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The Crude Truth Podcast

The Truth Behind Energy and the Issues Shaping Our World

Join Rey Treviño for candid conversations with industry leaders, policymakers, and innovators exploring energy, economics, politics, and technology.

Special Thanks to our Show Sponsors

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The Crude Truth Podcast

The Truth Behind Energy and the Issues Shaping Our World

Join Rey Treviño for candid conversations with industry leaders, policymakers, and innovators exploring energy, economics, politics, and technology.

Special Thanks to our Show Sponsors

Screenshot 2026-06-22 at 2.07.13 PM
Screenshot 2026-06-22 at 2.07.01 PM
Screenshot 2026-06-22 at 2.07.23 PM
Screenshot 2026-06-22 at 2.07.40 PM
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Featured Guests

Insights and perspectives from the people driving today’s most important conversations.

Freshly Drilled

The latest conversations shaping energy, business, politics, and technology.

Red Cards Against Human Trafficking | David Reid on The Crude Truth

The Crude Truth with Rey Trevino18 hours ago

Live from NAPE 2026, Cool Edge Drill Bits reveals breakthrough technology that’s extending bit life, improving wellbore quality, and saving operators serious money.

Special Guests Jim Mcoy and Trey Poteet, with Cool Edge Bits and this is how we get more out of each well drilled. With the global energy crisis at hand, we need to save money on every well drilled. 

Connect with Trey https://www.linkedin.com/in/trey-poteet/
Check out Cool Edge Bits https://www.cooledgebits.com/


Fewer trips. Better performance. Real results.
This might be the future of drilling.

1. Cool Edge Drill Bits & Hydraulic Technology Innovation
The primary focus of this episode centers on Cool Edge Drill Bits, a new company revolutionizing drill bit technology. The key innovation is a patented hydraulic cooling system that directs fluid flow directly at the cutting edge to keep it cool. This extends drill bit lifespan significantly—allowing operators to complete sections with 1-2 bits instead of 3-5, resulting in substantial cost savings (over $200,000 mentioned for one well).

2. The Expertise Behind the Innovation
The discussion highlights Dr. Anatoly Borisov, a world-renowned hydraulics expert with 15 patents on rocket engine cooling systems. His expertise in fluid flow, physics, and hydrodynamics was applied to solve the drill bit cooling problem. The team combines Anatoly's hydraulics knowledge with Trey's CFD (Computational Fluid Dynamics) and FEA (Finite Element Analysis) capabilities.

3. Operational Benefits & Real-World Results
The guests share concrete advantages of their technology:
Improved cutter sharpness and longer bit life
Better well-bore quality due to smaller cuttings evacuation
Reduced balling (clogging) in the well
Faster drilling speeds (improved Rate of Penetration)
Proven results in challenging formations like the Marcellus Shale (PA) and Travis Peak Formation (East Texas)

4. Company Capabilities & Customer Service
Cool Edge Drill Bits emphasizes their agility as a smaller company, offering:
Custom designs tailored to specific applications
Quick turnaround on new designs
Locally manufactured products using premium materials
Application engineers with extensive industry experience
Full size range offerings

5. Industry Context & Energy Independence
The episode opens with historical context about Texas oil production since Spindletop (1901) and emphasizes America's continued dependence on oil, positioning the innovation as crucial to energy independence and economic growth. The world has only become more reliant on Energy through oil and gas. 

Check out LFS Chemistry Sponsor of the Crude Truth here: https://lfschemistry.com/
Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/
Also, Pecos Operating Website: https://pecosoperating.com/
Also, the great Production team at Real News Public Relations
https://www.realnewspr.com/

Live from NAPE 2026, Cool Edge Drill Bits reveals breakthrough technology that’s extending bit life, improving wellbore quality, and saving operators serious money.

Special Guests Jim Mcoy and Trey Poteet, with Cool Edge Bits and this is how we get more out of each well drilled. With the global energy crisis at hand, we need to save money on every well drilled.

Connect with Trey https://www.linkedin.com/in/trey-poteet/
Check out Cool Edge Bits https://www.cooledgebits.com/


Fewer trips. Better performance. Real results.
This might be the future of drilling.

