TIP572: Finding Value in the Oil Market w/ Josh Young
On today's show, we bring back oil expert Josh Young to give us an update on the oil
market.
Josh is the chief investment officer and founder of Bison Interest, which focuses on investing
strictly in oil and gas equities.
During this chat, we cover the highlights of the oil and gas market in 2023.
How buff it has shifted his investments in oil, why OPEC is sounding the alarm bells
on an oil shortage, the impact of the China reopening on oil demand, Josh's thoughts
on the US dumping their SPR reserve while China is building theirs, how a rollover and
shale production may impact oil prices, Josh's approach to market timing in the oil market,
Josh's view on how his bullish oil thesis may be wrong and so much more.
We always enjoy bringing Josh on the show to keep us in the loop of what's happening
in the oil market, so with that, here is my chat with Josh Young.
You are listening to the Investors podcast, where we study the financial markets and read
the books that influence self-made billionaires the most.
We keep you informed and prepared for the unexpected.
Welcome to the Investors podcast, I'm your host today, Clay Fink, and the audience
is in great company today because we bring back Josh Young, Josh, such a pleasure having
you back.
Thanks for coming on.
Thanks for having me on, Clay.
Well, today we're going to be covering your favorite topic, which is oil and the energy
space.
Last time you joined us to chat about why Buffett was betting big on oil and we also
chat about things like the Russia Ukraine situation and everything that was happening there.
And it's been a bumpy ride in oil.
I believe last time the price of oil was around $90 a barrel and today as we're recording
we're around $80 or so.
So I'd love for you to just hit on some of the highlights on what's sort of happened
in the oil market and what's progressed since our last chat.
Yeah, it's been really interesting and very bumpy and things went down a lot in between
that 90 and today's 82 or so dollars of barrel WCI.
So the biggest couple of things in the oil market had been one that Russia actually was
adequately supplying the market.
Their production and their exports actually didn't fall.
How consensus expected and my view was that their exports would have fallen by about a
million barrels a day from February of last year to around this time and they did not fall.
They've only come down recently because of OPEC cuts.
And then the other big sort of negative factor in the oil market has been China's reopening
where from a logistical perspective, logistics demand, so gasoline and also jet fuel have
actually been pretty strong from a demand perspective.
But petrochemicals and to lesser extent diesel demand has been pretty weak.
And so the combination of essentially weaker petrochemical demand in China along with stronger
exports from Russia and then a bunch of sort of secondary factors in both directions.
So Iran and Venezuela have been shipping more oil and various oil products, particularly
Iran dumped a bunch of their floating storage in the last year or so.
And then various countries either having way worse economies than one would have expected.
Like Europe, Germany's economy has been going through a degree of de-industrialization.
While on the other hand, India has been growing actually faster than expected.
And certain other emerging markets are doing quite well.
So I think that's sort of the summary.
It's sort of been more negative than positive for the oil market in the last year with
those couple of big sort of surprises hurting the market in the short term.
But subsequently, there's been multiple OPEC supply cuts.
And as OPEC has sort of pulled back on their supplies, that's brought the market back
into a deficit.
And we're seeing oil prices starting to rise again as instead of Russian production coming
offline.
We're seeing Russian and Saudi and various other OPEC plus countries with their production
coming off.
So that's sort of the high level what's happened in the oil market in the last year or
so.
In our audience, absolutely loved your update on what Buffett was up to last year.
Purchase substantial stakes in Occidental and Chevron.
I looked up the recent quarter here in Berkshire's stake in Chevron.
Now it's at $21 billion in Occidental's around $13 billion.
A couple other headlines I caught was that Berkshire has agreed to spend $3.3 billion
to boost its stake in a liquefied natural gas export terminal.
That's in Maryland.
Then they were also making a push for a bill that would see Texas spend at least $10 billion
on natural gas-fired power plants to back up its grid.
So with his large stakes in the Occidental and Chevron, he's still certainly still seeing
value in the energy sector.
And the energy sector is actually one of the cheapest sectors right now.
It's the cheapest in the S&P 500 on a PE multiple basis.
So I'd love to get your comments on what we've seen from Buffett recently, if how much
he's been adding to his positions and maybe any other comments related to those other
headlines.
Yeah, sure.
So, as I recall, I think Buffett actually has been selling some of his Chevron while
adding to his position in Oxy and just Chevron has performed better as a stock than Occidental
Petroleum.
My understanding of the investment thesis of Berkshire's investment in Occidental was
that it was sort of a higher-cost, higher leverage producer relative to the other large
oil and gas publicly traded producers in the US.
And so it was sort of a bet on higher oil prices for longer.
And then the bet on Chevron was more related to refining as well as just being sort of
the leader where it's one of the highest quality companies in the business on the large cap
side.
So it's sort of interesting seeing Chevron has significant exposure to refining and downstream,
whereas Oxy, while they do have a chemical business and they do have some renewal's there
predominantly an oil producer.
And so it is interesting to see Buffett selling some of his Chevron even though dollars-wise
he has more, buying more Oxy and then sort of positioning with just those two stocks
essentially in the oil and gas space for Berkshire's portfolio.
So all of that is pretty interesting.
My interpretation is that Buffett seems to be quite bullish on the price of oil and
on the value of oil producing assets and there is maybe less bullish on refining where
selling down his stake in Chevron I guess because of their large refining aspect.
Also as well as their sort of more demanding valuation, it's been a great bet for Berkshire
and has performed really well and the downside of the stock was performed well is sometimes
it trades into territory where it's no longer a value purchase and where it might be out
of valuation where it merits selling for Berkshire's portfolio.
And again, I think we've seen some of that.
The other headlines are interesting.
I think people forget that Berkshire is sort of a holding company so they have the
investments that Buffett makes with the cast and the float from the insurance that his
insurance subsidiaries underwrite and then he has all these different specific businesses
that Berkshire owns outright.
And so the investments in Oxy and Chevron are investments that Buffett seems to be directing
personally essentially himself whereas the Berkshire Hathaway Energy subsidiary which
is managed by others and Buffett technically oversees it.
