Ep. 44 – Unpacking Bitcoin Featuring Danny Masters from CoinShares
In a year that witnessed the price of oil diving from $65 to below –$40 per barrel, we have also seen the price of bitcoin advance from $3,915 in March to a new all-time high above $28,365 this week. A host of extraordinary factors contributed to these outcomes. Our sense is the value drivers in […]
Ep. 43 – The COVID Relief Bill Featuring Ryan Clancy from No Labels
We had the exciting opportunity to visit with Ryan Clancy to discuss the $900 billion COVID relief bill passed by the US Congress on Monday. Ryan is the Chief Strategist at No Labels, an organization at the spearhead of a non-partisan movement “to find common sense solutions to our toughest problems.” No Labels and its […]
Special Edition – The Front Lines of the Energy Debate
Last week, an oilfield services company tried to buy logo apparel for all its employees. This was to be a holiday gift after a traumatic year. But the apparel’s manufacturer refused the order. We are told the apparel company did not want to “co-brand” with an oil and gas firm despite the fact most, if […]
Ep. 42 – A Matter of National Security
We were thrilled to host this week’s session with Dr. Kenneth Pollack, Resident Scholar at the American Enterprise Institute (AEI). Dr. Pollack has an incredibly impressive background on Middle Eastern and National Security Policy. His experience includes a tour of duty at the CIA, serving twice at the National Security Council, working for the Joint […]
Ep. 41 – The Money Show
The oil and gas industry is facing a serious challenge and that’s finding outside capital. To tackle that issue from all angles, we assembled an all-star cast from the legal and financial communities. The conversation starts in a very unique place … and that’s with the proposed Fair Access to Capital regulations coming out of […]
Ep. 40 – Featuring Ambassador Edward Djerejian (Rice University’s Baker Institute for Public Policy)
Somewhere between a new Administration, the lead Iranian nuclear scientist being killed, and an ongoing OPEC meeting, we were hungry this week for Middle Eastern and Washington insights. We were so lucky as we found our good friend Ambassador Edward Djerejian of Rice University’s Baker Institute for Public Policy to help us sift through the […]
Special Edition – In The Field
First and foremost, HAPPY THANKSGIVING! 2020 has presented many challenges that remind us all how much we have to be truly thankful for. To celebrate and say thanks (and provide you a special Thanksgiving Day COBT surprise), we found energy folks working in the fields and facilities today — on Thanksgiving! — who could take […]
Ep. 39 – Featuring Kenneth Hersh (George W. Bush Presidential Center)
This week is all about being thankful and on that note, we were especially thankful to visit with our good friend Ken Hersh. Ken is the President and CEO of the George W. Bush Presidential Center located in Dallas, Texas. He was also the CEO of NGP from 1988 to 2015. We couldn’t think of […]
Ep. 38 – Featuring Giorgio Bresciani & Dickon Pinner of McKinsey & Company
We were thrilled to have the opportunity to visit with Giorgio Bresciani and his colleague Dickon Pinner, both Senior Partners at McKinsey & Company. Giorgio, based in London, is McKinsey’s leader of their Global Oil & Gas practice and Dickon leads McKinsey’s Global Sustainability Practice from San Francisco. We had a robust discussion of the […]
Special Edition: “The Biden Effect” Featuring Leslie Beyer (PESA) & Anne Bradbury (AXPC)
With the election behind us and the transition of a new administration on the horizon, we decided to call on two great friends of the firm and previous COBT guests for a COBT “Special Edition.” We were thrilled to have the opportunity to visit with two great ambassadors of the oil & gas community: Leslie […]