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.

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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?