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Highlights of the Podcast
00:00 - Intro
02:36 - Josh summarizes the goals and objectives of his company, Bison Interests.
03:53 - Josh's opinions about recent news stories indicating Warren Buffet is looking to increase his investments in U.S. shale companies - what that means for markets, investors, and the future of U.S. shale.
08:20 - Josh and David discuss the current relative health of the domestic oil and gas industry.
13:40 - Josh's views on the current unsettled state of the U.S. regulatory environment.
17:17 - Discussion about DOE's recent decision to cancel a planned buyback of 6 million barrels of oil to begin refilling the U.S. Strategic Petroleum Reserve.
21:18 - Recent rise in oil prices - is the market undersupplied?
27:22 - Discussion about Saudi Arabia and Matt Simmons's "Twilight in the Desert" theory.
31:00 - Impacts of Fitch downgrade of U.S. debt credit rating.
35:32 - Outro
David Blackmon LinkedIn
DB Energy Questions
Energy Transition Absurdities Substack
The Crude Truth with Rey Trevino
Rey Trevino LinkedIn
Energy Transition Weekly Conversation
Irina Slav LinkedIn
Armando Cavanha LinkedIn
ENB Top News
ENB
Energy Dashboard
ENB Podcast
ENB Substack
5
66 ratings
Highlights of the Podcast
00:00 - Intro
02:36 - Josh summarizes the goals and objectives of his company, Bison Interests.
03:53 - Josh's opinions about recent news stories indicating Warren Buffet is looking to increase his investments in U.S. shale companies - what that means for markets, investors, and the future of U.S. shale.
08:20 - Josh and David discuss the current relative health of the domestic oil and gas industry.
13:40 - Josh's views on the current unsettled state of the U.S. regulatory environment.
17:17 - Discussion about DOE's recent decision to cancel a planned buyback of 6 million barrels of oil to begin refilling the U.S. Strategic Petroleum Reserve.
21:18 - Recent rise in oil prices - is the market undersupplied?
27:22 - Discussion about Saudi Arabia and Matt Simmons's "Twilight in the Desert" theory.
31:00 - Impacts of Fitch downgrade of U.S. debt credit rating.
35:32 - Outro
David Blackmon LinkedIn
DB Energy Questions
Energy Transition Absurdities Substack
The Crude Truth with Rey Trevino
Rey Trevino LinkedIn
Energy Transition Weekly Conversation
Irina Slav LinkedIn
Armando Cavanha LinkedIn
ENB Top News
ENB
Energy Dashboard
ENB Podcast
ENB Substack
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