Josh Young

Bison Insights | Josh Young | Substack

by Josh Young

About Josh Young

About Bison Insights

Bison Insights is a research newsletter showcasing the oil and gas investment ideas that Josh Young believes offer compelling upside in today’s market. Every month, Bison Insights features a deep dive into one of these opportunities, spanning public equities, warrants, and bonds, selected through a rigorous research process developed over Josh’s nearly two decades of professional energy investing.

As a seasoned investor and former public E&P chairman, Josh combines real-world operational insight with deep market knowledge to uncover high-potential upside opportunities that many investors miss — and may not even know to look for. These mostly aren’t the names that show up on conventional screens — they’re overlooked, asymmetric, and often misunderstood by the broader market.

Why Now

Global energy demand is booming, driven by rapid AI data center growth and LNG export capacity expanding global access to North American gas.

Over a decade of U.