The Crude Truth

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