Podcast
The Jay Young Show
Hosted by Jay Young · EN
Join Jay R. Young, who is part of four generations in the oil and gas industry, as he explores leadership and entrepreneurship, including in the oil and gas industry on The Jay Young Show. With deep family roots and industry experience, Jay delivers valuable insights on minimizing risk and maximizing returns. Each episode features engaging discussions on leadership principles, innovative investment strategies, and the latest industry trends. As the Founder and CEO of King Operating Corporation and author of the Forbes Book, "The Upside Of Oil And Gas Investing" Jay provides a unique blend of wisdom and cutting-edge thinking. Whether you’re an investor, industry professional, or curious about petroleum, tune in to gain actionable insights and thrive in the energy sector.
41episodes
Episodes
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#249: Oil & Gas Industry Update: Market Trends, Operations & What Producers Are Watching
2w ago00:28:24Tap to summarizeJoin us for this week’s oil and gas live discussion hosted by Steve Mullican, COO, filling in for Rachel Griffith. Steve is joined by Mark Ayers, EVP of Geology, and Kelly Duncan, EVP of Operations, for a simple, industry-focused conversation on what oil and gas companies are watching right now.In this live, we cover key topics like current market conditions, operator challenges, field efficiency, commodity prices, drilling decisions, well performance, and how geology and operations work together in today’s energy environment.We’ll be taking a short break from our regular lives, but we’ll be back on Wednesday, June 10.Before then, join us next Wednesday at 11 a.m. CT for our webinar with Mark Ayers and Rachel Griffith titled “The Power Basins: Where Oil Companies are Drilling for Returns.”Sign up: https://kingoperating.zoom.us/webinar/register/5017792794021/WN_OH50a1GlTa6xHG762_Su1g
Transcribe →#248: Purpose, Portfolios & the Oil Market: A Conversation with Rob Haworth
3w ago00:44:17Tap to summarizeJay Young and Jordan Soto sit down with investment strategist Rob Haworth to discuss today’s market environment, oil prices, inflation, interest rates, energy exposure, and how investors can think about opportunity and risk. The episode also ties into the word of the week — purpose — with a conversation on leadership, adaptability, and staying focused in changing times. Timestamps:00:00 — Opening, word of the week: Purpose, and Jay/Jordan’s weekly discussion22:00 — Rob Haworth joins and shares his background in investment strategy29:00 — Oil prices, inflation, interest rates, and the current market outlook43:00 — Staying strategic through advisor feedback, client conversations, and collaboration48:00 — What investors may be underestimating right now56:00 — Energy exposure, inflation hedging, and investing in oil and gas1:07:00 — Has inflation changed since 2020? Rob breaks down what may be temporary vs. persistent1:23:00 — Rob’s advice to his 18-year-old self: keep growing, stay flexible, and keep learning
Transcribe →#247: Oil Prices Near $100, Gas Prices & Natural Gas Demand | Oil & Gas Rundown LIVE
3w ago00:30:17Tap to summarizeOn this episode of Oil & Gas Rundown LIVE, host Rachel Griffith is joined by Jay Young, Founder & CEO of King Operating Corporation, Mark Ayers, EVP of Geology, and Bill Phillips, EVP of Land and Business Development.The team discusses what is driving oil prices back near the $100 range, what consumers and investors should watch in the weeks ahead, and what falling crude and gasoline inventories could mean heading into summer driving season.They also break down why natural gas remains one of the biggest energy stories right now as power demand grows from data centers, electrification, and infrastructure needs.Plus, Mark Ayers shares how geology has changed over the last 10–20 years, and Bill Phillips discusses what King sees in the Bivins and Mid-Con areas from a land and business development perspective.Topics include:Oil prices near $100Gas prices at the pumpU.S. crude and gasoline inventoriesSummer driving seasonNatural gas demandData centers and power demandModern geology and better drilling dataBivins and Mid-Con development opportunitiesHow land, geology, and operations work together before drillingDon’t miss our panel webinar tomorrow with King Chief Economist John Mauldin and EPG’s Dan Steffens as they discuss what’s next for oil and gas, market prices, and where opportunities may be headed.
