{"slug":"eog-resources","name":"EOG 리소스","name_en":"EOG Resources, Inc.","ticker":"EOG","updated_at":"2026-09-11T20:25:55.050716+00:00","canonical":"https://valuechain.wiki/eog-resources","citable":"밸류체인 그래프 기준 EOG 리소스의 직접 연결 기업은 3곳(관계 기준 공급 3·매출 0)이고, 사슬을 2차까지 넓히면 9곳에 닿는다. 링크의 근거 출처는 10건이며 그중 1차공시가 6건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, EOG Resources, Inc. is directly linked to 3 companies (3 supply, 0 revenue relationships) and reaches 9 companies within two hops; the links are backed by 10 dated sources, 6 of them primary filings (as of 2026-09-11).","kicker":"미국 셰일 원유·가스","kicker_en":"U.S. shale oil and gas producer","lead":"EOG 리소스는 미국을 중심으로 원유·콘덴세이트, 천연가스액과 천연가스를 생산해 정유사, LNG 시설과 가스 유통사에 판매한다. 유전 개발에는 용수 처리, 모래·토지 사용과 운송 인프라가 필요하며, 2025년에는 엔시노를 인수해 유티카 자산을 확대했다.","lead_en":"EOG Resources produces crude oil and condensate, natural gas liquids and natural gas, primarily in the United States, and sells them to refiners, LNG facilities and gas distributors. Its field development relies on water handling, sand and land access, and transportation infrastructure, while the 2025 Encino acquisition expanded its Utica position.","categories":[{"key":"generation-fuel-supply","ko":"발전연료 공급","en":"Power Generation Fuel Supply","theme":"power-grid","theme_ko":"전력·그리드","theme_en":"Power & Grid","theme_kind":"chain","primary":true}],"segments":{"parts":[{"name":"원유 및 콘덴세이트"},{"name":"천연가스액"},{"name":"천연가스"},{"name":"집하·처리·마케팅"}],"total":"FY2025 총매출 226억3,200만 달러 (SEC 10-K XBRL us-gaap:Revenues)","track":"C"},"segments_en":{"parts":[{"name":"Crude Oil and Condensate"},{"name":"Natural Gas Liquids"},{"name":"Natural Gas"},{"name":"Gathering, Processing and Marketing"}],"total":"$22.632 billion FY2025 revenue (SEC 10-K XBRL us-gaap:Revenues)"},"returns_yearly":{"2021":88.6,"2022":56.9,"2023":-2,"2024":4.3,"2025":-11.4,"2026":44.6},"return_asof":"2026-10-09","value_chain":{"leading":[],"benefiting":[{"slug":"kinder-morgan","name":"킨더 모건","name_en":"Kinder Morgan, Inc.","tier":1,"returns_yearly":{"2021":23.8,"2022":21.2,"2023":4.1,"2024":64.4,"2025":4.8,"2026":17.5}},{"slug":"jpmorgan-chase","name":"JPMorgan Chase","name_en":"JPMorgan Chase","tier":1,"returns_yearly":{"2021":27.7,"2022":-12.6,"2023":30.6,"2024":44.3,"2025":37.3,"2026":12.9}},{"slug":"bank-of-america","name":"Bank of America","name_en":"Bank of America","tier":1,"returns_yearly":{"2021":49.6,"2022":-23.8,"2023":4.8,"2024":33.9,"2025":28,"2026":0.3}},{"slug":"newmont","name":"뉴몬트","name_en":"Newmont Corporation","tier":2,"returns_yearly":{"2021":7.4,"2022":-20.8,"2023":-8.8,"2024":-7.8,"2025":172.8,"2026":18.8}},{"slug":"marriott-international","name":"메리어트 인터내셔널","name_en":"Marriott International, Inc.","tier":2,"returns_yearly":{"2021":25.3,"2022":-9.3,"2023":53.1,"2024":24.9,"2025":12.3,"2026":9.1}},{"slug":"visa","name":"Visa Inc","name_en":"Visa Inc","tier":2,"returns_yearly":{"2021":-0.3,"2022":-3.4,"2023":26.3,"2024":22.3,"2025":11.8,"2026":7.6}},{"slug":"mastercard","name":"Mastercard Inc","name_en":"Mastercard Inc","tier":2,"returns_yearly":{"2021":1.2,"2022":-2.7,"2023":23.4,"2024":24.2,"2025":9,"2026":2}},{"slug":"united-airlines-holdings","name":"유나이티드항공","name_en":"United Airlines