First of all, a heartfelt Happy Thanksgiving to you all! We all have much to be thankful for and here at TPH/COBT, we are particularly thankful for your friendship. Last year on Thanksgiving, we gambled and did something that was not only fun but ended up being pretty popular. We did a video featuring energy professionals working on Thanksgiving Day. We were lucky enough to get representation from Phillips 66, Diamondback, Plains All American, and Liberty Oilfield Services. I bumped into a good ...
Nov 25, 2021•32 min
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 Juan Resources since 1990. As you will hear, we covered a ton of territory with Jerry today. The basin’s latest production, the rig count, the new (and old) players, the types of wells, the outlook, the po...
Nov 24, 2021•59 min•Season 1Ep. 91
Today we had a fascinating discussion with the management of California Resources Corporation (CRC) about their low carbon initiatives. President and CEO Mac McFarland and Executive Vice President and CFO Francisco Leon joined us for a walkthrough of their thinking, activities and plans in this super important area. Much like the Apache team joining us to describe their innovative tree program, we hope to continue to highlight companies doing innovative things to make oil and gas cleaner. We are...
Nov 17, 2021•1 hr•Season 1Ep. 90
As you may know, yesterday we hosted our 5th Annual Disruption Conference [D5: Momentum] in Denver. With an audience of over 365 registrants, we had the great opportunity to host the Nuclear Energy Institute (NEI). Representing the NEI today are Everett Redmond, Ph.D. (Sr. Technical Advisor, New Reactor & Advanced Technology) and Matthew Crozat (Senior Director, Strategy and Policy Development). Everett and Matthew walked us through a presentation outlining the NEI, their mission to pr...
Nov 10, 2021•1 hr 3 min•Season 1Ep. 89
We often wonder why and how deals leak... and I can imagine many of you wonder the same. Today, we were excited to host the Abernathy MacGregor team to hear their insights on a few topics including the predictability of deal leaks and employee activism. Joining us today are Sydney Isaacs, Managing Director and Head of the Houston Office along with Blair Hennessy, Managing Director based out of Abernathy's New York office. Sydney and Blair were wonderful guests and we had a really great discussio...
Nov 03, 2021•1 hr 1 min•Season 1Ep. 88
We are back from India just in time for the World Series in Houston and had the pleasure of hosting the Environmental Defense Fund (EDF) for this week's COBT session. Joining us today are Andrew Howell (Director of Investor Influence) and Andrew Baxter (Director, Energy Transition) to discuss the launch of "ESG by EDF," a new platform which will leverage EDF's deep scientific and policy expertise for the benefit of the investment community. Their first report, "The Burning Question: How to Fix F...
Oct 27, 2021•1 hr 3 min•Season 1Ep. 87
We have a potpourri of topics for this week's session and are very excited to share them with you all. First, we were delighted to welcome Castlen Kennedy, Vice President, Corporate Communications and Public Affairs and her colleague Gary Clark, Vice President of Investor Relations & Market Intelligence at Apache Corporation. We have all admired the Apache Corporation Tree Grant Program and Castlen and Gary joined to give an excellent overview of the program and its accomplishments. As you m...
Oct 20, 2021•43 min•Season 1Ep. 86
We had the pleasure of visiting with Chet Thompson, President and CEO of the American Fuel & Petrochemical Manufacturers (AFPM) for this week's session. Chet joined us live from Washington where he and his team are working relentlessly to advocate for domestic refiners, petrochemical and midstream companies as well as educating policymakers and the public on the value their members provide for our nation and the world. We had an engaging and timely discussion given the recent proposed tax in...
Oct 13, 2021•59 min•Season 1Ep. 85
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 across the core topics of the day and really enjoyed our time together! Jamey and Atul remind us that CERAWeek's India Energy Forum is taking place in New Delhi in just o...
Oct 06, 2021•57 min•Season 1Ep. 84
Today's guest is not only a great friend but also a TPH alum! We were so pleased to visit with Brad Olsen, Co-Founder and Portfolio Manager of Recurrent Investment Advisors which focuses their funds on public investments in natural resources and energy infrastructure. Our discussion was fruitful and most importantly good fun! As you will hear, Brad has a lively mind and got us thinking! After throwing everything but the kitchen sink at Brad during our introduction, he started by sharing some bac...
Sep 29, 2021•1 hr•Season 1Ep. 83
We are very excited to share this edition of "COBT On the Road" from Van Horn, Texas! This week, we had the amazing opportunity to continue our exploration of space endeavors throughout Texas with a visit to Blue Origin. As part of our behind the scenes visit, we heard the Blue Origin team describe their mission to “build a road to space, step by step ferociously." Our travel squad this week included our good friend Tim Kopra, Former Astronaut and Vice President of Robotics and Space Operations ...
