EIA Ups Natural Gas Price Forecast by 21%

by Jay Young | Investing, Oil & Gas, Tax Savings, Taxes, The Upside

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Newsletter No. 103

Good afternoon,

It’s Thursday, February 13, 2025, and in this edition of The Upside we’ll cover the latest updates from the oil and gas industry, along with important news from King. As always, I hope to keep you up to date on the trends shaping our industry. Thanks for reading.

This Week's Headlines

Unlocking $2 Billion in Capital: Brad Blazar's Expert Insights on The Jay Young Show
Watch for Upcoming King Webinars
Trump Nominates Kathleen Sgamma to Lead BLM
EIA Increases 2025 Natural Gas Price Forecast by 21%
U.S. Tariffs Could Make Onshore Wind Projects More Expensive
The Rice Report: Saving America's Family Farms
PrairieSky Purchases $57M in Canadian Mineral Rights

Ep 156 Raising $2 Billion in Capital with Brad Blazar, on The Jay Young Show

HAPPENING AT KING

Unlocking $2 Billion in Capital: Brad Blazar's Expert Insights on The Jay Young Show
This past Friday on The Jay Young Show, I had the privilege of sitting down with Brad Blazar, a global capital-raising expert who has successfully raised over $2 billion for businesses and real estate projects. Brad shared his incredible journey, investment strategies, and valuable lessons on raising capital in areas like real estate and self-storage. We also discussed the role of networking, risk management, and mentorship in his success. Subscribe to us on YouTube or Rumble. You can also listen on Spotify, iTunes or wherever you listen to podcasts.

Watch for Upcoming King Webinars
We are hosting informative, insightful webinars every month. Coming up next week, Wednesday, February 19 at 2 p.m. CT is King's Macro-Economic Advisor Eric Rice. You can register for that webinar here. Also, coming soon will be a Future of Energy webinar featuring King's Chief Economist John Mauldin.

Oil & Gas News

Trump Nominates Kathleen Sgamma to Lead BLM

President Trump has nominated Kathleen Sgamma, the head of a group that supports oil and gas development, to run the Bureau of Land Management (BLM). Sgamma has pushed for fewer rules and more drilling on public lands. If confirmed, she would shift the focus of the BLM from green energy to supporting more oil and gas projects. With 18 years of experience in the industry, Sgamma has been involved in legal battles and policy changes that could impact how public lands are used.

EIA Increases 2025 Natural Gas Price Forecast by 21%

The U.S. Energy Information Administration (EIA) has raised its 2025 natural gas price prediction by 21%, now forecasting an average of $3.80 per unit. This change comes after colder weather, higher demand for liquefied natural gas (LNG), and the growing need for natural gas to power AI data centers. Natural gas prices spiked in January due to a cold snap, and with new projects like the Plaquemines LNG plant and AI developments increasing demand, prices are expected to stay higher through 2025.

U.S. Tariffs Could Make Onshore Wind Projects More Expensive

A new report says that tariffs (taxes on imports) from the Trump administration could raise the cost of onshore wind projects in the U.S. by up to 7%. These tariffs affect parts like wind turbine blades and electrical systems, which the U.S. still imports. While the U.S. is less dependent on foreign imports than before, these higher costs could slow down the growth of the wind energy industry. Some companies may adjust their supply chains to try and lessen the impact.

Disappearing Farms: How Foreign Investors and Big Money Are Taking Over America’s Farmland

Macro-economic Insights

The Rice Report: Saving America's Family Farms

Catch the recent episode of The Rice Report with Eric Rice, featuring farmland expert Mike Downey from Uncommon Farms. They discuss the growing threats to family farms, including land grabs, soaring costs, and corporate control, and explore ways to protect the future of American agriculture.

Watch or Listen on YouTube, Rumble, Spotify, Audible, or iHeart Radio.

Move to Watch

PrairieSky Purchases $57M in Canadian Mineral Rights
PrairieSky Royalty Ltd. bought mineral rights in Alberta and Saskatchewan for a total of $57 million. The deals include both active and inactive assets, adding significant production to their portfolio, including 350 barrels of oil equivalent per day. This expands their holdings in the Canadian oil industry.

If you'd like to talk to someone about King and are an accredited investor, you can fill out your information here or schedule a Zoom conversation with one of our SVPs here and someone will reach out.

Thank you for your continued support, and if you have any questions for myself or any member of the King team, please don't hesitate to reach out to us.

All the best,

Jay