Shows / C.O.B. Tuesday
C.O.B. Tuesday
C.O.B. Tuesday is a weekly one-hour talk show that serves as a knowledge pipeline for the energy industry and the energy curious. We host honest, timely, conversations with people we believe can improve the discussion, can provide new perspectives, can share unique insights into key energy issues, and can discuss inventive, pragmatic solutions for a stronger energy future. Produced by Veriten.
Episodes
C.O.B. Tuesday“It Was Absolutely Unexpected By All Of Us” – Clarissa Lins, Catavento
We are thrilled to share this Special Edition focused on Brazil with Clarissa Lins, Founding Partner of Catavento. Clarissa founded Catavento, a strategy and…
C.O.B. Tuesday"This Time, Hopefully, Is Different" – Dr. Francisco Monaldi, Rice University’s Baker Institute
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…
C.O.B. Tuesday"The National Debt Doesn't Care If You Vote Republican or Democrat" – Tyler Hassen, Author of "Inside DOGE"
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…
C.O.B. Tuesday"Big Tech Is Making The Mistakes That Big Oil Did 20 Years Ago" – Rob Connors, The Crude Chronicles
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…
C.O.B. Tuesday"We Do Want To Beat China, But We Don’t Need To Be China" – David Hill and Xan Fishman, Bipartisan Policy Center
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…
C.O.B. Tuesday"I Call Myself A Drill Baby Drill Democrat" – Rep. Jon Rosenthal, Candidate for Texas Railroad Commissioner
With the midterm elections approaching, one particularly important race for the energy industry is the election for Texas Railroad Commissioner. This week, we…
C.O.B. Tuesday"We Are Here as an Enabler of the Private Sector" – Julie Kozeracki, U.S. DOE EDF
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…
C.O.B. Tuesday"You Have to Be Willing to Change Strategy" – Scott Sheffield, Author of "From Tehran to the Permian"
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…
C.O.B. Tuesday“Gas Storage Is Back In Style” – Dave Marchese, Caliche
Today we had the exciting opportunity to tour Caliche’s Golden Triangle Storage facility in Beaumont, Texas. Caliche is an acquisition and development company…
C.O.B. Tuesday"20% Of The World’s LNG Is Now Interruptible" – Martin Houston
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…
C.O.B. Tuesday"You Saw New Yorkers At Their Best That Day" – David Trice, Terry Rathert, and Steve Campbell
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…
C.O.B. Tuesday"Our Weather Will Be Dictated By The Polar Vortex" – Dr. Judah Cohen, JANUS Research Group
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…
C.O.B. Tuesday“200 Tcf of Recoverable Gas in the Beetaloo Basin” – Todd Abbott & Dick Stoneburner, Tamboran
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…
C.O.B. Tuesday"We’re at the Beginning of a New Industrial Age" – Erin Price-Wright, Andreessen Horowitz
Today we had the pleasure of hosting Erin Price-Wright, General Partner in American Dynamism at Andreessen Horowitz (a16z). Erin joined a16z from Index…
C.O.B. Tuesday"The Responsibilities That Come With A Facility Like This Are Big" – Jared Wimberley, PBF Energy
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…
C.O.B. Tuesday"Diablo Canyon Is The Largest Generating Facility In California" – Maureen Zawalick, PG&E & Matt Crozat, NEI
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…
C.O.B. Tuesday"The Art Of The Possible Is Phenomenal" – Francisco Leon, California Resources Corporation
We are excited to continue our California COBT Series with a discussion featuring Francisco Leon, President and CEO of California Resources Corporation (CRC)…
C.O.B. Tuesday"We Are Morally Obligated To Lean Into This" – Mike Fey, Island.io
