C.O.B. Tuesday

Today's show was all about President Biden's recent executive order to "pause" oil and gas leasing on federal land. To help us discuss the scope of the order and how it's going to affect oil and gas, now and in the future, we were thrilled to be joined by two key ambassadors of the oil and gas community: Kathleen Sgamma, President of the Western Energy Alliance Ryan Flynn,...

Today we had the pleasure of hosting Robert Catell, Chairman of the Advanced Energy Research and Technology Center ("AERTC") at Stony Brook University (go Seawolves!). Bob was previously the Chairman and CEO of KeySpan Corporation, the former Brooklyn Union Gas. The AERTC's mission is to innovate energy research, education and technology deployment with a focus on efficiency, conser...

We bring you a special weekend edition of COBT. Our focus is one of the key factors for the future of energy: electric vehicles and their place in the rapidly evolving outlook for the global automotive sector.  Earlier this week TPH Research launched coverage on this critical sector with a comprehensive 85-page report. The assessment is an incredibly detailed, thoughtful, and readable piece on the...

Welcome to another edition of COBT! There is no shortage of news this week with the inauguration of President Elect Joe Biden and his potential plans for executive orders in early days of his administration. We were pleased to be joined by Gregory Wrightstone, Executive Director at CO2 Coalition and Author of "Inconvenient Facts" to discuss a number of climate related topics. Another big...

We were delighted to visit with Jeffrey Harris, Founder of Global Reserve Group for this week's COBT session. Jeffrey is a fantastic guest, friend, and energy leader. As you all know, our goal is to host an open and intellectually honest conversation - Jeffrey was a fantastic contributor to that effort. Our TPH crew launched today's conversation: Mike Bradley provided a market update, Ma...

We are pleased to bring you this "Special Edition" discussion with Bob Harvey, President and CEO of the Greater Houston Partnership ("GHP"). Joining Bob in today's discussion is TPH's own Bobby Tudor, who is also proudly GHP's Chairman. GHP is a unique pro-business, pro-community, All-Houston organization. Bob has been its leader for 8 years now and has seen ener...

For our first session of 2021, we were thrilled to welcome back an esteemed guest and great friend, Robert Bryce. Robert's experience includes being an acclaimed author, moviemaker, speaker, columnist, and much more. Today's focus was all about Saudi Arabia and Georgia. We also took a look back at 2020 and ended with our favorite energy moments of the year. Our TPH crew kicked off the di...

In a year that witnessed the price of oil diving from $65 to below –$40 per barrel, we have also seen the price of bitcoin advance from $3,915 in March to a new all-time high above $28,365 this week. A host of extraordinary factors contributed to these outcomes. Our sense is the value drivers in digital assets remain far more mysterious for most observers. To help unpack what is going on in bitcoi...

We had the exciting opportunity to visit with Ryan Clancy to discuss the $900 billion COVID relief bill passed by the US Congress on Monday. Ryan is the Chief Strategist at No Labels, an organization at the spearhead of a non-partisan movement "to find common sense solutions to our toughest problems." No Labels and its liberal, moderate, and conservative partners in Congress played an in...

Last week, an oilfield services company tried to buy logo apparel for all its employees. This was to be a holiday gift after a traumatic year. But the apparel’s manufacturer refused the order. We are told the apparel company did not want to “co-brand” with an oil and gas firm despite the fact most, if not all, of its own products are produced from hydrocarbon feedstocks sourced from the oil and ga...

We were thrilled to host this week's session with Dr. Kenneth Pollack, Resident Scholar at the American Enterprise Institute (AEI). Dr. Pollack has an incredibly impressive background on Middle Eastern and National Security Policy. His experience includes a tour of duty at the CIA, serving twice at the National Security Council, working for the Joint Chiefs, and writing 10 books on the Middle...

