The Trevor Rose Podcast

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Michael Culbert - board member of ARC Resources & TC Energy. Mr. Culbert has 35 years of experience in the North American energy industry with expertise in operations, development, finance, marketing, regulatory and business development. Previously, he co-founded Progress Energy where he held the positions of President and Chief Executive Officer, and ultimately Vice Chairman of PETRONAS Energy Canada Ltd. until 2020. Mr. Culbert was also an integral member of the PETRONAS LNG team while serving as the President of the Pacific NorthWest LNG from 2013 to 2016. He has also previously served on a number of other private and public energy company boards. Mr. Culbert is a past member of the Canadian Association of Petroleum Producers Board of Governors. In 2019, Mr. Culbert was awarded the Distinguished Business Leader – Recognizing Ethical Leadership from the University of Calgary Haskayne School of Business and the Calgary Chamber of Commerce. Mr. Culbert holds a Bachelor of Science Business Administration Degree from Emmanuel College in Boston, Massachusetts. Among other things we learned about The Home Oil Days & Building Canadian LNG in 2025.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGCanadian Gas AssociationSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Chris Doornbos - CEO of E3 Lithium - a CVE listed Lithium company with a market cap of ~$100 million.Chris is an entrepreneur, aviator, and founder of emerging ideas and technology, with a passion for collaboration and innovation. Chris is the founder of E3 Lithium, a world-leading lithium resource and technology development company. Chris emphasizes risk management, developing and managing an exceptional technical team, and well-strategized project generation, with a clear focus on developing and capturing value for shareholders. Chris has a broad range of experience in capital raising, project execution, and M&A. Chris is a founding member of the Battery Metals Association of Canada and former Chair of the Canada ISO mirror committee for TC333 (lithium standards).Chris received his Bachelor of Science from the University of Alberta.Among other things we learned about Critical Minerals, Alberta Made Lithium & Investor Returns.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Mark O'Byrne - President of Obyco Consulting, former President of Schlumberger Canada, and former President of Palliser Production Management Ltd., a ~60,000 boe/d joint venture agreement. Initially educated in Canada, Mark has extended his education at IMD Switzerland and Harvard. Mark has recently founded Obyco Consulting Ltd. in Calgary, providing energy related consulting and advisory largely in the energy services space.   Among other things we learned about Mark's experiences From Kuala Lumpur to Texas after 40 Years of Energy Services. Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