1. Cool Edge Drill Bits & Hydraulic Technology Innovation
The primary focus of this episode centers on Cool Edge Drill Bits, a new company revolutionizing drill bit technology. The key innovation is a patented hydraulic cooling system that directs fluid flow directly at the cutting edge to keep it cool. This extends drill bit lifespan significantly—allowing operators to complete sections with 1-2 bits instead of 3-5, resulting in substantial cost savings (over $200,000 mentioned for one well).

2. The Expertise Behind the Innovation
The discussion highlights Dr. Anatoly Borisov, a world-renowned hydraulics expert with 15 patents on rocket engine cooling systems. His expertise in fluid flow, physics, and hydrodynamics was applied to solve the drill bit cooling problem. The team combines Anatoly's hydraulics knowledge with Trey's CFD (Computational Fluid Dynamics) and FEA (Finite Element Analysis) capabilities.

3. Operational Benefits & Real-World Results
The guests share concrete advantages of their technology:
Improved cutter sharpness and longer bit life
Better well-bore quality due to smaller cuttings evacuation
Reduced balling (clogging) in the well
Faster drilling speeds (improved Rate of Penetration)
Proven results in challenging formations like the Marcellus Shale (PA) and Travis Peak Formation (East Texas)

4. Company Capabilities & Customer Service
Cool Edge Drill Bits emphasizes their agility as a smaller company, offering:
Custom designs tailored to specific applications
Quick turnaround on new designs
Locally manufactured products using premium materials
Application engineers with extensive industry experience
Full size range offerings

5. Industry Context & Energy Independence
The episode opens with historical context about Texas oil production since Spindletop (1901) and emphasizes America's continued dependence on oil, positioning the innovation as crucial to energy independence and economic growth. The world has only become more reliant on Energy through oil and gas.

Check out LFS Chemistry Sponsor of the Crude Truth here: https://lfschemistry.com/
Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/
Also, Pecos Operating Website: https://pecosoperating.com/
Also, the great Production team at Real News Public Relations
https://www.realnewspr.com/

20

YouTube Video VVV6TVRmRVBHWE9OVVRhWW02MHduakpnLmtwLUVzMi1tRFNN

NAPE 2026: This Drill Bit Is Changing the Game in Oil & Gas | Cool Edge Bits, Inc

The Crude Truth with Rey TrevinoJuly 2, 2026 4:09 pm

Live from NAPE 2026, The Crude Truth welcomes Kasey Cox of Metal One America for a conversation on OCTG connections, supply chain shifts, deeper wells, and where drilling technology is headed in 2026.

Kasey shares what operators are asking for today, how tariffs and commodity pricing are affecting steel markets, and why service companies are watching geothermal and lithium extraction as emerging opportunities.

1. Metal One America & OCTG Connections
Casey Cox explains his role at Metal One America, a Japanese-owned company specializing in Oil Country Tubular Goods (OCTG) connections:
They provide threaded, coupled, and flush connections for various well applications (intermediate, production casing, etc.)
They sell intellectual property to distributors and licensees across the country who thread and couple the connections
The company ensures wells don't fail through quality connection products
Recently launched a new wedge connection product that increases torque capacity to 45,000 pounds, addressing deeper and more demanding wells

2. Current Industry Landscape & Market Challenges
Casey discusses the unpredictable nature of the current market:
Inconsistency: Every week brings something different that changes the industry
Tariffs & Commodity Rates: Steel tariffs and commodity pricing significantly affect operations and pricing
Mergers & Acquisitions: These deals can instantly change client relationships—a company can be a client one day and disappear the next after being acquired
Constant Adaptation: These changes keep service companies "on their toes"

3. Diversification into Alternative Energy Sources
Casey highlights an important strategic shift:
Oil and gas will never go away, but companies are branching into geothermal and lithium extraction
Service companies are exploring how to apply their existing technology and expertise to new energy sources
The key differentiator is people and knowledge—understanding how to transfer industry expertise to emerging energy sectors
This helps mitigate the natural ebbs and flows of the traditional oil and gas market