It's a subsidiary of Berkshire Hathaway but a lot of those sorts of decisions frankly
availability seem like they're big and the billions of dollars are just sort of normal
course of business for Berkshire Hathaway Energy which is they would operate I believe
regulated and unregulated infrastructure assets in the energy space running all the
way from coal to renewables and so investment in natural gas exports attempting to get
essentially taxpayer funding for natural gas power plants.
I mean that's just sort of the normal course of business for Berkshire Hathaway Energy
and I would think that's actually sort of not.
It's noteworthy that people don't really understand just how much for example coal power
generation Berkshire operates and how much infrastructure they own sort of across the
space and how much coal they're transporting at Burlington which is a subsidiary there's
I guess technically not in Berkshire Hathaway Energy but similar idea and so it just sort
of fits in that they're normal course of business.
It's sort of similar to if C's candy launched some other sort of candy line and again
different because it's more capital intensive but similar in terms of you have to wonder
exactly how much Warren Buffett personally is associated with those sorts of decisions
versus you know the occipital petroleum where he's going or I guess he's having oxy
CEO fly up to Joe Mohawk but he's meeting with her directly and making that sort of investment
decision personally.
Since we mentioned natural gas I find it interesting to think about how stable oil prices have
been at least relative to some of these other commodities when I look at natural gas that
was close to $10 in 2022 and now is around $2.60 some curious if you have any thoughts
on the volatility and natural gas and maybe how that relates to oil and even Buffett's
businesses as well.
Yeah I don't think many people really understand what's going on in natural gas even some
of the best natural gas traders ever have sort of bowed out of the market because they
think it's too hard and too complicated.
You know there are a few folks who have done well sort of betting on the direction for
natural gas but it's very hard it's just so many different factors coming into play
along with the sort of incredible productivity almost miracle of shell gas in the US and
then the associated gas that comes with shell oil activity.
So there's many different cross currents as sort of its own whole topic.
I'm moderately bullish on gas and you know with oil I think the forward curve is in
backwardation which is if you sell a contract if you want to sell your oils or via a futures
contract a year out you might sell it for $5 or $10 a barrel less than the current price
for the for spot oil if you were selling it today versus selling it via that contract
for a year out.
If you're selling natural gas in a spot contract today versus a contract a year out you
actually could get almost twice the price a year out as you can today.
I think the winter 24 is over $4 in MCF whereas the current price like you were saying
is just over $2.
So there's the forward curve is in contango and I think it actually the forward curve
is never right but it's I think pretty close I think probably $4 over the next couple
of years as more export terminals come online is probably sort of the right number depending
on industrial activity in the US depending on power burn and what the winter and summers
are like in the next couple of years as well as you really have to wonder what the impact
is going to be of this drop of about 120 rigs from the peak rate of drilling both for oil
and natural gas in the US which I think peaked in Q4 last year.
You had mentioned that some of the big drivers of oil prices were the production within
OPEC what's happening with the relations with Russia and then the China reopening and
I think about the OPEC their production cuts and they've kind of been sounding the alarm
bells on you know just this under investment in oil and I think about you know maybe
what they're incentive sort of our and what their motives are what do you make of OPEC
kind of sounding the alarm bells on this under investment and the production cuts as well.
Yes so we put out a thesis a couple of years ago that we thought that OPEC had way less
spare production capacity than they were claiming and at the time it was very contentious
and we were sort of making jokes about there being a bone saw sharpened for me since
Saudi Arabia because their history with a reporter who had reported negative things about
their regime and it turned out within a month of our publication of our white paper that
I think it was the number two executive at Aramco cannot publicly talked about how there
was less spare capacity than people thought and he wasn't directing it specifically to Saudi
Arabia it was more of a general comment and subsequently everyone from MBS to ABS the
Prince of Saudi Arabia to the market to the head energy minister to various folks who
are senior at Aramco have all commented on massive under investment in oil in particular
and being worried about their being under supply.
So I mean I think just the simplest explanation for that is that they're worried about their
ability to adequately supply the market and if you're a producer that has you know maybe
they have decades of reserves but they're higher cost and they have less of it than they're
expecting I think they see a risk that oil prices go so high when there's a market under
supply and they're just not able to manage it that actually destroys long-term demand and
oil they produce let's say 20 years from now will get will not have a market or will
have a much lower price and then I think they're also worried that if there's a huge spike
in price again from an inadequately supplied market that it would encourage substantial
additional capital investments that could actually bring on much more supply over the long-term.
So I think when they say they want more supply I think they want let's say a couple million
barrels a day more supply maybe you know extra 30% more activity than you're seeing globally
I don't think they wide double or triple the activity levels that you're seeing and again
you can't really know for sure but I think it helps to sort of think about that and what
it means for a producer of something that's in a cartel that's limiting and supply it to
go tell everyone that they need to invest more the one other interesting note this is not
our first hand analysis this is second hand from having published our own sort of math on
the productive capacities different countries after we publish that and after we sort of disseminated
it we had this great benefit and it's a reason why we disseminate our research through white
papers and other sorts of mediums including podcast interviews and TV interviews one of the
nice benefits is that people reshowed to us who have personal experience in these various fields
or who are manufacturing supplies chemicals or equipment or various other things to service
these fields or who have worked on them in the past and the feedback that we got was actually we
were understating the problem with the productive capacity of fields in Saudi Arabia and Kuwait
and various other countries and so again we haven't verified this fully but the one supporting
factor is that there's a huge amount of offshore activity using very expensive very sort of
advanced rigs by Saudi Arabia as well as by Ramco as well as by other sort of gulf countries
and other countries where you would think that they would have adequate or more than adequate available
supplies to bring on at very low cost onshore so it's no longer the sort of Beverly Hillbilly's
shoe to the ground and oil comes out sort of idea or analog it's totally the other end of the
spectrum I think when you see Saudi Arabia going and spending hundreds of thousands of dollars a day
per offshore rig and bringing what is it they have 50 years something running right now 55 I mean
that should tell you that there's a real issue onshore and that they're concerned it's sort of
their actions as Buffett would say you want to look at ignore people say look what they do and
what they're doing is investing very heavily in their productive capacity so again that would be
sort of confirming that and again it's sort of it's very important I think to try to to stay away
from tinfoil hats sort of twilight the desert sort of theories and again like was Matt Simmons
right in early or just totally wrong or wrong because he was 20 years early unclear but I think
it's really helpful to sort of stay oriented on specific facts and then a simple analysis
that is logical and then go get as much feedback as you can on that sort of thing and not make it
too complicated is that sort of how we've approached it and again I think there are real capacity
limitations and the simplest explanation is probably correct here which is just that there's limited
spare capacity in OPEC and it's costing them more than they expected to add capacity and so they're
telling other people to do it to avoid some of those larger term problems that I was mentioning.
