Ep. 11 – Featuring Alexander Zaslavsky

This week we had another great COBT get together. We hit maybe our widest range of topics yet but did manage to finish in a little over 30 minutes. We were filled to the brim with a lot of data this week… so it wasn’t easy!

Here was this week’s menu:

• Mike Bradley hit the oil markets in great detail.

• Colin Fenton jumped in with demand thoughts and New reflections on the post-COVID world.

• Matt Portillo put it all in context and told us what investors want and need.

• Jordan McNiven (first time appearance for this TPHer) briefly summarized his new “Ball and Chain” global gas report.

• Alexander Zaslavsky (Russia expert and returning guest from Horizon Access) told us what Mr. Putin may think of Jordan’s report.

• Matthew Blair and Katherine Webb (first time appearance for Katherine too!) then closed us out with refining stats from China and global airline data that help paint a world recovering faster than most might think.

It was a veritable smorgasbord and a rapid fire tour of our ever changing energy world. As always, we hope you find it thought-provoking, entertaining and useful.