Transcribe →#246: Turning Stranded Gas Into Power: Mark Lancaster on Microgrids, Data Centers & Oilfield Energy | The Jay Young Show
4w ago00:59:35Tap to summarizeOn this episode of The Jay Young Show, Jay Young and Jordan Soto sit down with Mark Lancaster, an energy executive and entrepreneur with more than 30 years of experience in natural gas, power generation, microgrids, and energy infrastructure.Mark breaks down how oil and gas operators can turn stranded gas, flared gas, and produced water from waste streams into revenue opportunities. The conversation covers microgrids, data centers, Bitcoin mining, power demand, field electrification, and why self-reliant energy infrastructure is becoming more important across the oilfield.Jay and Jordan also discuss this week’s Jay’s Weekly Five theme: loyalty, along with faith, leadership, trust, business relationships, and doing the little things right. Highlights:00:03:30 — Recap of last week’s conversation with Drew Mitchell on security, awareness, preparation, and adaptability.00:06:45 — Jay’s Weekly Five: the word of the week is loyal and why loyalty starts with honesty, trust, and doing what you said you would do.00:13:30 — Book and podcast recommendations: The Energy Bus, Atomic Habits, EntreLeadership, and SmartLess.00:18:00 — Mark Lancaster joins the show and shares his background in compression, natural gas, power generation, and oilfield infrastructure.00:23:30 — Why flared gas and stranded gas are not just waste — they can become usable power and revenue.00:30:15 — How natural gas is converted into electricity and used for oilfield operations, Bitcoin mining, and data centers.00:36:40 — What a microgrid is and how operators can use field gas to power wells, equipment, and remote operations.00:43:30 — Data centers, power demand, and why natural gas is becoming a major part of the conversation around electricity growth.00:51:00 — Wind power, transmission line challenges, and why infrastructure often determines whether energy can actually be used.00:59:30 — Bitcoin mining in the oilfield: opportunity, economics, equipment costs, and risks.01:07:30 — The future of oilfield energy: self-reliance, recycling water, converting gas, and building more efficient operations.01:16:00 — Energy transformation vs. energy transition — how oil and gas companies can maximize existing resources.01:24:00 — Mark’s advice to his 18-year-old self: open a savings account and actually put money in it.01:31:30 — Why global oil markets still depend on crude quality, refining capacity, sour crude, LNG, and infrastructure.01:39:00 — Closing thoughts: turning oilfield problems into opportunities through relationships, technology, and practical energy solutions.
Transcribe →#245: Gas Prices Surge Above $4.50: What It Means for Oil, Inflation & American Energy
May 600:33:17Tap to summarizeGas prices are climbing again, and the impact is being felt by American households, small businesses, and the broader economy. In this live Oil & Gas Rundown, host Rachel Griffith is joined by Jay R. Young, Founder and CEO of King Operating Corporation, and Eric Rice, EVP of Strategic Partnerships, to break down what is driving prices higher and what it could mean next.Jay and Eric discuss rising prices at the pump, crude oil volatility, global supply disruptions, the Strait of Hormuz, tightening U.S. gasoline inventories, inflation concerns, transportation costs, and why energy security remains a major issue for the American economy.They also preview next week’s timely webinar featuring John Mauldin and Dan Steffens, where they will dive deeper into what is happening in oil, what it means for the economy, and what investors should be watching next.Register for the upcoming webinar here: https://kingoperating.zoom.us/webinar/register/4017774723663/WN_fnTkrou-ReWsVrlVB6X2UwOr email theupside@kingoperating.com and we will send you the registration link.
