THE BLOG

THIS IS ENERGY IN ACTION

  • Why American Energy Funds?

AEF has the opportunity to

  • partner with experienced operators in various "off-market" drilling projects and recompletions

  • provide capital solutions to oil, gas, and solar companies in exchange for high yield interest payments, royalties and ownership interests. The Fund will deploy its capital in a diversified manner to maximize income and tax deductions while mitigating risk.

  • Why American Energy Funds?

AEF has the opportunity to

  • partner with experienced operators in various "off-market" drilling projects and recompletions

  • provide capital solutions to oil, gas, and solar companies in exchange for high yield interest payments, royalties and ownership interests. The Fund will deploy its capital in a diversified manner to maximize income and tax deductions while mitigating risk.

  • Why American Energy Funds?

AEF has the opportunity to

  • partner with experienced operators in various "off-market" drilling projects and recompletions

  • provide capital solutions to oil, gas, and solar companies in exchange for high yield interest payments, royalties and ownership interests. The Fund will deploy its capital in a diversified manner to maximize income and tax deductions while mitigating risk.

THE BLOG

THIS IS ENERGY IN ACTION

Insider Energy News

Oil Drilling Platform

Oil Execs Fire Back: “$50 Oil? That’s a Death Sentence”

March 31, 20251 min read

When Soundbites Crash Into Reality: Energy Execs Aren’t Buying It

Between March 12–20, the real insiders — the energy execs — spoke their minds anonymously. Their message? Brutal clarity:

“The administration’s chaos is a disaster for the commodity markets.”
“Tariff policy is impossible to predict and doesn’t have a clear goal.”

And that’s just the warm-up.

Steel tariffs are slamming costs. But what’s really throwing a grenade into the industry? It’s the White House floating the idea of jamming oil prices down to $50 a barrel to "fight inflation." One exec dropped the hammer:

“‘Drill, baby, drill’ does NOT work with $50 oil. Rigs will be dropped. Jobs will vanish. Production will collapse — just like during COVID.”

You want long-term energy security? You can’t strangle the economics that make it possible. That’s like asking Usain Bolt to win gold... wearing flip-flops. Not smart. Not possible.


What’s Already Breaking

Here’s what’s not making it into the mainstream headlines:

  • Producers are slashing 2025–2026 capex — dialing back hard on future projects.

  • Steel-heavy infrastructure builds? Dead stop.

  • Small, private operators? Pulling the plug, shelving plans, waiting out the mess.

Meanwhile, at Houston’s massive industry conference, the public speeches were all rainbows and butterflies — talking up "permitting reform" and "leasing opportunities."
Behind the scenes? Execs were tight-lipped, serious, and pessimistic.

Here’s the reality:
This isn’t a communications problem. It’s a confidence collapse.

When confidence evaporates, investment freezes. And when investment freezes, production shrinks. Exactly when America needs energy production clarity more than ever.


Bottom Line:
You can’t run a marathon on Twitter slogans and photo ops. Real leaders build real markets by creating real stability.

Right now?
Energy producers are standing still — arms crossed — waiting for someone to actually lead.

Energy sector confidence collapseOil prices and US energy security$50 oil production impactSteel tariffs and energy costsUS energy investment freeze2025 oil and gas capital spending cutsEnergy conference insights 2025US administration energy market chaos Future of American oil productionEconomic impact of energy policy 2025Drilling economics 2025Oil rig shutdown risksOil and gas project delays 2025US energy industry insider reactionsWhite House energy price manipulationTariff policy effects on commodity marketsEnergy sector leadership vacuumOil market volatility US policyPrivate operators oil and gas investmentEnergy market paralysis 2025Why $50 oil threatens US energy independenceHow steel tariffs are killing American energy projectsBehind the scenes at Houston’s energy conferenceThe hidden cost of unpredictable US energy policyWhat energy executives aren’t saying publicly about 2025How confidence collapse is freezing oil production plansEnergy security vs political soundbites: who’s winning?
blog author image

Mikey Lucas

At the American Energy Fund, our Mission is to capitalize and promote the transition to an economical sustainable future for humanity through impactful investments in American energy infrastructure and technologies. Inquire with Mikey Lucas or Bradford Behrins to learn how you can partner with us.

