Locator: 48909OIL.
In a sidebar discussion with a reader, I ended up asking ChatGPT this question:
Tonight on "x," RAWenergy noted that Melius Research had initiated coverage on a dozen oil / natural gas E&) companies that arevery, very well know. Noticeably absent was Devon Energy. The list might have been more weight toward natural gas and Devon might be seen as more oil focused. The link: https://x.com/WAR527/status/1958253849879404994. I'm curious ii fyou have any thoughts why Devon Energy did not make this list.
ChatGPT's reply: was a very, very long reply, but the bottom line was this, again from ChatGPT:
Devon Energy likely didn’t make Melius’s initial coverage list—not because it lacks merit, but because it doesn’t align as closely with the current thematic focus of natural gas demand, AI-driven power, and energy infrastructure growth. That said, its efficiency play and strong fundamentals could easily earn it a feature in a future wave of research.
This was the first part of the reply:
Original Post

