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Investors need to ask E&P companies: What's in your barrel? Ideally, lots of crude oil, Liam...

Investors need to ask E&P companies: What's in your barrel? Ideally, lots of crude oil, Liam Denning writes; APA and APC look well placed among large-cap E&Ps, as crude accounted for more than 30% of their output last year. On the flip side, those most vulnerable by high weightings to natural gas, low oil exposure and no natural gas sales outside North America: DVN, CHK.
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