4. Well Technology Evolution
Casey emphasizes the changing demands on equipment:
Wells are going deeper, longer, and faster
Companies are pushing technological limits
New products like the wedge connection are designed to handle increased torque levels (45,000 pounds)
Growing demand for gas-tight connections due to increased activity in the Haynesville, Marcellus, and Utica shale plays

5. Sales Approach & Problem-Solving
Casey discusses his sales philosophy:
He uses a consultative approach—asking questions to understand client needs rather than just pitching products
He describes it as the classic "sell me this pencil" approach: ask questions first, then provide solutions
He acknowledges that engineers can be difficult to get to open up but are essential to understanding technical requirements
His outgoing personality helps him find "that one little niche" to break through and solve problems collaboratively

6. Professional Background & Career Path
Casey shares his 20-year journey in the industry:
Started in production (pipe, valves, and fittings for ~5 years)
Moved to consulting, where he did rig calls regularly
Now at Metal One America for about a year, focusing on drilling and connections
Upcoming trip to Midland with his manager and Japanese director to visit rigs and understand client needs firsthand
Self-described as a college dropout who relies on asking questions and learning from engineers

7. Industry Culture & Networking
The conversation emphasizes the personal side of business:

8. Contact & Engagement
Casey provides multiple ways to connect:
LinkedIn: His preferred method for professional outreach
Website: mo-tc.com for information on Metal One's connections
Email: kckasey.cox@mtlo.com
LinkedIn https://www.linkedin.com/in/kasey-cox-50b29638/

Check out LFS Chemistry Sponsor of the Crude Truth here: https://lfschemistry.com/
Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/
Also, Pecos Operating Website: https://pecosoperating.com/
Also, the great Production team at Real News Public Relations
https://www.realnewspr.com/

Live from NAPE 2026, The Crude Truth welcomes Kasey Cox of Metal One America for a conversation on OCTG connections, supply chain shifts, deeper wells, and where drilling technology is headed in 2026.

Kasey shares what operators are asking for today, how tariffs and commodity pricing are affecting steel markets, and why service companies are watching geothermal and lithium extraction as emerging opportunities.

1. Metal One America & OCTG Connections
Casey Cox explains his role at Metal One America, a Japanese-owned company specializing in Oil Country Tubular Goods (OCTG) connections:
They provide threaded, coupled, and flush connections for various well applications (intermediate, production casing, etc.)
They sell intellectual property to distributors and licensees across the country who thread and couple the connections
The company ensures wells don't fail through quality connection products
Recently launched a new wedge connection product that increases torque capacity to 45,000 pounds, addressing deeper and more demanding wells

2. Current Industry Landscape & Market Challenges
Casey discusses the unpredictable nature of the current market:
Inconsistency: Every week brings something different that changes the industry
Tariffs & Commodity Rates: Steel tariffs and commodity pricing significantly affect operations and pricing
Mergers & Acquisitions: These deals can instantly change client relationships—a company can be a client one day and disappear the next after being acquired
Constant Adaptation: These changes keep service companies "on their toes"

3. Diversification into Alternative Energy Sources
Casey highlights an important strategic shift:
Oil and gas will never go away, but companies are branching into geothermal and lithium extraction
Service companies are exploring how to apply their existing technology and expertise to new energy sources
The key differentiator is people and knowledge—understanding how to transfer industry expertise to emerging energy sectors
This helps mitigate the natural ebbs and flows of the traditional oil and gas market

4. Well Technology Evolution
Casey emphasizes the changing demands on equipment:
Wells are going deeper, longer, and faster
Companies are pushing technological limits
New products like the wedge connection are designed to handle increased torque levels (45,000 pounds)
Growing demand for gas-tight connections due to increased activity in the Haynesville, Marcellus, and Utica shale plays

5. Sales Approach & Problem-Solving
Casey discusses his sales philosophy:
He uses a consultative approach—asking questions to understand client needs rather than just pitching products
He describes it as the classic "sell me this pencil" approach: ask questions first, then provide solutions
He acknowledges that engineers can be difficult to get to open up but are essential to understanding technical requirements
His outgoing personality helps him find "that one little niche" to break through and solve problems collaboratively

