Join 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

Jay 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 discussion

22:00 — Rob Haworth joins and shares his background in investment strategy

29:00 — Oil prices, inflation, interest rates, and the current market outlook

43:00 — Staying strategic through advisor feedback, client conversations, and collaboration

48:00 — What investors may be underestimating right now

56:00 — Energy exposure, inflation hedging, and investing in oil and gas

1:07:00 — Has inflation changed since 2020? Rob breaks down what may be temporary vs. persistent

1:23:00 — Rob’s advice to his 18-year-old self: keep growing, stay flexible, and keep learning

On 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 $100
Gas prices at the pump
U.S. crude and gasoline inventories
Summer driving season
Natural gas demand
Data centers and power demand
Modern geology and better drilling data
Bivins and Mid-Con development opportunities
How land, geology, and operations work together before drilling

Don’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.