C.O.B. Tuesday

Today we have not one but two exciting things for you. First, we did our first "on the road" show, filming from Oceaneering's ROV center North of Houston. Second, we had the real honor of hosting Leslie Beyer, the President of PESA. PESA... the Petroleum Equipment and Services Association, is a stunning organization. It does things you would never guess (training State Department pr...

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 India” included Gauri Jauhar, Executive Director of Energy Transition & CleanTech...

We have an OFS action-packed day for you today! We were thrilled to host two OFS stars: David Bat, President of Kimberlite Oilfield Research, and John Daniel, Founder and President of Daniel Energy Partners. These two guys both have their own firms, their own views, and lots of experience to boot. We had a great time talking about the trends, the sentiment, and the future.  ---------- Copyright 20...

We were thrilled to have the opportunity to visit with Bjorn Lomborg, President of the Copenhagen Consensus Center, to discuss his latest book, "False Alarm: How Climate Change Panic Cost Us Trillions, Hurts the Poor, and Fails to Fix the Planet." The TPH team kicked off the session: Mike Bradley discussed the Exxon/Dow news as well as Hurricane Laura and its effect on crude oil prices....

Today, our COBT session was not only stimulating but also simply great fun. We had the honor of hosting Dr. Bradford Cornell, Emeritus Professor of Finance at UCLA's Anderson Graduate School of Management. Dr. Cornell has been teaching finance for 40 years and as you will see in the video, he takes us all back to some basics in today's graduate school finance session. His presentation, e...

This week at COBT was all about one thing - one really important thing - POWER. We were very fortunate this week to have Robert Bryce join us. Robert is so many things - a power expert, an author of six books, an energy journalist, and a moviemaker. Robert’s true passion is the impact of power and electricity on people’s lives across the globe. It was a fantastic discussion that could have gone fo...

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 summarized version of SailingStone'...

We have been very lucky to have had some incredible guests on our Close of Business Tuesday segments. Each week, we try and find someone who really speaks to a strong curiosity and/or need that we sense needs filling. This week we were blessed to find Admiral McRaven - the need he fulfilled is the one we all feel for an America that is pulling together to solve problems. Admiral McRaven has tackle...

Pedro Palma, Director at Ecoanalítica (joining from Caracas, Venezuela), David Voght, Managing Director and Founding Partner at IPD Latin America (joining from Madrid, Spain), and Luis Pacheco, Chairman of the PDVSA Ad-Hoc Board of Directors and Nonresident Fellow at Rice University's Baker Institute (joining from Bogota, Colombia) for a Venezuela panel. Joe Amador, Managing Director at TPH a...

We welcomed another great guest to COBT this week! Michael Shellenberger, Founder and President of Environmental Progress, joined us to discuss his new book, "APOCALYPSE NEVER." Michael is a lifelong environmentalist and wrote the book to counter the extreme arguments often made in today's climate debate. He has also been an outspoken proponent of nuclear power as a means of dealing...

We have a “COBT Special Edition” for you this week! We were thrilled to have the opportunity to visit with Senator Kevin Cramer of North Dakota this morning. We had plenty to cover with the Senator given the Dakota Access Pipeline controversy and how it affects the Bakken and America's national and economic security.    Senator Cramer was very generous with his time and thoughts and we greatl...

Today we had the honor of hosting a great friend of the firm and a great friend of the industry, Congressman Bill Flores (R-TX, 17th District). It was a real pleasure to hear from Bill as he shared his perspective on some of the current challenges policymakers are facing, what he hopes might get done in the next Congressional session, and what good things he believes are happening that we aren&apo...

This week we were thrilled to be joined by Daniel Neff, Co-Chairman of Wachtell, Lipton, Rosen & Katz, along with Paul Perea, TPH's Co-Head of M&A. Gained from over four decades of experience advising major companies, Dan shared his insightful perspective on top concerns for public company directors, managing a New York-based law firm through COVID-19 and the unique, positive aspects...

Welcome to another edition of COBT! This week, we were thrilled to have the opportunity to speak with Ben Ratner, a Senior Director for the Environmental Defense Fund, a non-profit seeking to solve the world's toughest environmental issues in practical and economic ways. We were also joined this week by Craig Webster, TPH's Head of ESG. And of course, we had the regular TPH band members:...

Today we had the pleasure of speaking with two Energy Technology stars: Emily Reichert, CEO of Greentown Labs, and Brad Burke, Managing Director of the Rice Alliance for Technology and Entrepreneurship.  Greentown Labs has just announced that they are expanding to Houston and we couldn't be more excited for them to join in the effort to make Houston the capital of the new energy world. Headqu...

 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 Anderson brings over thirty years of experience in the energy industry to the conversation, most of them served at Wood Mackenzie, to provide depth of perspective on the macro outlook. Randall Collum’s extensive experi...

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 Shawn and Mark!    Our usual panel of TPH expert...