エピソード
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Yep folks, this is it for now. The Texas Oil and Gas Podcast is going on a sabbatical. We’re going to miss all of you! Hopefully, when things slow down in the future, we’ll be back.
I’ll still be on the five wide business newsletter (www.fivewide.biz) or you can connect with me on Twitter or LinkedIn. Same for Josh. Links below.
-https://www.linkedin.com/in/ryanraysr/
-https://www.linkedin.com/in/josh-shelton-55925288/
-https://twitter.com/ryanraysr
- https://twitter.com/josh_shelton_
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It’s good to be back! Today, Josh is out…again…so Ben Samuels co-hosts and our guest is Sergio Chapa.
Sponsor: Let 2022 be the last year you don’t have a website. Get your hosting by going to www.ryanraysr.com/hosting
Connect on Twitter:
Ryan - https://twitter.com/ryanraysr
Ben - https://twitter.com/_bensamuels
Sergio - https://twitter.com/SergioChapa
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
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For the last episode of 2021, we bring in Dr. Anas Alhajji. As always, Anas does a great job breaking down what is happening in the oil and gas industry.
Listen to the show on your favorite platform here.
Sponsor: If you have a lot of windshield time then you need to be listening to audible. Josh and Ryan both use audible and you can get your free trial by using this link.
Connect with Ryan:
* Twitter
* Newsletter
Connect with Anas:
* Twitter
* Website
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
On today’s show, Ryan Ray and Josh Shelton are joined by David Blackmon. We chatted about the Texas Railroad Commission, the grid, and why more public companies are not drilling.
You can download the podcast on your favorite platform here.
Connect with David:
LinkedIn
Shale Mag
Forbes
Stories from the show:
* 9 months after the Texas freeze, the power grid remains vulnerable
* Biden to increase oil leasing fees, experts fear costs will increase gas prices
* Biden administration seeks to raise the price to drill for oil and gas on public lands
* Biden’s Blunder Could Send Oil Prices To $100
* Omicron Variant Rattles Oil Markets But Impact Unclear
* BP Plans Large-Scale Green Hydrogen Project in UK
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
Show notes: http://www.ryanraysr.com/2021/11/22/227-will-oil-hit-125-in-2022/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
show notes: http://www.ryanraysr.com/2021/11/08/226-jay-young-talks-about-100-and-what-to-expect-in-2022/
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Connect with Reed - https://www.linkedin.com/in/reed-goodman-393326101/
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Sponsor - texasoilgaspodcast.phonesites.com
Ryan's newsletter - www.fivewide.biz
Connect with RT - http://www.pcoperating.com/
https://www.texastribune.org/2021/10/21/texas-railroad-commission-power-grid-council/
https://www.cnbc.com/2021/10/25/oil-markets-us-crude-futures-global-supply.html
https://www.marketwatch.com/story/major-us-banks-continue-to-finance-oil-and-gas-industry-study-says-2021-10-25
https://www.aljazeera.com/news/2021/10/22/moldova-declares-state-of-emergency-over-gas-crisis
https://www.hartenergy.com/exclusives/eagleclaw-combine-apaches-altus-midstream-all-stock-transaction-196929
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
Connect with John and Michael: https://www.gtherm.net/
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https://www.jodeyarrington.com/
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www.fivewide.biz
https://www.hartenergy.com/exclusives/hyperinflation-crude-oil-prices-infinity-and-beyond-196465
https://www.reuters.com/business/energy/opec-seen-keeping-oil-output-policy-unchanged-opec-sources-say-2021-10-04/
https://oilprice.com/Energy/Crude-Oil/OPEC-Meeting-Ends-With-Minor-Oil-Production-Hike.html
https://www.hartenergy.com/exclusives/pm-johnson-says-all-uk-electricity-will-be-green-2035-196525
https://www.hartenergy.com/exclusives/lng-sellers-seek-credit-letters-gas-price-spike-stretches-credit-limits-196523
Connect with Stephanos Zunez:
http://evoleap.com/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
Newsletter:
www.ryanraysr.com/fivewide
Sponsor:
https://www.jubileeroyalty.com/
https://www.bloomberg.com/news/articles/2021-09-27/commodity-giant-trafigura-paints-bullish-outlook-for-oil-and-gas
https://www.denverpost.com/2021/09/27/denver-airport-fracking-oil-gas-wells/
https://www.mrt.com/business/oil/article/RRC-to-stop-issuing-new-disposal-well-permits-for-16486143.php
https://www.eenews.net/articles/oil-states-brace-for-biden-methane-rule/
https://www.mrt.com/business/oil/article/ConocoPhillips-becomes-Permian-s-No-2-producer-16477559.php
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whybuyminerals.com
www.ryanraysr.com/fivewide
https://www.reuters.com/business/energy/soaring-gas-prices-colder-winter-could-boost-oil-prices-says-goldman-2021-09-20/
https://energyfrontierng.com/global-oil-demand-will-continue-to-grow-even-after-2050-experts/
• General News Stories
https://www.reuters.com/business/energy/exclusive-us-shale-oil-firm-pioneer-natural-launches-land-sale-sources-2021-09-17/
• https://www.cnbc.com/2021/09/20/oil-and-gas-inside-the-diplomatic-alliance-to-keep-fossil-fuels-in-the-ground.html
• https://abcnews.go.com/Technology/wireStory/los-angeles-county-votes-phase-oil-gas-drilling-80044089