Today we are thrilled to welcome Mike Fey, Co-Founder and CEO of Island.io, for a robust discussion on AI, technology, and the future of work. Mike is a…
C.O.B. Tuesday"Stop Talking, Start Working" – Leif Johan Sevland, Offshore Northern Seas Foundation
This week we had the privilege of hosting Leif Johan Sevland, President and CEO of the Offshore Northern Seas Foundation (ONS), for a Special Edition. Leif is…
C.O.B. Tuesday"If You Control Food Security, You Can Control National Security" – Corey Rosenbusch, The Fertilizer Institute
Today we had the pleasure of hosting Corey Rosenbusch for a wide-ranging discussion on the fertilizer industry, global energy markets, and the geopolitical…
C.O.B. Tuesday"Natural Gas Is An AI Vertical" – James West, Melius Research
Today we were delighted to welcome James West, Managing Director and Head of Energy and Power Research at Melius Research. James is a longtime energy analyst…
C.O.B. Tuesday"Humanoid Robots Are The Ultimate TAM" – Martin Viecha, MV Motion Advisory
We are pleased to continue our COBT California Summer Series with today’s episode featuring Martin Viecha, Founder and Advisor at MV Motion Advisory. Prior to…
C.O.B. Tuesday"The Chinese Economy Is Built On Oil And They Are Dependent On Oil" – Giacomo Prandelli, The Merchant’s News
Today we had the pleasure of hosting Giacomo "Jack" Prandelli, Founder of The Merchant’s News Substack. The Merchant’s News covers oil, gas, LNG, metals, and…
C.O.B. Tuesday"Permitting Can Really Strangle Our Country If We Don’t Fix It" – U.S. Senator Alan Armstrong
We are excited to share this Special Edition featuring Senator Alan Armstrong (R-OK). Senator Armstrong, alongside Senators Rick Scott (R-FL), Cynthia Lummis…
C.O.B. Tuesday"Commercialization Is Really Around the Corner" – Dr. Michl Binderbauer, TAE Technologies
This week we had the exciting opportunity to travel to Lake Forest, California, to tour TAE Technologies’ facilities and spend time with the company’s CEO, Dr…
C.O.B. Tuesday"We Win on Innovation Ten Out Of Ten Times" – Dr. Rian Bahran, U.S. DOE Office of Nuclear Energy
With the recent wave of milestones across the U.S. nuclear sector, we were eager to better understand what these achievements mean for the future of advanced…
C.O.B. Tuesday"Let The Water Flow Digitally As Well As Physically" – Adrianne Lopez, Dr. Scott Tinker, and Derek Tinker
Today we were joined by three outstanding guests to discuss one of the biggest long-term opportunities and challenges facing the Permian Basin: produced water…
C.O.B. Tuesday"There’s Ubiquitous Levels of Data Out There" – Jeremy Fraenkel and Brennan Demro, Fundamental
Today we were thrilled to welcome Jeremy Fraenkel, CEO, and Brennan Demro, Chief Commercial Officer, of Fundamental. We had the opportunity to spend the day…
C.O.B. Tuesday"EV Sales Acceleration Poses Downside Risk to Global Oil Demand" – Daan Struyven, Goldman Sachs
Today we were thrilled to welcome back Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research at Goldman Sachs. Daan…
C.O.B. Tuesday"California Means to America What America Means to the World" – Steve Hilton, Candidate for Governor of California
Today we were pleased to be joined by Steve Hilton, Republican candidate for Governor of California, for a wide-ranging discussion on California’s economic…
C.O.B. Tuesday"We’ll Try to Become the First AI-Native Oil and Gas Company" – Karl Hersvik, Aker BP
Today we were delighted to host Karl Hersvik, CEO of Aker BP, in our offices in Houston. Karl has served as CEO since 2014 and has overseen a period of…
C.O.B. Tuesday"Two Conflicts In The Past Four Years… People Care About Energy Security" – Steven Kobos, Excelerate Energy
Today we had the pleasure of hosting Steven Kobos, President and CEO of Excelerate Energy. Steven has served as President and CEO since 2018 and previously…