It's very interesting I'm also really curious about the China reopening and how you sort of view
this and how it plays into the market with today we see global oil demand at around 101 million
barrels per day so you know when China goes off to zero COVID policy and they want to reopen their
economy you know I think that's just huge demand coming on the market in terms of you know China
being one of the largest economies in the world so could you talk more about this and how this
plays into your oil thesis. Yeah so China I mean I'm generally very opposed to mercantilist
economies and centrally controlled economies like China's and they have predictable long-term
structural issues so when you look at Japan there was a period of significant growth in the Japanese
economy and then it sort of hit a wall in the early 90s and basically Japan stalled out for a
long period of time so the China bears point to that they point to demographic issues and say hey
this is the problem and I don't just agree that there will be problems in China and China is
definitely experiencing economic problems but it's also very different in that there's this giant
population that has very little energy consumption on a per person sort of the per capita energy
consumption is still very very low and there's still even with negative demographics and even with
all kinds of other problems there's still enough room there for there to be significant
additional growth before having the sort of Japan problem and so it's sort of one of these things
where I'm very sympathetic to the China bear case it's just I think it's been too early for a long
time and it's still too early so that can caveat out of the way I think China actually played this
reopening trade sort of extremely well and where the US was running fiscal and monetary essentially
stimulus concurrent with a reopening which was sort of a natural stimulus and where we were
essentially bribing businesses and giving government funds to businesses as well as direct
payments to individuals as well as suppressed interest rates while the reopening was happening
the US China did it different right they haven't done the seam sorts of stimulus that we did
they did some of it for a certain period of time but they're reopening they focused almost entirely
on the sort of services side they allowed the services side to sort of boom they sustained their
real estate market enough that it didn't totally inflow it I mean you had issues at Evergrande and
you had a couple of other real estate developers that had issues but they kept it from totally
exploding but they were inflating in your perspective but they sort of put it in stasis just
something that they let their economy run hot on the services side and now that that services
boom is starting to slow they're in the process of working on stimulus and so two other thoughts
on that one they're stimulus is shifting now that they've built out plenty of real estate
developments I mean there's really not that much of a need for new housing in China at this point
given how much they've built versus their demographic trends but they're shifting more towards sort
of consumption oriented stimulus which is very positive and then a non-China observation that's
very important for Chinese oil demand which is that we're starting to see green shoots in
freight demand and freight activity in the US and that consumption of diesel and that those extra
trucks and extra real cars are bringing in many cases goods that are manufactured in China and so
there's a little bit of a lag effect but I think that the strength of the US the sort of surprising
strength of the US economy and this resurgence in freight demand green shoots across trucking
and rail as we see inventory restocking I think it could end up being another sort of similar
effect for China and when you think about what's suffered in China in terms of diesel-demanded
pet camp if you see this pickup in factory activity and other sorts of parts of the industrial
economy in China from demand in the US and elsewhere I mean you could see a major economic
research in China for a period of time and again I'm not saying this will last braver but there's
room for another I don't know somewhere between two and four million barrels a day of incremental
oil demand in China above where we see them consuming today whether it's 16 million barrels a day
or 17 and a half depending on sort of who you're asking whether it's Jodi or I can't remember the EIA
everyone sort of has this sort of bracket of just under 16 million barrels a day on one side in
May to 17 and a half or so and then just one last thought on China so when you think about that
consumption when you think about sort of the trajectory of that consumption you want to think about
their purchases recently of oil to fill up their own strategic petroleum reserves and their own
commercial inventories and so that the bear thesis on oil this year had been all their inventories
are full and they keep buying anyway what happens when they sell or dump those inventories or
refine that oil and then export it and there's two things one they've been building more and more
of this storage right and they're not building it for fun and they're probably not building it
just to arbitrage of the price of oil they're building it because I think they see what I see and
what others see which is this likely scenario where they end up using millions of barrels a day
more oil and I think they see what OPEX sees which is they don't know where it's going to come from
so if they don't know where it's come from and they know that they're going to need it and they
need to stimulate the manufacturing anyway they might as well build a bunch of steel drums
and put concrete under them and sell them up with oil and refined products and so I think that's
no worthy I think the big thing the China bears get wrong is that there's somehow going to be oil
coming out of China the oil goes to China it's getting used in China and they're not just sort of
speculating on the price they're they're strategically purchasing it for future consumption and again I
just think there's so much noise in there there's so many sort of specific statistics that can
look really alarming or really promising and there's just a reality which is these guys they're
centrally managing their and centrally planning their economy and they expect to use more oil and
therefore they're buying it and storing it and their storage levels are actually pretty stable and
they're sort of in the mid 60s or so percent capacity utilization of their storage between
technically SPR and commercial inventory so again there's lots of noise but when you look at the
specifics and you think about what it means for a country like China to be going and buying more oil
and putting it in storage they're buying it to store it to use it and it's likely not for more
it's likely not for these other sorts of star fetchings possible but the simplest explanation
is just they're buying to use it they see the potential for millions of barrels a day of demand ramp up
they don't know where they're going to get it from and so they want to make sure that they have an
adequate supply to be able to have some buffer in case prices spike due to some either supply
disruption or unanticipated amount let's take a quick break here from today sponsors
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slash study all right back to the show so the US has been selling off their strategic petroleum
reserve while China has it been building there's up how do the the reserve levels compare between
the two countries yeah the US SPR is down it looks like 50% or so from its recent high and that's
really interesting because there are limitations in terms of how much more you can pull out before
you cause structural damage to these caverns it's not like a sealed realm where you can pull it all
the way down and fill it all the way up there's some structural limitations to how much you can
pull out and maintain the integrity of it but if you look at the trajectory I mean China's been
building more of these things and filling them again it's not a calamity it's not they're not
full to the brim they have plenty of additional room but they keep building them and selling them
about 60 something percent and then their use of oil has been growing so they're their days of
storage in terms of the amount divided by them out there using per day has actually not increased by
much the US the day storage has collapsed as we've dumped our SPR and then frankly our commercial
inventories are starting to fall too and when you net out the structural amount so similar to
the SPR you need a certain amount of oil in pipes for the pipelines to actually function you need a
certain amount of oil in silos and various other spots just for the normal flows for exports
and imports and refiners processing stuff you need just sort of working capital when you net out
the working capital of US commercial inventories we're actually at very low levels and I think people
just haven't done the math on that there's an extra roughly 100 million barrels or so that's sort
of it's counted as inventory but it's just sort of structural it just needs to be there and so
we're pretty low on commercial inventories too in addition to scarily low on the SPR one note on
that it's okay that we have less than the SPR because we do produce more oil domestically but
it still was nice to have and if you look at why we built the SPR there are strategic reasons to
have it even if we are a large oil producer at this point and so it's sort of a there's a lot of
political arguments on both sides of that but we are in a less secure energy position today
than we were a year and a half ago when we had twice as much oil or so in the SPR.
