Oil & Gas Energy Investing

Lane Kawaoka
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How accredited investors deploy capital into oil, gas, and energy infrastructure to generate income, improve tax efficiency, and diversify beyond traditional markets. Join our community: theWealthElevator.com/oil Hosted on Acast. See acast.com/privacy for more information.

Episodes

  1. Oct 13

    Oil & Gas Investing: Iran, the Strait of Hormuz, OPEC+, and the Shale Revolution (w/ Robin Mills)

    Join our community and get the newsletter and AI Cheatsheet: thewealthelevator.com/oil The host interviews Robin Mills (founder/CEO of Qamar Energy, Columbia Global Energy Policy fellow, former Shell executive, author of The Myth of the Oil Crisis) about oil and gas investing amid the Iran conflict and Strait of Hormuz disruptions. Mills argues the world has ample oil resources and explains how the US shale boom—enabled by horizontal drilling, fracking, and crude-by-rail—reversed decades of US production decline, initially led by smaller firms before major consolidation. He discusses early-2010s fracking environmental controversy, the collapse and partial revival of Venezuela’s oil sector after US action and sanctions changes, and how Iran’s drone/missile attacks have slashed Hormuz flows from ~20 million bpd to far lower levels, affecting global prices. The conversation covers OPEC vs OPEC+ influence, spare capacity limits during the blockade, China’s strategic stockpiling and import cuts, and long-term demand shifts from EVs toward petrochemicals and aviation, plus nuclear’s prospects via small modular reactors. 00:00 Oil Investing Setup 01:03 Myth of Oil Scarcity 02:44 Shale Boom Origins 04:31 How Fracking Took Off 06:26 Majors vs Independents 08:14 Fracking Environmental Backlash 09:32 Venezuela Collapse and Comeback 13:06 US Oil Policy Tightrope 15:09 Iran War and Hormuz Blockade 20:12 Pipelines and Price Paradox 22:42 Stalemate and What Next 23:47 OPEC Price Myth 24:16 OPEC Plus Power 26:43 Spare Capacity Explained 28:25 US vs Saudi Flexibility 30:37 China Oil Wildcard 32:51 Energy Transition Risks 37:16 Future Oil Demand 38:41 Nuclear Comeback 43:00 Oil Investing Outlook 44:38 Wrap Up Contacts Hosted on Acast. See acast.com/privacy for more information.

    Oil & Gas Investing: Iran, the Strait of Hormuz, OPEC+, and the Shale Revolution (w/ Robin Mills)

  2. Sep 21

    Where U.S. Oil Production Really Comes From: Permian Basin, PADDs

    Join our community and get the newsletter and AI Cheatsheet: thewealthelevator.com/oil The episode breaks down a Visual Capitalist map of U.S. crude oil production using 2025 context, highlighting that the U.S. averaged about 13.6 million barrels per day, up roughly 3% and a national record. Production is highly concentrated: Texas produced about 5.75 million barrels per day (42%) and New Mexico 2.24 million (16.5%), with the Permian Basin alone accounting for 48% and Texas+New Mexico nearly 60%. Offshore Gulf of Mexico (~1.9 million, 14%) and North Dakota’s Bakken help bring the top four areas to roughly 80% of output, while PADD 3 (Gulf Coast region) produced about 10 million barrels per day (73%). The host frames these geographic “building blocks,” tax incentives like intangible drilling costs, and the impact of horizontal drilling/fracking since 2008 as key context for passive investors, while emphasizing operator track record and risk-adjusted pricing over simply chasing the biggest basin. 00:00 US Oil Record High 00:34 Why Investors Should Care 01:26 Map Data And Tax Perks 02:55 Texas New Mexico Permian 03:37 Brand Name Basin Pricing 05:18 Other Major Producing Areas 06:13 Small Basins Big Advantages 07:33 PADD Regions Explained 08:48 Alaska Then Fracking Boom 10:38 Key Takeaways And Wrap Hosted on Acast. See acast.com/privacy for more information.

