Tag: Energy Transition

This week we had the great opportunity to visit with Todd Kantor, Founder, Managing Member and Portfolio Manager at Encompass Capital Advisors. Encompass is a highly regarded energy-focused investment firm, headquartered in New York. Today’s discussion touched on a bit of everything including current investment trends, the team at Encompass, ESG, natural gas outlook, SPACs,…

This week’s session was truly remarkable. We had the honor of hosting the Salk Institute Harnessing Plants Initiative team comprised of some of the brightest minds working to mitigate climate change with perhaps the most genius idea since Jonas Salk’s polio vaccine: harnessing the natural power of plants to rebalance our carbon cycle. The Harnessing…

Welcome to another week of COBT! For today’s session, we took a trip offshore to visit with Erik Milito, President of the National Ocean Industries Association (NOIA). NOIA’s mission is to advance and promote the interests of the offshore energy industry including both traditional and renewable energy resources. We had a great conversation all about…

With baseball opening day right around the corner (April 1), we’ve dubbed today an “energy doubleheader!” We started with a discussion about this year’s CERAWeek conference. We were so pleased to be joined by Dr. Atul Arya, Senior Vice President and Chief Energy Strategist at IHS Markit to speak to the conference’s highlights and top…

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 we have not one but two exciting things for you. First, we did our first “on the road” show, filming from Oceaneering’s ROV center North of Houston. Second, we had the real honor of hosting Leslie Beyer, the President of PESA. PESA… the Petroleum Equipment and Services Association, is a stunning organization. It does…

Today on COBT we decided to tackle something that was way too big to handle… but we did it anyway. The topic was “India” and luckily we had some fantastic help in thinking through what’s playing out in what will soon be the world’s most populous country. Our esteemed panel of experts on “all things…

We had the great opportunity to visit with MacKenzie Davis, a Managing Partner at SailingStone. SailingStone is a well-known, highly regarded global natural resource investor based in San Francisco. The firm has recently completed some fascinating research on the changing energy world and that was the focus of our conversation. MacKenzie walked us through a…

Our guests for this week’s “COBT” were Neal Anderson, President of Wood Mackenzie,and Randall Collum, Managing Director of Natural Gas & Upstream Analytics at Genscape. Neal gave us a peak under the hood at Wood Mac, discussing the trends he sees in the macro picture, including the evolving “energy transition” that now includes carbon capture…