May 11, 2022

“Molecules, Missiles, and Markets” Featuring Gabe Collins, Rice University’s Baker Institute

We had a global discussion today centered around China with Gabe Collins, Baker Botts Fellow in Energy & Environmental Regulatory Affairs at Rice University's Baker Institute for Public Policy. Gabe has a fascinating background and is a Senior Visiting Research Fellow at The Oxford Institute for Energy Studies and also the Co-Founder of China SignPost. He is a Permian Basin native, an expert in Chinese and Russian relations, speaks Mandarin and Russian, and has served as a researcher and China analyst at the Department of Defense. It was a fantastic session and we can't thank Gabe enough for joining us.

Our discussion spanned China's zero-Covid policy, Russian / Ukraine insights, US and European energy policy, potential bumps in the road and instability for the next five years, food security concerns, Taiwan, and other geopolitical possibilities. Gabe was a trooper with our rapid-fire questions and we really enjoyed his insights.

Mike Bradley kicked us off with a look at the markets and a few charts on high yield debt markets and recent OPEC headlines. Colin Fenton discussed the effectiveness of sanctions against Russia and the new inflation regime.

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February 23, 2022

“Energy Security Is Back On The Table” Featuring Dr. Angela Stent & Dr. Dan Yergin

On this special "Twosday," we had the fortune of welcoming back two special guests for a discussion centered on Russia and the Ukraine and all the potential reverberations from the current conflict. Our first guest is Dr. Angela Stent, Senior Fellow at Brookings and one of the world's leading specialists on the Former Soviet Union, Russia, and Russia's relations with the West. In our discussion, we reference her most recent book, "Putin's World: Russia Against the West and With the Rest." Our second guest is our longtime friend, Dr. Dan Yergin, Vice Chairman at IHS Markit and Chairman of CERAWeek. Dan is the author of a number of seminal books on energy and in our discussion we also touch on Dan's latest book, "The New Map."

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Featured guest on this show include: