Uploaded July 2026 | Updated September 2026, 2 weeks ago
In this episode of The Jay Young Show, Jay Young and guest co-host Rachel Griffith sit down with Dan Steffens, President of Energy Prospectus Group, to break down why oil prices are lower than expected, and why they could move higher quickly.
Dan explains the factors impacting WTI and Brent oil prices, including China’s inventory moves, the Strait of Hormuz, U.S. oil inventories, refinery capacity, Cushing storage levels, the Strategic Petroleum Reserve and the difference between the paper oil market and the physical oil market.
The conversation also covers natural gas, LNG exports, AI data center demand, U.S. energy independence and why domestic oil and gas production remains critical in today’s global market.
Key topics:
• Why oil prices are lower than expected
• How the Strait of Hormuz impacts global supply
• Why Cushing storage levels matter
• The difference between physical oil and paper trading
• What could push WTI and Brent higher
• Natural gas demand, LNG exports, and data centers
• Why U.S. energy assets matter for investors
Subscribe to The Jay Young Show for more conversations on oil and gas, energy markets, investing, leadership, and business strategy.
#JayYoungShow #OilAndGas #EnergyMarkets #WTI #BrentCrude #NaturalGas #LNG #EnergyInvesting #OilPrices #DanSteffens #JayYoung #KingOperating #USOil #EnergyIndependence
Suggested highlighted moments / chapters:
0:00 — Why Are Oil Prices Down?
3:15 — China, Iran Sanctions & Strait of Hormuz Supply
7:45 — Refineries Running Near Full Capacity
11:30 — Why the U.S. Is Energy Interdependent
16:00 — Cushing Storage and the Risk of Higher Oil Prices
23:30 — Paper Oil Market vs. Physical Oil Market
30:15 — Natural Gas Outlook and LNG Demand
35:30 — AI Data Centers and Future Power Demand
40:15 — Why Domestic Energy Assets Matter
44:00 — How to Follow Dan Steffens and EPG
DISCLAIMER: All content and all statements made herein, including by any speaker or participant, except those expressly made as a statement of fact, including plans, intentions, beliefs, and projections, are forward-looking statements, involve risks and uncertainties, and should be evaluated as such. All statements related to any past or current offering of King Operating Corporation or its subsidiaries or affiliates are expressly qualified and made subject to the applicable offering document(s) and all information, disclosures, and disclaimers contained therein. No content is intended, nor should it be construed, as providing tax, investment, or legal advice.
More information:
KingOperating.com
In this episode of The Jay Young Show, Jay Young and guest co-host Rachel Griffith sit down with Dan Steffens, President of Energy Prospectus Group, to break down why oil prices are lower than expected, and why they could move higher quickly.
Dan explains the factors impacting WTI and Brent oil prices, including China’s inventory moves, the Strait of Hormuz, U.S. oil inventories, refinery capacity, Cushing storage levels, the Strategic Petroleum Reserve and the difference between the paper oil market and the physical oil market.
The conversation also covers natural gas, LNG exports, AI data center demand, U.S. energy independence and why domestic oil and gas production remains critical in today’s global market.
Key topics:
• Why oil prices are lower than expected
• How the Strait of Hormuz impacts global supply
• Why Cushing storage levels matter
• The difference between physical oil and paper trading
• What could push WTI and Brent higher
• Natural gas demand, LNG exports, and data centers
• Why U.S. energy assets matter for investors
Subscribe to The Jay Young Show for more conversations on oil and gas, energy markets, investing, leadership, and business strategy.
#JayYoungShow #OilAndGas #EnergyMarkets #WTI #BrentCrude #NaturalGas #LNG #EnergyInvesting #OilPrices #DanSteffens #JayYoung #KingOperating #USOil #EnergyIndependence
Suggested highlighted moments / chapters:
0:00 — Why Are Oil Prices Down?
3:15 — China, Iran Sanctions & Strait of Hormuz Supply
7:45 — Refineries Running Near Full Capacity
11:30 — Why the U.S. Is Energy Interdependent
16:00 — Cushing Storage and the Risk of Higher Oil Prices
23:30 — Paper Oil Market vs. Physical Oil Market
30:15 — Natural Gas Outlook and LNG Demand
35:30 — AI Data Centers and Future Power Demand
40:15 — Why Domestic Energy Assets Matter
44:00 — How to Follow Dan Steffens and EPG
DISCLAIMER: All content and all statements made herein, including by any speaker or participant, except those expressly made as a statement of fact, including plans, intentions, beliefs, and projections, are forward-looking statements, involve risks and uncertainties, and should be evaluated as such. All statements related to any past or current offering of King Operating Corporation or its subsidiaries or affiliates are expressly qualified and made subject to the applicable offering document(s) and all information, disclosures, and disclaimers contained therein. No content is intended, nor should it be construed, as providing tax, investment, or legal advice.
More information:
KingOperating.com
