Tag: Energy Transition

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…