Tag: Market

This week, we welcomed to COBT Alex Epstein. Alex is the author of The Moral Case for Fossil Fuels , a New York Times bestseller, and founder of the Center for Industrial Progress. He is perhaps best known for his voice as a philosopher who offers a “positive, pro-human alternative to the green movement” and…

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…

Welcome back to another edition of Close of Business Tuesday. Today, we had the great honor of welcoming Dan Yergin as a special guest to the show. While Dan certainly needs little introduction, he is the Vice Chairman of IHS Markit, founder of CERA, and a highly esteemed and revered voice in the energy space….

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…

We gathered this afternoon for another “Close of Business Tuesday” session to try and put some thoughts around the current environment and provide some insight. Today, we were fortunate to have some notable guests including Arjun Murti, Senior Advisor at Warburg Pincus, Dan Pickering, a founder of Tudor Pickering Holt & Co. and CIO of Pickering Energy Partners,…

After a tough two days in the market, I sat down with our team today – Mike Bradley, our Energy Equity Strategist, and Matt Portillo, our Co-Head of Research – and got some quick commentary around what they are seeing and hearing in this market.  Attached is a five minute video on our thoughts.  We hope you find it…