C.O.B. Tuesday

Today we had the pleasure of hosting John Dowd, CEO of GoGreen Investments, in our offices. John has spent the past 30 years investing in and analyzing energy, most recently at Fidelity, and in 2021 raised over $275 million to create GoGreen Investments. A few months ago, GoGreen announced they were taking Lifezone Metals public, creating the first nickel resource listed on NYSE. We were thrilled...

It was our honor today to welcome back our good friend Dr. Dan Yergin, Vice Chairman of S&P Global and Chairman of CERAWeek. As you all undoubtedly know, Dan is the Pulitzer Prize winning author of “The Prize,” the more recent author of “The New Map,” and is a highly esteemed and revered voice in the energy space. His achievements and contributions to the industry are immense and we were so th...

This week we had the pleasure of co-hosting a panel and live town hall style discussion with our good friends from Vinson & Elkins featuring the recent work of the Houston Energy Transition Initiative (or “HETI”). It was exciting to bring the community together and have a live, studio audience to discuss the opportunities and challenges for Houston to serve as the capital of the energy transit...

We had a fantastic session today with Kendall Dilling, President of Pathways Alliance. Based in Calgary, Alberta, Pathways Alliance was formed by Canada’s six largest oil sands producers (who account for 95% of oil sands production) to achieve net-zero greenhouse gas emissions from their operations by 2050. To do so, they have created a “doable, credible net-zero plan” and are working with federal...

Yesterday was a special day as February 2nd marks the one-year anniversary of Veriten's launch. A year ago, we hosted our first COBT at the new company and were so honored to have Secretary James A Baker join us at The Ion for Veriten show number one. During that show, Secretary Baker discussed many things, including Ukraine, the National Debt, and why fossil fuels were important to the count...

Today we had the pleasure of hosting the Independent Petroleum Association of America (IPAA) for an oil and gas focused discussion. Joining us are Steve Pruett, Chairman of the Board, and Dan Naatz, COO and EVP. Steve and Dan are in Houston for NAPE, which almost all of you are probably familiar with, but for those of you who are not, the conference is gathering 8,000 plus people this year to talk...

We had a fantastic session today with Stan Miranda, Founder and Chairman of Partners Capital. Stan co-founded Partners Capital in 2001 with a goal to transform investment strategy. Today the company manages ~$45 billion of assets for endowments, foundations, institutions and private clients with seven offices across the globe. We covered a fascinating and broad range of topics, all centered around...

We are beyond excited to share this week's COBT as we had the opportunity to visit with the team at the National Fish and Wildlife Foundation (NFWF). Joining us for the session are Dr. Holly Bamford, Chief Conservation Officer, Dr. John Lamoreux, Director, Fish and Wildlife Conservation, and Kristen Byler, Senior Scientist, Marine Conservation. Since its inception in 1984, NFWF has collaborat...

Welcome to another week of COBT! Today we had the pleasure of visiting with Josh Freed, Senior Vice President of the Climate and Energy Program at Third Way. Headquartered in Washington, D.C., Third Way is a public policy think tank with a global presence focused on advocating for policies that represent modern center-left ideas. Josh is the founder of the organization's clean energy and clim...

Happy 2023 to you all! Welcome to the first COBT of the year featuring Danny Rice, incoming CEO of NET Power. Danny has a remarkable perspective from which he could discuss many of the issues and opportunities in today's energy world. He has seen and accomplished much... former CEO of Rice Energy, investing in and then selling Archaea Energy to BP, his experience on the EQT board, former Whit...

While we can't believe that 2022 is coming to an end, we were thrilled to visit with Dr. Francisco Monaldi for 2022's final COBT episode all about Venezuela and Latin America's energy scene. Dr. Monaldi is a Fellow in Latin American Energy Policy, the Director of the Latin America Energy Program and a Lecturer in Energy Economics at Rice University's Baker Institute for Public...

We are so excited to share today's episode featuring Malcolm Woolf, President and CEO of the National Hydropower Association (NHA). The NHA represents over 300 member-companies including public and investor-owned utilities, independent power producers, developers, equipment and service providers, and other groups interested in advancing America's hydropower industry. Together, NHA member...

