Ep. 51 – Featuring Anish Kapadia & David Adams

First and foremost, we hope you and your loved ones are safe and warm during this winter storm that is affecting nearly 25 states. We had several topics to discuss in today's session, starting with a power (or lack of power) update and explanation of the power systems in Texas by Jordan McNiven and George O'Leary from the TPH Research team.

To expand on current conditions in the field, we were so pleased to be joined by David Adams, Senior Vice President of North America Business Transformation with Halliburton. David gave a great overview of the main roadblocks the industry is facing to continue operations in this weather.

Our other star guest of today's show is Anish Kapadia, Founder and Managing Director of AKap Energy. To make things even 'cooler,' we discussed Anish's recent detailed report on the helium market including some background on helium, it's main uses, unique properties and production. To contact Anish for his helium report, please find his details at the website linked here.

Our expert TPH crew kicked things off: Mike Bradley prepped us for what we can expect from E&P companies going into Q4 earnings tomorrow and Colin Fenton chimed in with commentary preparing us for the discussion with Anish.