“We Say We’ve Already Found All The Big Oilfields, Then We Find Another One” Featuring Dr. Andrew Latham, Wood Mackenzie
Dr. Andrew Latham, Vice Present Global Exploration at Wood Mackenzie, joined us today to talk through recent happenings in the global upstream oil & gas exploration market.
“Energy Pragmatism and Optimism in the Classroom” Featuring Dr. Steven Koonin and his NYU Students
This week’s primary speaker is a longstanding friend and former COBT guest, Dr. Steven Koonin. Dr. Koonin is a Professor at the Stern School of Business at NYU, Nonresident Senior Fellow at AEI and the Author of “Unsettled.”
“In ESG, the E is for Emissions and the S and G are Silent” Featuring Adam Waterous, Waterous Energy Fund
Today we welcomed an old friend, Adam Waterous, to COBT and had a sweeping energy conversation reflective of his 30+ years in energy transactions, financings, investing, and strategy.
“This Isn’t A Digital Problem, It’s An Analog One” Featuring Ryan Panchadsaram, Kleiner Perkins
Today’s discussion with Ryan Panchadsaram (senior technical advisor to John Doerr, Chair of Kleiner Perkins) explored a range of topics spanning from VC investing, the tech VC world partnering with the existing energy community to achieve scaled energy solutions, and the climate action plan that was the focus of “Speed and Scale” (which Ryan co-authored).
“The ESG Report Just Got Merged Into The 10-K” Featuring Travis Wofford and Scott Janoe, Baker Botts & Dan Romito, PEP
Today we took on the challenge of unpacking the SEC’s proposed climate disclosure rules and their potential implications. To help us do so, we had a panel of experienced leaders in the space join for a lively discussion that we hope will provide clarity and understanding.
“Going from C.A.R.E. to R.A.C.E., and Being Prepared for Dunkelflaute!” Featuring Brad Jones & Bill Flores, ERCOT
We are amped up for this week’s feature session on power with ERCOT. With us today is Brad Jones, Interim President and Chief Executive Officer, and our good friend and former COBT guest Bill Flores, Vice-Chair and Independent Board Member.
“Distinguishing a Value Trap from a Value Opportunity” Featuring Mark Viviano & Megan Hays, Kimmeridge Energy
We have a stellar dynamic duo for this week’s session. Our good friends Mark Viviano, Head of Public Equities, and Megan Hays, Managing Director, with Kimmeridge Energy visited us for an engaging and insightful discussion.
“The Courage to Do What’s Right for the Country” – A Conversation with No Labels
This was undoubtedly a big week for us in Houston with CERAWeek in full force. The conference brought many friends (old and new) to town and that allowed us to really get caught up on so many things. This morning, Nancy Jacobson (CEO) and Margaret White (Senior Advisor) came to our offices and we had […]
“The Largest Green Initiative on the Planet” – A Discussion with Toby Rice
In addition to a jam-packed CERAWeek full of content, news flow and interesting perspectives, EQT, led by Toby Rice, released its impactful plan of “Unleashing US LNG – The Largest Green Initiative on the Planet.” This 56-page slide deck (linked below) outlines the ambition to quadruple US LNG capacity by 2030 (what it would take on the upstream, midstream and downstream side) and importantly the global environmental impact (reduces CO2 emission equal to that of electrifying every US passenger vehicle, powering every US home with rooftop solar and adding 54k industrial scales windmills).
“Saying It’s Better Than Coal Isn’t Good Enough” – Arjun Murti
It’s CERAWeek in Houston and we are thrilled to be back in person visiting with great minds in the energy universe. We have a special guest and good friend joining us for this week’s session: Arjun Murti, Author of Super-Spiked, Board Member and PE Senior Advisor. Arjun is a seasoned energy expert and has spent his 30-year career researching and analyzing global energy markets. We had much to discuss!