Trump’s New Trade Deals Boost U.S. Oil and Gas Exports

Newsletter No. 126

Good afternoon,

Let's jump right in this week and take a look at what’s happening in the oil and gas industry, along with some updates from King.

This Week's Headlines

• Missed Our Webinar? Unlock Tax Benefits with The Big, Beautiful Bill!
• Latest Blog: New Legislation Impacts U.S. Oil & Gas 
• Trump’s New Trade Deals Boost U.S. Oil and Gas Exports
• Trump Hints at Alaska LNG Deal with Japan

• Mach Natural Resources Invests Heavily in San Juan Gas and Permian Oil

• Iran Faces Power Outages and Protests While Oil Exports Boom
• ConocoPhillips Selling Oklahoma Oil Assets for $1.3 Billion

Happening at King

Missed Our Webinar? Unlock Tax Benefits with the One Big, Beautiful Bill!
If you missed our exclusive webinar on Thursday, July 24th, featuring "Funniest Tax Guy in America" Ed Lyon, you still have an opportunity to learn about the significant tax benefits offered by The Big, Beautiful Bill, especially for those with oil and gas investments.

If you're an accredited investor and would like to access the full webinar recording to gain these valuable insights, please fill out the form below. We'll send you a link to the replay so you can watch at your convenience. 

Latest Blog: New Legislation Impacts U.S. Oil & Gas
A new law, the "One Big Beautiful Bill" (OBBBA), recently signed on July 4, 2025, introduces significant changes to U.S. energy and tax policies. These changes are designed to influence domestic oil and gas production and may create new considerations for investors in the sector. Our blog post details the key provisions, including aspects related to production incentives, tax benefits for investors, and shifts in national energy policy.

To learn more about what this bill could mean for the U.S. oil and gas industry and potential investment opportunities, read my latest blog here.

Oil and Gas News

Trump’s New Trade Deals Boost U.S. Oil and Gas Exports
President Trump has signed three major trade deals—with Indonesia, the Philippines, and Japan—to grow the U.S. economy and expand oil and gas exports. These deals are part of his “America First” plan to help U.S. workers and businesses by selling more energy and products overseas while bringing in more money from tariffs (import taxes).
Here’s what each deal includes:

• Indonesia: Will lower trade barriers so the U.S. can sell more oil, natural gas, and manufactured goods. In return, the U.S. will invest in Indonesia’s energy systems.

• Philippines: The U.S. will provide support for renewable energy projects there and, in return, will be able to sell more American oil and gas equipment.

• Japan: Agreed to a lower 15% tariff on imports (down from threat of 25%) and will buy more U.S. liquefied natural gas (LNG) and other energy products.

These deals are helping push U.S. tariff revenues to over $100 billion in 2025, a record high. That money is being used for energy and infrastructure improvements.

While some people worry tariffs could raise prices, Trump says the deals are fair and help U.S. energy companies, workers, and the economy overall.

Trump Hints at Alaska LNG Deal with Japan
President Trump suggested the U.S. and Japan are close to a deal on a major natural gas project in Alaska, even as they wrapped up a large trade agreement. He mentioned that Japan is "all set" to join a venture for liquefied natural gas (LNG) in Alaska. However, Japanese officials haven't confirmed this yet and are checking his comments. Japanese companies have previously worried about the high costs of the $44 billion Alaska LNG project. Meanwhile, India is reportedly interested in buying gas from it, and the project's developers claim many companies want to buy over $100 billion worth of its gas.

Mach Natural Resources Invests Heavily in San Juan Gas and Permian Oil
Mach Natural Resources, led by Tom Ward, is making a major $1.3 billion move, including a $787 million deal for gas assets in the San Juan Basin. Ward sees huge potential there, especially with new 3-mile drilling techniques for natural gas, as gas prices are now higher.

They're also buying $500 million in oil assets in the Permian Basin from Sabinal Energy. While the San Juan offers immediate drilling opportunities, the Permian deal brings stable oil production and strong cash flow. Mach plans to cut operating costs in the Permian, just as they've done with previous purchases. Both deals are expected to finalize this fall.

Iran Faces Power Outages and Protests While Oil Exports Boom
People in Iran are protesting in the streets because of long power and water outages during a severe heatwave, with temperatures over 118°F (48°C). The government shut down offices in several areas to save energy and asked people to use less water. Power cuts are now hitting big cities too, not just small towns. At the same time, Iran is exporting more oil than it has in years—about 1.9 million barrels a day—mostly to China. This is happening even though the country is under U.S. and European sanctions. The government seems to be focusing on selling oil abroad, even while people at home struggle with blackouts. Meanwhile, Iran is also getting ready for nuclear talks with European countries.