Luke Groman on our show he was on with Preston Pish he was kind of sounding the alarm bells on
shale rolling over here in the US my pull this Wall Street journal article that was recently
published it explained that the US shale production is dropping at its fastest pace since the
COVID-19 pandemic. I saw that the number of rigs drilling for oil has dropped from 800 to 670
with private drilling accounting for nearly 70% of that decrease and we've seen US drilling
rise and fall in these different waves over the past 20 or so years so I'm curious what your take
is on how you know previous declines in the shale production the US how that sort of factors
ended the oil price and what history is sort of telling us on this front. I think I have a view
but I have it loosely helped because there's a history of people being totally embarrassed by bad
calls on shale production growths and declines in both directions and so my current view
and this may change because again it's a very complicated subject each of those rigs are drilling
specific locations in specific spots they can get shifted to more productive locations or
less productive they can get shifted to locations that can produce more oil or more natural gas or
more natural gas liquids or some combination of those so so it is a dynamic problem but high level
shale productivity on the oil side has been falling over the last few years it may have peaked
around 2018 so that's the productivity per rig and essentially per thousand feet of lateral
length in the horizontal of these shale wells and it's been falling since then and so as you have
declining productivity per well and per thousand feet and as you sort of you hit the upper limits
on rig productivity in terms of just how many feet you can drill per day with your rig and again
there are some extraordinary people and technologies for that but we are sort of it does look like
peeking out on drilling productivity and again watch me totally be wrong on that at some point in
the future with some new technology or drilling technique or what have you but I think they're right
I think there's a real risk of production declining and we also we put out a bison white paper on
this issue of drill on completed wells we call it the duck dilemma and that sort of played out
where we saw many more rigs getting added relative to frac stacks of pressure pumping equipment
getting added and so we needed more of those rigs just to make up for the under investment and under
the there was disproportionately too little drilling activity or versus a pressure pumping activity
so that sort of balanced itself out and what we're seeing now is with there being a smaller inventory
of drill done completed wells relative to the rate of drilling wells there isn't that sort of
flex to bring on additional production very quickly to the extent that we see an oil price spike
so there is a little bit of a build up and drill done completed wells on the gas side which makes
sense given the shape of the gas forward curve and the fact that you can sell gas right now if you
want for 18 months or now we higher than the current price so that's all rational with the
backwardation along with just sort of this increase in drilling reactivity and decrease
pressure pumping we saw the drill done completed wells sort of go away which means that whatever
the error rate is going to be in terms of just shell surprised to the upside or the downside on
the oil side it's more likely to surprise on the downside and then it's much less likely to correct
as quickly as it did in this sort of post-COVID recovery where you saw production rebound by almost
close to 2 million barrels a day over a couple of year period just because you had all these drill
done completed wells that you could bring back on where they would go and complete without
having to go drill new wells to fully replace them so sort of long answer short probably we're
going to have less production than people are still forecasting and we may actually see US oil
production decline if we don't see a big step up in rigs as well as pressure pumping units.
Since we talked about accidental and chevron I'm curious what you've seen from some of the
super majors in terms of production and just some of the big names in the US.
It's an interesting question because the industry generally has been under investing relative
to its cash flows versus how it's invested in the past so historically the industry would invest
about 100% of its cash flow some of the shield producers prior to the I mean even after the 2014
crash running into let's say 2018 they would invest 100% or more of their cash flow and right now
they're they're all producing a fraction of that and Buffett has cited that as one of the reasons
he's a big buyer of oxy as well as chevron and why he's bullish on oil that under investment
of cash flow. Yeah when you look at companies like chevron I mean they're doing a big acquisition
which is brilliant because they bought a company at the low end of the valuation spectrum but
that was still big enough to be material to them and they bought it for about half of their
current valuation and so I think they should go buy more companies and I think chevron has done
a really good job through a value perspective in terms of not paying too much when they've done
acquisitions and for example when they were in a bidding war with Occidental over in Adarco they
actually let oxy win and they won by getting I think it was a billion dollar break see or something
like that and they didn't overpay and oxy paid a lot more than chevron was going to pay for
Adarco and chevron moved on and they bought other companies for lower valuations so I think chevron
is sort of proven that they're good at that and I think they should do more of it and they seem
likely to in terms of when you look at their capital programs versus their cash flows exon has a
sort of wars track record particularly with onshore shale their xto acquisition was abysmal they had
to write down almost a hundred percent of the purchase price over time I think they should still
probably buy stuff they're just you know I think they should they probably need to be more cautious
and I think the market might might also be more hesitant in terms of seeing them by assets just
because of their history that was a little more mixed on the capital allocation side the other
interesting thing for both of those companies is that they're well productivity so when you look at
their land their land in the Permian in West Texas in southeast New Mexico is top death
aisle but their well productivity is average and so they think that they're good at it which is so
odd right you hear their comments you talk to services providers and hear what what you know exon
and chevron tell the services providers about how good they are and it looks like they just
calm themselves versus their own wells which is again it's a very very dangerous thing you want to
just you don't want to be and yes of others but in an industrial process you want to not just
consider how you're doing it but especially for drilling wells where it's pretty similar you
want to compare to other companies too and so it's been this thing where exon particularly
was spending a ton of money and trying to grow their production very very rapidly very aggressively
and they were not doing a very good job in terms of growing it relative to how much they were
spending they have pulled back a lot and their wells are less bad but they're still not impressive
and all in my opinion relative to you're just the the resource map when you look at how company
are doing on the edges of their core positions in southeast New Mexico I mean it's just not
comparable there are way better wells drilled by other operators like EOG immediately adjacent to
them so they are investing they are growing a little they're growing their gas and NGL production
more than they're growing their oil and they're frankly sort of wasting from my perspective some
of the best rock that's out there you know it's bullish for oil but it's sort of one of these very
odd things when you hear them talk and again like I'm at the end of their especially chef runs
M&A strategy I think some of their offshore stuff especially exons activities in Guiana very promising
very high return but they just there was this theory that the oil majors and super majors were
