Oil & Gas Market Update: Podcast recorded on July 12
Posted: Sat Jul 12, 2025 6:45 pm
https://www.youtube.com/watch?v=3wz-7Lkrotg
I will be speaking at the ADISA 2025 conference in Philadelphia on the morning of July 16th. The podcast I recorded on Saturday is my "practice run", so I run through it quickly, since most of you have seen half the slides. If you want to study one of the slides more carefully, just pause the presentation and read it carefully.
OPEC's updated oil demand forecast (slide 5) is very bullish for our upstream companies. Slide 17 that shows how cheap the energy sector is compared to the S&P 500 Index, indicates that our stocks could be on the verge of a nice run that should last through the end of the decade.
The "Oil Price Cycle" shown on slide 13 is very strong. It shows that we are coming close to the end of period of low oil prices and about to enter a period of rising oil prices. All that's needed is for the FEAR of the Tariff War to fade.
I do point out that all of the companies in our three model portfolios should report Q2 financial results that meet or exceed my forecasts for the quarter because actual oil prices were close to what I used, and actual U.S. natural gas prices were about 10% above what I used in the forecasts. All of our Sweet 16 companies are and should remain free cash flow positive thru 2025.
I will be at my desk all day on Monday, so if you have any questions, post them to the EPG Forum.
I will be speaking at the ADISA 2025 conference in Philadelphia on the morning of July 16th. The podcast I recorded on Saturday is my "practice run", so I run through it quickly, since most of you have seen half the slides. If you want to study one of the slides more carefully, just pause the presentation and read it carefully.
OPEC's updated oil demand forecast (slide 5) is very bullish for our upstream companies. Slide 17 that shows how cheap the energy sector is compared to the S&P 500 Index, indicates that our stocks could be on the verge of a nice run that should last through the end of the decade.
The "Oil Price Cycle" shown on slide 13 is very strong. It shows that we are coming close to the end of period of low oil prices and about to enter a period of rising oil prices. All that's needed is for the FEAR of the Tariff War to fade.
I do point out that all of the companies in our three model portfolios should report Q2 financial results that meet or exceed my forecasts for the quarter because actual oil prices were close to what I used, and actual U.S. natural gas prices were about 10% above what I used in the forecasts. All of our Sweet 16 companies are and should remain free cash flow positive thru 2025.
I will be at my desk all day on Monday, so if you have any questions, post them to the EPG Forum.