December 7, 2021

Ep. 93 – “From Russia with Slight Optimism”

We are in the middle of an eventful energy news week and are very excited to dig in with all of you for this week's session. We are so pleased to welcome back our good friend Alexander Zaslavsky, Horizon Client Access, to share his expertise in Russian geopolitics and help us understand the current state of energy in Russia and its outlying countries. Oh yes, and one more thing, to help us understand why they might invade Ukraine!

With so much to cover after a meaty introduction, we quickly dove into the current European energy situation, Russian political news, a bit of history with Russian pipelines, Putin, China's role, Russian oil and gas companies, the Ukraine, and much more. It was an engaging global discussion and we know you will enjoy it as much as we did. Thank you Alex for visiting with us!

As mentioned, today's introduction was packed with information: Mike Bradley shared an energy market update and prepped us for our session with Alex with an insightful summary of the top five Russian oil companies stock performance over the last year. Back from NYC, Matt Portillo highlighted client feedback from recent TPH Research marketing trips. Craig Webster joined to report on recent methane headlines including letters that the U.S. House of Representatives Committee on Science, Space, & Technology sent to ten companies in the Permian Basin requesting data on their methane measurement and new technology ideas. Also noteworthy is EQT's response to Senator Warren. Colin Fenton also arranged a few slides showing US vs. European natural gas fundamentals over the last 20 years to help frame our European energy discussion.

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