Sep 22, 2021•32 min•Season 1Ep. 82
We had the great opportunity to visit with Mike Sommers, President and CEO of the American Petroleum Institute (API) in today's session. Founded over 100 years ago, the API represents all segments of America's oil and natural gas industry with over 600 current members. Their mission is to promote safety across the industry globally and to influence public policy in support of a strong, viable U.S. oil and natural gas industry. They are fighting hard in today's politically overcharged Washington ...
Sep 14, 2021•56 min•Season 1Ep. 81
Heidrick & Struggles recently released a new report we think you will all find interesting and informative! The report, "Aligning Culture with the Bottom Line: How Companies Can Accelerate Progress," includes results from surveying 500 CEOs from around the world about how they define culture and how it influences financial performance. We had the pleasure of welcoming back our good friend Les Csorba, Partner in Heidrick & Struggles' CEO & Board of Directors Practice as well ...
Sep 08, 2021•55 min•Season 1Ep. 80
As we head into the Labor Day weekend here in the US, we have something we think you will find most intriguing for a Close-of-Business Thursday! We were lucky enough today to visit with Francesco La Camera, the Director General of the International Renewable Energy Agency (IRENA). Francesco has over thirty years of experience in climate and sustainability and oversees IRENA's strategy and partnerships with 165 nations that are members of the agency. IRENA is headquartered in Abu Dhabi. Their foc...
Sep 03, 2021•59 min•Season 1Ep. 79
For the past ten days, we have watched the events unfolding in Afghanistan with a mixture of alarm and sadness. Unfortunately, the situation on the ground remains dangerous and unresolved. For guidance, today's main segment features two former State Department officers whose expertise ranges from counterterrorism and human rights to the geopolitics of the energy transition. We are very lucky to welcome back our friend Frank Fannon, Managing Director of Fannon Global Advisors, Senior Advisor at t...
Aug 25, 2021•1 hr 9 min•Season 1Ep. 78
This is a stunningly big week for energy networking. In Denver, EnerCom is hosting The Oil and Gas Conference at the Westin and in Houston, the NAPE Summit is taking place at the George R. Brown Convention Center, and the Offshore Technology Conference is happening at NRG. Holding conferences the same week in Houston, NAPE and OTC have joined forces with their "Synergy in Energy" program which allows attendees to visit both conferences. We salute EnerCom, NAPE, and OTC for their efforts to help ...
Aug 18, 2021•46 min•Season 1Ep. 77
When we heard about all of the great things the Permian Strategic Partnership (PSP) is doing for the Permian Basin, we knew we had to visit with them and also knew that all of you would love to hear more about their mission. We had the special opportunity to host Tracee Bentley, President and CEO, to discuss their annual report published just last week. Formed in January 2019, the PSP is a coalition of 17 leading Permian Basin energy companies who joined together to tackle some of the area's lar...
Aug 16, 2021•40 min
Tuesday was incredible. We traveled to Denver and drove about an hour to Greeley, Colorado. Greeley is the largest city (population of ~110K) in Weld County (~325K people). We went to Weld out of pure fascination - fascination with the county that produces over 80 percent of the oil and 60 percent of the total oil and gas in the state. It is a part of Colorado that loves ranching, agriculture, oil and gas, and the land itself. We loved every minute of our full day visit. We start off at Stockman...
Aug 12, 2021•47 min•Season 1Ep. 76
We hope you are excited for a 45Q deep dive! We had the great opportunity to learn from some of the most credible 45Q experts in this week's session. Joining us today are Barbara de Marigny, Partner (Tax) at Baker Botts and Aileen Hooks, Partner (Environmental) at Baker Botts. As you may know, the section 45Q tax credit is one of the most promising economic incentive structures for the energy transition. We were certainly glad to spend time with Barbara and Aileen to dive into the nuts and bolts...
Aug 04, 2021•52 min•Season 1Ep. 75
Here at TPH we pride ourselves on being 'all energy, all the time'; this week's guests are also 'all energy, all the time'! We had the great opportunity to host the Upstream team to hear all about their paper, how they operate and what they are excited about in energy. With us today is Leia Marie Parker, Editor in Chief, Jennifer Lynn Presley, Americas Bureau Chief and Fabio Palmigiani, South American Correspondent. Our discussion kicked off with Leia, joining us from London, to give us a broad ...
