Bullish Oil & Gas on Trump’s Tariff Threat on Venezuelan Oil

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

Newsletter No. 109

Good afternoon,

It’s Thursday, March 27, 2025, and in this edition of The Upside we’ll cover the latest news 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

  • Drilling Deep: Insights on Oil & Gas Operations on The Jay Young Show
  • Trump's Tariffs on Venezuelan Crude Spark Bullish Sentiment 
  • More Buyers Looking to Invest in Haynesville and Other Gas Fields
  • U.S. Natural Gas Pipeline Capacity Sees Significant Growth in 2024
  • Big Investments in Gas Pipelines to Meet Rising Demand in the Southeast

   

HAPPENING AT KING

Drilling Deep: Insights on Oil & Gas Operations on The Jay Young Show
In this episode of The Jay Young Show, I sit down with Kelly Duncan, EVP of Operations, and George Hannah, SVP of Growth at King, to explore the ins and outs of oil and gas operations, drilling strategies, and the growth tactics fueling their success. Join us as we dive into well lifecycles, operational efficiency, emerging technologies, and the strategic decisions that are shaping the future of the industry. Subscribe to us on YouTube or Rumble. You can also listen on Spotify, iTunes or wherever you listen to podcasts.

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.

  

Oil & Gas News

 

Trump's Tariffs on Venezuelan Crude Spark Bullish Sentiment in Oil Markets
Trump's decision to impose a 25% tariff on countries purchasing Venezuelan oil has spurred bullish sentiment in the oil markets. As a result, WTI crude oil prices have risen above $70 per barrel. The sanctions and tariffs, particularly impacting China (which accounted for 55% of Venezuela’s oil exports), have created concerns over a reduced supply of heavy oil. This scarcity has helped push prices higher, benefiting U.S. oil and gas companies. With this shift, U.S. producers are seeing increased investor interest, as the market expects stronger returns amid rising oil prices. Check out the graphic below and you can also see the most up-to-date numbers on oil prices here.
More Buyers Looking to Invest in Haynesville and Other Gas Fields
As demand for natural gas grows, more companies are looking to buy gas assets, especially in the Haynesville and Midcontinent areas. The Haynesville, a major gas-producing region near LNG export hubs, is getting a lot of attention from buyers, even though there isn’t much available for sale. Companies like TG Natural Resources and Aethon Energy are buying up assets, while other buyers are also looking at gas fields in places like South Texas. The Haynesville’s large reserves and its location near demand centers make it an important source for future gas supply.
  

U.S. Natural Gas Pipeline Capacity Sees Significant Growth in 2024

The U.S. Energy Information Administration (EIA) reported that natural gas pipeline capacity increased by 17.8 Bcfd in 2024, marking a second consecutive year of growth. Major projects in key regions like the Permian, Eagle Ford, Appalachia, and Haynesville, including the Matterhorn Express and ADCC pipelines, are driving this expansion, boosting the ability to deliver natural gas to high-demand areas such as Katy and Corpus Christi.
     

Move to Watch

Big Investments in Gas Pipelines to Meet Rising Demand in the Southeast
Investors are putting billions of dollars into building new pipelines to supply more natural gas to the Southeast U.S. This demand is growing because of new data centers, more LNG projects, and a shift away from coal power. Big companies like Kinder Morgan and Williams are working on pipeline projects to bring gas from across the country to the region. These projects are needed to keep up with the growing need for electricity, especially as more businesses and data centers rely on gas for power. As demand increases, the competition for gas supply will also grow.

 

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

15301 Dallas Parkway, Suite 900
Addison, TX 75001

(214) 420-3000

Bullish Oil & Gas on Trump’s Tariff Threat on Venezuelan Oil

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

Newsletter No. 109

Good afternoon,

It’s Thursday, March 27, 2025, and in this edition of The Upside we’ll cover the latest news 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

  • Drilling Deep: Insights on Oil & Gas Operations on The Jay Young Show
  • Trump's Tariffs on Venezuelan Crude Spark Bullish Sentiment 
  • More Buyers Looking to Invest in Haynesville and Other Gas Fields
  • U.S. Natural Gas Pipeline Capacity Sees Significant Growth in 2024
  • Big Investments in Gas Pipelines to Meet Rising Demand in the Southeast

   

HAPPENING AT KING

Drilling Deep: Insights on Oil & Gas Operations on The Jay Young Show
In this episode of The Jay Young Show, I sit down with Kelly Duncan, EVP of Operations, and George Hannah, SVP of Growth at King, to explore the ins and outs of oil and gas operations, drilling strategies, and the growth tactics fueling their success. Join us as we dive into well lifecycles, operational efficiency, emerging technologies, and the strategic decisions that are shaping the future of the industry. Subscribe to us on YouTube or Rumble. You can also listen on Spotify, iTunes or wherever you listen to podcasts.

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.

  

Oil & Gas News

 

Trump's Tariffs on Venezuelan Crude Spark Bullish Sentiment in Oil Markets
Trump's decision to impose a 25% tariff on countries purchasing Venezuelan oil has spurred bullish sentiment in the oil markets. As a result, WTI crude oil prices have risen above $70 per barrel. The sanctions and tariffs, particularly impacting China (which accounted for 55% of Venezuela’s oil exports), have created concerns over a reduced supply of heavy oil. This scarcity has helped push prices higher, benefiting U.S. oil and gas companies. With this shift, U.S. producers are seeing increased investor interest, as the market expects stronger returns amid rising oil prices. Check out the graphic below and you can also see the most up-to-date numbers on oil prices here.
More Buyers Looking to Invest in Haynesville and Other Gas Fields
As demand for natural gas grows, more companies are looking to buy gas assets, especially in the Haynesville and Midcontinent areas. The Haynesville, a major gas-producing region near LNG export hubs, is getting a lot of attention from buyers, even though there isn’t much available for sale. Companies like TG Natural Resources and Aethon Energy are buying up assets, while other buyers are also looking at gas fields in places like South Texas. The Haynesville’s large reserves and its location near demand centers make it an important source for future gas supply.
  

U.S. Natural Gas Pipeline Capacity Sees Significant Growth in 2024

The U.S. Energy Information Administration (EIA) reported that natural gas pipeline capacity increased by 17.8 Bcfd in 2024, marking a second consecutive year of growth. Major projects in key regions like the Permian, Eagle Ford, Appalachia, and Haynesville, including the Matterhorn Express and ADCC pipelines, are driving this expansion, boosting the ability to deliver natural gas to high-demand areas such as Katy and Corpus Christi.
     

Move to Watch

Big Investments in Gas Pipelines to Meet Rising Demand in the Southeast
Investors are putting billions of dollars into building new pipelines to supply more natural gas to the Southeast U.S. This demand is growing because of new data centers, more LNG projects, and a shift away from coal power. Big companies like Kinder Morgan and Williams are working on pipeline projects to bring gas from across the country to the region. These projects are needed to keep up with the growing need for electricity, especially as more businesses and data centers rely on gas for power. As demand increases, the competition for gas supply will also grow.

 

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