6. Professional Background & Career Path
Casey shares his 20-year journey in the industry:
Started in production (pipe, valves, and fittings for ~5 years)
Moved to consulting, where he did rig calls regularly
Now at Metal One America for about a year, focusing on drilling and connections
Upcoming trip to Midland with his manager and Japanese director to visit rigs and understand client needs firsthand
Self-described as a college dropout who relies on asking questions and learning from engineers

7. Industry Culture & Networking
The conversation emphasizes the personal side of business:

8. Contact & Engagement
Casey provides multiple ways to connect:
LinkedIn: His preferred method for professional outreach
Website: mo-tc.com for information on Metal One's connections
Email: kckasey.cox@mtlo.com
LinkedIn https://www.linkedin.com/in/kasey-cox-50b29638/

Check out LFS Chemistry Sponsor of the Crude Truth here: https://lfschemistry.com/
Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/
Also, Pecos Operating Website: https://pecosoperating.com/
Also, the great Production team at Real News Public Relations
https://www.realnewspr.com/

10

YouTube Video VVV6TVRmRVBHWE9OVVRhWW02MHduakpnLk9HQnZJb185dE9N

Kasey Cox on OCTG, Energy Supply Chains & What’s Changing in Oilfield Tubulars | NAPE 2026

The Crude Truth with Rey TrevinoJuly 2, 2026 4:09 pm

In this episode of The Crude Truth, recorded live at NAPE 2026, Rey Trevino sits down with Karr Ingham, President of the Texas Alliance of Energy Producers, to discuss major developments impacting the oil and gas industry. - 

1. EPA Regulatory Changes & Endangerment Finding Repeal
The conversation centers heavily on the recent rescission of the "endangerment finding" established by the Obama administration in 2009. Carl Ingham explains that while this repeal applies to mobile sources (vehicles and transportation), it does not yet affect methane regulation from oil and gas operations. The discussion highlights the tension between regulatory certainty and the need for sensible regulations that don't stifle domestic oil and gas production.

2. Regulatory Certainty vs. Administrative Pendulum Swings
A key concern is how regulations swing dramatically between administrations—Democrats implement one set of rules, Republicans undo them and implement others, creating instability. Ingham advocates for legislative solutions (passed by Congress and signed by the President) rather than executive orders, to provide stable, predictable rules that oil and gas companies can operate under.

3. The Texas Alliance of Energy Producers' Mission & Work
Ingham describes the Alliance's role as an upstream oil and gas trade association that:

Advocates for operators, producers, drilling companies, and service companies
Works at state level (legislature, Railroad Commission, TCEQ) and federal level (EPA, Capitol)
Focuses particularly on protecting small, private independent operators from damaging policy
4. Current Policy Issues in Texas
The Alliance is actively working on several regulatory matters:

Chapter 4 pit rule and waste management rewrite
Inactive well bill (concerns about forcing operators to spend cash on plugging rather than new production)
Produced water reporting system (potential cost and time burdens)
5. Texas's Dominance in U.S. Oil & Gas Production
Ingham emphasizes Texas's critical role:

42% of U.S. crude oil production
~50% of U.S. crude oil from the Permian Basin (including New Mexico)
25-30% of all natural gas production
Texas remains the most business and oil-gas friendly state
6. Comparison to International Operations
The discussion touches on how companies like Exxon demand "regulatory certainty" for overseas operations (e.g., Venezuela) but face unpredictable policy swings in the U.S., highlighting the need for similar stability domestically.

7. The Texas Alliance's Upcoming Annual Meeting
Ingham announces the April 13-14 event in Wichita Falls featuring a trade show, barbecue, golf tournament, and notably, a live band performance where Ingham plays drums—adding a personal touch to the industry advocacy work.

The overall theme is balancing regulatory stability, industry advocacy, and the need for legislative solutions to protect domestic oil and gas production while addressing legitimate concerns.