going to be the best at shale because they could allocate in most resources and so on it turns out
you need to be sort of more entrepreneurial and have the executive team be sort of closer to the
ground and more directly involved the cousin the complexity of the processes as well as the
number of decisions that need to be made and the amount of authority that needs to be delegated
that seems to not be consistent with the cultures that were built around these sort of very large
projects with limited numbers of very expensive wells like the activities in Guiana that exons doing
I want to briefly zoom out and look at the bigger picture one of the most interesting charts that
I've seen recently is the long-term trend of energy consumption ever since around 1950 global
energy consumption has just exploded and gone parabolic and coal and oil and natural gas has fueled
the majority of that growth in consumption do you envision the demand for oil to just continuously
grow over time or remain stagnant I know we don't expect oil demand and gas demand to just
increase in the perpetuity so where do you see this energy dynamic sort of you know shifting
and playing out how it plays out in the long run so probably hopefully we'll use more energy
every year going forward like we have in the past and that growth of energy consumption broadly
has been associated with dramatic improvements in lifespan as well as quality of life across
humanity so hopefully in places where people use very little energy they'll be able to use more
and they'll be able to benefit from basic sanitation basic things like air conditioning and refrigeration
I mean these are things that dramatically improve people's lives but they require energy so I hope
that that increases I'm concerned about policies that make energy much more expensive and I'm worried
that in this sort of tradeoff of climate risk and other risks from using certain fossil fuels versus
the risk of undersupplying cheap energy or making energy more scarce to the poorest people who
could benefit from things like air conditioning and refrigeration and better transportation for
themselves or their crops or whatever other sort of basic needs that they have that can be
still by energy I worry that our current sort of policy course is to sort of affect the trajectory
of consumption of energy on this chart and so I think it's less of a you know that people say like
all of the above and there are energy return on investment issues with some of these sources versus
others but I think just holistically policies that promote the production of energy as well as
the distribution of it broadly are very pro humanity and the opposite is sort of anti and then just
the people that are anti certain energy sources you'll find them on their private jets to conferences
where they talk about it so it's a very sort of weird colonial like there's all kinds of open
questions I think about what those people actually want and again getting back to budget I think
you just look at what people do and ignore what they say and you sort of know what they actually want
and I don't know why this conversation doesn't always start anywhere it's not covered in the news like
what these people actually do who are trying to restrict energy consumption but again I hope that
we continue on that trajectory it's most likely that we continue on this growth of energy consumption
this dramatic growth of energy consumption trajectory but I also worry that we're ruled by people
who consume enormous amounts of energy themselves but are promoting increased restrictions and scarcity
of energy for others to my knowledge your solar and wind energy skeptic I might describe it as so
where do you see things sort of transitioning in terms of energy production I'm sure this is
something you've talked about before my problem with solar and wind are that the technologies don't
seem to be sort of fully perfected from a R&D perspective and so what you have is huge amounts
of subsidies on imperfect technologies that are ruled out in a way where you end up consuming
polluting fossil fuels in some cases much more polluting right you end up burning more coal
or engaging in strip mining in various parts of the world using trial labor very some combination of
things that are very non-humanistic along with things that are very polluting to end up with
something that doesn't even work that well and so it's not that I have a problem with solar I would
love for there to be really highly efficient highly effective solar and for it to be rolled out
broadly similar to wind the problem is that it just doesn't work as well as advertised and it somehow
became a political thing where observing that or sharing hey this wind turbine blew up and it's
on fire or paid cheers what happened to all these wind turbine blades after they were they last
for 20 years or 10 years and they get disassembled and here's where they go or this is what happened
to this solar field after it was ran through its useful life for somehow that became a political
thing instead of just being able to say hey this is a downside of this technology so my hope is that
the technologies get improved dramatically through research and development and that there would
be more funding oriented towards those improvements rather than to subsidizing the implementation of
these imperfect technologies an increasingly less favorable locations so the other problem is you
see these pictures of solar panels covered by snow and Alberta and it's like like what are you
actually trying to accomplish by burning coal to melt silicon to build your solar panels in China
in some cases using weaker like slave labor essentially to then ship it again using oil to
the west coast to then put it on a truck and drive it or put on a train and you again use these
old to bring it over to install it to have it not run for 80% of the time because you get snowed
and then you don't have a lot of sun anyway and so again it's less about the thing right from
this great and hopefully gets a lot better and then the actual implementation the idea of
personal implementation and the problem I have is on the implementation side and I think when
you compare it to oil or natural gas you have huge taxes and regulatory burdens on the implementation
of a natural gas solution to something and you have huge subsidies and stimulus is essentially to
encourage the consumption and use of the solar solutions and so it should be a really easy economic
solution when it's not I think that tells you that there's something wrong so again nothing
against it specifically more of a problem of the actual the economics which tell you the
effectiveness of the current generations of these things I know you're not one to really try
in time the market you post a lot of stuff related to Buffett and you know not trying to time the
market or forecast whenever sessions going to happen and I would mention that you're taking
advantage of very attractive prices when oil dropped in recent months and since rebounded back
above the $80 mark I'm curious with that if you expect oil to perform you know similar to
previous recessions where it sort of has a little bit of a free fall before the economy recovers
or do you see the current dynamic much differently given you know all the under investment that's been
occurring more in such an interesting time that it's really hard to answer that because I don't
know that anyone really knows if our economy is booming or if we're in a recession right now
and it's like a very a very strange time we sort of know what happened to see years ago but we
don't really know what's happening right now people are asking me that about oil and I would say
hey more broadly we just don't know right there's a lot of complexity and there's a
increasingly inaccuracies in governor reported data along with increasing inaccuracies and
company reported data so it's just really hard to say what it looks like right now and again
very loosely held it was just sort of like what the data seems to be showing incredible analysis
seems to be indicating we had a downturn last year the stock market sort of bottomed in what was
it November or so last year we've had a stock market recovery we're seeing freight green shoots
we're seeing inventory restocking this sort of looks like a recovery post recession and we also
saw oil prices fall essentially 50% from their high to their low which is what you would see in a
