Ep. 174: Energy in Flux: Geopolitics, OPEC Gaps & the U.S. LNG Surge

On this episode of The Jay Young Show, Jay Young and co-host Jordan Soto break down the seismic shifts shaping today’s oil and gas markets. From the rising geopolitical tensions in the Middle East to OPEC+ production misses and the EU’s pivot away from Russian gas, the global energy map is being redrawn in real time.

Jay and Jordan discuss:
How conflict between Israel and Iran could disrupt global supply and drive up oil and LNG prices.
Why U.S. producers are well-positioned to meet growing export demand—and what that means for investors.
The strategic importance of American shale as OPEC+ struggles to meet output goals.
How the EU’s 2027 deadline to end Russian gas imports is creating massive new opportunities for U.S. LNG exporters.
If you want to understand where the energy markets are headed—and how the U.S. oil and gas sector is stepping into a bigger global role—this is an episode you don’t want to miss.