#oilandgas #texas 
Connect with Karr on his LinkedIn https://www.linkedin.com/in/karr-ingham-9b62333a/

Check out the Texas Alliance of Energy Producers at https://www.texasalliance.org/

Check out LFS Chemistry Sponsor of the Crude Truth here: https://lfschemistry.com/

Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/

Also, Pecos Operating Website: https://pecosoperating.com/

Also, the great Production team at Real News Public Relations

https://www.realnewspr.com/

In this episode of The Crude Truth, recorded live at NAPE 2026, Rey Trevino sits down with Karr Ingham, President of the Texas Alliance of Energy Producers, to discuss major developments impacting the oil and gas industry. -

1. EPA Regulatory Changes & Endangerment Finding Repeal
The conversation centers heavily on the recent rescission of the "endangerment finding" established by the Obama administration in 2009. Carl Ingham explains that while this repeal applies to mobile sources (vehicles and transportation), it does not yet affect methane regulation from oil and gas operations. The discussion highlights the tension between regulatory certainty and the need for sensible regulations that don't stifle domestic oil and gas production.

2. Regulatory Certainty vs. Administrative Pendulum Swings
A key concern is how regulations swing dramatically between administrations—Democrats implement one set of rules, Republicans undo them and implement others, creating instability. Ingham advocates for legislative solutions (passed by Congress and signed by the President) rather than executive orders, to provide stable, predictable rules that oil and gas companies can operate under.

3. The Texas Alliance of Energy Producers' Mission & Work
Ingham describes the Alliance's role as an upstream oil and gas trade association that:

Advocates for operators, producers, drilling companies, and service companies
Works at state level (legislature, Railroad Commission, TCEQ) and federal level (EPA, Capitol)
Focuses particularly on protecting small, private independent operators from damaging policy
4. Current Policy Issues in Texas
The Alliance is actively working on several regulatory matters:

Chapter 4 pit rule and waste management rewrite
Inactive well bill (concerns about forcing operators to spend cash on plugging rather than new production)
Produced water reporting system (potential cost and time burdens)
5. Texas's Dominance in U.S. Oil & Gas Production
Ingham emphasizes Texas's critical role:

42% of U.S. crude oil production
~50% of U.S. crude oil from the Permian Basin (including New Mexico)
25-30% of all natural gas production
Texas remains the most business and oil-gas friendly state
6. Comparison to International Operations
The discussion touches on how companies like Exxon demand "regulatory certainty" for overseas operations (e.g., Venezuela) but face unpredictable policy swings in the U.S., highlighting the need for similar stability domestically.

7. The Texas Alliance's Upcoming Annual Meeting
Ingham announces the April 13-14 event in Wichita Falls featuring a trade show, barbecue, golf tournament, and notably, a live band performance where Ingham plays drums—adding a personal touch to the industry advocacy work.

The overall theme is balancing regulatory stability, industry advocacy, and the need for legislative solutions to protect domestic oil and gas production while addressing legitimate concerns.

#oilandgas #texas
Connect with Karr on his LinkedIn https://www.linkedin.com/in/karr-ingham-9b62333a/

Check out the Texas Alliance of Energy Producers at https://www.texasalliance.org/

Check out LFS Chemistry Sponsor of the Crude Truth here: https://lfschemistry.com/

Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/

Also, Pecos Operating Website: https://pecosoperating.com/

Also, the great Production team at Real News Public Relations

https://www.realnewspr.com/

00

YouTube Video VVV6TVRmRVBHWE9OVVRhWW02MHduakpnLkF0Y1NJVEl0STdV

Texas Energy Policy, EPA Rollbacks & Oil Industry Advocacy | Karr Ingham NAPE 2026

The Crude Truth with Rey TrevinoJuly 2, 2026 4:09 pm

In this episode of The Crude Truth, recorded live at NAPE 2026, Rey Trevino sits down with Leigh Haas, founder of Mockingbird Land Services, to discuss entrepreneurship, land rights, energy infrastructure, and the growing demand driven by AI and data centers. Working on - -

Leigh shares how her background in politics, pipeline right-of-way, permitting, and safety training came together to launch her own company and why land services are becoming increasingly important across the Gulf South and beyond.