recession and we're seeing a rebound after that which is again what you would see and so the
question of hey what are your recession fears it's like okay well you know I wasn't managing
money through the 70s but I was in the 2000s and I got to see how scary and awful it felt in 2009
to be buying stocks particularly oil and gas stocks and everyone just thought the world was ending
I remember I attended an event where the chief investment officer for the Disney family office
was presenting and discussing and I asked him hey like you actually seem pretty bullish on stocks
what's going on and you keep pointed to the inventory restocking and said hey I can't predict the
future but I know what's happening right now and valuations in his words were very cheap and there
was this increase in economic activity and so again I don't know for sure and there's there's really
wide bands on the accuracy of data that we're seeing but right now it actually looks like we may be
in a recovery from what may have been a recession last year and I don't really know I just know sort
of where oil consumption is I can actually see oil inventories a lot better than I can see some
of these other sort of broader economic questions so when I think about the the risk of a recession
I look at the trajectory of consumption I look at the things that could affect that and again most
of the trajectories of most of those factors are actually positive not negative and the sentiment got
really bad for oil in particular earlier this year as it was getting great for tech stocks as
it getting great for various other actually quite economically sensitive businesses and
no idea is that tech does well in a low growth environment but it does very poorly in a negative
growth environment and so for those stocks to be running I mean they were they were indicating
there was something right either was a speculative mania or it was that the economy was recovering
or or both and so again really hard to say and one of those things where I'm sure some of my
econ professors if they see this who I took classes with a year of such a career I'm not going to
be thrilled to hear me say this but I just don't know I don't think people know but and like you
said value wise there were extraordinary bargains on these stocks still I mean we got to buy them
for even cheaper a couple months ago but high level the S&P energy was like 4% of the S&P
on a market cap basis but 10% on a earnings basis so that was clearly unsustainable over
you up to I think 4.5% right now but that's still way too low and historically if you just bought
things on that basis that's sort of one of the budget approaches you just you end up over time
converging maybe earnings come down a little and the market caps go up or earnings to go up and
your market cap does that more but either way that tends to be a really good trade historically
has tended to be and then on the specifics I mean some of the companies because there's so
few people looking at it there's so little index participation and then there's just such negativity
associated with the space there are mispricings that are just astonishing and it's three years
enter a recovery for these stocks you'd think there'd be smart institutional money going for it
and you know sub 10 sub 20 million dollar a day trading volume stocks I mean there are just
gross mispricings in both directions and we're finding great opportunities let's take a quick break
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it's funny because as you're an investor in the markets for a number of years and you look at
the big picture and you look at sort of what's happening things always feel really uncertain and a
lot of people kind of see that as a bad thing like are we gonna you know in a recession or things
gonna turn down but when you're looking for bargains you want uncertainty you want other people to
be sort of worried and scared and then you know obviously you obviously should use caution with
investing but when everyone else is really uncertain about things like oil prices then someone
like you looks at the fundamentals and you're sort of able to take advantage of opportunities other
people are you know sort of too scared to dive into and it also reminds me of the Peter Lynch quote
believe you're also a big fan of it's where investors you know they lose more money trying to
anticipate recessions than in the recessions themselves one more point you mentioned that uh you
know investors don't know if the economy's ripping or if we're in a recession or not and price
discovery is one of the great signals within the markets it was interesting to me how you've talked
about how the oil price can actually sort of be an indicator for the economy oftentimes people
people talk about things like the yield curve inversion to judge where we're at in the cycle so
I'd love for you to to talk more about oil prices and what oil prices signal for where we may be at
within the economic cycle that's a really good question one thing I will add I think up there
with uh Buffett and Peter Lynch who both have great investment track records as well as great quotes
my friend Morgan Household has this great quote about downturns and he says that every pass
downturn looks like an opportunity and every future one looks like a risk so I think it's important
to be the frame things the right way and when everyone is scared I like to joke I hide under my
desk and click buy and so it's just you've got to be able to just invert it right the more confident
I steal in something the more scared I am and the less likely I'm to really go buy more of it or buy
it and the less confident but in a way it's really scary but the math just checks out and I can't
kill the idea and I can't I can't not buy it in size I mean those are the things that I've done
the best in by far and so it's really it's not about it's not about comfort it's not about
feel good it's not about sleep at night all those stuff I mean we saw in Canada recently there was
a midstream stock that fell they were doing a spinout which looked promising I didn't get involved
in it at all but they're doing a spinout and the stock fell I think 15 or 20% on the announcement
of a spinout which historically would have actually been an indicator of promising return
and you agree that is written extensively about how spinouts sort of unlock value and there's extra
returns potentially from buying them both before the spinout and after depending on which one you buy
the bigger the remain co or the spinout co and it was just so interesting to see how quickly
price can drive narrative and sort of set this like selling loop and then that can reset and you
can see a buying loop so it's very very difficult that's relevant for the question which is what does
the price of oil mean for the economy and I sort of think not much because when I look at the
participation in the futures markets right now for oil it's very low when I look at the physical
markets there's very little risk taking by physical market participants and there's very little
incentive for folks to buy oil to store it given the shape of the of the forward curve it being
in backwardation and so when I look across that I'm not seeing a lot of activity that would suggest
that there's a strong price setting in the physical market it looks like it's more being set
on the future side and the bulk of that activity seems to be via CTAs and hedge funds that are
basically just trading momentum and sentiment and so you have this just sort of game of telephone
where it sells sell sell sell sell and then someone mishears sell is buy bye bye bye bye bye bye so
I actually don't think there's very much information right now in the price of oil especially
relative to where there might have been more information in the price in the past so not saying
much I mean over $80 a barrel but having said all that probably we're not in a recession but we
may be in a inflationary recession and inflationary recessions cause they say monetary illusions like
you sort of have weird things happen when you're in periods of inflation that are higher than recent
past periods and so sort of a little bit of the mess but just generally I don't think there's
that much information in the price at the moment relative to the broader economy when looking at