Holdings, Inc.","tier":2,"returns_yearly":{"2021":1.2,"2022":-13.9,"2023":9.4,"2024":135.3,"2025":15.2,"2026":-3.9}},{"slug":"workday","name":"워크데이","name_en":"Workday, Inc.","tier":2,"returns_yearly":{"2021":14,"2022":-38.7,"2023":65,"2024":-6.5,"2025":-16.8,"2026":-8.8}},{"slug":"phillips-66","name":"필립스 66","name_en":"Phillips 66","tier":3,"returns_yearly":{"2021":8.5,"2022":49.6,"2023":33.1,"2024":-11.6,"2025":17.5,"2026":101.8}},{"slug":"caterpillar","name":"Caterpillar","name_en":"Caterpillar","tier":3,"returns_yearly":{"2021":16,"2022":18.6,"2023":25.9,"2024":24.7,"2025":60.3,"2026":40.6}},{"slug":"live-nation-entertainment","name":"라이브 네이션 엔터테인먼트","name_en":"Live Nation Entertainment, Inc.","tier":3,"returns_yearly":{"2021":62.9,"2022":-41.7,"2023":34.2,"2024":38.4,"2025":10,"2026":21.8}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"cintas","name":"신타스","name_en":"Cintas Corporation","tier":3,"returns_yearly":{"2021":26.5,"2022":3,"2023":34.8,"2024":22.2,"2025":3.8,"2026":7.4}},{"slug":"airbus","name":"에어버스","name_en":"Airbus","tier":3,"returns_yearly":{"2021":34.8,"2022":3.9,"2023":30.5,"2024":15,"2025":18.3,"2026":4.8}},{"slug":"boeing","name":"보잉","name_en":"Boeing","tier":3,"returns_yearly":{"2021":-6,"2022":-5.4,"2023":36.8,"2024":-32.1,"2025":22.7,"2026":-2.2}},{"slug":"booking-holdings","name":"부킹 홀딩스","name_en":"Booking Holdings Inc.","tier":3,"returns_yearly":{"2021":7.7,"2022":-16,"2023":76,"2024":41.3,"2025":8.6,"2026":-9.3}},{"slug":"oracle","name":"Oracle","name_en":"Oracle","tier":3,"returns_yearly":{"2021":36.9,"2022":-4.6,"2023":30.9,"2024":60,"2025":18.1,"2026":-26.5}}],"analysis":"미국 셰일 원유·가스 기업. 2025년 -11.4% 뒤 2026년 +41.7%로 반등했다. 본주(+41.7%)와 공급단(평균 +14.1%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 뱅크오브아메리카(+15.2%), 가장 처진 곳은 JP모건 체이스(+12.9%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"EOG Resources, Inc. operates across U.S. shale oil and gas producer. After -11.4% in 2025, it rebounded +41.7% in 2026. The stock (+41.7%) and its supply side (avg +14.1%) are moving in step. Among connected nodes the furthest ahead is Bank of America (+15.2%) and the furthest behind is JPMorgan Chase (+12.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Its field development relies on water handling, sand and land access, and transportation infrastructure, while the 2025 Encino acquisition expanded its Utica position.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"Encino Acquisition Partners, LLC","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-08-01","basis":"부채 상환을 포함한 Encino Acquisition Partners 현금 인수가격","value":5600000000,"period":"2025 인수","basis_en":"Cash purchase price for Encino Acquisition Partners, inclusive of debt repayment","qualifier":null},"note":"EOG는 2025년 8월 Encino Acquisition Partners의 지분 전부를 현금으로 인수했다. 이 거래로 유티카 핵심 면적과 생산자산을 편입했다.","note_en":"EOG acquired all outstanding equity interests in Encino Acquisition Partners for cash in August 2025. The transaction added core Utica acreage and producing assets.