C.O.B. Tuesday"China Just Keeps Extending Their Lead" – Marshall Carver, Tulane University
Today we were pleased to host Marshall Carver, Professor of Finance at Tulane University, who is currently in Beijing teaching students through a joint program…
C.O.B. Tuesday"Alaska Is Back on the Map for Investors" – Governor Mike Dunleavy and Secretary Doug Burgum
This week we had the exciting opportunity to travel to Anchorage, Alaska, to participate in the Fifth Annual Alaska Sustainable Energy Conference. The…
C.O.B. Tuesday"RCP8.5 Is Officially Dead" – Roger Pielke Jr., American Enterprise Institute
Today we were thrilled to welcome back our good friend Roger Pielke Jr., Senior Fellow at the American Enterprise Institute and author of The Honest Broker on…
C.O.B. Tuesday"A Mine Is Tougher Than an Oil and Gas Field" – Alfredo Álvarez, EY Latin America
Today we were pleased to welcome Alfredo Álvarez, Industrial and Energy Leader at EY Latin America, for a wide-ranging discussion on the evolving energy…
C.O.B. Tuesday"You’re Not Deterring a Country… You’re Deterring a Man" – Eyck Freymann, Author of "Defending Taiwan"
Today we had the pleasure of hosting Eyck Freymann, Hoover Fellow at Stanford University and author of Defending Taiwan: A Strategy to Prevent War with China…
C.O.B. Tuesday"There Is No Certainty, Only Varying Degrees of Risk" – William Su, BlackRock
Today we greatly enjoyed hosting William Su, Head of Public Energy Equities and Director of Research & Portfolio Manager, Fundamental Equities, at BlackRock…
C.O.B. Tuesday"California is on Life Support"– Michael Mische, USC
Today we were fortunate to visit with our good friend Michael Mische, Associate Professor of Management at the University of Southern California’s Marshall…
C.O.B. Tuesday"The Strait Falls Into The Perfect Use Case For Robotics" – Doug Lambert, Saronic Technologies
Today we were pleased to welcome Doug Lambert, Co-Founder and Chief Operating Officer of Saronic Technologies. Doug, alongside Dino Mavrookas (CEO), Rob Lehman…
C.O.B. Tuesday"The Demand Is Real. It’s Coming." – Mary Anne Brelinsky (Alpha Gen) and Sean Kelly (Amperon)
Today we had the unique opportunity to record COBT live from the Gulf Coast Power Association’s (GCPA) Annual Spring Conference in Houston. Joining us on stage…
C.O.B. Tuesday"Russia Isn’t Interested In Any Fast Resolution Of The Hormuz Crisis" – Tatiana Mitrova, Center on Global Energy Policy
Today we greatly enjoyed hosting Dr. Tatiana Mitrova, Global Fellow at the Center on Global Energy Policy, Director of the New Energy Advancement Hub, and…
C.O.B. Tuesday"Things Are Happening Now That Make Absolutely No Rational Sense" - John Konrad, gCaptain
This week we were thrilled to welcome back Captain John Konrad, Founder and CEO of gCaptain and author of Fire on the Horizon. With the shipping situation in…
C.O.B. Tuesday"Cuba And The Rise Of The Miami Consensus" Featuring Sebastián Arcos, Florida International University
Like many of you, we have been following the recent developments in Cuba very closely. We were fortunate to sit down with Sebastián Arcos, Interim Director of…
C.O.B. TuesdayLive from the Gulf of America with Deputy Secretary Kate MacGregor, Rep. Pete Stauber, and Mike Minarovic, Arena Energy
We are excited to share this on-the-road COBT featuring Deputy Secretary Kate MacGregor, Representative Pete Stauber, and Mike Minarovic, CEO of Arena Energy…
C.O.B. Tuesday"Imagine Iran Had Been Integrated Into The Modern World Instead Of Declaring War On The Modern World" With Dr. Dan Yergin
Today we had the honor of welcoming back Dr. Dan Yergin, Vice Chairman of S&P Global and Chairman of CERAWeek. Dan is a Pulitzer Prize-winning author, one of…
