# A generational opportunity in offshore oil

Page: https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491/a-generational-opportunity-in-offshore-oil
Text version: https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491/a-generational-opportunity-in-offshore-oil.md
Podcast: [Wall Street Unplugged - What's Really Moving These Markets](https://stenobird.com/podcast/wall-street-unplugged-what-s-really-moving-these-markets-7561491)
Published: 2026-06-08T19:30:00+00:00
Episode link: https://www.curzioresearch.com/
Audio file: https://traffic.libsyn.com/secure/sainvestorradio/CR-WSUP-EP1358-260608.mp3?dest-id=11995
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JSON: https://stenobird.com/v1/public/podcasts/wall-street-unplugged-what-s-really-moving-these-markets-7561491/episodes/a-generational-opportunity-in-offshore-oil
Duration seconds: 2545

## Resource

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside. In this episode: Welcome, John Stephenson, founder of Granite Point Research [5:32] A structural shift is taking place across the oil market [6:30] The risk/reward setup for deepwater drilling has changed [10:27] Why oil companies are flocking to Africa [19:28] A generational opportunity in offshore oil [21:20] How an unknown company beat the majors to a prolific reserve [26:51] MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://curzio.me/bluenergies-disclosure. Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

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## Transcript

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