• https://www.cnbc.com/2021/09/04/bitcoin-miners-oil-and-gas-execs-talk-about-natural-gas-mining.html
• https://www.mrt.com/business/oil/article/Producer-Rig-activity-growth-is-not-what-would-16468402.php
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Connect with Ryan-
https://twitter.com/ryanraysr
www.ryanraysr.com
Connect with Jay Young
https://kingoperating.com/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
www.ryanraysr.com
https://oilprice.com/Energy/Oil-Prices/Oil-Sinks-On-Signals-Fed-May-Soon-End-Stimulus.html
https://www.reuters.com/business/energy/oil-prices-rebound-7-day-losing-streak-investors-snap-up-bargains-2021-08-23/
https://www.wsj.com/articles/chevron-begins-vaccination-mandates-as-covid-19-roils-oil-fields-11629716403
https://www.mrt.com/news/article/China-both-worries-and-hopes-as-US-departs-16403406.php
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Watch us on YouTube: https://www.youtube.com/c/WarRoomMedia
Listen to Inside the War Room - https://shor.by/insidethewarroom
https://www.forbes.com/sites/thomasduesterberg/2021/08/13/bidens-plan-to-outsource-the-us-oil-and-gas-industry/?sh=430f5f794548
https://www.mrt.com/news/local/texas/article/school-mask-mandates-war-texas-gop-ruling-blocks-16388800.php
https://www.hartenergy.com/exclusives/saudi-aramco-aims-raise-17-billion-gas-pipeline-sources-say-195695
https://www.hartenergy.com/exclusives/us-shale-pioneer-chesapeake-energy-buy-gas-producer-vine-energy-22-billion-195639
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Watch the show on YouTube: https://www.youtube.com/c/WarRoomMedia
Listen to Inside the War Room:
https://shor.by/insidethewarroom
https://www.hartenergy.com/exclusives/saudi-aramco-reports-highest-quarterly-profit-2018-195595
https://www.hartenergy.com/exclusives/chinas-crude-oil-imports-rebound-state-refiners-return-overhauls-195596
https://rrc.texas.gov/news/080521-wright-op-ed/
https://www.reuters.com/article/pioneer-natl-rsc-results-idUSL1N2PA1F0
https://www.forbes.com/sites/ianpalmer/2021/08/08/fugitive-methane-worsens-warming-new-assessments-point-to-urgent-oil-and-gas-fix/?sh=705f987b2a37
https://www.worldoil.com/news/2021/8/6/texas-oil-regulator-proposes-tax-credits-for-natural-gas-infrastructure
https://www.hartenergy.com/exclusives/un-sounds-deafening-warning-climate-change-195599
https://www.mrt.com/business/oil/article/Rig-Report-Pioneer-is-most-active-operator-in-16370537.php
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Subscribe to the YouTube Channel - https://www.youtube.com/c/WarRoomMedia
On this episode of the Texas Oil and Gas Podcast, Ryan Ray and Josh Shelton discuss the early earnings reports.
https://www.investopedia.com/exxonmobil-q2-fy2021-earnings-report-recap-5194813
https://www.cnbc.com/2021/07/30/chevron-cvx-exxon-xom-earnings-q2-2021.html
https://www.forbes.com/sites/davidblackmon/2021/08/02/forget-about-peak-oilwe-havent-even-reached-peak-coal-yet/?sh=14007fef2a9b
OIL MARKET: On our Bloomberg monthly OPEC oil output survey, **7 nations out of 13** in the cartel were unable to increase production in July, despite higher quotas (and prices). Overall OPEP output did increase, however, thanks to higher Saudi output
OIL MARKET: According to @TSA data, the number of people flying in the U.S. hit yesterday a new high of 2.23 million (and, for the first time since the pandemic started, the last four days in a row have seen >2 million passengers in the U.S.)
COMMODITY INFLATION: Heineken, the world’s second-largest brewer, says it's experiencing inflationary pressures not seen at any time in the past decade (aluminum prices and freight costs singled out).
https://www.mrt.com/business/oil/article/Drilling-activity-continues-climb-in-Permian-Basin-16353360.php
https://www.reuters.com/business/energy/australias-santos-hikes-bid-oil-search-690-bln-2021-08-01/
Chevron (CVX) Exxon (XOM) earnings Q2 2021 beat estimates
https://www.cnbc.com/2021/07/30/chevron-cvx-exxon-xom-earnings-q2-2021.html
https://www.mrt.com/business/oil/article/Pinnacle-Midstream-expanding-Dos-Picos-System-16348924.php
https://www.mrt.com/business/oil/article/Grenadier-Energy-III-targets-unconventional-16348935.php
https://www.hartenergy.com/exclusives/marketed-endeavor-energy-resources-permian-basin-package-195444
https://www.hartenergy.com/exclusives/pioneer-natural-resources-warns-832-million-loss-195352
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
On this episode of the Texas Oil and Gas Podcast, Ryan Ray and Josh Shelton talk about the impact on demand with the delta variant.
Be sure to check out our YouTube Channel where you can watch this show, Inside the War Room, Mornings off the Rails, Energy Week, and more.
https://www.youtube.com/c/WarRoomMedia
www.ryanraysr.com
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com -
On this episode of the Texas Oil and Gas Podcast, Ryan Rayn and Josh Shelton talk with Anas Alhajji. As always, Anas is full of insightful commentary about the oil and gas industry. Today, he talked about which nation has doubled production since 2020, who has spare capacity in the future, and what that means for the Texas Oil patch.
More from Ryan Ray - www.ryanraysr.com
Watch the show - https://youtu.be/jSTswl4m990
Follow Anas: https://twitter.com/anasalhajji
Blue Hydrogen: https://www.petrofac.com/en-gb/media/our-stories/the-difference-between-green-hydrogen-and-blue-hydrogen/
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit fivewide.substack.com - もっと表示する