Shows / The Trevor Rose Podcast
Episodes
The Trevor Rose PodcastWill Ulrich (Presidio) — 500% Returns Buying Old Wells
This episode we are joined by Mr. Will Ulrich - CEO of Presidio Production Company - a NYSE listed energy company with a market cap of ~$300 million. Will is…
The Trevor Rose PodcastChris Carter (NGP) — 38 Years of Energy Private Equity
This episode we are joined by Mr. Chris Carter - Managing Partner of NGP Energy Capital - a Dallas-based energy private equity firm that has invested since…
The Trevor Rose PodcastTerry Etam — $40B vs. $4B: Which Pipeline Gets Built?
Greetings & welcome back to the podcast. This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel…
The Trevor Rose PodcastAdam Waterous (Strathcona) — How Canada Can 2x Oil Production
This episode we are joined by Mr. Adam Waterous - Executive Chairman of Strathcona Resources & Greenfire Resources - two TSX listed energy companies with…
The Trevor Rose PodcastTravis Pace (Fortuna Operating) - Building a 30,000 Boe/d Non-Op Business
This episode we are joined by Mr. Travis Pace - CEO of Fortuna Operating - a private company that manages a non-op energy portfolio of ~30,000 boe/d on behalf…
The Trevor Rose PodcastBobby Tudor (Artemis) — 20 Years at Goldman & Building an Energy Investment Bank
This episode we are joined by Mr.Bobby Tudor - CEO of Artemis Energy Partners - and board member of Murphy Oil - a NYSE listed energy company with a market cap…
The Trevor Rose PodcastDarcy Reding (Cavvy Energy) - LNG & $1,100/Ton Sulphur: The Evolution of Cavvy Energy
This episode we are joined by Mr. Darcy Reding - CEO of Cavvy Energy - a TSX listed energy company with a market cap of ~$700 million. Mr. Reding previously…
The Trevor Rose PodcastToby McKenna (Rockpoint) — Building North America's #1 Independent Gas Storage Company
This episode we are joined by Mr. Toby McKenna - CEO of Rockpoint Gas Storage - a TSX listed gas storage company with a total equity value of ~$3.4 billion…
The Trevor Rose PodcastArjun Murti (Veriten) — $20 to $147 Oil: Super Spike vs. Super Vol
This episode we are joined by Mr. Arjun Murti - Partner at Veriten LLC and a Senior Advisor at Warburg Pincus. Mr. Murti has spent over 30 years on Wall Street…
The Trevor Rose PodcastSteve Glanville (STEP) — 4 Mile Laterals, COIL+™ & Building an Energy Services Platform
This episode we are joined by Mr. Steve Glanville - CEO of STEP Energy Services - a private energy services company with revenues of ~$1 billion. Mr. Glanville…
The Trevor Rose PodcastTony Marino (Tenaz Energy) — $65 Million to $2 Billion: The Netherlands' #1 Gas Producer
(Recorded August 6, 2026). This episode we are joined by Mr. Tony Marino - CEO of Tenaz Energy - a TSX listed energy company with a market cap of ~$2 billion…
The Trevor Rose PodcastJeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable
(Recorded August 13, 2026). This episode we are joined by Mr. Jeff Currie - Chief Strategy Officer at Altis Partners and Senior Advisor to Carlyle, a global…
The Trevor Rose PodcastSteve Fagan (Strathcona) - Building 4 Companies in 40 Years: Sequoia to Strathcona
This episode we are joined by Mr. Steve Fagan - Vice Chairman of Strathcona Resources - a TSX listed energy company with a market cap of ~$9 billion. Mr. Fagan…
The Trevor Rose PodcastPat Daniel (Former Enbridge CEO) - $7B to $30B: 11 Years Building Enbridge
This episode we are joined by Mr. Pat Daniel - former CEO of Enbridge - a TSX listed infrastructure company with a market cap of ~$170 billion. Pat Daniel…
The Trevor Rose PodcastDon Streu (Condor Energies) — 85 TCF: Building Central Asia's 1st LNG
This episode we are joined by Mr. Don Streu - CEO of Condor Energies - a TSX listed energy company with a market cap of ~$300 million. Mr. Streu has over 37…
The Trevor Rose PodcastJeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival
This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets. Previously Mr. McCrea has held similar positions…
The Trevor Rose PodcastCole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor…
The Trevor Rose PodcastMatt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom
This episode we are joined by Mr. Matt Rachiele - President & CEO of XXIII Capital - an industrial real estate firm with ~$100 million under management. Matt…
The Trevor Rose PodcastAdam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market
This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5…
The Trevor Rose PodcastBen Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy
This episode we are joined by Mr. Ben Dell - co-founder & managing partner of Kimmeridge - a private equity firm with ~$6 billion under management. Ben Dell is…
The Trevor Rose PodcastBonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next