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-08-01","url":"https://www.sec.gov/Archives/edgar/data/821189/000082118925000041/eog-20250801.htm","title":"EOG Resources, Inc. Form 8-K: Completion of Encino Acquisition","title_en":"EOG Resources, Inc. Form 8-K: Completion of Encino Acquisition","excerpt":"EOG는 부채 상환을 포함해 현금 56억 달러에 Encino 지분 전부를 인수했다.","excerpt_en":"for a purchase price of $5.6 billion in cash"},{"stance":"mentions","publisher":"매일경제","publisher_en":"Maeil Business Newspaper","kind":"news","lang":"ko","published_at":"2025-06-02","url":"https://mkbn.mk.co.kr/news/stock/11332362","title":"[美공시] EOG 리소시스, 56억 달러 규모의 엔시노 인수 파트너스 인수 발표","title_en":"EOG Resources Announces $5.6 Billion Acquisition of Encino Acquisition Partners","excerpt":"EOG 리소시스는 엔시노 인수 파트너스를 순부채 포함 56억 달러에 인수하는 최종 계약을 발표했습니다.","excerpt_en":"EOG Resources announced a definitive agreement to acquire Encino Acquisition Partners for $5.6 billion including net debt."},{"stance":"confirms","publisher":"S&P 글로벌 커머디티 인사이트","publisher_en":"S&P Global Commodity Insights","kind":"analysis","lang":"en","published_at":"2025-05-30","url":"https://www.spglobal.com/energy/en/news-research/latest-news/crude-oil/053025-eog-to-acquire-utica-shale-operator-encino-acquisition-partners-for-56-billion","title":"EOG to acquire Utica Shale operator Encino Acquisition Partners for $5.6 billion","title_en":"EOG to acquire Utica Shale operator Encino Acquisition Partners for $5.6 billion","excerpt":"S&P Global은 거래가 유티카 면적과 생산을 크게 늘린다고 분석했다.","excerpt_en":"agreed May 30 to acquire Encino Acquisition Partners"}]},{"direction":"revenue","counterparty":"Corpus Christi Liquefaction, LLC 및 Cheniere Corpus Christi Liquefaction Stage III, LLC","counterparty_slug":null,"confidence":"high","metric":{"type":"volume","unit":"MMBtu/day","as_of":"2019-11-01","basis":"두 Cheniere 계열사의 EOG 천연가스 일일 계약 구매량","value":140000,"period":"약 15년, 2020년 초 시작","basis_en":"Daily contracted EOG natural gas purchase volume by the two Cheniere affiliates","qualifier":null},"note":"두 Cheniere 계열사는 EOG와 장기 통합 생산·마케팅 계약을 맺고 코퍼스 크리스티 LNG 시설용 천연가스를 구매한다. EOG의 2025년 10-K도 이 판매가 계속되고 있음을 확인한다.","note_en":"The two Cheniere affiliates buy EOG natural gas under a long-term integrated production marketing arrangement for the Corpus Christi LNG facility. EOG's 2025 Form 10-K confirms that the sales relationship remains active.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/821189/000082118926000054/eog-20251231.htm","title":"EOG Resources, Inc. 2025 Form 10-K","title_en":"EOG Resources, Inc. 2025 Form 10-K","excerpt":"EOG는 코퍼스 크리스티 인근 액화 시설에 천연가스를 판매한다고 공시했다.","excerpt_en":"sells natural gas to a liquefaction facility near Corpus Christi"},{"stance":"confirms","publisher":"Cheniere Energy","publisher_en":"Cheniere Energy","kind":"ir","lang":"en","published_at":"2019-11-01","url":"https://lngir.cheniere.com/news-events/press-releases/detail/190/cheniere-reports-third-quarter-2019-results-reconfirms","title":"Cheniere Reports Third Quarter 2019 Results, Reconfirms Full Year 2019 Guidance, and Provides 2020 Guidance","title_en":"Cheniere Reports Third Quarter 2019 Results, Reconfirms Full Year 2019 Guidance, and Provides 2020 Guidance","excerpt":"Cheniere는 EOG에서 하루 14만 MMBtu의 천연가스를 구매한다고 발표했다.","excerpt_en":"purchase 140,000 MMBtu per day of natural gas"}]},{"direction":"revenue","counterparty":"National Gas Company of Trinidad and Tobago Limited 및 자회사","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2026-02-24","basis":"EOG 트리니다드 천연가스 판매량 중 NGC 및 자회사 비중","value":100,"period":"FY2025","basis_en":"Share of EOG Trinidad natural gas sales made to NGC and its subsidiary","qualifier":null},"note":"EOG는 2025년 트리니다드에서 생산한 천연가스를 전량 NGC와 그 자회사에 