Transcribe →#244: Executive Protection, Online Safety & Energy Security | Drew Mitchell on The Jay Young Show
May 600:57:56Tap to summarizeIn this episode of The Jay Young Show, Jay Young and co-host Jordan Soto sit down with Drew Mitchell, Founder and Managing Partner of Valence Global, for a conversation on executive protection, personal security, online safety, and the importance of protecting what matters most.Drew brings more than 20 years of experience in law enforcement, SWAT leadership, investigations, and international close protection. He explains why modern security is about more than having a bodyguard — it requires a full protective ecosystem built around intelligence, planning, online awareness, family safety, travel risk, and proactive decision-making.Jay and Jordan also discuss the latest oil and gas market updates, rising gas prices, global supply disruption, Iran, the Strait of Hormuz, and why domestic energy security continues to matter. The conversation also includes Jay’s Weekly Five, with this week’s word: Coachable. In this episode:Why executive protection has changed in the digital ageHow online exposure can create real-world security risksWhy high-net-worth individuals, family offices, and executives need proactive security planningThe role of threat assessments, travel planning, and personnel vettingHow social media, location sharing and public visibility can increase riskWhat business leaders should know before traveling into high-risk environmentsWhy faith, family, and preparation matter in leadership and lifeSegment Highlights00:00 — Episode intro and recap of last week’s conversation with Bo Fowler06:05 — Oil and gas market update: Iran, supply disruption, and rising prices12:15 — Jay’s Weekly Five: being “coachable” in leadership and life22:00 — Drew Mitchell on executive protection and building a full protective ecosystem39:30 — Online safety, social media exposure, and protecting families in the digital age52:00 — Scams, phishing, crypto risks, and practical ways to reduce personal risk1:12:00 — High-risk travel, Venezuela, and kidnap-for-ransom concerns1:24:00 — Drew’s advice to his 18-year-old self: faith, family, and priorities
Transcribe →#243: Inside Oil & Gas Operations: Land, Reservoir Engineering & Project Evaluation
Apr 2900:26:56Tap to summarizeWe’re back live after taking last week off, and this week King Operating Corporation COO Steve Mullican is filling in for Rachel Griffith.Steve will be joined by Aaron Ledyard, King’s Land Manager, and Ian Crane, King’s Senior Reservoir Engineer, who is joining the live for the first time. They’ll discuss what happens behind the scenes in oil and gas operations, including land work, reservoir engineering, project evaluation, and how teams work together before drilling and development move forward.This is a simple, practical conversation for anyone who wants to better understand how oil and gas projects are evaluated, what reservoir engineers look for, why land work matters, and how operations teams make decisions in today’s energy market.Rachel Griffith will be back next week and will also be part of our upcoming panel webinar on Thursday, May 14, featuring John Mauldin and Dan Steffens. The webinar will cover oil and gas pricing trends, market outlook, and investment strategy.Topics covered:Oil and gas operations, land management, reservoir engineering, energy investing, oil prices, project evaluation, drilling decisions, private energy investments, and the current oil and gas market.
Transcribe →#242: FCA, Faith & Leadership: Bo Fowler on Building a Game Plan for Life | The Jay Young Show
Apr 2901:06:22Tap to summarizeWhat does it mean to have a real plan, not just for business, sports, or success, but for your faith and purpose?In this episode of The Jay Young Show, Jay Young and Jordan sit down with Bo Fowler, North Texas Multi-Area Director for the Fellowship of Christian Athletes (FCA). Bo shares his journey from growing up on a family farm in Georgia to playing football at the University of Georgia, joining FCA and now leading ministry efforts across North Texas.Together, they discuss prayerful planning, faith-based leadership, coaching, mentorship, youth sports, and how FCA is helping coaches and athletes find identity, purpose, and community through Christ. This conversation is about more than athletics. It’s about building a life rooted in faith, discipline, humility and service.Segment Timestamps:00:00 – Intro and welcome to The Jay Young Show03:00 – Jay’s Weekly Five: Word of the Week — “Plan”09:35 – Meet Bo Fowler and the mission of Fellowship of Christian Athletes24:30 – Bo’s background: Georgia football, family legacy, and FCA beginnings42:10 – What FCA huddles look like on campuses across North Texas51:30 – The anxiety facing today’s young athletes1:02:20 – What FCA needs most from the community1:15:20 – FCA camps, scholarships, and youth development1:29:15 – A powerful South Dallas FCA story1:34:30 – FCA’s future vision and sports ministry facilities1:42:30 – Bo’s advice to his 18-year-old self1:57:00 – Closing prayer and final thoughts
