Ep. 14 – Featuring Neal Anderson and Randall Collum

Our guests for this week’s “COBT” were Neal Anderson, President of Wood Mackenzie,
and Randall Collum, Managing Director of Natural Gas & Upstream Analytics at Genscape. Neal gave us a peak under the hood at Wood Mac, discussing the trends he sees in the macro picture, including the evolving “energy transition” that now includes carbon capture and hydrogen. Randall illuminated the recent topsy-turvy world of oil and natural gas markets, drawing on his extensive analytical experience at “the CIA of energy.” These guys were awesome and it was great having them.

We also had with us our usual TPH experts: Mike Bradley, Colin Fenton, and Matt Portillo.
Bradley hit OPEC+, Colin was the 7 trillion dollar man this week (watch and see why), and Matt talked sentiment and about some of the changes he sees coming for TPH Research.

As always, we hope you find this week’s COBT provocative and interesting. All the best to all of you!