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Podcast | Interview

Flowline Podcast interview with Josh Young

December 9th, 2020 - Josh Young joins AES Drilling Fluids for episode 86 of the Flowline Podcast, where they dive into what’s happening in the business side of the oil & gas industry recently

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Local Gas Price Hubs Skyrocket, Validating Bison Research

Local Gas Price Hubs Skyrocket, Validating Bison Research

Local Gas Price Hubs Skyrocket, Validating Bison Research

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Shortages of natural gas have sent pricing at some hubs skyrocketing, which fits into research Bison has been publishing over the past few months. 

2021 Midcon Update

Local Gas Price Hubs Skyrocket, Validating Bison Research

Local Gas Price Hubs Skyrocket, Validating Bison Research

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Shifting supply-side factors in the midcon region have caused local realized prices at Conway Hub to spike.

Mid-Con is Now a Premium Market for Natural Gas and NGLs

Local Gas Price Hubs Skyrocket, Validating Bison Research

SandRidge Energy Offers Compelling Value And Natural Gas Torque

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A supply deficit and change in mid-con propane exports have recently driven up basis prices at the Conway Hubs.

SandRidge Energy Offers Compelling Value And Natural Gas Torque

Buy 114K Barrels of Oil Per Day, Get 25K Free with Crescent Point

SandRidge Energy Offers Compelling Value And Natural Gas Torque

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Sandridge is cheap compared to peers, associated with value destruction despite new management, and is exposed to a huge natural gas price torque.

The Glut is Over: Waha Hub Natural Gas

Buy 114K Barrels of Oil Per Day, Get 25K Free with Crescent Point

Buy 114K Barrels of Oil Per Day, Get 25K Free with Crescent Point

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Natural Gas Supply at Waha Hub has swung from a years-long glut to a deficit that may persist for years.

Buy 114K Barrels of Oil Per Day, Get 25K Free with Crescent Point

Buy 114K Barrels of Oil Per Day, Get 25K Free with Crescent Point

Buy 114K Barrels of Oil Per Day, Get 25K Free with Crescent Point

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When Crescent Point turns its 25,000 BOEPD back on, analyst estimates will rise and per-share metrics will shoot higher.

Suburbanization, COVID-19 and Oil Demand

Oil Price War, Opportunity in Canadian Oil Equities

Oil Price War, Opportunity in Canadian Oil Equities

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The acceleration of the suburbanization trend due to COVID-19 and its aftermath may have a material, sustainable effect on the global oil supply balance.

Oil Price War, Opportunity in Canadian Oil Equities

Oil Price War, Opportunity in Canadian Oil Equities

Oil Price War, Opportunity in Canadian Oil Equities

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Devastation in the oil market is headline news, as oil prices fall by the most since 1991 in response to the failure of OPEC+ and an oil price war by Saudi Arabia.

Crescent Point Energy is Too Cheap

Oil Price War, Opportunity in Canadian Oil Equities

A Tale of Two Asset Sales: Why Valuations Matter

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Crescent Point’s focused assets and reduced share count and debt levels could drive above-average returns.

A Tale of Two Asset Sales: Why Valuations Matter

A Tale of Two Asset Sales: Why Valuations Matter

A Tale of Two Asset Sales: Why Valuations Matter

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Two $900+ million asset sales were announced on 9/3/2019. Despite transaction similarities and concurrent timing, valuation differences led the selling companies' share prices to react quite differently.

Press / In the News

Interviewed and quoted by Forbes, The Wall Street Journal, Bloomberg, Reuters, Fox News, Business Insider, Hart Energy, Seeking Alpha, Haaretz, Al Jazeera, and more.


January 29th, 2021: Bison's CIO Josh Young featured on a panel discussing the GameStop price surge and its stock market implications


January 28th, 2021: Our CIO was quoted by Bloomberg, discussing our recently disclosed position in Senvest  and it's recent likely GameStop windfall


January 27th, 2021:  Bison CIO Josh Young joins Al-Jazeera to discuss the frenzy around GameStop and Reddit forum Wallstreetbets 


December 9, 2020: Josh Young joins the Flowline Podcast for episode 86 , where they dive into what’s happening in the business side of the oil & gas industry


November 23, 2020: Josh Young is invited back to the #hottakeoftheday podcast to discuss what’s going on in the world of energy investing and his long positions in Canada and the US


October 31, 2020: Bison Interests CIO Josh Young joins The Market Huddle show to talk about the macro picture for oil & gas, and a couple of companies posed to take advantage of the current environment


August 3, 2020: (WSJ) Energy Journal: Josh Young speaks with David Hodari on the future of oil investment and upstream exploration


May 22, 2020: (BLOOMBERG) Tiny Shale Stocks Lose Love as Energy Analysts Ditch Coverage


May 13, 2020: (AL JAZEERA NEWS)  Bison Interests' CIO was interviewed live and  answered some questions about oil prices and oil production, while also giving his thoughts on OPEC's current outlook as the economy begins to reopen 


May 11, 2020: (WSJ) Wanted: Somewhere, Anywhere, to Store Lots of Cheap Oil


May 5, 2020: #hottakeoftheday Podcast with Josh Young shortly after the Spring 2020 Oil Market Collapse


April 8, 2020: (REUTERS) Oil sinks as market doubts OPEC supply cuts will be enough


April 5, 2020: (AL JAZEERA NEWS) Bison Interests' CIO interviewed prior to the announced OPEC plus cuts, giving his thoughts


April 5, 2020: (AL JAZEERA NEWS) Bison Interests' CIO interviewed about what will happen in the next few days with the Saudi/ Russian Oil Price War


April 2, 2020: (REUTERS) Oil surges more than 13% on hopes of output deal


March 3, 2020: (REUTERS) Coronavirus puts shaky condition of debt-laden shale firms in spotlight


January 3, 2020: (REUTERS) U.S. shale producer shares spike with oil prices but rise seen as fleeting


September 16, 2019: John Daugherty Realtors sits down with Bison Interests for their Market Data Monday segment.


September 15, 2019: (AL JAZEERA NEWS): How will Saudi Arabia Respond to Attacks on its Oil Plants?


September 14, 2019: (REUTERS) Instant View: Reactions to attack on Saudi oil facilities


September 12, 2019: (REUTERS) Low-cost fracking offers boon to oil producers, headaches for suppliers


May 14, 2019: (SEEKING ALPHA) Interview with Bison CIO on who the next O&G takeover target might be


April 25, 2019: (BUSINESS INSIDER): Inside the hedge fund money-raising environment


April 22, 2019: (SUMZERO) Bison Interests Lands Another Large Investment via Cap Intro


April 18, 2019: (BLOOMBERG): Canada Stocks Reach Record as Energy, Tech Add to Pot Rally


April 15, 2019: (BLOOMBERG): Houston Energy Fund Looks North of 49th Parallel for Fat Return 


September 10, 2018: (PRESS RELEASE): Iron Bridge Resources Announces Agreement with Velvet Energy 


February 13, 2018: (FOX NEWS): Oil Rising


October 12, 2017: (HART ENERGY):  Is Energy Poised To Win Back Investors?


August 2, 2016: (BLOOMBERG): Hedge Fund Brief (pg. 4 of 15)


February 16, 2016: (BLOOMBERG): Bison Raises $20 millon from university endowment


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