The Jay Young Show

#249: Oil & Gas Industry Update: Market Trends, Operations & What Producers Are Watching

Join us for this week’s oil and gas live discussion hosted by Steve Mullican, COO, filling in for Rachel Griffith. Steve is joined by Mark Ayers, EVP of Geology, and Kelly Duncan, EVP of Operations, for a simple, industry-focused conversation on what oil and gas companies are watching right now. In this live, we cover key topics like current market conditions, operator challenges, field efficiency, commodity prices, drilling decisions, well performance, and how geology and operations work together in today’s energy environment. We’ll be taking a short break from our regular lives, but we’ll be back on Wednesday, June 10. Before then, join us next Wednesday at 11 a.m. CT for our webinar with Mark Ayers and Rachel Griffith titled “The Power Basins: Where Oil Companies are Drilling for Returns.” Sign up: https://kingoperating.zoom.us/webinar/register/5017792794021/WN_OH50a1GlTa6xHG762_Su1g [https://kingoperating.zoom.us/webinar/register/5017792794021/WN_OH50a1GlTa6xHG762_Su1g]

#248: Purpose, Portfolios & the Oil Market: A Conversation with Rob Haworth

Jay Young and Jordan Soto sit down with investment strategist Rob Haworth to discuss today’s market environment, oil prices, inflation, interest rates, energy exposure, and how investors can think about opportunity and risk. The episode also ties into the word of the week — purpose — with a conversation on leadership, adaptability, and staying focused in changing times.  Timestamps: 00:00 — Opening, word of the week: Purpose, and Jay/Jordan’s weekly discussion 22:00 — Rob Haworth joins and shares his background in investment strategy 29:00 — Oil prices, inflation, interest rates, and the current market outlook 43:00 — Staying strategic through advisor feedback, client conversations, and collaboration 48:00 — What investors may be underestimating right now 56:00 — Energy exposure, inflation hedging, and investing in oil and gas 1:07:00 — Has inflation changed since 2020? Rob breaks down what may be temporary vs. persistent 1:23:00 — Rob’s advice to his 18-year-old self: keep growing, stay flexible, and keep learning

#247: Oil Prices Near $100, Gas Prices & Natural Gas Demand | Oil & Gas Rundown LIVE

On this episode of Oil & Gas Rundown LIVE, host Rachel Griffith is joined by Jay Young, Founder & CEO of King Operating Corporation, Mark Ayers, EVP of Geology, and Bill Phillips, EVP of Land and Business Development. The team discusses what is driving oil prices back near the $100 range, what consumers and investors should watch in the weeks ahead, and what falling crude and gasoline inventories could mean heading into summer driving season. They also break down why natural gas remains one of the biggest energy stories right now as power demand grows from data centers, electrification, and infrastructure needs. Plus, Mark Ayers shares how geology has changed over the last 10–20 years, and Bill Phillips discusses what King sees in the Bivins and Mid-Con areas from a land and business development perspective. Topics include: Oil prices near $100 Gas prices at the pump U.S. crude and gasoline inventories Summer driving season Natural gas demand Data centers and power demand Modern geology and better drilling data Bivins and Mid-Con development opportunities How land, geology, and operations work together before drilling Don’t miss our panel webinar tomorrow with King Chief Economist John Mauldin and EPG’s Dan Steffens as they discuss what’s next for oil and gas, market prices, and where opportunities may be headed.

#246: Turning Stranded Gas Into Power: Mark Lancaster on Microgrids, Data Centers & Oilfield Energy | The Jay Young Show

On this episode of The Jay Young Show, Jay Young and Jordan Soto sit down with Mark Lancaster, an energy executive and entrepreneur with more than 30 years of experience in natural gas, power generation, microgrids, and energy infrastructure. Mark breaks down how oil and gas operators can turn stranded gas, flared gas, and produced water from waste streams into revenue opportunities. The conversation covers microgrids, data centers, Bitcoin mining, power demand, field electrification, and why self-reliant energy infrastructure is becoming more important across the oilfield. Jay and Jordan also discuss this week’s Jay’s Weekly Five theme: loyalty, along with faith, leadership, trust, business relationships, and doing the little things right.  Highlights: 00:03:30 — Recap of last week’s conversation with Drew Mitchell on security, awareness, preparation, and adaptability. 00:06:45 — Jay’s Weekly Five: the word of the week is loyal and why loyalty starts with honesty, trust, and doing what you said you would do. 00:13:30 — Book and podcast recommendations: The Energy Bus, Atomic Habits, EntreLeadership, and SmartLess. 00:18:00 — Mark Lancaster joins the show and shares his background in compression, natural gas, power generation, and oilfield infrastructure. 00:23:30 — Why flared gas and stranded gas are not just waste — they can become usable power and revenue. 00:30:15 — How natural gas is converted into electricity and used for oilfield operations, Bitcoin mining, and data centers. 00:36:40 — What a microgrid is and how operators can use field gas to power wells, equipment, and remote operations. 00:43:30 — Data centers, power demand, and why natural gas is becoming a major part of the conversation around electricity growth. 00:51:00 — Wind power, transmission line challenges, and why infrastructure often determines whether energy can actually be used. 00:59:30 — Bitcoin mining in the oilfield: opportunity, economics, equipment costs, and risks. 01:07:30 — The future of oilfield energy: self-reliance, recycling water, converting gas, and building more efficient operations. 01:16:00 — Energy transformation vs. energy transition — how oil and gas companies can maximize existing resources. 01:24:00 — Mark’s advice to his 18-year-old self: open a savings account and actually put money in it. 01:31:30 — Why global oil markets still depend on crude quality, refining capacity, sour crude, LNG, and infrastructure. 01:39:00 — Closing thoughts: turning oilfield problems into opportunities through relationships, technology, and practical energy solutions.

#245: Gas Prices Surge Above $4.50: What It Means for Oil, Inflation & American Energy

Gas prices are climbing again, and the impact is being felt by American households, small businesses, and the broader economy. In this live Oil & Gas Rundown, host Rachel Griffith is joined by Jay R. Young, Founder and CEO of King Operating Corporation, and Eric Rice, EVP of Strategic Partnerships, to break down what is driving prices higher and what it could mean next. Jay and Eric discuss rising prices at the pump, crude oil volatility, global supply disruptions, the Strait of Hormuz, tightening U.S. gasoline inventories, inflation concerns, transportation costs, and why energy security remains a major issue for the American economy. They also preview next week’s timely webinar featuring John Mauldin and Dan Steffens, where they will dive deeper into what is happening in oil, what it means for the economy, and what investors should be watching next. Register for the upcoming webinar here: https://kingoperating.zoom.us/webinar/register/4017774723663/WN_fnTkrou-ReWsVrlVB6X2Uw [https://kingoperating.zoom.us/webinar/register/4017774723663/WN_fnTkrou-ReWsVrlVB6X2Uw] Or email theupside@kingoperating.com [theupside@kingoperating.com] and we will send you the registration link.