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Sector: Research

“We’re at the Beginning of a New Industrial Age” – Erin Price-Wright, Andreessen Horowitz

Today we had the pleasure of hosting Erin Price-Wright, General Partner in American Dynamism at Andreessen Horowitz (a16z).

“If You Control Food Security, You Can Control National Security” – Corey Rosenbusch, The Fertilizer Institute

Today we had the pleasure of hosting Corey Rosenbusch for a wide-ranging discussion on the fertilizer industry, global energy markets, and the geopolitical forces increasingly shaping both.

“Natural Gas Is An AI Vertical” – James West, Melius Research

Today we were delighted to welcome James West, Managing Director and Head of Energy and Power Research at Melius Research.

“EV Sales Acceleration Poses Downside Risk to Global Oil Demand” – Daan Struyven, Goldman Sachs

Today we were thrilled to welcome back Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research at Goldman Sachs.

“RCP8.5 Is Officially Dead” – Roger Pielke Jr., American Enterprise Institute

Today we were thrilled to welcome back our good friend Roger Pielke Jr., Senior Fellow at the American Enterprise Institute and author of The Honest Broker on Substack.

“California is on Life Support”– Michael Mische, USC

Today we were fortunate to visit with our good friend Michael Mische, Associate Professor of Management at the University of Southern California’s Marshall School of Business.

“Cuba And The Rise Of The Miami Consensus” Featuring Sebastián Arcos, Florida International University

Like many of you, we have been following the recent developments in Cuba very closely.

“Imagine Iran Had Been Integrated Into The Modern World Instead Of Declaring War On The Modern World” With Dr. Dan Yergin

Today we had the honor of welcoming back Dr. Dan Yergin, Vice Chairman of S&P Global and Chairman of CERAWeek.

“We’re Going To Have To Pay The Resilience Premium” Featuring Dr. Fiona Murray, MIT

Today we had the very exciting and interesting opportunity to visit with Dr. Fiona Murray, Professor of Entrepreneurship and Co-Director of the Innovation Initiative at the Massachusetts Institute of Technology.

“The Market Has Really Flipped” Featuring Scott Richardson & Craig Lande, RBC

We are excited to continue our NAPE COBT series with Scott Richardson, Global Head of Energy Investment Banking at RBC, and Craig Lande, Managing Director and Co-Head of RBC’s Energy A&D practice

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