What to Expect for Energy Regulations Under Trump

The video discusses the US as a low-cost oil producer, highlighting the decline in break-even costs since 2012. It examines the impact of increased shale oil production on global markets, noting that it constitutes only 5% of global production. The discussion includes OPEC's response and the glut of light oil affecting WTI prices. Investment strategies are explored, focusing on a $50-$60 crude oil environment, with top picks in oilfield services, producers, and midstream sectors.

What has been a significant change in the US oil industry since 2012?

• Decrease in oil production

• Reduction in break-even costs

• Increase in regulation

• Increase in oil prices

How much of the global oil production is contributed by US shale oil?

• 10%

• 15%

• 5%

• 20%

What type of crude oil is primarily exported by the US?

• Medium and sour

• Light and sweet

• Heavy and sweet

• Heavy and sour

Which company is highlighted as a key player in the Delaware Basin?

• Chevron

• Concho Resources

• Halliburton

• Exxon Mobil

What is a benefit of investing in midstream operations?

• Low initial investment

• High current yield with potential for growth

• Guaranteed returns

• Minimal market risk