
Jordan Strebeck
Co-founder and Managing Partner of Fortress Energy, an independent energy investment firm in Midland, Texas.
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Aug 6, 2026
Episode 228 - Marks on the Market: Energy Markets, AI CapEx, & The Discipline Dividend | Jordan Strebeck
20:31
20:42
30:50
20:22
And Jordan, I'd love to just kind of hear what you guys have seen actually on the ground as the operators in Midland as a kind of a domestic energy provider.

Jordan StrebeckGUEST
I think we got a lot of questions about this, obviously, back in the spring.

Jordan StrebeckGUEST
One specifically, if you would have told me, you know, call it five years ago that we'd have know iran you know we'd have bombs getting dropped in iran and the strata board moves shut down and everything else and oil would be like in the 80s or 90s i'd have been that doesn't really make a whole lot of sense to me uh but it is interesting the market has i i mean in a lot of ways has treated this as though it's like a temporary thing and i think it's it i It is a very, very fluid situation.
9 MINS LATER

Luke RoushHOST
That seems to me to be, you know, something that will help bolster energy prices, you know, over time because it's not like we're just trying to fulfill today's demand but we're also trying to refill some of those reserves that's like a very naive view but is that an accurate assessment or you know is actually the amount in the strategic reserves for all these different countries so de minimis that it's not actually meaningfully consumptive of the current supply curve