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 headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management.Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s international equity portfolios. Cole has been with the firm since its founding in 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute.Among other things we learned about Energy Consolidation, Investor Returns & Economic Optimism.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jim Bertram - Chair of Keyera Corp - a TSX listed midstream company with a market cap of approximately $10 billion. Mr. Bertram was the President and Chief Executive Officer of Keyera from 1998 until 2015 when he became Executive Chair. During this time, Mr. Bertram led the company in significant growth and major acquisitions while enabling consistent delivery of value to customers and shareholders. Previously, Mr. Bertram was Vice President of Marketing for Gulf Canada Ltd. and Vice President of Marketing for Amerada Hess Canada Ltd. Mr. Bertram is a director of Methanex Corporation, the world’s largest producer and supplier of methanol to major international markets. Mr. Bertram joined the Emera Board as a Director in 2018. He is a member of the Management Resources Compensation Committee and the Nominating and Corporate Governance Committee. Mr. Bertram received his Bachelor of Commerce from the University of Calgary.Among other things we learned about Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Myron Stadnyk - Chairman of Vermilion Energy & board member of Whitecap Resources & Mancal Corporation.Mr. Stadnyk has over 40 years of oil and gas experience and is the former President & CEO and Director of ARC Resources Ltd., retiring in 2020. During his tenure as CEO, and prior to that as COO, Mr. Stadnyk played a pivotal role in ARC's transformation from a Royalty trust to a leading Canadian producer. His extensive career also includes working for a major oil and gas company in both domestic and international operations.Mr. Stadnyk holds a Bachelor of Science in Mechanical Engineering from the University of Saskatchewan and is a graduate of the Harvard Business School Advanced Management Program. He holds an ICD.D designation from the Institute of Corporate Directors and is a member of the Association of Professional Engineers and Geoscientists of Alberta. Mr. Stadnyk formerly held a position on the Board of Directors of Veren Inc. and PrairieSky Royalty Ltd. and served as a Governor for CAPP for over a decade. Currently, Mr. Stadnyk is the Chairman of Vermilion Energy Inc.Among other things, we learned about Building ARC Resources, Exploring the Montney & Canadian Energy Going Forward.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGCanadian Gas AssociationSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Rick Rule - CEO of Rule Investment Media, co-founder of Battle Bank & former President & CEO of Sprott US Holdings. Mr. Rule began his career 50 years ago in 1974 in the securities business and has been involved in it ever since. Mr. Rule is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Mr. Rule founded the business now known as Sprott US Holdings, merging it into Sprott Inc. (SII) in 2011. Mr. Rule retired from Sprott Inc. in 2021 and resigned from the board of directors in 2023. Mr. Rule is celebrating his retirement by co-founding a new bank, Battle Bank. Mr. Rule is also actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactionsAmong other things, we learned about 50 Years of Resource Investing: Adventures in Gold & Other Related Stories.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bob McNally - founder and president of Rapidan Energy Group - an independent energy market, policy, and geopolitical analysis firm based in the Washington, DC area.Bob's 34-year career includes service as a White House energy advisor to President George W. Bush, an oil market analyst, and a hedge fund strategist at Tudor Investment Corporation. His acclaimed book Crude Volatility: The History and the Future of Boom-Bust Oil Prices (Columbia University Press, 2017) received the Honorable Mention in Economics in the 2018 PROSE Awards; the 2023 IAEE Marcel Boiteux Best International Energy Economics Book Award; and the 2024 USAEE Adelman-Frankel Award for unique and innovative contribution to the field of energy economics.Leading media outlets regularly interview Bob, who frequently testifies before Congress on energy markets and national security. From 2001 to 2003, he served as Special Assistant to the President on the White House National Economic Council and, in 2003, Senior Director for International Energy on the National Security Council.Bob earned his B.A./B.S. in Political Science and International Relations from American University and his M.A. in International Economics and Foreign Policy from Johns Hopkins School of Advanced International Studies (SAIS).Among other things we discussed The White House Days & How Swing Producers Affect Oil Prices.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals JSGSupport the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jodi Anhorn - CEO of GLJ - a global energy & petroleum evaluations firm based in Calgary, Alberta, Canada. As an industry expert with 30 years of experience at GLJ, Jodi has witnessed the company evolve from a small reserves evaluations provider to the strategic client partner that it is today. Under Jodi’s guidance as CEO, GLJ’s collective knowledge of subsurface expertise and economics ensures its clients take the right next step toward successful and sustainable solutions. Jodi believes in striking the right balance between meeting global energy demand, including availability, affordability, and environmental performance.Jodi is dedicated to furthering the industry through education and has presented numerous workshops and courses throughout Canada, the United States, South America, and Europe. He is an active board member with the Society of Petroleum Engineers (SPE), and Society of Petroleum Evaluations Engineers (SPEE) and participates in several other energy industry associations. Jodi holds a M.Sc. in Chemical Engineering from the University of Calgary and holds a Professional Engineer designation in the province of Alberta.Among other things we discussed Enhanced Oil Recovery, Independent Evaluations & Optimism for Canadian Infrastructure.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Support the show

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Debow - board member of Build Canada and Loblaws International. Mr. Debow is also former VP of Partnerships and Corporate Development at Shopify, and 3x co-founder of Workbrain, Rypple, and Helpful. Mr. Debow was an adjunct professor at the University of Toronto - Faculty of Law where he taught a course on exponential technologies, law & policy.Mr. Debow earned a BA from Western University, a JD/MBA from the University of Toronto, and a LLM from Stanford University.  Among other things we discussed Building Canada: Energy Corridors, Tech & How Economic Growth Drives Prosperity.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Support the show