Tag: Outlook

We had a fantastic session today with Neil Mehta, Managing Director and Head of North American Natural Resources Research at Goldman Sachs.

In addition to a jam-packed CERAWeek full of content, news flow and interesting perspectives, EQT, led by Toby Rice, released its impactful plan of “Unleashing US LNG – The Largest Green Initiative on the Planet.” This 56-page slide deck (linked below) outlines the ambition to quadruple US LNG capacity by 2030 (what it would take on the upstream, midstream and downstream side) and importantly the global environmental impact (reduces CO2 emission equal to that of electrifying every US passenger vehicle, powering every US home with rooftop solar and adding 54k industrial scales windmills).

We are thrilled to have Martin Lovegrove, Co-Founder and Executive Chairman of Kirk Lovegrove & Company join us today. Martin has a wealth of knowledge and experience around strategic advisory, acquisitions, and divestitures with 50 years in the global oil and gas business. In his career, he has advised 120+ clients on over 500 mandates and has developed four independent successful advisory companies along the way. It was wonderful to visit with Martin and get his perspective on all the issues swirling around in today’s world. Undeniably, a great deal has happened since last week’s episode with Dr. Angela Stent and Dr. Dan Yergin. As we all watch the harrowing humanitarian crisis in Ukraine develop, we wanted to provide a list of organizations that are offering relief support to the country including a few charities specifically focused on children.

For our first COBT episode of 2022, we had the great pleasure of hosting Rob West, Founder and Lead Analyst at Thunder Said Energy. With the ongoing crisis in European gas markets and the tense uncertainties over Russian troop deployments along Ukraine’s border, it was rather fitting that Rob joined us live from Estonia for…

Today we had some great learning… or we should say “relearning.” We had a great visit with Jerry McHugh of “San Juan IQ” – a monthly webcast hosted by Jerry where everything that’s happening in the San Juan basin is discussed. Jerry is a long-time veteran of the basin and has been CEO of San…

This week we hit the road and spent three days in New Delhi, India. Why? Well, the first answer is CERA was holding their 5th Annual “India Energy Forum” and were nice enough to invite us. But the second answer is we have been very curious for some time now to witness first-hand how the…

Today we had the pleasure of hosting two dear and longstanding friends from IHS Markit: Jamey Rosenfield, Senior Vice President and co-founder of CERA along with Dan Yergin, and Dr. Atul Arya, SVP and Chief Energy Strategist. As always happens when we visit with these renowned energy experts, we had a fun and broad conversation…

A couple of weeks ago, President Biden met with Russian President Putin in Geneva for their first summit. To help us better understand where Russia has been and where it is going, we reached out to one of the world’s foremost Russia experts, Dr. Angela Stent. We were delighted when she agreed to visit with…

One year ago, Greentown Labs announced they were expanding to Houston to open their second incubator. Today, we were thrilled to visit their new space in Midtown and host this week’s session live with Emily Reichert, Chief Executive Officer. Their team has made tremendous progress over the past year and we are so pleased to…