The Crude Truth

The Crude Truth


Fireside Chat: American Energy Leadership: Investing in The Future of Oil and Gas

March 20, 2025

In this Fireside Chat: American Energy Leadership: Investing in The Future of Oil and Gas, Lisa Carmen Wang speaks with Rey "R.T." Treviño III about the current landscape of U.S. energy, investment opportunities, and technological advancements shaping the industry. Treviño highlights the U.S.'s dominant role in global oil production, strategies for mitigating risk in oil and gas investments, and the long-term benefits of investing in legacy assets. He also discusses the role of AI in drilling advancements, the growing energy demand from data centers, and the impact of pro-energy policies on the industry's future.


Highlights of the Podcast


00:16 – Introduction

01:17 – Current U.S. Energy Landscape

02:23 – U.S. Leadership in Oil Production

03:22 – Mitigating Risk in Oil & Gas Investments

05:01 – Investment Returns & Tax Benefits

06:00 – Investor Participation & LP Benefits

07:13 – Long-Term Strategies for Oil & Gas Investments

08:31 – Oil & Gas Role in a Diversified Portfolio

10:04 – Advances in Drilling & AI Integration

11:44 – Maintaining U.S. Energy Leadership

13:43 – Final Thoughts & Actionable Insights