Tag: Oil

With all the talk of fracking and energy that showed up in the Presidential debate of late, we decided to try and do a show which was “on the ground” and “based in the reality” of today’s energy world. That was a tall order but we called on the TPH friend network and found people…

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…

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 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…

We had three key segments this week:1) TPHers Mike Bradley and Colin Fenton trying to explain what’s happening with oil demand, supply, prices, storage and shut-in production. NOT EASY!2) Railroad Commissioner Ryan Sitton on current deliberations at the RRC and what’s next.3) Midland Mayor Patrick Payton discussing his perspective from the capital city of the Permian Basin and of American oil production. As always, we…

We’re coming to you again with another “Close of Business Tuesday” on the heels of a historic few days for oil. This week, we had the privilege of talking with Senator Dan Sullivan from the great state of Alaska. Prior to his election to the U.S. Senate, Sen. Sullivan served as Commissioner of the Alaska Department of…