Connect with Leigh on her LinkedIn here: https://www.linkedin.com/in/leigh-haas-5b911473/
1. Oil & Gas Industry Overview
The episode opens with historical context about Texas oil production starting at Spindletop Hill in 1901, establishing that America's dependence on oil remains strong despite alternative energy sources. The conversation emphasizes that crude oil knowledge is essential for U.S. independence.

2. Lee Haas's New Venture: Mockingbird Land Services
Lee Haas, the guest, recently launched his own land company about 8 months ago (3 weeks after NAPE). This is a first-year startup focused on providing comprehensive services in the energy sector.

3. Convergence of Expertise
Lee brings a unique combination of backgrounds:
Politics → Oil & Gas → Energy Infrastructure
Extensive experience with natural gas pipelines, solar, wind, and other energy sources
Expertise in right-of-way acquisitions, lease negotiations, title research, and safety training

4. Mockingbird's Service Offerings
The company operates as a "one-stop shop" providing:
Regulatory review and permitting assistance
Legislative support
Right-of-way acquisition and negotiation
Safety training for pipeline operations

5. Geographic Focus & Expansion
Primary focus: Gulf South region (Mississippi, Louisiana, Texas)
Lee is a seventh-generation Mississippian with historical family ties to the state
Company has worked in 40 states and is willing to expand nationally

6. Key Client Markets
Data Centers (8 being built in Mississippi alone)
Electric utility companies
Transmission line projects
Natural gas pipeline infrastructure

7. Legislative & Regulatory Challenges
A major focus is expedited permitting processes. Despite deregulation efforts, bureaucratic delays persist, particularly in Mississippi where state officials may lack awareness of how the permitting process works.

8. AI & Technology in the Industry
Lee discusses AI's role in the right-of-way industry:
AI won't replace landmen in negotiations
AI can improve title accuracy (which he argues is more critical than engineering mishaps)
Lee humorously notes AI makes him "procrastinate efficiently"

9. Personal Interests: Elvis Presley
A lighter segment where Lee reveals his passion for Elvis Presley, discussing upcoming documentaries and his status as a "seventh-generation Mississippian" and "original Mississippi rule breaker" connection to Elvis's hometown of Tupelo.

10. Business Networking & Growth
The episode emphasizes NAPE as a networking platform and Lee's multi-podcast appearance strategy to build brand awareness for Mockingbird Land Services.

Overall Theme: The episode showcases how specialized expertise in energy infrastructure, combined with regulatory knowledge and land acquisition skills, creates business opportunities in America's ongoing energy development.


Check out LFS Chemistry Sponsor of the Crude Truth here: https://lfschemistry.com/

Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/

Also, Pecos Operating Website: https://pecosoperating.com/

Also, the great Production team at Real News Public Relations

https://www.realnewspr.com/

In this episode of The Crude Truth, recorded live at NAPE 2026, Rey Trevino sits down with Leigh Haas, founder of Mockingbird Land Services, to discuss entrepreneurship, land rights, energy infrastructure, and the growing demand driven by AI and data centers. Working on - -

Leigh shares how her background in politics, pipeline right-of-way, permitting, and safety training came together to launch her own company and why land services are becoming increasingly important across the Gulf South and beyond.

Connect with Leigh on her LinkedIn here: https://www.linkedin.com/in/leigh-haas-5b911473/
1. Oil & Gas Industry Overview
The episode opens with historical context about Texas oil production starting at Spindletop Hill in 1901, establishing that America's dependence on oil remains strong despite alternative energy sources. The conversation emphasizes that crude oil knowledge is essential for U.S. independence.

2. Lee Haas's New Venture: Mockingbird Land Services
Lee Haas, the guest, recently launched his own land company about 8 months ago (3 weeks after NAPE). This is a first-year startup focused on providing comprehensive services in the energy sector.

