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9 segments · 22 companies

Oil & Gas Supply Chain

+8.2%chain · 1M

Oil, gas, transport fees and refining spreads drive separate branches; arrows show industry transmission, not named contracts.

  • The Oil & Gas Supply Chain covers 9 segments and 22 companies, 0 of them chokepoints.
  • Over the past month the chain's median listed company returned +8.2%, against 0.0% for the S&P 500.
  • The strongest segment is Refining & fuel sales (+15.8%) and the weakest Drilling & completion (−2.0%), a 17.8-point spread.

The chain, stage by stage

Upstream on the left, end demand on the right. Figures are 1-month returns; the segment shows its median.

Open the interactive chain map in Hub
Oil & fuelsGas & NGLs
Resources & services
Drilling & completion−2.0%
SLB−2.0%HAL+3.5%BKR−2.2%
Land & royalties−3.1%
TPL−3.1%
Exploration & production
Integrated producers+12.1%
XOM+12.2%CVX+12.0%
Independent E&P+12.3%
EOG+13.2%OXY+11.3%DVN+6.3%APA+17.3%COP+16.3%FANG+8.9%
Gas production+6.6%
EQT+6.4%EXE+6.7%
Midstream
Pipelines & NGL processing+4.1%
WMB+2.6%KMI+8.6%TRGP+4.8%OKE+3.4%
Processing & sales
Refining & fuel sales+15.8%
MPC+20.1%VLO+15.8%PSX+13.0%
Industrial gas use+7.7%
LIN+7.7%
End demand
Transport, industry & power

Which segments are leading

Median price return of the listed companies in each segment.

Refining & fuel sales+15.8%
Independent E&P+12.3%
Integrated producers+12.1%
Industrial gas use+7.7%
Gas production+6.6%
Pipelines & NGL processing+4.1%
Drilling & completion−2.0%
Land & royalties−3.1%
S&P 5000.0%
Refining & fuel sales+43.6%
Integrated producers+15.1%
Independent E&P+9.5%
Drilling & completion+3.9%
Pipelines & NGL processing+2.5%
Gas production+1.4%
Industrial gas use−1.1%
Land & royalties−19.1%
S&P 500+4.7%
Refining & fuel sales+153.8%
Independent E&P+56.2%
Integrated producers+55.2%
Drilling & completion+52.0%
Pipelines & NGL processing+34.4%
Industrial gas use+11.6%
Land & royalties+10.9%
Gas production−7.9%
S&P 500+15.8%

Key numbers

2026 US crude output forecast (record)13.8M b/dEIA · US on track for record crude oil production in 2026

Sources

AI Infrastructure Supply ChainSemiconductor Value ChainSoftware & AI ApplicationsHealthcare Value ChainFinancial ServicesIndustrials & DefenseConsumer Value ChainEnergy & PowerCommunications & MediaUtilities & Power GridTravel, Leisure & EntertainmentAerospace & DefenseCapital Markets & Asset ManagementInsurance Value ChainReal Estate & REITsMedtech, Diagnostics & CareHousing & BuildingChemicals & Basic MaterialsIndustrial Automation & EquipmentRetail Channels & Consumer BrandsLogistics & FreightWater, Environment & Facility ServicesBanking, Credit & PaymentsAgriculture to the TableEnterprise IT & Services

Follow this chain every day

Hub links every company to its suppliers and customers, with news and alerts as the chain moves.

Open the interactive chain map in Hub ↗