This episode we are joined by Mrs. Bonnie DuPont — director and former Calgary energy executive whose board career spans Viterra, NAV Canada, the Bank of…
The Trevor Rose PodcastSteve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%
This episode we are joined by Mr. Steve Larke - director at Topaz Energy, Headwater Exploration Inc. & Vermilion Energy - three TSX listed energy companies…
The Trevor Rose PodcastDanny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin
This episode we are joined by Mr. Danny Brown - CEO of Chord Energy - a NASDAQ listed energy company with a market cap of ~$8 billion. Mr. Brown has more than…
The Trevor Rose PodcastDan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz
This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston…
The Trevor Rose PodcastKaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth
This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60…
The Trevor Rose PodcastCody Church (Clear North Capital/Strathcona) - From Harvard to Calgary: 30 Years in Private Equity
This episode we are joined by Mr. Cody Church - CEO of Clear North Capital, co-founder of TriWest Capital & board member of Strathcona Resources - a TSX listed…
The Trevor Rose PodcastMike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy
This episode we are joined by Mr. Mike Backus - CEO of Outwest Energy - a startup oil & gas company based in Calgary, Alberta, Canada. Mike Backus has over 25…
The Trevor Rose PodcastJohn Forgeron (Compass/Northbase): 400MW — Building North America's Power Infrastructure
This episode we are joined by Mr. John Forgeron - CEO of Compass Energy Systems - a compression, processing, and power systems company with revenues of ~ $1…
The Trevor Rose PodcastBevin Wirzba (South Bow) — Reviving Keystone: ~1M BBL Prairie Connector
This episode we are joined by Mr. Bevin Wirzba - CEO of South Bow - a TSX listed infrastructure company with a market cap of ~$10 billion. Mr. Wirzba was an…
The Trevor Rose PodcastDoomberg: The Strait of Hormuz is Closed — What It Means for Canadian Pipelines
This episode we are joined by the co-founder of Doomberg – an independent publication that provides a lateral-thinking approach to topics in energy, finance…
The Trevor Rose PodcastNeil Roszell (Headwater) - 8x Reserve Growth: Building Value Through the Drill Bit
This episode we are joined by Mr. Neil Roszell - Executive Chairman of Headwater Exploration - a TSX listed energy company with a market cap of ~$3 billion…
The Trevor Rose PodcastEric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis
Greetings & welcome back to the podcast. This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners, and the…
The Trevor Rose PodcastRyan Bushell (Newhaven): Capital Preservation – Dividends & Energy Infrastructure
Greetings & welcome back to the podcast. This episode we are joined by Mr. Ryan Bushell - CEO of Newhaven Asset Management - an investment firm with ~$500…
The Trevor Rose PodcastChris Carlsen (Birchcliff) - 20 Years in the Montney – Infrastructure, Growth & Discipline
Greetings & welcome back to the podcast. This episode we are joined by Mr. Chris Carlsen - CEO of Birchcliff Energy - a TSX listed energy company with a market…
The Trevor Rose PodcastDoug Bartole (InPlay Oil) - Unlocking the Cardium in 2026
Greetings & welcome back to the podcast. This episode we are joined by Mr. Doug Bartole - CEO of InPlay Oil - a TSX listed energy company with a market cap of…
The Trevor Rose PodcastGeorge Armoyan (Armco/Calfrac) - 50 Years of Investing: Lessons from Energy & Real Estate
Greetings & welcome back to the podcast. This episode we are joined by Mr. George Armoyan - Executive Chairman of G2S2 Capital Inc., President of Armco Capital…
The Trevor Rose PodcastTerry Etam (Energy Columnist) - $100 Oil & Canada's Strategic Petroleum Reserve
Greetings & welcome back to the podcast. This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel…
The Trevor Rose PodcastDr. Elizabeth Cannon (CNRL/Mancal) - 40 Years of Leadership in Engineering, Energy & Education
Greetings & welcome back to the podcast. This episode we are joined by Dr. Elizabeth Cannon - president emerita of the University of Calgary, former dean of…
The Trevor Rose PodcastDane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy
Greetings, & welcome back to the podcast. This episode we are joined by Mr. Dane Gregoris - Managing Director & Head of Oil and Gas Research at Enverus - an…
The Trevor Rose PodcastPat Oliver (Bonterra) - The Evolution of Bonterra Energy
Greetings & welcome back to the podcast. This episode we are joined by Mr. Pat Oliver - CEO of Bonterra - a TSX listed energy company with a market cap of…
The Trevor Rose PodcastTrent Boehm (Redstone Oil Corp) - Starting A New Oil Company
