Texas Oil and Gas Podcast

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_ 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

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/hostingConnect on Twitter:Ryan - https://twitter.com/ryanraysrBen - https://twitter.com/_bensamuelsSergio - 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

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* NewsletterConnect 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:LinkedInShale MagForbesStories 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/ 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.fivewide.bizConnect with Reed - https://www.linkedin.com/in/reed-goodman-393326101/ 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

Sponsor - texasoilgaspodcast.phonesites.comRyan's newsletter - www.fivewide.bizConnect 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-2021-10-25https://www.aljazeera.com/news/2021/10/22/moldova-declares-state-of-emergency-over-gas-crisishttps://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/ 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.fivewide.bizhttps://www.jubileeroyalty.com/https://www.jodeyarrington.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.fivewide.bizhttps://www.hartenergy.com/exclusives/hyperinflation-crude-oil-prices-infinity-and-beyond-196465https://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.htmlhttps://www.hartenergy.com/exclusives/pm-johnson-says-all-uk-electricity-will-be-green-2035-196525https://www.hartenergy.com/exclusives/lng-sellers-seek-credit-letters-gas-price-spike-stretches-credit-limits-196523Connect 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/fivewideSponsor:https://www.jubileeroyalty.com/https://www.bloomberg.com/news/articles/2021-09-27/commodity-giant-trafigura-paints-bullish-outlook-for-oil-and-gashttps://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.phphttps://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 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

whybuyminerals.comwww.ryanraysr.com/fivewidehttps://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 Storieshttps://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 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

Open your business account for free today with Novo - https://banknovo.grsm.io/texasoilandgaspodcastListen to Inside the War Room - https://shor.by/insidethewarroomConnect with Ryan-https://twitter.com/ryanraysrwww.ryanraysr.comConnect 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.comhttps://oilprice.com/Energy/Oil-Prices/Oil-Sinks-On-Signals-Fed-May-Soon-End-Stimulus.htmlhttps://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-11629716403https://www.mrt.com/news/article/China-both-worries-and-hopes-as-US-departs-16403406.php 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

Watch us on YouTube: https://www.youtube.com/c/WarRoomMediaListen to Inside the War Room - https://shor.by/insidethewarroomhttps://www.forbes.com/sites/thomasduesterberg/2021/08/13/bidens-plan-to-outsource-the-us-oil-and-gas-industry/?sh=430f5f794548https://www.mrt.com/news/local/texas/article/school-mask-mandates-war-texas-gop-ruling-blocks-16388800.phphttps://www.hartenergy.com/exclusives/saudi-aramco-aims-raise-17-billion-gas-pipeline-sources-say-195695https://www.hartenergy.com/exclusives/us-shale-pioneer-chesapeake-energy-buy-gas-producer-vine-energy-22-billion-195639 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

Watch the show on YouTube: https://www.youtube.com/c/WarRoomMediaListen to Inside the War Room: https://shor.by/insidethewarroomhttps://www.hartenergy.com/exclusives/saudi-aramco-reports-highest-quarterly-profit-2018-195595https://www.hartenergy.com/exclusives/chinas-crude-oil-imports-rebound-state-refiners-return-overhauls-195596https://rrc.texas.gov/news/080521-wright-op-ed/https://www.reuters.com/article/pioneer-natl-rsc-results-idUSL1N2PA1F0https://www.forbes.com/sites/ianpalmer/2021/08/08/fugitive-methane-worsens-warming-new-assessments-point-to-urgent-oil-and-gas-fix/?sh=705f987b2a37https://www.worldoil.com/news/2021/8/6/texas-oil-regulator-proposes-tax-credits-for-natural-gas-infrastructurehttps://www.hartenergy.com/exclusives/un-sounds-deafening-warning-climate-change-195599https://www.mrt.com/business/oil/article/Rig-Report-Pioneer-is-most-active-operator-in-16370537.php 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

Subscribe to the YouTube Channel - https://www.youtube.com/c/WarRoomMediaOn 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-5194813https://www.cnbc.com/2021/07/30/chevron-cvx-exxon-xom-earnings-q2-2021.htmlhttps://www.forbes.com/sites/davidblackmon/2021/08/02/forget-about-peak-oilwe-havent-even-reached-peak-coal-yet/?sh=14007fef2a9bOIL 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 outputOIL 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 estimateshttps://www.cnbc.com/2021/07/30/chevron-cvx-exxon-xom-earnings-q2-2021.htmlhttps://www.mrt.com/business/oil/article/Pinnacle-Midstream-expanding-Dos-Picos-System-16348924.phphttps://www.mrt.com/business/oil/article/Grenadier-Energy-III-targets-unconventional-16348935.phphttps://www.hartenergy.com/exclusives/marketed-endeavor-energy-resources-permian-basin-package-195444https://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/WarRoomMediawww.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.comWatch the show - https://youtu.be/jSTswl4m990Follow Anas: https://twitter.com/anasalhajjiBlue 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