Jul 28, 2021•55 min•Season 1Ep. 74
Today we had the pleasure of hosting Al Carnrite, Founder and CEO of The Carnrite Group. Al has been a tremendous resource to many of us in the industry and we had a great visit discussing today's world, current trends the Carnrite team is seeing and what the future of the industry may look like. As you will hear, Al is direct, fun, and very knowledgeable. The Carnrite Group is based out of Houston with remote offices in the UK and UAE. They are a uniquely energy focused boutique consulting prac...
Jul 21, 2021•53 min•Season 1Ep. 73
With so much in the news recently about the private "Race to Space," you may share a curiosity of ours, and that is "how far along are the commercial space businesses that have planted roots in Texas?" We have specifically been drawn to the exciting developments rapidly unfolding at Boca Chica, Texas just outside Brownsville. Our chance for an in-person tour and expert briefing came when we reconnected with friend, technology entrepreneur, former NASA astronaut, and current President of Robotics...
Jul 16, 2021•48 min
Today we had the honor and pleasure of hosting U.S. Congresswoman Lizzie Fletcher (D-TX). Representing Texas's Seventh Congressional District - in the greater Houston area which many of us call home, Congresswoman Fletcher is committed to bridging the toxic hyper-partisan divide that puts blind politics ahead of common-sense solutions we can all get behind for the advancement of freedom and happy growth in our world. We commend her positive and collaborative spirit. We had a terrific visit and t...
Jul 14, 2021•50 min•Season 1Ep. 72
We have an exciting episode for you today! For the first time, representation from the entire TPH Research Team headlined this week's session to share key observations from the first half of the year and key focus areas as we enter the second half of 2021. Our all-star TPH Research lineup and their respective topics included: Matt Portillo, Managing Director, E&P Research | Upstream & Automotive Matt Murphy, Director, Integrateds and Upstream Research | Oil and Gas Macro Matt Taylor, ...
Jul 07, 2021•58 min•Season 1Ep. 71
A few weeks ago, President Biden met with Russian President Putin in Geneva for their first summit. Since then, we have searched for a Russian expert - and wow, did we get lucky! We found Dr. Angela Stent, Director of the Center for Eurasian, Russian and East European Studies and Professor of Government and Foreign Service at Georgetown University. Dr. Stent is also a non-resident Senior Fellow at the Brookings Institution. As excited as we were, it was even better than what we expected. Her bac...
Jun 30, 2021•1 hr•Season 1Ep. 70
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 welcome them to Houston and the energy community. Founded in Cambridge, MA, Greentown Labs is the largest climatetech incubator in North America. Their mission is to help ear...
Jun 23, 2021•49 min•Season 1Ep. 69
This week we had the great opportunity to visit with Greg McLean, Member of Parliament representing Calgary Centre in the Canadian House of Commons. In 2020, Greg introduced a bill to create a non-refundable performance-based tax credit for carbon capture, utilization, and storage (CCUS) projects. We took great interest in hearing Greg's story and were very pleased to visit with him. We started with background on Greg's motivation to switch from a career as a portfolio manager to becoming a Memb...
Jun 16, 2021•57 min•Season 1Ep. 68
Yesterday at our annual Hotter 'N Hell Conference, we saw so many of you and absolutely loved it. I think everyone in the room had a sense of "life is back!" and all loved it. We had some phenomenal guests and a broad array of energy flavors up for discussion. The theme I kept finding myself coming back to is there has never been a more fascinating time to be in energy. The issues and opportunities also feel remarkably global again and that is no doubt going to be a big part of the fun. As you w...
Jun 11, 2021•42 min
We hit a triple today with this week's guests! We were thrilled to welcome three leadership members from the Independent Petroleum Association of America (IPAA). We had the pleasure of hosting Barry Russell, President and CEO, Dan Naatz, EVP of Government Relations and Political Affairs, and Mallori Miller, VP of Government Relations. The IPAA is critical in serving on behalf of the exploration and production segment of the industry to help representatives in Congress fully understand the scope ...
Jun 09, 2021•52 min•Season 1Ep. 67
We have a COBT Special Edition for you this week! We had the pleasure of visiting with a great friend of the firm, Jason Schenker. Jason is Chairman of the Futurist Institute, President of Prestige Economics and a renowned futurist, economist, speaker and author. This special edition is centered around Jason's latest book, "The Future of Travel: Trends and Technologies Shaping the Decade Ahead: The Futurist Institute." The Future of Travel investigates COVID's effects on travel, leisure and hosp...
Jun 04, 2021•49 min