some of the opportunities you've been diving into you and Trey talked about this quite a bit in your
last discussion when talking about Buffett's picks and you highlighted how you know Buffett's
managing large tranches of capital and he's sort of forced into these super majors even though
they're trading at higher multiples than some of the small caps can you talk about what investors
should keep in mind when they're thinking about small caps versus the super majors because
you know I think about how smaller companies are probably more susceptible to price swings they
probably need to be a little bit more conservative in some ways so can you talk about that
yeah I had to eat crowing that a little bit because the super major stocks have done a lot better
in the last year than the small caps why is that I mean it's not valuation because the super majors
went from expensive when we talked a year ago to more expensive now and you see that shift where
Buffett has been actually selling Chevron it looks like so I think there's not that's not accident
I think that's again valuation driven I don't know for sure but I don't remember that he's talked
about that specifically but you just you see it so I don't know it could be that there's been
fund flows towards large cap stocks generally in the US and so as you have S&P 500 index fund flows
you end up with sort of structural buying of some of these stocks particularly the largest ones
and so you X on a Chevron they ironically be getting bit up partly because Apple and Amazon
and Google are in Microsoft are all doing really well and you're sort of they're all time highs or
at their all time highs and so you know it could just be that where there's sort of these incremental
purchases it could be from share buybacks and it could also be that there are folks who are more
interested in making the oil macro bet through equities rather than through buying oil and if they
end up buying XLE which is that S&P 500 index fund focused on or ETF focused on the energy sector
50% of that is X on and Chevron so folks that are looking for that sort of broader diversified
exposure through an ETF end up owning just a whole bunch of mostly X on and Chevron so those are
some possible theories I mean we're just we're in a market where I think we're at near record
levels of concentration in a very small number of stocks and in the largest stocks sort of like
the nifty 50 or you know like the Cisco's and a few other stocks in the 90s and in those time
periods you saw large companies that weren't even in that sort of set of most favored companies
you saw their shares trade up a lot so that's my guess I don't think it's related to fundamentals
the fundamentals of those businesses versus smaller or mid cap oiling stocks have not really
there's been some benefit to refining but refining margins are starting to solve again
I don't know that there's really big differentiation I think the one comment on risk and again
none of this is a recommendation people should do their own diligence and consult their own
financial advisors but there are companies that are small that are very low fundamental risk
and fundamental risk measured as solvency questions and viability questions I mean
there's companies that I've talked about before that have hundreds of millions of dollars of net
cash on their balance sheet and no debt and positive free cash flow and so it's like okay like
how do you kill a company that you could right video be really really hard and I don't know
that being smaller but having half or a third of your market cap and net cash really makes you
more risky like technically it's more risky from a share price volatility measurement perspective
but it's not from a fundamental perspective so I think I think there's some complexity there
and then I think I just worry that people end up missing even though small cap stocks have done
for me I guess one change in the last year were it allowed to talk about our returns again it's not
a solicitation but I think it's illustrative for the difference in between small and large cap so
XLE launched in May of 2015 XLE I think is up maybe 10% or so since then and the small cap oil and
gas stock index the S&P 600 energy is down last I checked about 65% or so then the ETF is down
about the same and we're up like 115% net of all fees and expenses and whatever and so there's room
to do really well in small caps because there's so big differences and valuations there's really
wide valuation dispersion and there's just less room I think to earn differentiated returns
on the large cap side because everyone knows about XOn and Shepron and Shell and BP I mean there's
just a limited set of these very large companies and very little differentiation possible I think in
the research and tons of cell side notes on these companies and just there's just less of
information asymmetry available so I think even seeing out performance by large caps over a
period of time even if it was over a long period of time that doesn't necessarily mean that there
are orange opportunities and small caps to or micro caps or mid caps to materially outperformed even
when that sector is is out of favor and then when it goes back into favor if it goes back into
favor there's room for even more exceptional returns in that sort of strategy.
Are there big differences in the break even price between the larger super majors in the
small caps or how do you think about that aspect? Yeah sometimes but there's also big differences
in break evens among small caps between one small cap to another and so there's supposed to be
I wrote some articles during COVID about how COVID sort of challenged the super major business model
the Rockefeller sort of came up with this model where through integration it made the super major
model that that design of business sort of bulletproof because they were supposed to when oil prices
went down they were supposed to make more on refining when refining was doing bad along with oil
they would make more on chemicals they would make money on transportation and these companies have
sort of shifted away from that to some extent and so while there's some brilliance to the model
that Rockefeller created it's not as bulletproof today and there's not as much stability as
there was for standard oil I mean he also had the benefit of running a monopoly but even the
monopoly constituents when they got broken up still did extraordinarily well for a long period of time
so I know it's sort of a tangent but I think it's important in thinking about it it's not obvious
that mega cap company in the oil and gas space will necessarily have lower break evens than a
small cap or micro cap company it all depends on the specifics of the assets the specifics of the
business strategy and then the other aspect is what will the incremental returns on invested capital
look like and what are the opportunities within those companies to earn those high returns because
the way you make money as a company over time and in the ways stocks outperform over time is through
displaying high return on equity return on invested capital you really want those measures to be
very high and there's a lot of research showing over the long run that's sort of the biggest single
factor and so you know these companies have big benches right excellent has piana they have this
great land in west Texas in southeast New Mexico similar for Chevron with some great offshore
opportunities as well as some of the best land in southeast New Mexico but if they're not
effectively addressing them and if they're not sort of rebuilding that inventory you can have small
companies that actually earn for in excess return on equity over time and those companies again
statistically should do better because they have that better return opportunity and then they're
also smaller so they can be more nimble more flexible and it's a reason I think why in past cycles
small caps have actually traded at pretty large premiums of arm evaluation perspective from cash flow
and so on to larger companies and so I think there is a reasonable case that we'll see that
reversion from a big discount for small caps to a premium and a big part of that I think is just
this opportunity to find to be more nimble and be able to find mispriced opportunities that an
ex-owner Chevron just can't address because they're too big and it just takes too much change to
