The Jay Young Show

In this episode of The Jay Young Show, Jay Young and guest co-host Rachel Griffith sit down with Dan Steffens, President of Energy Prospectus Group, to break down why oil prices are lower than expected and why they could move higher quickly.

Dan explains the factors impacting WTI and Brent oil prices, including China’s inventory moves, the Strait of Hormuz, U.S. oil inventories, refinery capacity, Cushing storage levels, the Strategic Petroleum Reserve and the difference between the paper oil market and the physical oil market.

The conversation also covers natural gas, LNG exports, AI data center demand, U.S. energy independence and why domestic oil and gas production remains critical in today’s global market.

Key topics:
• Why oil prices are lower than expected
• How the Strait of Hormuz impacts global supply
• Why Cushing storage levels matter
• The difference between physical oil and paper trading
• What could push WTI and Brent higher
• Natural gas demand, LNG exports, and data centers
• Why U.S. energy assets matter for investors

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#JayYoungShow #OilAndGas #EnergyMarkets #WTI #BrentCrude #NaturalGas #LNG #EnergyInvesting #OilPrices #DanSteffens #JayYoung #KingOperating #USOil #EnergyIndependence

Suggested highlighted moments/chapters:

0:00 — Why Are Oil Prices Down?
3:15 — China, Iran Sanctions & Strait of Hormuz Supply
7:45 — Refineries Running Near Full Capacity
11:30 — Why the U.S. Is Energy Interdependent
16:00 — Cushing Storage and the Risk of Higher Oil Prices
23:30 — Paper Oil Market vs. Physical Oil Market
30:15 — Natural Gas Outlook and LNG Demand
35:30 — AI Data Centers and Future Power Demand
40:15 — Why Domestic Energy Assets Matter
44:00 — How to Follow Dan Steffens and EPG

In this episode of Oil & Gas Rundown Live #254, host Rachel Griffith, King Operating SVP, is joined by Jay R. Young, Founder & CEO, Aaron Ledyard, Land Manager, and Mark Ayers, EVP of Geology, for a timely discussion on today’s oil and gas market.

The conversation covers why oil prices may not be reacting the way many expected, what it takes to acquire and develop land for drilling, the importance of strengthening U.S. energy independence, and how geological advancements are helping operators identify opportunities beyond the Permian Basin.

From market uncertainty to land acquisition and modern drilling strategy, this episode breaks down the factors shaping America’s energy future.

Learn more about King Operating: https://kingoperating.com/

In this Oil & Gas Rundown, Host Rachel Griffith, Jay Young, Kelly Duncan, and Bill Phillips discuss King Operating’s Mid-Con project and what makes this region such an attractive place to drill.

Jay breaks down why the Mid-Continent region stood out from a strategic, geological, and economic perspective. Kelly walks through the drilling process, including how wells are planned, drilled, and monitored in the field. Bill explains what it takes to secure drillable locations, from acreage and surface access to permitting and regulatory steps.

This conversation gives an inside look at how King evaluates opportunities, prepares locations, and executes drilling projects in the Mid-Con.

On this episode of The Jay Young Show, Jay Young and Jordan Soto are joined by Jay Hatfield, CEO and founder of Infrastructure Capital Advisors, to break down the biggest macro themes investors are watching right now: oil price volatility, the Strait of Hormuz, OPEC supply, inflation expectations, possible Fed reform, rate cuts, AI-driven earnings, and where the market could go next.

From energy security to market psychology, this conversation helps investors, business owners, and energy professionals understand what today’s headlines could mean for the next 30 days, the next 12 months, and beyond.

In this episode of Oil & Gas Rundown Live (part of The Jay Young Show), host Rachel Griffith is joined by Mark Ayers, EVP of Geology, and Ryan Goeres, EVP of Production, for a field-focused conversation on what happens before, during, and after a well is drilled. They break down how geology and engineering work together, what production really means, and why responsible U.S. oil and natural gas development remains critical as domestic demand and production continue to grow.

In this milestone 250th episode of The Jay Young Show, Jay Young and co-host Jordan Soto sit down with Texas Rangers legend Elvis Andrus and Pastor Jack Graham for a powerful conversation about faith, baseball, family, leadership, and purpose.

Elvis shares his journey from growing up in Venezuela to making it to Major League Baseball, the mindset that helped him push through challenges, and the role faith plays in his life today. The conversation also includes stories from the Texas Rangers clubhouse, lessons from teammates and mentors, and reflections on staying grounded through success, failure, and change.

This episode is about more than baseball. It is about perseverance, humility, community, and keeping your eyes on what matters most.

Watch the full episode on YouTube @JayRYoungOfficial, Rumble, or wherever you listen to podcasts.

Featured Guests:
Elvis Andrus
Pastor Jack Graham

Hosted by:
Jay Young
Jordan Soto

Key Moments:
00:00 — Welcome to Episode 250
08:45 — Elvis Andrus on growing up in Venezuela
17:30 — Protecting the dream and pushing through challenges
29:00 — Elvis opens up about faith, family, and purpose
34:00 — Nelson Cruz, Adrian Beltre, and Rangers clubhouse stories
56:30 — Faith inside Major League Baseball
1:18:00 — Staying humble, grounded, and surrounded by the right people
1:42:00 — Advice Elvis would give his younger self

Join us for this week’s oil and gas live discussion hosted by Steve Mullican, COO, filling in for Rachel Griffith. Steve is joined by Mark Ayers, EVP of Geology, and Kelly Duncan, EVP of Operations, for a simple, industry-focused conversation on what oil and gas companies are watching right now.