3. Convergence of Expertise
Lee brings a unique combination of backgrounds:
Politics → Oil & Gas → Energy Infrastructure
Extensive experience with natural gas pipelines, solar, wind, and other energy sources
Expertise in right-of-way acquisitions, lease negotiations, title research, and safety training

4. Mockingbird's Service Offerings
The company operates as a "one-stop shop" providing:
Regulatory review and permitting assistance
Legislative support
Right-of-way acquisition and negotiation
Safety training for pipeline operations

5. Geographic Focus & Expansion
Primary focus: Gulf South region (Mississippi, Louisiana, Texas)
Lee is a seventh-generation Mississippian with historical family ties to the state
Company has worked in 40 states and is willing to expand nationally

6. Key Client Markets
Data Centers (8 being built in Mississippi alone)
Electric utility companies
Transmission line projects
Natural gas pipeline infrastructure

7. Legislative & Regulatory Challenges
A major focus is expedited permitting processes. Despite deregulation efforts, bureaucratic delays persist, particularly in Mississippi where state officials may lack awareness of how the permitting process works.

8. AI & Technology in the Industry
Lee discusses AI's role in the right-of-way industry:
AI won't replace landmen in negotiations
AI can improve title accuracy (which he argues is more critical than engineering mishaps)
Lee humorously notes AI makes him "procrastinate efficiently"

9. Personal Interests: Elvis Presley
A lighter segment where Lee reveals his passion for Elvis Presley, discussing upcoming documentaries and his status as a "seventh-generation Mississippian" and "original Mississippi rule breaker" connection to Elvis's hometown of Tupelo.

10. Business Networking & Growth
The episode emphasizes NAPE as a networking platform and Lee's multi-podcast appearance strategy to build brand awareness for Mockingbird Land Services.

Overall Theme: The episode showcases how specialized expertise in energy infrastructure, combined with regulatory knowledge and land acquisition skills, creates business opportunities in America's ongoing energy development.


Check out LFS Chemistry Sponsor of the Crude Truth here: https://lfschemistry.com/

Follow Rey on his LinkedIn: https://www.linkedin.com/in/reytrevinoiii/

Also, Pecos Operating Website: https://pecosoperating.com/

Also, the great Production team at Real News Public Relations

https://www.realnewspr.com/

00

YouTube Video VVV6TVRmRVBHWE9OVVRhWW02MHduakpnLjVXVjdPTmhIZXFz

Leigh Haas on Land Services, Energy Infrastructure & Data Center Growth | NAPE 2026

The Crude Truth with Rey TrevinoJuly 2, 2026 4:09 pm

This was a fun interview with Steve Gruber from the Steve Gruber Show, and we highly recommend subscribing and following him. 

1. Gasoline and Oil Prices
The interview opens with a discussion of current fuel prices. The national average for gasoline is $3.86, with Indiana having the cheapest at $3.21. Oil is trading below $70 per barrel (at $69-$69.50). The key point discussed is why gasoline prices are falling much slower than oil prices—RT Trevino explains this is typical in the industry because refineries and retailers are the last to adjust prices, as they must first sell through inventory purchased at higher prices.

2. The Lag Between Oil and Retail Gas Prices
A critical tension is explored: when the Iran conflict began, gas prices spiked 50 cents within days, yet now that oil prices are falling, gas prices remain "stubborn." RT clarifies that uncertainty in supply chains creates a "cushion" in pricing, and refineries are still processing oil purchased at $90 per barrel, which must be sold through first.

3. Strategic Petroleum Reserve (SPR) Depletion
The discussion mentions that the U.S. has been draining the Strategic Petroleum Reserve to keep gas prices low during the Iran conflict, both domestically and globally. Additionally, Cushing, Oklahoma's inventory is critically low (less than two weeks away from very low levels).

4. U.S. Energy Independence and Global Market Shift
A major theme is how the U.S. now produces more oil and gas than Saudi Arabia and Russia combined. This is reshaping global energy markets, with countries like Iraq considering leaving OPEC and the UAE already having left. Texas alone produces more oil than some OPEC countries.

