July 6, 2021

Ep. 71 – “And Now for a Rousing Halftime Show!” Featuring TPH Research

We have an exciting episode for you today! For the first time, representation from the entire TPH Research Team headlined this week's session to share key observations from the first half of the year and key focus areas as we enter the second half of 2021.

Our all-star TPH Research lineup and their respective topics included:

Matt Portillo, Managing Director, E&P Research | Upstream & Automotive

Matt Murphy, Director, Integrateds and Upstream Research | Oil and Gas Macro

Matt Taylor, Director, Midstream Research | Natural Gas Liquids Macro

Colton Bean, Director, Midstream Research | Midstream and Renewable Power Sector

George O'Leary, Managing Director, Energy Services & Equipment (ESE) | ESE and Solar

Matthew Blair, Managing Director, Refining and Chemicals Research | Refiners, Chemicals & Renewable Diesel

We had an overwhelming amount of brain power join us today. As you will hear, there was a lot to matador around! Big thanks to the team for joining and for bringing a handful of slides to help guide the conversation. Please let us know what you think!

To kick things off today, Mike Bradley shared his observations from the recent OPEC+ meeting (so he had a lot to cover!).

Thanks again to the team and thanks to you all! We hope you enjoy it!

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