Tag: COVID

We had the exciting opportunity to visit with Ryan Clancy to discuss the $900 billion COVID relief bill passed by the US Congress on Monday. Ryan is the Chief Strategist at No Labels, an organization at the spearhead of a non-partisan movement “to find common sense solutions to our toughest problems.” No Labels and its…

We were thrilled to have the opportunity to visit with Giorgio Bresciani and his colleague Dickon Pinner, both Senior Partners at McKinsey & Company. Giorgio, based in London, is McKinsey’s leader of their Global Oil & Gas practice and Dickon leads McKinsey’s Global Sustainability Practice from San Francisco. We had a robust discussion of the…

Today’s guest has honored TPH with a handful of visits over the years, but today’s discussion was a special treat. Walter Isaacson, renowned author, Professor of History at Tulane University, and Distinguished Fellow at The Aspen Institute joined us for this week’s “vaccine and Biden focused” COBT session. With no time to waste, we jumped…

Last week the markets were rocked by the news that Europe was going back into lockdown … at least in France, Germany and the UK. We got to thinking about the energy macro in Europe … not just because of the lockdowns, but also because of all the talk of the energy transition that comes…

We have a special session for you this morning – direct from Dubai, it’s a “Morning in the Mideast” segment with Amena Bakr, Deputy Bureau Chief of Energy Intelligence. Amena is a highly acclaimed journalist who has been based in the Mideast for over ten years. We had a great visit with her talking about…

Our guests for this week’s “COBT” were two very well regarded energy thought leaders: Shawn Reynolds, Portfolio Manager at VanEck Mark Viviano, Head of Public Equities at Kimmeridge Energy Management They are great minds and great friends and we had an awesome “around the world of energy opportunities and issues” discussion with them. Thank you…

This week we had another great COBT get together. We hit maybe our widest range of topics yet but did manage to finish in a little over 30 minutes. We were filled to the brim with a lot of data this week… so it wasn’t easy! Here was this week’s menu: Mike Bradley hit the…

This week we had the pleasure of welcoming two renowned and well-regarded voices in the energy world – Mark Mills and Dr. Scott Tinker. In the midst of the global pandemic and a massive energy contraction, we asked them to help us envision the post-COVID energy world. Mark is a Senior Fellow at the Manhattan…

Welcome to this week’s installment of COB Tuesday. We kept it to roughly four equal segments and approximately 30 minutes of total time. The segments are: 1) Our staple TPHers, Mike Bradley, Colin Fenton and Matt Portillo, comment on this week’s macro developments. 2) A new TPH expert addition, Matthew Blair provides his insights on…