5. OPEC's Declining Influence
The conversation highlights how OPEC's power as a "puppet master" is diminishing due to increased production from the Western Hemisphere (Venezuela, Argentina, Brazil) and the U.S. energy boom.

6. Liquefied Natural Gas (LNG) Expansion
The U.S. is expanding its LNG export capabilities with a $5.5 billion deal. RT emphasizes that America is now the "Saudi Arabia of liquefied natural gas" and that natural gas is cleaner than oil and more efficient to refine.

7. Energy Security and Geopolitics
The interview concludes with discussion of how U.S. energy leadership strengthens national security and supports allies, particularly in contrast to Europe's previous dependence on Russian natural gas.

This was a fun interview with Steve Gruber from the Steve Gruber Show, and we highly recommend subscribing and following him.

1. Gasoline and Oil Prices
The interview opens with a discussion of current fuel prices. The national average for gasoline is $3.86, with Indiana having the cheapest at $3.21. Oil is trading below $70 per barrel (at $69-$69.50). The key point discussed is why gasoline prices are falling much slower than oil prices—RT Trevino explains this is typical in the industry because refineries and retailers are the last to adjust prices, as they must first sell through inventory purchased at higher prices.

2. The Lag Between Oil and Retail Gas Prices
A critical tension is explored: when the Iran conflict began, gas prices spiked 50 cents within days, yet now that oil prices are falling, gas prices remain "stubborn." RT clarifies that uncertainty in supply chains creates a "cushion" in pricing, and refineries are still processing oil purchased at $90 per barrel, which must be sold through first.

3. Strategic Petroleum Reserve (SPR) Depletion
The discussion mentions that the U.S. has been draining the Strategic Petroleum Reserve to keep gas prices low during the Iran conflict, both domestically and globally. Additionally, Cushing, Oklahoma's inventory is critically low (less than two weeks away from very low levels).

4. U.S. Energy Independence and Global Market Shift
A major theme is how the U.S. now produces more oil and gas than Saudi Arabia and Russia combined. This is reshaping global energy markets, with countries like Iraq considering leaving OPEC and the UAE already having left. Texas alone produces more oil than some OPEC countries.

5. OPEC's Declining Influence
The conversation highlights how OPEC's power as a "puppet master" is diminishing due to increased production from the Western Hemisphere (Venezuela, Argentina, Brazil) and the U.S. energy boom.

6. Liquefied Natural Gas (LNG) Expansion
The U.S. is expanding its LNG export capabilities with a $5.5 billion deal. RT emphasizes that America is now the "Saudi Arabia of liquefied natural gas" and that natural gas is cleaner than oil and more efficient to refine.

7. Energy Security and Geopolitics
The interview concludes with discussion of how U.S. energy leadership strengthens national security and supports allies, particularly in contrast to Europe's previous dependence on Russian natural gas.

10

YouTube Video VVV6TVRmRVBHWE9OVVRhWW02MHduakpnLjg4Rm5NWlVPc0tJ

The Great Energy Shift: How U.S. Oil and Gas Leadership is Redefining Global Markets

The Crude Truth with Rey TrevinoJune 29, 2026 3:44 pm

Congresswoman Beth Van Duyne Strait of Hormuz & Gas Prices

The Crude Truth with Rey TrevinoJune 24, 2026 6:27 pm

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About the Show

The Crude Truth with Rey Treviño is a weekly podcast that delves into the energy sector, particularly focusing on oil and gas, while also exploring broader topics such as politics, economics, and technology. Hosted by Rey Treviño III, the show features in-depth conversations with industry leaders, policymakers, and experts to uncover the realities and challenges within the energy landscape.

Rey Treviño III, an experienced oil and gas professional, brings a unique perspective to the podcast, aiming to provide listeners with unfiltered insights into the energy industry. The show covers a wide range of topics, including:

  • Energy Policy and Infrastructure: Discussions on how policies affect the energy sector, including infrastructure projects and regulatory changes.
  • Technological Advancements: Exploration of how innovations like artificial intelligence are transforming energy operations. Economic and
  • Political Factors: Analysis of how global economics and politics influence the energy market.