Ezra's Notes Checked November 12, 2026
Investor Letters

By @ezracrangle

← All companies

Energy

51 energy companies mentioned in the letters, sorted by how many letters talk about them.

Other sectors

Companies

  1. Teekay24 letters
  2. TGS19 letters
  3. Tidewater17 letters
  4. Aker ASA13 letters
  5. Spartan Delta13 letters
  6. ExxonMobil13 letters
  7. Cameco13 letters
  8. YPF11 letters
  9. Kazatomprom11 letters
  10. Enerflex10 letters
  11. Shelf Drilling10 letters
  12. Equinor10 letters
  13. Valaris9 letters
  14. Golar LNG9 letters
  15. BP9 letters
  16. SLB8 letters
  17. Gran Tierra Energy7 letters
  18. Borr Drilling7 letters
  19. Natural Resource Partners6 letters
  20. Cenovus6 letters
  21. Pason Systems6 letters
  22. Petrobras6 letters
  23. Shell6 letters
  24. Africa Oil6 letters
  25. Geo Energy Resources5 letters
  26. Texas Pacific Land5 letters
  27. Cool Company4 letters
  28. Seadrill4 letters
  29. Solstad Offshore4 letters
  30. Harbour Energy4 letters
  31. Chevron4 letters
  32. Expro3 letters
  33. Sable Offshore3 letters
  34. Terpel3 letters
  35. Constellation Oil Services2 letters
  36. Core Laboratories2 letters
  37. Delek2 letters
  38. Canadian Natural Resources2 letters
  39. Vermilion Energy2 letters
  40. Ranger Energy Services2 letters
  41. Tullow2 letters
  42. Black Stone Minerals1 letter
  43. Serica Energy1 letter
  44. Transocean1 letter
  45. Diversified Energy1 letter
  46. CNOOC1 letter
  47. International Petroleum Corporation1 letter
  48. Rosneft1 letter
  49. Flotek1 letter
  50. Hallador Energy1 letter
  51. NGL Energy1 letter

Sectors follow the 11 GICS sectors. I assigned them by hand, so tell me if one looks wrong.