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
359 episodes
"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 Substack (linked here). Roger’s rese...
"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, mining, and investment landscape across the region. Alfredo joined us from his office in M...
"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, published April 15 (linked
"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. Will has an extensive career in research, investing, and commodities, and brings a...
"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 School of Business. We were particularly interested in discussing his latest article, “C...
"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 (CCO), and Vibhav Altekar (CTO), co-founded Saronic in 2022 to advance maritime supe...
"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 were Mary Anne Brelinsky, President and Chief Commercial Officer of Alpha Generation...
"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 Senior Research Fellow at the Oxford Institute for Energy Studies. Tatiana is an expert i...
"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 the Middle East rapidly evolving, John was the perfect expert to help us think through...
"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 the Cuban Research Institute at Florida International University, for a Special Editi...
Live 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. Deputy Secretary MacGregor first joined the Department of the Interior in 2017, serve...
"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 the most respected voices in energy, and a longtime authority on the intersection ...
"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 energy markets. Joining us were Admiral Bill McRaven, Retired Four-Star Admiral in the U...
"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 and first joined the organization in 2005 as Executive Vice President. As the leadin...
"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 Initiative at the Massachusetts Institute of Technology. Fiona is an internationally reco...
"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 Analytics, to discuss the latest developments in global exploration trends. Prior to joi...
"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 Co-Head of RBC’s Energy A&D practice, to explore what’s driving today’s asset mar...
"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, trends, and technologies. David brings more than 30 years of experience spanning upstream,...
"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 Strategic M&A Advisory practice. Bill is a pioneer in activism defense and has ad...
"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 President of Chevron Africa-Latin America and spent nearly 40 years at Chevron. He joi...
"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 career in power and electricity included establishing Lawhill Capital, serving as a Manag...
"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 nine-year anniversary and has grown to 500+ employees across its headquarters in Alame...
"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 COBT. Grant serves as President and Chief Operating Officer of Cameco and has held seve...
"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 January (press release linked
"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 (Managing Director and Head of North American Natural Resources Equity Research), Carly...
