NOG KRP SLB RIG NEBULLISHCore thesis · 5/5

Energy under-owned, bigger move potential than gold

The guest argued energy is under-owned and could see a bigger price move than gold, with oil potentially reaching $130/barrel due to structural supply shortages.

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The story so far

CONTESTED · 10 MENTIONS · 7 SHOWS

6 AUG 2025 — 25 AUG 2026 · 2D AGO

5 SUPPORT · 1 CHALLENGE · 1 UPDATE · 2 REPEAT · 1 MENTIONED

6 AUG 2025 · FIRST HEARD
THE BUSINESS BREW
- Water disposal as a non-cyclical shale necessity
3 EPISODES BETWEEN · 3 MENTIONS
1. 24 SEP 2025
  BUSINESS BREAKDOWNS
  - Permian water volumes grow even if oil flattens
2. 15 OCT 2025
  THE GRANT WILLIAMS PODCAST
  - The guest argued that a potential Trump administration's goal of adding 2 million barrels per day of offshore production sets up a bullish dynamic for oil services companies.
3. 5 FEB 2026
  THE JULIA LA ROCHE SHOW
  - Energy equities attractive on future supply deficit
9 APR 2026
PALISADES GOLD RADIO
- Energy service sector exposure needed
10 APR 2026
PALISADES GOLD RADIO
- Oil equities fairly valued, need a correction first
20 APR 2026 · CHALLENGES
ODD LOTS
- Oil service costs rise with crude, squeezing margins
29 JUL 2026
COMMODITY CULTURE
- Bullish setups in land rigs and pressure pumpers
31 JUL 2026 · 4W AGO
PALISADES GOLD RADIO
- Oil service sector offers multi-bagger potential
25 AUG 2026 · 2D AGO · UPDATES
THE JULIA LA ROCHE SHOW
- Energy under-owned, bigger move potential than gold · THIS IDEA

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD