Josh Young: The ‘Oil Glut’ Myth & Why $100 Returns

Natural Resource Stocks

Oct 26 2025 | 01:05:23

00:00 / 01:05:23

Show Notes

Energy investor Josh Young (Bison Interests; author of the Basin Insights newsletter) explains why today’s oil price looks shockingly low in inflation-adjusted terms, how a rare geopolitical lull has masked true risk, why U.S. crude supply likely declines at current rig/spread counts, and how a coming mining boom could add hundreds of thousands of barrels/day to demand. He also shares insights from closed-door meetings with OPEC in Vienna and why proving real vs. claimed spare capacity may redefine the market over the next 6–18 months. Guest: Josh Young — Portfolio Manager, Bison Interests; Publisher, Basin Insights

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