Episode summary
Dylan Jovine | The Gulf of America Boom: Rare Earths, Energy, and Huge Profit Windows
Summary
Dylan Jovine argues that the newly renamed Gulf of America is emerging as a major profit theme because of offshore energy, rare earths, and a coming wave of lease activity. He says many investors are missing the opportunity because they are focused on the politics of the name change rather than the policy and capital flows underneath it.
He frames the setup as part of a longer geopolitical contest with China, saying earlier government work on mapping U.S. borders and extending offshore access is now feeding into real-world decisions. As evidence of momentum, he points to Shell’s final investment decision on December 16 and says a new Gulf lease window opens on March 11 through the Bureau of Ocean Energy Management.
Jovine presents the March 11 opening as the start of a race among companies positioning for energy and resource extraction in the Gulf. He says his team has researched the field and produced a special report identifying the companies they believe are in first, second, and third place to benefit, including one stock under $10 a share.
Key takeaways
- Jovine says the Gulf of America is setting up a profit window in offshore energy and rare earths that many investors are overlooking.
- He ties the Gulf theme to broader competition with China and says the policy shift has deeper strategic meaning.
- Jovine cites Shell’s December 16 final investment decision as a sign that momentum is already building.
- He says the Bureau of Ocean Energy Management’s March 11 lease window is the key near-term catalyst.
- Jovine claims his team has identified companies they think are best positioned, including one under $10 a share.
Notable quotes
“Lot of profit opportunities popping up right now since we've renamed the Gulf of Mexico, now the Gulf of America”
“when you look at it in the context of China, there is meaning here”
“so that we get access to rare earths basically in the Gulf”
“Shell just green lit in December 16th, just last month basically about 30 days ago”
“the Gulf lease window is opening to this schedule basically”
How the episode opens
Good morning. This is Dylan Joven with Behind the Markets. Happy Thursday.
Today's Thursday, January 15th. Lot of stuff happening in the Gulf of America that a lot of folks are not paying attention to, but that I find very interesting. Lot of profit opportunities popping up right now since we've renamed the Gulf of Mexico, now the Gulf of America.
And I'd like to talk about some of the things that are happening there and what does it mean for us this year. But first again a reminder tomorrow Friday 1 o'clock is our webinar. Very excited about that.
Actually what we did was I mentioned this yesterday. We went through our portfolio and we were asking ourselves all of the portfolios and we have great solid track records and we ask ourselves what is the commonality between all these things. What's the hidden kind of mechanism that's the best predictor of the biggest winners that we've had?
How do we target that? And also how do we ride these things out further after we've targeted them and we've come to a mechanism in the financials that really reveals a lot and we're going to share that with you. It's kind of wild.
We are going to reveal that special piece that we have found with the help of AI. I'll admit I'm the skeptic here but we have found it. It's interesting.
Very, very interesting journey that we've been on the past six months as we've asked ourselves these types of questions. Anyway, I hope you join us tomorrow at one o'clock. So, today I'd like to talk about the Gulf of America and why this is such an important thing, why we've been banging the drum on this a bit the past couple three months.
So, just some context.
From the episode’s captions: roughly the first two minutes, lightly cleaned. Keep watching on YouTube →
Topics
- gulf of america offshore leasing
- rare earths competition
- energy investment momentum
- geopolitics with china
- offshore profit opportunities
Companies and tickers mentioned
- SHEL
- Shell
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Summary, takeaways and quote selection by Octagon. Quotes are short excerpts; the full conversation is in the episode.
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