In this live, we cover key topics like current market conditions, operator challenges, field efficiency, commodity prices, drilling decisions, well performance, and how geology and operations work together in today’s energy environment.

We’ll be taking a short break from our regular lives, but we’ll be back on Wednesday, June 10.

Before then, join us next Wednesday at 11 a.m. CT for our webinar with Mark Ayers and Rachel Griffith titled “The Power Basins: Where Oil Companies are Drilling for Returns.”

Sign up: https://kingoperating.zoom.us/webinar/register/5017792794021/WN_OH50a1GlTa6xHG762_Su1g

Jay Young and Jordan Soto sit down with investment strategist Rob Haworth to discuss today’s market environment, oil prices, inflation, interest rates, energy exposure, and how investors can think about opportunity and risk. The episode also ties into the word of the week — purpose — with a conversation on leadership, adaptability, and staying focused in changing times. 

Timestamps:

00:00 — Opening, word of the week: Purpose, and Jay/Jordan’s weekly discussion

22:00 — Rob Haworth joins and shares his background in investment strategy

29:00 — Oil prices, inflation, interest rates, and the current market outlook

43:00 — Staying strategic through advisor feedback, client conversations, and collaboration

48:00 — What investors may be underestimating right now

56:00 — Energy exposure, inflation hedging, and investing in oil and gas

1:07:00 — Has inflation changed since 2020? Rob breaks down what may be temporary vs. persistent

1:23:00 — Rob’s advice to his 18-year-old self: keep growing, stay flexible, and keep learning

On this episode of Oil & Gas Rundown LIVE, host Rachel Griffith is joined by Jay Young, Founder & CEO of King Operating Corporation, Mark Ayers, EVP of Geology, and Bill Phillips, EVP of Land and Business Development.

The team discusses what is driving oil prices back near the $100 range, what consumers and investors should watch in the weeks ahead, and what falling crude and gasoline inventories could mean heading into summer driving season.

They also break down why natural gas remains one of the biggest energy stories right now as power demand grows from data centers, electrification, and infrastructure needs.

Plus, Mark Ayers shares how geology has changed over the last 10–20 years, and Bill Phillips discusses what King sees in the Bivins and Mid-Con areas from a land and business development perspective.

Topics include:
Oil prices near $100
Gas prices at the pump
U.S. crude and gasoline inventories
Summer driving season
Natural gas demand
Data centers and power demand
Modern geology and better drilling data
Bivins and Mid-Con development opportunities
How land, geology, and operations work together before drilling

Don’t miss our panel webinar tomorrow with King Chief Economist John Mauldin and EPG’s Dan Steffens as they discuss what’s next for oil and gas, market prices, and where opportunities may be headed.

On this episode of The Jay Young Show, Jay Young and Jordan Soto sit down with Mark Lancaster, an energy executive and entrepreneur with more than 30 years of experience in natural gas, power generation, microgrids, and energy infrastructure.

Mark breaks down how oil and gas operators can turn stranded gas, flared gas, and produced water from waste streams into revenue opportunities. The conversation covers microgrids, data centers, Bitcoin mining, power demand, field electrification, and why self-reliant energy infrastructure is becoming more important across the oilfield.

Jay and Jordan also discuss this week’s Jay’s Weekly Five theme: loyalty, along with faith, leadership, trust, business relationships, and doing the little things right. 

Highlights:
00:03:30 — Recap of last week’s conversation with Drew Mitchell on security, awareness, preparation, and adaptability.

00:06:45 — Jay’s Weekly Five: the word of the week is loyal and why loyalty starts with honesty, trust, and doing what you said you would do.

00:13:30 — Book and podcast recommendations: The Energy Bus, Atomic Habits, EntreLeadership, and SmartLess.

00:18:00 — Mark Lancaster joins the show and shares his background in compression, natural gas, power generation, and oilfield infrastructure.

00:23:30 — Why flared gas and stranded gas are not just waste — they can become usable power and revenue.

00:30:15 — How natural gas is converted into electricity and used for oilfield operations, Bitcoin mining, and data centers.

00:36:40 — What a microgrid is and how operators can use field gas to power wells, equipment, and remote operations.

00:43:30 — Data centers, power demand, and why natural gas is becoming a major part of the conversation around electricity growth.

00:51:00 — Wind power, transmission line challenges, and why infrastructure often determines whether energy can actually be used.

00:59:30 — Bitcoin mining in the oilfield: opportunity, economics, equipment costs, and risks.

01:07:30 — The future of oilfield energy: self-reliance, recycling water, converting gas, and building more efficient operations.

01:16:00 — Energy transformation vs. energy transition — how oil and gas companies can maximize existing resources.

01:24:00 — Mark’s advice to his 18-year-old self: open a savings account and actually put money in it.

01:31:30 — Why global oil markets still depend on crude quality, refining capacity, sour crude, LNG, and infrastructure.

01:39:00 — Closing thoughts: turning oilfield problems into opportunities through relationships, technology, and practical energy solutions.