Back to Blog
Oil Drilling Platform

Oil Execs Fire Back: “$50 Oil? That’s a Death Sentence”

March 31, 20251 min read

When Soundbites Crash Into Reality: Energy Execs Aren’t Buying It

Between March 12–20, the real insiders — the energy execs — spoke their minds anonymously. Their message? Brutal clarity:

“The administration’s chaos is a disaster for the commodity markets.”
“Tariff policy is impossible to predict and doesn’t have a clear goal.”

And that’s just the warm-up.

Steel tariffs are slamming costs. But what’s really throwing a grenade into the industry? It’s the White House floating the idea of jamming oil prices down to $50 a barrel to "fight inflation." One exec dropped the hammer:

“‘Drill, baby, drill’ does NOT work with $50 oil. Rigs will be dropped. Jobs will vanish. Production will collapse — just like during COVID.”

You want long-term energy security? You can’t strangle the economics that make it possible. That’s like asking Usain Bolt to win gold... wearing flip-flops. Not smart. Not possible.


What’s Already Breaking

Here’s what’s not making it into the mainstream headlines:

  • Producers are slashing 2025–2026 capex — dialing back hard on future projects.

  • Steel-heavy infrastructure builds? Dead stop.

  • Small, private operators? Pulling the plug, shelving plans, waiting out the mess.

Meanwhile, at Houston’s massive industry conference, the public speeches were all rainbows and butterflies — talking up "permitting reform" and "leasing opportunities."
Behind the scenes? Execs were tight-lipped, serious, and pessimistic.

Here’s the reality:
This isn’t a communications problem. It’s a confidence collapse.

When confidence evaporates, investment freezes. And when investment freezes, production shrinks. Exactly when America needs energy production clarity more than ever.


Bottom Line:
You can’t run a marathon on Twitter slogans and photo ops. Real leaders build real markets by creating real stability.

Right now?
Energy producers are standing still — arms crossed — waiting for someone to actually lead.

Energy sector confidence collapseOil prices and US energy security$50 oil production impactSteel tariffs and energy costsUS energy investment freeze2025 oil and gas capital spending cutsEnergy conference insights 2025US administration energy market chaos Future of American oil productionEconomic impact of energy policy 2025Drilling economics 2025Oil rig shutdown risksOil and gas project delays 2025US energy industry insider reactionsWhite House energy price manipulationTariff policy effects on commodity marketsEnergy sector leadership vacuumOil market volatility US policyPrivate operators oil and gas investmentEnergy market paralysis 2025Why $50 oil threatens US energy independenceHow steel tariffs are killing American energy projectsBehind the scenes at Houston’s energy conferenceThe hidden cost of unpredictable US energy policyWhat energy executives aren’t saying publicly about 2025How confidence collapse is freezing oil production plansEnergy security vs political soundbites: who’s winning?
blog author image

Mikey Lucas

At the American Energy Fund, our Mission is to capitalize and promote the transition to an economical sustainable future for humanity through impactful investments in American energy infrastructure and technologies. Inquire with Mikey Lucas or Bradford Behrins to learn how you can partner with us.

Back to Blog

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Content Disclaimer

Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither American Energy Fund nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees, and expenses. Prospective investors should consult with a tax or legal adviser before making any investment decision.  For general information on investing, we encourage you to refer to www.investor.gov.

For additional important risks, disclosures, and information, please visit americanenergyfund.io/disclosure

@2024 American Energy Fund , All Rights Reserved

ABOUT US

American Energy Fund:

Empowering the Future of U.S. Energy


American Energy Fund is an Investment company, offering alternative energy opportunities to investors. Located in Houston Texas, AEF works with experienced partners on drilling projects and joint ventures. We focus on supporting and driving to a sustainable future through smart investments in American Energy infrastructure and technology.

CONTACT

Houston, TX
[email protected]
(346) 226-2912

Text Signup

By texting this number you agree to receive automated promotional messages.

(This agreement isn’t a condition of any purchase. Msg & Data rates may apply.

Reply STOP to unsubscribe.

See Terms and Privacy Policy.

Content Disclaimer

Investing involves risk, including loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither American Energy Fund nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees, and expenses. Prospective investors should consult with a tax or legal adviser before making any investment decision.  For general information on investing, we encourage you to refer to www.investor.gov.

For additional important risks, disclosures, and information, please visit americanenergyfund.io/disclosure

@2025 American Energy Fund , All Rights Reserved