Drill, Baby, Drill. It’s Kind of Like Real Estate — Location, Location, Location

In this episode of Energy Newsbeat Daily Standup, Stu Turley and Michael Tanner break down why U.S. drilling success still comes down to “location, location, location.” They analyze breakeven costs across major basins, rising LNG demand and natural gas prices, and the growing acceptance of natural gas as a “clean” fuel. The hosts discuss Pine Gate Renewables’ bankruptcy, Orsted’s mounting losses, and the ripple effects of inflation on ConocoPhillips’ Willow project. They wrap with insights on rig counts, production strategies, and why smart investors are turning back to oil and gas for real returns. Subscribe to Our Substack For Daily Insights Want to Add Oil & Gas To Your Portfolio? Fill Out Our Oil & Gas Portfolio Survey Need Power For Your Data Center, Hospital, or Business? Follow Stuart On LinkedIn: https://www.linkedin.com/in/stuturley/ and Twitter: https://twitter.com/STUARTTURLEY16 Follow Michael On LinkedIn: https://www.linkedin.com/in/michaelta... and Twitter: https://twitter.com/mtanner_1 Timestamps: Highlights of the Podcast 00:00 - Intro 00:14 - U.S. Drilling Programs Are Resilient, but It Depends on the Location 03:57 - U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers 07:51 - UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions 10:25 - Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio 15:53 - Market Updates 17:12 - Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers? 20:22 - ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For? 24:30 - Outro Links to articles discussed: U.S. Drilling Programs Are Resilient, but It Depends on the Location U.S. Natural Gas Futures Up on Record LNG Export Demand, and Low Storage Numbers UK, Japan, Germany and Other Countries Sign Declaration to Support a Global Market for Natural Gas with Lower Methane Emissions Pine Gate Renewables files for bankruptcy, selling solar business and project portfolio Rig Counts in the United States are Up, but What Does This Mean for Investors and Consumers? ConocoPhillips Lifts Dividend 8% and Raises 2025 Output – What Should Investors Look For?