Transcribe →#241: Rob Thummel on Oil Prices, Natural Gas, LNG & AI Energy Demand | The Jay Young Show
Apr 2201:06:37Tap to summarizeIn this episode of The Jay Young Show, Jay Young and co-host Jordan Soto sit down with Rob Thummel of Tortoise Capital to break down the biggest trends shaping oil, natural gas, LNG exports, energy investing, and the future of AI-driven power demand. From the long-term outlook for crude oil prices to the growing role of natural gas in data centers and grid modernization, this conversation covers the forces driving the energy market right now. Rob shares his take on why energy remains essential to global growth, how oil and gas investors should think about 2026 and beyond, why LNG has become a global story, and how AI infrastructure could become a major tailwind for U.S. natural gas demand. Jay and Jordan also dig into California refining issues, global supply pressures, capital discipline, and what opportunities may still exist for investors who feel like they missed the last run in energy. In Jay’s Weekly Five, Jay and Jordan talk about the word of the week, which is secure, and how preparedness, confidence, faith, and fundamentals help leaders and investors stay steady in uncertain markets. Topics covered:oil prices, natural gas prices, LNG exports, AI infrastructure, data centers, utilities, energy investing, energy stocks, Tortoise Capital, crude oil outlook, WTI, Brent, energy market trends, capital discipline, refinery news, investor strategyTimestamps00:00 Intro00:45 Welcome back to The Jay Young Show01:20 Meet Rob Thummel of Tortoise Capital02:30 Why energy is still essential for global growth05:10 Oil supply, rig counts, and why underinvestment matters07:20 Rob on negative oil prices in 2020 and investor opportunity10:00 Why U.S. oil and natural gas exports matter12:20 LNG exports and why natural gas is now a global commodity16:00 The Aubrey McClendon / Cheniere LNG story18:10 Why data centers could drive major natural gas demand21:30 AI, utilities, grid modernization, and behind-the-meter power25:20 Rob’s oil outlook: cyclical move or structural shift?28:30 California refining, refinery closures, and fuel price pressure32:10 Global oil supply risk and where future barrels may come from36:20 Rob Thummel’s long-term oil price outlook38:10 Have investors already missed the energy opportunity?41:10 Tortoise Capital, energy funds, and investor access43:30 Jay’s Weekly Five44:00 Word of the Week: Secure47:30 Bible verse: Deuteronomy 31:649:10 Book recommendations52:00 TV recommendations54:10 Podcast recommendations58:00 Final thoughts and wrap-upHighlight Timestamps02:30 “Energy is pretty important” — why Rob says investors still need exposure07:20 Rob reacts to negative oil prices and what smart investors learned12:20 Why LNG changed the natural gas game globally18:10 Jay’s thesis: data centers could trigger a big natural gas jump21:30 Who pays for power demand from AI data centers?25:20 Rob explains why higher oil prices may be structural, not temporary36:20 Rob’s “Goldilocks” range for oil prices38:10 What Rob says to investors who think they missed the move44:00 Jay’s Weekly Five: the power of being secure in uncertainty47:30 Deuteronomy 31:6 and staying strong under pressure
Transcribe →#240: Why Oil Is Above $90 | Tax Day Moves & Oil and Gas Strategy
Apr 1500:30:44Tap to summarizeOil is still above $90, and there is a lot going on behind the headlines.In this live Oil and Gas Rundown, Jay Young breaks down what is really keeping oil prices elevated, how much of today’s price is driven by actual supply loss versus geopolitical risk, and what prolonged tension in the Strait of Hormuz could mean for gasoline prices, inflation, and the broader economy.Joining Jay are Rex Gifford, EVP of Tax, and Bill Phillips, EVP of Land and Business Development, for a conversation on both the market and the investor side of oil and gas.In this live discussion:What is really driving oil above $90Supply disruption vs. geopolitical risk premiumWhat Middle East instability could mean for the U.S. economyWhether U.S. producers can realistically make up the differenceWhat increases the value of acreage and leasehold todayHow land strategy affects the long-term value of a drilling programWhat investors should be asking now after a big tax billProactive tax planning moves to consider before 2027What to do over the next 6 to 12 months to be better positionedWebinar update:Our tax webinar featuring Tax Strategist Ed Lyon has been moved to April 28 at 2:00 p.m. CT. To register: https://kingoperating.zoom.us/webinar/register/5017756732935/WN_lQgnuT9fQDypa8ISjcjJTg or email theupside@kingoperating.com.
Transcribe →