party Crude Petroleum And Natural Gas Industry in USA market benchmark with source-count, geography and confidence context

Important: Research and educational information only. Not investment advice, a recommendation, or a live-price service. Market figures are dated as of 02 September 2026.

09 · Final derived analysis

Conclusions, comparisons, anomalies, explanations and decisions

A final evidence-linked synthesis of the metrics already displayed above. Every named company opens its actual Companies Radar profile.

Conclusions

EOG Resources leads the readiness ranking

Its Prism readiness score is 46/100, the highest in this five-company comparison.

Open EOG Resources in Companies Radar

Scale and margin leadership sit with EOG Resources and EOG Resources

EOG Resources has the largest displayed latest revenue at $22.63B; EOG Resources has the widest displayed latest margin at 22.0%.

Open EOG Resources in Companies Radar

Comparisons

Strongest versus weakest available price path

EOG Resources is +85.6% for its five-year window; Mach Natural Resources is -31.1% for its since October 2023.

Open EOG Resources in Companies Radar Open Mach Natural Resources in Companies Radar

Largest versus smallest displayed revenue base

The latest displayed revenue ranges from $22.63B for EOG Resources to $0.05B for Epsilon Energy. Entity and filing-period labels remain visible on the company cards.

Open EOG Resources in Companies Radar Open Epsilon Energy in Companies Radar

Anomalies

Epsilon Energy has the widest attention-readiness rank gap

It ranks #5 by measured news attention (2.8%) and #2 by Prism readiness. The gap is a review flag, not evidence that either measure is wrong.

Open Epsilon Energy in Companies Radar

Mach Natural Resources shows a price-operating divergence to inspect

Its displayed filing-revenue change is +54.2% while its available monthly-close return is -31.1%. The signs differ, but the two measures cover different windows and do not establish causality.

Open Mach Natural Resources in Companies Radar

Explanations

Attention measures coverage volume, not quality

EOG Resources's 59.4% share says it appears most often in the matched Prism corpus. It does not score whether that coverage is favourable or whether the company is investable.

Open EOG Resources in Companies Radar

Different windows explain why signals can disagree

Revenue comes from the printed filing periods, price paths use the dated monthly-close windows, and Prism signals use their stated event windows. No causal attribution is made across them.

Research decisions

Verify the readiness leader in Companies Radar

Open EOG Resources's company profile and inspect the underlying management, market-activity, innovation and risk evidence before relying on the 46/100 score.

Open EOG Resources in Companies Radar

Stress-test the largest divergence before forming a view

Compare Mach Natural Resources's profile with EOG Resources's profile, then reconcile the displayed filing and price windows. This is a next-research action, not a buy or sell decision.

Open Mach Natural Resources in Companies Radar Open EOG Resources in Companies Radar

Method boundary: These are deterministic comparisons of the displayed snapshot fields. They flag relationships for further research, do not establish causality and are not investment recommendations.