Courtney MoellerIron Horse Energy Funds Manager

The stock market has no idea what’s happening at the wellsite #realestate #oilandgasinvesting

Name: The stock market has no idea what’s happening at the wellsite #realestate #oilandgasinvesting
Uploaded: 2025-06-20T15:45:09+00:00
Duration: 37 s
Channel: Courtney Moeller
Description: Courtney Moeller (speaker) argues the stock market’s oil-sector share prices are disconnected from actual wellsite performance: profitability and output…

20 Jun 2025 · 1 min

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Courtney Moeller (speaker) argues the stock market’s oil-sector share prices are disconnected from actual wellsite performance: profitability and output at individual wells do not correlate with share prices. She attributes recent stock-price fluctuations to market confusion over macro issues (tariffs) rather than to on-the-ground well economics. The clip is a brief, opinion-style commentary recorded June 20, 2025.

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I think a lot of people are taking a look at what's happening to the prices of oil in the stock market. And the stock prices have absolutely nothing to do with what's happening at the well site. The profitability and success of a well and what's being made at the well has nothing to do with the stock market prices and actually what the prices of shares are for these companies. And everybody thinks those are correlated and related, and they're not. That one has nothing to do with the other. And at the end of the day, we're seeing these fluctuations in stock prices because the market just doesn't understand what to do with what's going on with tariffs and everything else.