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Strategies & Market Trends : Natural Resource Stocks
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From: roguedolphin6/5/2025 3:18:14 AM
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Christine Guerrero: Larger Oil Companies Looking To Buy Discounted Assets, Growth Is Not Economic





During this 40+ minute interview, Christine talks about why the Saudis and OPEC have not cut oil production yet even though oil prices are beginning to seriously hurt many oil producers. Christine talks about how difficult it will be to keep growing Permian Basin oil production going forward and why there is little economic incentive for large oil producers like Exxon Mobil, Chevron, EOG and Diamondback to rapidly grow oil production anymore. BP takeover rumors by Royal Dutch Shell, Chevron and Exxon Mobil are also not going away as more smoke keeps appearing: BP is ‘certainly a takeover target’, market expert says youtube.com Over the last 3 years the US rig count has dropped 26.5% from 627 operating rigs down to 461 rigs as of the end of May 2025. Track the US rig count here: youtube.com Christine talks about the cost structure for the industry for fracking and that many US natural gas producers need nat gas above $4 for more consistent profits and to grow production to pipe the gas down to an LNG export facility or for next generation data centers in the US for AI. Christine thinks that deep water offshore rig companies and deep water oil producers will be the oil production growth beneficiary when oil prices do rally in 2026 or 2027. 1) 2 Offshore Drilling Stocks Set to Extract Big Profits youtube.com 2) 3 Stocks to Gain From the Rising Demand in Offshore Drilling youtube.com 3) 16 Biggest Offshore Oil Rig Companies in the U.S. youtube.com
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