The oil and gas industry is facing a serious challenge and that's finding outside capital. To tackle that issue from all angles, we assembled an all-star cast from the legal and financial communities. The conversation starts in a very unique place ... and that's with the proposed Fair Access to Capital regulations coming out of the OCC. This unique regulatory proposal is aimed at prevent...

Somewhere between a new Administration, the lead Iranian nuclear scientist being killed, and an ongoing OPEC meeting, we were hungry this week for Middle Eastern and Washington insights.  We were so lucky as we found our good friend Ambassador Edward Djerejian of Rice University's Baker Institute for Public Policy to help us sift through the issue. Ambassador Djerejian served 8 presidents fro...

First and foremost, HAPPY THANKSGIVING! 2020 has presented many challenges that remind us all how much we have to be truly thankful for. To celebrate and say thanks (and provide you a special Thanksgiving Day COBT surprise), we found energy folks working in the fields and facilities today -- on Thanksgiving! -- who could take a minute and tell the rest of us a little bit about their job. We hit th...

This week is all about being thankful and on that note, we were especially thankful to visit with our good friend Ken Hersh. Ken is the President and CEO of the George W. Bush Presidential Center located in Dallas, Texas. He was also the CEO of NGP from 1988 to 2015. We couldn't think of a better person to help us mix policy, energy and life into a Thanksgiving casserole than Ken. As you may...

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 energy transition and in particular t...

With the election behind us and the transition of a new administration on the horizon, we decided to call on two great friends of the firm and previous COBT guests for a COBT "Special Edition." We were thrilled to have the opportunity to visit with two great ambassadors of the oil & gas community: Leslie Beyer, President of PESA (the Petroleum Equipment and Services Association), and...

Today's guest has honored TPH with a handful of visits over the years, but today's discussion was a special treat. Walter Isaacson, renowned author, Professor of History at Tulane University, and Distinguished Fellow at The Aspen Institute joined us for this week's "vaccine and Biden focused" COBT session. With no time to waste, we jumped right into the discussion which co...

Last week the markets were rocked by the news that Europe was going back into lockdown ... at least in France, Germany and the UK. We got to thinking about the energy macro in Europe ... not just because of the lockdowns, but also because of all the talk of the energy transition that comes out of Europe. So we went hunting for two great guests in the TPH friends network. Wow did we get lucky! We h...

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 "that know." We thought New Mexico - as the third largest oil producing state but al...

Today's show is brought to you live from the Ronnie K. Irani Center for Energy Solutions at the University of Oklahoma! This week we are thrilled to be joined by Michael Cohen, Chief US Economist and Head of Oil Analysis at BP. The discussion centered around Michael's presentation, "Energy Outlook 2020 Edition." As always, the TPH crew covered a few topics to kick things off: M...

We say this often, but today was AWESOME! Last week set a new high bar with many of you as the feedback on Dr. Naomi Boness at Stanford was fantastic. We had our work cut out for us to keep it up this week! The great news is we were lucky enough to find four leading minds to attack a nagging question - how are we physically, financially, environmentally-friendly and otherwise going to mine all the...

Today we had the pleasure of hosting Dr. Naomi Boness, Managing Director of the Stanford Natural Gas Initiative. The Natural Gas Initiative ("NGI") partners with research groups and industry partners to "generate the knowledge needed to use natural gas to its greatest social, economic, and environmental benefit." We had a fantastic conversation about a broad range of issues as...

As we previewed in the midday note yesterday, COBT this week featured a robust conversation of the policies and the politics of energy. It was our way of preparing for last night’s first Presidential Debate. Our discussion covered a lot of ground and was particularly focused on the election’s implications for oil and gas. Thank you for all of the suggested questions and topics! With so much to cov...

Today we focused the show on the front lines of emerging energy technology. We were thrilled to be joined by Scott Gale, Executive Director of Halliburton Labs. Halliburton recently launched Halliburton Labs to provide early stage companies resources to help advance efforts towards cleaner and more affordable energy. A blend of incubation and acceleration, Halliburton Labs is like pulling into the...