90% Tax Deductions & Strong Returns? The Shalehaven Investment Model

In this episode of Energy Newsbeat – Conversations in Energy, Stu Turley sits down with Graham Patterson and Nathan Myers, co-founders of Shalehaven Partners, to discuss their innovative approach to oil & gas investing. Broadcasting from the heart of the Bakken in Williston, ND, they break down how Shalehaven’s diversified, low-fee, non-operated fund model delivers strong returns while reducing investor risk—plus how their strategy aligns closely with the needs of accredited investors facing rising tax burdens. Topics covered: Why not all oil & gas investments are created equal How Shalehaven reduces risk through portfolio diversification The power of 90%+ first-year tax deductions Differences between investing in AFEs vs. joining a fund Transparent fee structure with no acquisition or disposition fees How hedging protects investors from price downside Shalehaven’s expanding focus on natural gas demand from AI/data centers Whether you're an energy insider or an investor in high-tax states looking for yield and tax efficiency, this episode unpacks how Shalehaven's model stands apart from the pack. It is refreshing to find oil and gas investments that have good benefits to investors, by design. I learned a lot, and it is easy to see why many of their investors are in the oil and gas space. Trust is earned, and by what I can see, they are performing on earning everyone's trust. Thanks for stopping by the podcast - Stu Learn more: shalehaven.com Plus: Check the show notes for the investor video Graham mentions! Highlights of the Podcast 00:00 - Intro 01:00 – Meet Shalehaven’s Founders 02:15 – What Shalehaven Is and Why It Was Built 04:01 – Risk Reduction Through Diversification 05:32 – Only Proven Assets—No Exploration Risk 06:45 – Why Invest in a Shalehaven Fund Instead of Direct AFEs? 07:45 – Fee Transparency and Investor Alignment 08:33 – Credibility Within the Energy Industry 09:49 – Transparency and Simple Structures 12:17 – Tax Efficiency: 90%+ Deductions in Year One 14:32 – Oil & Gas vs. Green Energy Returns 16:39 – Target Returns: 15–20% Base with Tax Bonus 18:47 – Hedging Strategy: 75% at $65 Oil 20:05 – Why $55–$75 Oil is the Sweet Spot 22:00 – Data Center Growth = Natural Gas Tailwinds 24:15 – Future Investment in Behind-the-Meter Infrastructure? 25:04 – How to Invest with Shalehaven 26:29 – Wrap-Up & Looking Ahead to Fund III