C.O.B. Tuesday

Today we had the pleasure of hosting Isaac Orr, Vice President of Research at Always On Energy Research and Co-Author of the Energy Bad Boys substack. Isaac specializes in energy modeling, electricity policy, environmental regulations, and natural resource development, with a particular focus on the cost and reliability implications of energy policies. He has evaluated the impacts of energy policies in more than a dozen states and modeled the effects of federal regulations on electricity mark...

We are excited to share this Special Edition featuring Jeff Wilson, Chief Strategy Officer of the Export-Import Bank of the United States (EXIM). EXIM is a 92-year-old federal agency dedicated to supporting American jobs and strengthening U.S. competitiveness by helping domestic companies export their goods and services to international markets. Jeff brings extensive experience in the oil and gas industry to his role at EXIM, where he is helping advance the bank's priorities across energy, cr...

We are excited to share this Special Edition featuring Toby Rice, President and CEO of EQT Corporation. On October 26, EQT and Range Resources Corporation announced that they have entered into a definitive merger agreement, under which EQT will acquire Range in an all-stock transaction to create a leading natural gas company with a pro forma enterprise value over $50 billion. We were thrilled to host Toby and hear his insights on the transaction and the energy landscape broadly. In our...

We are thrilled to share this Special Edition focused on Brazil with Clarissa Lins, Founding Partner of Catavento. Clarissa founded Catavento, a strategy and sustainability consultancy, in 2013 and has over 20 years of experience in strategy, sustainability, and corporate governance. She was part of Brazil's Ministry of Finance team that developed the Real Plan, the country's landmark economic stabilization program introduced in 1994, and previously served as an Advisor to the President of Br...

Today we had the pleasure of hosting Dr. Francisco Monaldi, Wallace S. Wilson Fellow in Latin American Energy Policy and Director of the Latin America Energy Program at Rice University’s Baker Institute for Public Policy. Francisco is a leading expert on Latin American energy markets and policy, with expertise in Venezuela's oil industry and political economy. With significant developments unfolding across the region, we were delighted to welcome Francisco for a timely discussion on Latin Ame...

Today we had the pleasure of hosting Tyler Hassen, CEO of Zone Frontier and author of the recently published book, Inside DOGE. Tyler spent 16 years in the oilfield services industry, serving in both CFO and CEO roles, before joining the Department of Government Efficiency (DOGE) and serving as Assistant Secretary for Policy, Management and Budget at the U.S. Department of the Interior. His book offers a firsthand look at the inner workings of DOGE, the challenges of reducing government spend...

We are excited to share this Special Edition featuring Rob Connors, Founder of The Crude Chronicles. Rob is a longtime sell-side research analyst who covered companies across oil and gas, industrials, transportation, and aerospace and defense before launching The Crude Chronicles. His Substack offers in-depth analysis of energy markets, industry investment cycles, capital allocation, and historical trends. We have gotten to know Rob over the past few years and are avid readers of his work. We...

Today we were delighted to host David Hill, Senior Advisor, and Xan Fishman, Executive Vice President of Energy, with the Bipartisan Policy Center (BPC). The BPC is a leading Washington-based nonprofit organization dedicated to bringing stakeholders together to address critical U.S. policy issues and identify areas of alignment for action. We were thrilled to visit with David and Xan for their latest insights on permitting reform, the policy environment in Washington, and the prospects for me...

With the midterm elections approaching, one particularly important race for the energy industry is the election for Texas Railroad Commissioner. This week, we had the opportunity to host Representative Jon Rosenthal, one of three candidates running to succeed incumbent Commissioner Jim Wright. Jon is currently serving his fourth term in the Texas House and has 25 years of experience in the oil and gas industry as an engineer and project manager. We were excited to hear Jon’s perspective on th...

We are excited to share this Special Edition featuring Julie Kozeracki, Acting Chief Investment Officer for the U.S. Department of Energy’s Office of Energy Dominance Financing (EDF), for a wide-ranging look at the effort to accelerate nuclear power deployment in the U.S. Julie previously served as a Senior Advisor to the office under the Biden Administration and as a Principal with Boston Consulting Group. EDF has over $250 billion in loan authority available to help deploy high-impact energ...