We are excited to bring you this Special Edition on a topic that we find quite important: Iran. To help us discuss Iran's energy scene, we had the pleasure of connecting with Dr. Iman Nasseri, Managing Director, Middle East with Facts Global Energy (FGE). Dr. Nasseri joined us from Dubai and has an extensive background in energy economics, Middle East oil research, and Middle East gas/LNG cov...

Today we had the pleasure of hosting Rich Powell in the studio. Rich Powell is the CEO of ClearPath, a non-profit organization headquartered in Washington dedicated to developing and advancing smart energy policies. We are always eager to connect with pragmatic, balanced, solutions-oriented people and were delighted to visit with Rich.   Rich first helps frame our discussion with background on Cle...

Today we welcomed back our good friend Tisha Schuller, Founder and CEO of Adamantine Energy. Tisha first appeared on COBT in March of 2021 and we're thrilled to visit with her just a few weeks after she's published her latest book, "Real Decarbonization: How Oil and Gas Companies Are Seizing the Low-Carbon Future." Tisha is based out of Denver and was previously the President a...

Thanksgiving is such an awesome holiday... great food, family, relaxation. It's got it all! One thing we have been struck by... and I think it was most striking during COVID, is that the energy world NEVER STOPS and that's what makes all of this possible. Because energy people are out there working on this day, for the third year in a row we have an episode that introduces you to them. A...

For this week's session, we were thrilled to welcome back  Rob West. Rob is the lead analyst at his own firm, Thunder Said Energy. Rob had a career in research at Redburn and Sanford C. Bernstein before leaving to start Thunder Said in 2019 and first joined us for COBT on January 4, 2022. He has immersed himself in the technology details of the energy transition and brings a unique "how...

We are excited to share today's episode featuring Joseph Sigelman, Chairman and CEO of Atlantic, Gulf & Pacific Company (AG&P). Joe and his team focus on downstream LNG import and distribution, engineering and construction across Southeast Asia, stretching from India to the Philippines. He joined us from Jakarta and we were thrilled to visit with him about everything he and his compan...

Today we had a fantastic guest join us, Ted Nordhaus. Ted is the Founder and Executive Director of The Breakthrough Institute and a co-author of " An Ecomodernist Manifesto" as well as " The Death of Environmentalism." Ted has spent his career advocating for technical solutions to environmental problems and is a thought leader on energy, the environment, and global climate. We...

For this week's COBT, we had the pleasure of hosting Sasha Mackler, Executive Director of the Energy Program at the Bipartisan Policy Center (BPC). The BPC is a Washington, DC-based think tank that prioritizes one thing above all else: GETTING THINGS DONE. That's a mission we can all stand behind. The team at BPC work on what they've defined as critical policy issues for the US incl...

Today we had the pleasure of connecting with NJ Ayuk for an Africa-focused energy discussion. NJ is the founder and CEO of Centurion Law Group, a Johannesburg-based energy-focused law firm, and the author of "Billions at Play: The Future of African Energy and Doing Deals." In this capacity, he is among the leading energy dealmakers on the African continent. He is also the Executive Chair...

We have had a really interesting two days in our nation's capital. With the help of Anne Bradbury (CEO) and Liz Bowman (Vice President, Communications) of the  American Exploration & Production Council (AXPC), we spent time in Washington DC on Monday and Tuesday talking to think tanks, energy specialists, Congressional and Senate staff, and other energy players here, trying to get a feel...

For today's COBT, we had the pleasure of sitting down with Liberty Energy CEO Chris Wright. Chris is a fascinating energy mind - his background includes MIT and UC Berkeley mechanical and electrical engineering degrees as well as a broad-based life-long passion for all forms of energy. He was an early shale pioneer and today is Chairman and CEO of Liberty. Chris also dedicates a significant a...

Today it was our pleasure to host James West, Senior Managing Director and Partner at Evercore ISI. James heads Evercore's oil service, equipment and drilling research team as well as the sustainable technologies and clean energy team and has an extensive research career covering the OFS sector. As you will hear, we had a hard time wrapping up the discussion as the scope of what James sees, a...

Today we had the pleasure of hosting Jigar Shah, Director of the U.S. Department of Energy Loan Programs Office (LPO). Jigar is a long-time entrepreneur and founder of Generate Capital and SunEdison before leaving the private sector in 2021 to join the LPO. In his current role, Jigar is responsible for leading and directing the organization's focus on connecting low-carbon technologies that a...