판매했다. NGC는 2026년 EOG Resources Trinidad와 새 가스 공급계약을 체결해 관계가 이어졌다고 밝혔다.","note_en":"EOG sold all natural gas produced in Trinidad during 2025 to NGC and its subsidiary. NGC said the relationship continued through a new gas supply contract with EOG Resources Trinidad in 2026.","sources":[{"stance":"confirms","publisher":"트리니다드토바고 국영가스회사","publisher_en":"The National Gas Company of Trinidad and Tobago Limited","kind":"news","lang":"en","published_at":"2026-05-01","url":"https://media.ngc.co.tt/ngc-and-eog-sign-new-gas-supply-contract","title":"NGC and EOG Resources Sign New Gas Supply Contract","title_en":"NGC and EOG Resources Sign New Gas Supply Contract","excerpt":"NGC는 EOG Resources Trinidad와 새 가스 공급계약을 체결했다고 밝혔다.","excerpt_en":"signed a new gas supply contract with EOG Resources Trinidad Limited"},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/821189/000082118926000054/eog-20251231.htm","title":"EOG Resources, Inc. 2025 Form 10-K","title_en":"EOG Resources, Inc. 2025 Form 10-K","excerpt":"2025년 EOG의 트리니다드 천연가스는 전량 NGC와 그 자회사에 판매됐다.","excerpt_en":"all natural gas from EOG's Trinidad operations was sold"}]},{"direction":"cost","counterparty":"LandBridge Company LLC","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-05-31","basis":"LandBridge에 지급하는 모래 로열티, 용수 및 토지 사용료","value":null,"period":"계약 기간 미공개","basis_en":"Sand royalties, water fees and land-use payments made to LandBridge","qualifier":"confirmed_no_disclosed_value"},"note":"EOG는 LandBridge 토지에서 모래광산을 운영하며 채취량 기준 로열티와 용수 구매비를 지급한다. 시추 부지, 도로와 파이프라인 지역권 사용료도 지급한다.","note_en":"EOG operates a sand mine on LandBridge property and pays per-ton royalties and water-purchase fees. It also pays for drilling-site, road and pipeline-easement access.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-05-31","url":"https://www.sec.gov/Archives/edgar/data/1995807/000119312524151957/d752700ds1.htm","title":"LandBridge Company LLC Form S-1","title_en":"LandBridge Company LLC Form S-1","excerpt":"LandBridge는 EOG가 자사 토지에서 모래광산을 운영하고 로열티와 용수비를 지급한다고 공시했다.","excerpt_en":"EOG Resources constructed and operates a sand mine on our land"}]},{"direction":"cost","counterparty":"WaterBridge Infrastructure LLC","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-16","basis":"EOG가 WaterBridge에 지급하는 생산수 관리 서비스 요금","value":null,"period":"FY2025 현재","basis_en":"Produced-water management service fees paid by EOG to WaterBridge","qualifier":"confirmed_no_disclosed_value"},"note":"WaterBridge는 EOG를 주요 유전개발 고객으로 명시하고 장기 고정요금 계약을 중심으로 생산수 집하·운송·재활용·처리 서비스를 제공한다. EOG별 계약금액은 공개하지 않았다.","note_en":"WaterBridge names EOG as an E&P customer and provides produced-water gathering, transportation, recycling and handling services primarily under long-term fixed-fee contracts. The EOG-specific contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-16","url":"https://www.sec.gov/Archives/edgar/data/2064947/000119312526106541/wbi-20251231.htm","title":"WaterBridge Infrastructure LLC 2025 Form 10-K","title_en":"WaterBridge Infrastructure LLC 2025 Form 10-K","excerpt":"WaterBridge는 장기 고정요금 중심의 용수관리 서비스 고객 목록에 EOG를 포함했다.","excerpt_en":"including bpx energy, Chevron Corporation, Devon, EOG Resources, Inc."