We were thrilled to host our good friend Scott Sheffield in advance of his new book, From Tehran to the Permian: Leading the Shale Revolution and My Fight for Energy Independence, publishing on October 6th. Scott’s career spans more than four decades, including serving as CEO of Parker & Parsley and later Pioneer Natural Resources, where he helped lead the company through multiple industry cycles and played an important role in the development of the Permian Basin and the U.S. shale revol...

Today we had the exciting opportunity to tour Caliche’s Golden Triangle Storage facility in Beaumont, Texas. Caliche is an acquisition and development company focused on the underground storage of natural gas and industrial gases, including hydrogen and helium, as well as carbon sequestration. Following the tour, we sat down with Dave Marchese, CEO of Caliche. Dave has over 25 years of experience in the development, construction, and operation of energy assets, including underground hydrocarb...

As you may know, Gastech is currently underway in Bangkok, Thailand. To help us get a sense of the on-the-ground takeaways and sentiment, we had the pleasure of hosting our good friend Martin Houston. Martin is a longtime energy industry leader with decades of global experience. He currently serves as Chairman of Omega Oil and Gas, a Non-Executive Director of Energean, BUPA Arabia, CC Energy, and Singapore GasCo, and a Senior Advisor at Moelis & Company. Martin previously co-founded Tellu...

Today marks 25 years since September 11, 2001. We wanted to do our part to remember the lives lost, the extraordinary heroism of that day, and the very best of humanity that emerged amid unimaginable tragedy. For this Special Edition COBT, we sat down with three longtime friends, David Trice, Terry Rathert, and Steve Campbell, to remember the events of that morning and reflect on an experience we shared firsthand. On the morning of September 11, 2001, we were having breakfast together at the ...

Today we had the pleasure of hosting Dr. Judah Cohen for a discussion focused on weather. Judah is a Director of Seasonal Forecasting at JANUS Research Group and a Research Scientist at the Massachusetts Institute of Technology. His work focuses on sub-seasonal to seasonal weather forecasting, with particular expertise in the polar vortex, Arctic climate variability, and the factors that drive winter weather across North America and Europe. We were excited to hear Judah’s perspective on the u...

Today we had the pleasure of hosting Todd Abbott, Chief Executive Officer of Tamboran Resources, and Dick Stoneburner, Chairman of Tamboran's Board, for a conversation recorded on location in Daly Waters, Northern Territory, Australia, a town of roughly 55 people. Tamboran holds approximately 2.8 million net acres across the Beetaloo Basin, and Todd estimates the basin contains roughly 200 Tcf of recoverable gas, enough to support 5 to 6 Bcf per day for a century. The company is dual-listed o...

Today we had the pleasure of hosting Erin Price-Wright, General Partner in American Dynamism at Andreessen Horowitz (a16z). Erin joined a16z from Index Ventures in 2024, where she was a Partner focused on software infrastructure and applied AI. She previously served as Head of Product for Palantir’s data analytics and machine learning program. The American Dynamism practice invests in founders and companies that support the national interest spanning aerospace, defense, public safety, educati...

Continuing our California COBT Series, we are excited to share this Special Edition featuring PBF Energy. We had the pleasure of touring PBF’s 700-acre Torrance Refinery and met with Jared Wimberley, Refinery Manager. The facility has a nameplate crude capacity of 166,000 barrels per day and a Nelson Complexity Index of 13.8. It produces approximately 1.8 billion gallons of gasoline annually, representing roughly 10 percent of California’s gasoline demand. In addition to blending three grades...

We are thrilled to share this Special Edition COBT. Continuing our California Series, we had the opportunity to tour the Diablo Canyon Power Plant and sit down with Maureen Zawalick, Senior Vice President and Chief Risk Officer at PG&E Corporation, and Matt Crozat, Executive Director of Strategy and Policy Development at the Nuclear Energy Institute (NEI). Our visit was particularly timely as the U.S. Department of Energy recently awarded PG&E $271 million to support extended operatio...

We are excited to continue our California COBT Series with a discussion featuring Francisco Leon, President and CEO of California Resources Corporation (CRC). This episode was the culmination of a full day with the CRC team studying California’s oil and gas complex firsthand. We started at the Port of Long Beach, traveled north to CRC’s Elk Hills operations near Bakersfield, and ended the day in Santa Clarita, where we sat down with Francisco to discuss what we had seen and the broader outloo...