"the only oil producer he owns is Pioneer Natural Resources"
I continue to think that George Soros believes that Pioneer is on the right track with their move from the GOM to the GOG. As I have said before, I think he may even be a direct player in the ERHE story. While he has made mistakes in the past, he has also had some big winners. If you believe in "following the money" then it makes sense to be invested in PXD and/or ERHE.