  3. Aug 22

    UAE Leaves OPEC: What OPEC (and OPEC+) Really Do to Oil Prices

    Join our community and get the newsletter and AI Cheatsheet: thewealthelevator.com/oil The episode discusses the UAE’s withdrawal from OPEC after 58 years to pursue independent oil production, using the headline to explain what OPEC is and how it influences oil prices. It clarifies that OPEC doesn’t directly set gasoline prices or control global demand, but coordinates member production targets to affect global crude supply, with real-world delays and constraints that make quotas partly symbolic. The host distinguishes OPEC from OPEC+, noting the broader alliance (including Russia) draws greater market attention because it can shift supply-demand expectations. The podcast reviews supply and demand, deliverability, spare capacity, geopolitical disruptions like Strait of Hormuz issues, and argues demand is more durable and supply harder to ramp than many assume, while stressing that oil prices affect many parts of investors’ portfolios. 00:00 UAE Exits OPEC 00:49 Why OPEC Matters 01:56 OPEC Basics Explained 02:52 How Supply Moves Prices 04:06 Targets vs Real Barrels 04:45 OPEC Plus and Russia 05:45 Symbolic Quotas and Delays 07:33 Demand Supply and Delivery 08:12 Renewables vs Reality 09:34 Spare Capacity and War Risk 10:54 Investor Takeaways Today 12:17 UAE Motives and Impact 13:03 Wrap Up and Next Steps Hosted on Acast. See acast.com/privacy for more information.

  4. Jul 23

    Global Crude Oil Trade Explained: Net Exporters, Importers, and Why Prices Move Everywhere

    Join our community and get the newsletter and AI Cheatsheet: thewealthelevator.com/oil This episode breaks down global crude oil trade by region and explains why investors in U.S. oil and gas still need to understand global supply. Using a Visual Capitalist map, it highlights export volumes led by the Persian Gulf (16.4M bpd), North America (9.2M), Russia/Northern Asia (6.4M), Africa (4.9M), and South America (4.0M), then focuses on net exports—showing the Persian Gulf’s net exports are nearly the same (15.7M) while North America’s net exports are much lower (2.1M) due to domestic consumption. It also covers major Asian demand centers, the Strait of Hormuz disruption example, North America and the Gulf both sending ~2M bpd to Europe, and why the U.S. exports and imports crude due to light vs heavy crude and refinery needs. 00:00 Global Oil Trade Overview 00:36 Key Producing Regions 01:29 Exports by Region Breakdown 02:47 Net Exports Explained 03:42 Asia Demand and Geopolitics 04:42 Europe Flows and Trade Routes 05:04 Crude Types and Refining Needs 06:06 Why Global Prices Move Together Hosted on Acast. See acast.com/privacy for more information.

  5. Jul 2

    5 Oil Investing Lessons Most Passive Investors Miss (Refineries, Crude Types, Macro & Geopolitics)

    Join our community and get the newsletter and AI Cheatsheet: thewealthelevator.com/oil The host shares five oil and gas investing lessons passive accredited investors often miss, based on experience investing since 2019. He explains why the U.S. can produce large amounts of oil yet still face high gas prices because oil is globally priced and vulnerable to supply shocks that also feed inflation. He breaks down why “oil isn’t just oil,” emphasizing light sweet vs. heavy sour crude and how refinery configurations (including reliance on heavy crude from regions like Venezuela or the Middle East) can create bottlenecks and price sensitivity. He outlines how oil shocks can ripple into interest rates, real estate, and private markets, and why geopolitical risk (wars, sanctions, tanker routes like the Strait of Hormuz) must be part of underwriting. Finally, he argues energy can be attractive when fear creates dips, but investors should scrutinize underwriting assumptions, break-even prices, timing of production, and tradeoffs between cash flow and tax benefits like intangible drilling costs. 00:00 Five Oil Lessons Intro 01:06 Why Gas Stays High 01:48 Global Commodity Reality 02:59 Heavy vs Light Crude 05:57 Oil Shocks Hit Markets 07:03 Portfolio Exposure Talk 09:37 Geopolitics In Underwriting 11:52 Buy Fear With Discipline 13:47 Underwriting Deal Assumptions 15:08 Breakeven And Key Questions 15:49 Cashflow Vs Tax Benefits 16:16 Wrap Up And Connect Hosted on Acast. See acast.com/privacy for more information.

  6. Jul 1

    Introduction: What to Expect

    Join our community and get the newsletter and AI Cheatsheet: thewealthelevator.com/oil Hosted on Acast. See acast.com/privacy for more information.

  • 6 Episodes

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How accredited investors deploy capital into oil, gas, and energy infrastructure to generate income, improve tax efficiency, and diversify beyond traditional markets. Join our community: theWealthElevator.com/oil Hosted on Acast. See acast.com/privacy for more information.

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