Rick Rule: I've Rarely Seen Such Good Opportunity In Oil & Gas Stocks

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WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com Oil and gas stocks have largely been ignored by Wall Street for years now as the prices of oil and natural gas have largely remained weak. But the world still runs on fossil fuels. And global demand keeps rising each year. And in this industry, the cure for low prices tends to be low prices. So, when will this sector, famous for its boom and bust cyclical nature, rotate out of bust and back into boom? Are today's low stock prices presenting a good opportunity to start dollar cost averaging into a sector that is poised for substantial future gains, while paying attractive income in the meantime? For answers, we're fortunate to be joined by Rick Rule, one of the world's greatest living natural resource investors, and a heck of a gentleman, to boot. #oilandgas #oilprice #naturalgas 0:00 - Global Demand for Fossil Fuels Outlook 4:20 - Peak Oil Demand Revision to 2060 5:26 - Impact of Alternative Energy Investments 6:01 - Undervaluation of Oil Companies in NPV Calculations 7:05 - Rising Cost of Capital and Underinvestment 8:00 - Global Underinvestment at $1-2 Billion Per Day 9:03 - U.S. Shale Production Challenges 11:25 - Tier-One Locations Drilled and Future Declines 12:51 - Harold Hamm's Decision to Idle Rigs 14:26 - Impact of Drilling Hiatus on Future Production 15:54 - Setting Up for Negative Supply Shock 17:01 - Selecting Companies That Invest in Sustaining Capital 18:23 - Opportunities Across Company Sizes Like Exxon 20:05 - Comparison to Past Uranium Opportunities 22:27 - Excitement Rating for Oil Prospects (Scale 1-10) 23:26 - Exxon as an Example Investment 24:27 - Invitation to Thoughtful Money Conference 26:03 - Potential New Technologies in Oil Recovery 27:51 - Government Theft and Regulatory Risks 29:38 - Differences Under Trump vs. Biden Administrations 31:03 - Faster Permitting Under Current Regime 32:26 - Tangent on Resolution Copper Mine 36:22 - Switch to Natural Gas Outlook 38:05 - Infrastructure Buildout and Demand Growth 39:49 - U.S. Gas as Trade Carrot Internationally 40:22 - U.S. Reliability as Competitive Advantage 42:28 - Primary Drivers for Gas Demand (AI, Peaking Power) 43:41 - Future of Gas Infrastructure Post-Nuclear Buildout 45:12 - Global Energy Demand Doubling 46:48 - U.S. Grid Upgrades Needed at $8 Trillion 48:07 - U.S. vs. China Energy Production Gap 50:07 - China's Advantages in Investment and Approvals 51:04 - Biggest Opportunities in Gas (Devon, Equitable) 52:38 - Canadian Gas Producers and Political Risks 54:05 - New Canadian PM's Policy on Carbon 55:05 - Alberta Secession Referendum Implications 57:04 - Infrastructure Challenges for Alberta 59:53 - Wrapping Oil/Gas: Key Messages on Cyclicality 1:01:09 - Patience Required for Inevitable Outcomes 1:02:34 - Personal Success with Natural Resources Approach 1:04:09 - Silver Holdings Sale Announcement 1:05:23 - Reasoning: Reallocate to Stocks and Derisk 1:06:36 - Better Leverage in Silver Equities 1:08:05 - Validation from Mining Shares Performance Charts 1:09:31 - Dismissing Silver Squeeze Narratives 1:12:02 - Potential Gains Even if Silver Prices Flat 1:13:10 - Right to Change Positions 1:13:40 - Battle Bank as Endorsed Partner 1:15:23 - Current Status and Launch of Battle Bank 1:16:47 - Unique Features: Interest, Multi-Currency, Flexible IRAs 1:17:56 - Loans Against Precious Metals Collateral 1:20:09 - Invitation to Rule Symposium Conference _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter. We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such. We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance. IMPORTANT NOTE: There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC. Copyright © 2026 Thoughtful Money LLC. All rights reserved.