to refocus their capital. I'm really glad he mentioned the return on capital and the importance of
that and oil is just a really really tough business a lot of stocks just don't go anywhere because
stocks might do well over one or two years as the oil price goes up but over a long enough time frame
the return on equity return on capital for a lot of those businesses is a very high which is why
probably a lot of investors just don't park their money into the oil sector so Josh part of being
a great investor your big believer in Buffett's idea of value investing investing with the margin of
safety investing in companies with strong return on capital part of being a great investor is
understanding what can go wrong so I'd love for you to talk more about if there's a feasible scenario
in your thesis on oil a scenario where the thesis doesn't pan out say over a five year time frame
what does that look like? I think the biggest risk to my thesis which is finding small cap companies
that are materially undervalued and owning them for the repricing close to fair value the biggest
risk there is that there's some giant discovery of new oil that oversupplies the market whether it's
through a big discovery you have to discover a lot you have to find a really big field that could
come on really fast and the history is not very promising for that the last truly big fields were
some of these shield fields which from discovery to ramp up were a decade plus so you need something
much faster than that maybe you have to be a discovery in an existing field such that there's
enough infrastructure in place to be able to adequately supply the market for you'd need an absolutely
devastating economic downturn that would have to be global and would have to look like some of
the stuff that we saw in the 30s with countries essentially going off the grid by going communist or
a sort of similar type you just absolutely torching their industrial bases and torching their
consumption of basic materials including energy and so that's a and it's not a there's a there's
a non-zero probability of that and it has happened in the past which means the history doesn't
repeat what arrives and we are in an unstable uncertain time so that is a risk I don't think it's
very likely but between those two I think those would be sort of the biggest risks that I could see
that are our non-zero and would have sort of the biggest and I guess that the last one would be
another sort of pandemic so another either terrible COVID wave or some other sort of thing that would
necessitate sort of lockdowns that might be more permanent than what we saw in this last wave
and that doesn't seem as likely to me because it seems like there's just sort of general public
resistance to that and I think if the government said tomorrow everyone needs to lock down I think
you might actually see significant civil disobedience and maybe just that not stick I mean we're
even seeing that in China at some point where the Chinese people were just saying they were actual
like protests and in some cases riots and that's very unusual for China the scale that they saw it so
not likely but again any of those three things are left-tailed risks nothing is certain there's
always risk in any sort of investment and the lessons from the Buffets and Peter Lynch's or
the Rother that you you have to you want to do when you can to minimize your risk but you have to
take risk in order to earn above market or even a market return and if you don't take that risk
then you won't earn a great return. I had one more question for you Josh one thing that's been on my
mind is the impact of higher interest rates on this industry we've seen you know the US selling
off their SPR and it's put downward pressure on oil and higher interest rates of course make it
more expensive for these companies to go out and invest in new production assuming they're
taking on debt. Has higher interest rates played as big of a role as investors sort of anticipated or
what are you seeing on this front? So high level it was a giant mistake for the Federal Reserve to
raise interest rates in the way they did and it was a similarly terrible decision by the
ECB and other global banks to do the same thing and so the reason I say that is that higher interest
have suppressed capital investment and we had a supply problem from sort of pandemic after effects
and under investment and the solution from a central bank perspective has been to kill demand
and as we saw with that chart that you showed for energy there's a natural tendency for demand
for energy to increase and so the solution from a humanitarian perspective is to supply more
energy and not to kill demand for it because killing demand for energy is very bad it kills people
it ruins their lives it's really bad and so we're seeing that right rigged counts are down a lot
since interest rates have risen and again partly that's commodity price driven but it's also
capital availability driven which is a direct interest rates are direct proxy for capital availability
we've seen inventory destocking so wall you've seen inventory's increase in China which appear to
be strategic and economic we're seeing oil inventory's falling in the US falling sort of globally
X China and that sort of destocking along with lower capital expenditures they increase the fragility
of sort of the energy supply chain so we have less investment to bring on new supply than we had
prior to some of these large interest rate increases and especially relative to where we are at
from a commodity price perspective and then we also have a destocking of image worries and I
thought one of the lessons from covid was that you wanted to have not just in time inventory you
wanted to hold some extra in case of some sort of disruption and it appears that I was mistaken
and businesses right now that have destocked were correct clearly because nothing has gone wrong
since covid with inventory but you know when the next thing happens then we'll find out that
inventory's were important again so so yes I think there have been significant effects from it and
it's one of those weird things where I think in the end I make more money from this terrible
policy error I made more money from the policy error of low interest rates and I think value stocks
and small cap stocks will do very well in the context of a higher rate environment with lower
capital investment but it's really unfortunate to sort of see I'd rather make a little less money
and make it through stock selection and finding great opportunities then having some sort of like
terrible policy failure macro tailwind we have it which I guess is good for oil and gas investments
but it's I think we should have more investment and interest rates being higher are really
constraining that and frankly even on the solar and windside alternatives outside of stimulus and
subsidies higher rates are dramatically reducing investment in those categories as well and again
I'm not a huge fan of those in their sort of current context but I do think that we need more
energy and it is unfortunate to see demand for alternatives get hurt by higher rates and again
there are there are subsidies and stimulus and so on for for the the purchase and manufacturer
and installation of those but higher rates sort of counteract that to some extent and they cut
down dramatically on projects that aren't beneficiaries of stimulus. Josh thank you thank you so
much for coming back on the show I always enjoy getting your insights and it's great to finally
have the chance to meet you before we close it out I want to give you a chance to give the
handoff for our audience how they could get in touch with you and in any other resources you like
to share here. Sure yeah thank you I really appreciate it it's awesome to be with the beyond your
guys your guys show people can find me at licenseinterest.com we have a email list where we share various
things we find interesting on a sort of monthly or so basis and then you can also find me on twitter
the bison twitter is at bison interests you find my twitter where I share too many random
investment and energy investment thoughts energy energy thoughts Josh underscore one and
always happy to hear from people and get feedback and you know really it's it's an honor to be
honest thank you very much quick you bet thanks again Josh thank you for listening to TIP make
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