}]},{"direction":"cost","counterparty":"Bank of America","counterparty_slug":"bank-of-america","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-06-16","basis":"BofA Securities에 귀속되는 인수 수수료와 비용 환급액","value":null,"period":"2025 선순위채 발행","basis_en":"Underwriting fee and expense reimbursement attributable to BofA Securities","qualifier":"confirmed_no_disclosed_value"},"note":"Bank of America의 자회사 BofA Securities는 EOG의 2025년 선순위채 발행 대표 주관사이자 인수단으로 참여했다. 개별 수수료와 비용 환급액은 공개되지 않았다.","note_en":"Bank of America subsidiary BofA Securities served as a representative and underwriter for EOG's 2025 senior-note offering. Its individual fee and expense reimbursement were not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-06-20","url":"https://www.sec.gov/Archives/edgar/data/821189/000119312525143645/d46189dex11.htm","title":"EOG Resources, Inc. Underwriting Agreement","title_en":"EOG Resources, Inc. Underwriting Agreement","excerpt":"인수계약은 BofA Securities를 EOG 선순위채 발행의 대표 주관사로 명시한다.","excerpt_en":"BofA Securities, Inc."}]},{"direction":"cost","counterparty":"JPMorgan Chase","counterparty_slug":"jpmorgan-chase","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-06-16","basis":"J.P. Morgan Securities에 귀속되는 인수 수수료와 비용 환급액","value":null,"period":"2025 선순위채 발행","basis_en":"Underwriting fee and expense reimbursement attributable to J.P. Morgan Securities","qualifier":"confirmed_no_disclosed_value"},"note":"JPMorgan Chase의 자회사 J.P. Morgan Securities는 EOG의 2025년 선순위채 발행 대표 주관사이자 인수단으로 참여했다. 개별 수수료와 비용 환급액은 공개되지 않았다.","note_en":"JPMorgan Chase subsidiary J.P. Morgan Securities served as a representative and underwriter for EOG's 2025 senior-note offering. Its individual fee and expense reimbursement were not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-06-20","url":"https://www.sec.gov/Archives/edgar/data/821189/000119312525143645/d46189dex11.htm","title":"EOG Resources, Inc. Underwriting Agreement","title_en":"EOG Resources, Inc. Underwriting Agreement","excerpt":"인수계약은 J.P. Morgan Securities를 EOG 선순위채 발행의 대표 주관사로 명시한다.","excerpt_en":"J.P. Morgan Securities LLC"}]},{"direction":"cost","counterparty":"킨더 모건","counterparty_slug":"kinder-morgan","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-05-29","basis":"EOG Resources 운송계약의 상대별 공개 금액","value":null,"period":"tariff effective 2026-07-01","basis_en":"Counterparty-specific disclosed value of EOG Resources' transportation agreement","qualifier":"confirmed_no_disclosed_value"},"note":"EOG 리소스는 킨더 모건의 El Paso Natural Gas 규제요율표에 운송계약 고객으로 등재돼 있지만, 공개된 해당 표 구간에서는 EOG 리소스의 계약 금액을 확인하지 못했다.","note_en":"EOG Resources is listed as a transportation-contract customer in Kinder Morgan's El Paso Natural Gas tariff, although the disclosed tariff section reviewed does not provide a contract value specific to EOG Resources.","sources":[{"stance":"confirms","publisher":"El Paso Natural Gas Company, L.L.C. / FERC","publisher_en":"El Paso Natural Gas Company, L.L.C. / FERC","kind":"filing","lang":"en","published_at":"2026-05-29","url":"https://pipeline2.kindermorgan.com/Documents/PDFView.aspx?code=EPNG&fname=RP26-893-000_Negotiated_Rate_Agreement_Filing_-_Exxon-20260529154035.pdf","title":"El Paso Natural Gas FERC Gas Tariff: Negotiated Rate Agreement Filing RP26-893-000","title_en":"El Paso Natural Gas FERC Gas Tariff: Negotiated Rate Agreement Filing RP26-893-000","excerpt":"요율표에 EOG 리소스 운송계약이 등재돼 있다.","excerpt_en":"Section 5.13 EOG Resources, Inc. #610720-FT1EPNG"}]}]}