Podcast episode
Episode 205 – Oil & Gas Experts Reveal Energy Market Secrets | Jordan Strebeck & Chas Perry
Join hosts Richard Cunningham and Luke Roush as they take their first deep dive into the energy markets with two legends from the Permian Basin in Midland, Texas. Jordan Strebeck of Fortress Energy Partners and Chas Perry of PBEX offer insider perspectives on oil and gas investing, geopolitics, and how energy production enables human flourishing globally.
All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.
Episode Notes
Two energy industry veterans from the heart of America’s oil country share what’s really happening in energy markets and why it matters for investors, the economy, and global human flourishing. Jordan Strebeck of Fortress Energy Partners and Chas Perry of PBEX explain how technological breakthroughs transformed the US from energy dependent to energy dominant, and what that means for faith-driven investors.
Discover why the Permian Basin produces half of America’s oil within 200 miles of Midland, Texas, how horizontal drilling and fracking revolutionized energy extraction, and why natural gas could be the key to cheaper electricity and AI infrastructure. Our guests also address the geopolitical implications of energy independence and the industry’s shift toward capital discipline over rapid growth.
CHAPTERS
00:40 Welcome and introductions from Midland, Texas
02:10 Why Midland is the epicenter of American energy
03:59 Understanding oil and gas business models
07:28 Fortress Energy Partners and PBEX business overview
12:14 Explaining minerals, royalties, and working interests
16:32 Upstream, midstream, downstream terminology
19:06 Conventional vs unconventional oil extraction
22:36 Technology revolution and US production growth
26:43 Geopolitics, tariffs, and industry capital discipline
35:03 AI, electricity demand, and natural gas opportunity
40:31 Energy density and global human flourishing
44:46 Domestic energy policy and grid infrastructure challenges
53:04 Personal reflections on balance and contentment