C.O.B. Tuesday"The U.S. Military Is The Finest Military In The World" With Admiral Bill McRaven, Teddy Bunzel, George Bilicic, Lazard
Today we had the honor of welcoming three powerhouse guests from Lazard for an engaging discussion at the intersection of geopolitics, global security, and…
C.O.B. Tuesday"Manufacturing Thrives On Certainty" Featuring Jay Timmons, National Association of Manufacturers
We are pleased to share this Special Edition with Jay Timmons, President and CEO of the National Association of Manufacturers (NAM). Jay has led NAM since 2011…
C.O.B. Tuesday"We’re Going To Have To Pay The Resilience Premium" Featuring Dr. Fiona Murray, MIT
Today we had the very exciting and interesting opportunity to visit with Dr. Fiona Murray, Professor of Entrepreneurship and Co-Director of the Innovation…
C.O.B. Tuesday"There’s Definitely An Acreage Grab Ongoing By The Majors" With Ruaraidh Montgomery, Welligence
We are pleased to share the final episode of our NAPE COBT series featuring Ruaraidh Montgomery, Head of Energy Trends & Analytics at Welligence Energy…
C.O.B. Tuesday"The Market Has Really Flipped" Featuring Scott Richardson & Craig Lande, RBC
We are excited to continue our NAPE COBT series with Scott Richardson, Global Head of Energy Investment Banking at RBC, and Craig Lande, Managing Director and…
C.O.B. Tuesday"Where Else Can You Get Rig Count To Decline 70% And Production To Increase 50%?" Featuring David Bat, Kimberlite
In recognition of NAPE week in Houston, we are delighted to welcome back David Bat, President of Kimberlite Research, to explore the latest OFS activity…
C.O.B. Tuesday"February 14 Is Valentine’s Day For Some, It’s 13F Day For Us" Featuring Bill Anderson, Evercore
Today we had the exciting opportunity to host Bill Anderson, Senior Managing Director at Evercore and Global Head of the firm’s Activism/Raid Defense team and…
C.O.B. Tuesday"Venezuela Hasn’t Been Explored For The Last 25 Years. They’ve Been Milking The Cow" With Ali Moshiri
We were honored this week to welcome Ali Moshiri, CEO and President of Amos Global Energy, for a Special Edition COBT focused on Venezuela. Ali is the former…
C.O.B. Tuesday"It’s Bad That Residential Prices Are Going Up, But What Would Be Worse Is If The Lights Go Out" With Jim Murchie, EIP
Today we were delighted to welcome Jim Murchie, Co-Founder, Co-Portfolio Manager, and CEO of Energy Income Partners (EIP). Prior to co-founding EIP, Jim’s…
C.O.B. Tuesday"The Process Of Building Credibility To Deliver In This Space Is Grueling" Featuring Dr. Mike Laufer, Kairos Power
Today we had the pleasure of hosting Dr. Mike Laufer, Co-Founder and CEO of Kairos Power, for a robust nuclear-focused discussion. Kairos recently marked its…
C.O.B. Tuesday"2026 Is Going To Be A Really Big Year For Gigawatt-Scale Nuclear" Featuring Grant Isaac, Cameco
While at CIBC’s Annual Institutional Investor Conference in Whistler, we had the exciting opportunity to host Grant Isaac of Cameco for this Special Edition…
C.O.B. Tuesday"We Want To Return To Being An Energy Superpower" Featuring David MacNaughton, CIBC
It was an honor to welcome David MacNaughton, Strategic Advisor at CIBC and former Canadian Ambassador to the United States. David joined CIBC earlier in…
C.O.B. Tuesday"We’re In a Yes-And Environment" Featuring Neil Mehta, Carly Davenport, and Brian Singer, Goldman Sachs
Over the years, we have really enjoyed hosting the Goldman Sachs Research Team, and today we are thrilled to share this Special Edition featuring Neil Mehta…
C.O.B. Tuesday"Our Founding Fathers Didn’t Think Politics Would Be A Profession" Featuring Governor Kevin Stitt, OK
Today we were thrilled to welcome Governor Kevin Stitt of Oklahoma. Governor Stitt was first elected in 2018 and re-elected in 2022. Before entering politics…