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Trent Boehm - CEO of Redstone Oil Corp - a exploration-focused oil & gas startup…
The Trevor Rose PodcastBob Dhillon & Trina Cui (Mainstreet) - Q1 2026 Results Summary
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bob Dhillon & Trina Cui - CEO & CFO of Mainstreet Equity - a TSX listed real…
The Trevor Rose PodcastBryan Gould (Aspenleaf) - 29 Years at Shell & Growing to 25,000 BOE/D
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bryan Gould - founder & executive chairman of Aspenleaf Energy - a private energy…
The Trevor Rose PodcastToby Rice (EQT) - How EQT Grew To 1 Million BOE/D
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Toby Rice - CEO of EQT - a NYSE listed energy company with a market cap of ~$35…
The Trevor Rose PodcastW. Brett Wilson (Prairie Merchant) - FirstEnergy ~1992 & Dragons' Den Lessons
Greetings, and welcome back to the podcast. This episode, we are joined by W.Brett Wilson - CEO & Chairman of Prairie Merchant Corp - a private merchant bank…
The Trevor Rose Podcast#263: Doomberg Part III: Venezuelan Oil & Why Energy Is Abundant
Greetings & welcome back to the podcast. This episode we are joined by the co-founder of Doomberg– an independent publication that provides a lateral-thinking…
The Trevor Rose Podcast#262: Dr. Chris Keefer (Canadians for Nuclear Energy) ~600 TWh: Why Power Demand Is Growing
Greetings, and welcome back to the podcast. This episode we are joined by Dr. Chris Keefer - President of Canadians for Nuclear Energy Association, ER…
The Trevor Rose Podcast#261: Don Simmons (Hemisphere Energy) - Heavy Oil & Polymer Floods: Scaling to 3800 boe/d
Greetings, and welcome back to the podcast. This episode we are joined by Mr.Don Simmons - CEO of Hemisphere Energy - a TSX listed energy company with a market…
The Trevor Rose Podcast#260: Hon. Stockwell Day - Lowering Taxes, Cutting Debt & 50 Years of Politics
Greetings, and welcome back to the podcast. Stockwell Day was successfully elected nine times over 25 years at two levels of government and in two separate…
The Trevor Rose Podcast#259:Heather Exner-Pirot (Macdonald-Laurier) - Canadian Energy: MOU's, Pipelines & LNG
Greetings, and welcome back to the podcast. This episode we are joined by Heather Exner-Pirot - Senior Fellow and Director of Energy, Natural Resources and…
The Trevor Rose Podcast#258: Dan Halyk (Total Energy) - Cash Flows, Energy Services & New Markets
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Halyk - CEO of Total Energy Services - a TSX listed energy services company…
The Trevor Rose Podcast#257: Vern Yu (AltaGas) - Gas Utilities, LPG Markets & Asian Export Opportunities
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Vern Yu - CEO of AltaGas - a TSX listed midstream & utilities company with a…
The Trevor Rose Podcast#256: Manuj Nikhanj (Enverus) - Enverus Origins, A.I. Growth & Why Power Demand is Rising
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Manuj Nikhanj - CEO of Enverus - a private energy-focused software and data…
The Trevor Rose Podcast#255: Steve Letwin (Mancal) - Cash Flow, African Gold Adventures & Capital Allocation in 2025
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Steve Letwin - CEO of Mancal Corporation - a privately owned holding company of…
The Trevor Rose Podcast#254: Grant Fagerheim (Whitecap) - Dividends, Shareholder Returns & Why Canadian Energy Is Growing
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Grant Fagerheim - CEO of Whitecap Resources - a TSX listed energy company with a…
The Trevor Rose Podcast#253: Steve Loukas (Obsidian) - Waterfloods, 14% Oil Recovery & Return of Capital in 2026
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Steve Loukas - CEO of Obsidian Energy - a TSX listed energy company with a…
The Trevor Rose Podcast#252: John Dielwart (TransAlta/ARC Resources) - Building ARC Resources, 1st Montney Wells & Canadian Power Markets
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. John Dielwart - Chairman of TransAlta a TSX listed ectricity generation and…
The Trevor Rose Podcast#251: Terry Etam (Energy Columnist) - Grid Stability, Canadian Pipelines & Why Public Opinion is Shifting
Greetings & welcome back to the podcast. This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel…
The Trevor Rose Podcast#250: Murray Mullen (Mullen Group) - 75 Years of Logistics, NAFTA & Why Canada Needs Pipelines
Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Murray Mullen - CEO of Mullen Group - a TSX listed logistics company with a…
The Trevor Rose Podcast#249: Lucy Hargreaves (Build Canada) - Cutting Spending, Lowering Regulations & Canadian Optimism
Greetings, and welcome back to the podcast. This episode, we are joined by Lucy Hargreaves - CEO of Build Canada - a non-profit organization & civic movement…