The Trevor Rose Podcast

Mr. Rose
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Sep 19, 2024 • 53min

#192: Tim McMillan (Garrison Strategy) - Political Tea Leaves, Social License vs. Public Acceptance & Why Advocacy is Important in a Democratic Society

Greetings & welcome back to the podcast. This episode we are joined by Hon. Tim McMillan- partner at Garrison Strategy - a government and public relations firm that offers advice to the resource sector on government policies/regulations, along with economic/political campaign analysis.Mr.McMillan has decades of experience at senior political levels including serving as the Minister of Energy for Saskatchewan under Premier Brad Wall. In addition, Mr. McMillan served as the President of the Canadian Association of Petroleum Producers (CAPP) from 2014 - 2022. Mr. McMillan earned a bachelors degree in economics from the University of Victoria. Among other things we discussed Reading Political Tea Leaves, Social License vs. Public Acceptance & Why Advocacy is Important in a Democratic Society. Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusContango MarketingCanadian Gas AssociationUpgrade LabsATB Capital MarketsSupport the show
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Sep 12, 2024 • 1h 2min

#191: Hon. Jason Kenney (18th Premier of Alberta) - A Few Reflections on 30 Years of Federal & Provincial Politics

Greetings & welcome back to the podcast. This episode we are joined by Mr.Jason Kenney - 18th Premier of Alberta, and former Canadian Federal Cabinet Minister.  A brief history of Mr.Kenney's accomplishments & experience include:-18th Premier of Alberta from 2019 until 2022, and the leader of the United Conservative Party (UCP) from 2017 until 2022-Parliamentary secretary to Prime Minister Harper (2006-2007)-Secretary of State for Multiculturalism and Canadian Identity (2007–2008)-Minister of Citizenship, Immigration and Multiculturalism (2008–2013)-Minister of Employment and Social Development (2013–2015)-Minister of Defence (2015)Mr. Jason Kenney received the Queen Elizabeth II Golden Jubilee Medal in 2002, the Queen Elizabeth II Diamond Jubilee Medal in 2012,and the Albertan version of the Queen Elizabeth II Platinum Jubilee Medal in 2022.Mr. Kenney is currently a senior advisor for the law firm Bennett Jones, and is a Board Member of ATCO, Fairfax India Holdings Corp, Alliance for Responsible Citizenship, SE Health, Teneo, Peoples Group, Lighthouse Voyage, Coril Holdings Ltd., & Senior Fellow at the C.D. Howe Institute.Among other things we discussed A Few Reflections on 30 Years of Federal & Provincial Politics.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusContango MarketingCanadian Gas AssociationUpgrade LabsATB Capital MarketsSupport the show
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Sep 5, 2024 • 50min

#190: Tristan Goodman (EPAC) - Provincial vs. Federal Jurisdiction, Attracting Investment Capital & What Makes Good Energy Policy

Greetings & welcome back to the podcast. This episode we are joined by Tristan Goodman - President of The Explorers and Producers Association of Canada (EPAC), a national lobby group representing Canada’s top oil and gas entrepreneurs. EPAC represents over 140 member companies, who spend billions of dollars annually  across Canada - directly employing more than 50,000 people in every province and territory.Mr. Goodman is a leading advocate for the Canadian energy industry with governments, regulators, the news media and general public. Mr.Goodman was Senior Vice President with one of Canada's largest energy regulators and has worked for a several multinational energy companies. Mr. Goodman holds a Ph.D.(University of Calgary), LL.M.(University of London) & LL.B.(Osgoode Law School). Among other things we discussed Provincial vs. Federal Jurisdiction, Attracting Investment Capital & What Makes Good Energy PolicyEnjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsCanada ActionEnverusContango MarketingCanadian Gas AssociationUpgrade LabsSupport the show
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Aug 29, 2024 • 55min

#189: Dick Brown (Kathairos) - The Business Case for Methane Reduction: 185,000 Tonnes of C02 & How Producers Can Benefit

Greetings & welcome back to the podcast. This episode we are joined by Dick Brown - President & CEO of Kathairos - a Methane reduction company based in Calgary, Alberta, Canada.Kathairos technology is used by more than 55 major oil and gas producers in 17 North American shale basins, and is on track to generate $50MM in revenues by year end.To date, Kathairos has mitigated ~185,000 metric tons of CO2 equivalent emissions from our customer’s operations – the equivalent of ~3MM trees planted in a single year. Mr. Brown holds a BSc. Eng. from the University of Alberta, and a Professional engineer designation. Among other things we discussed the business case for methane reduction: 185,000 tonnes of C02 & how producers can benefit.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusContango MarketingEnergy UnitedUpgrade LabsSupport the show
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Aug 22, 2024 • 52min

#188: Jim Davidson (Topaz/ATB Financial) - An Optimistic Perspective: 40 Years of Energy Banking and a Few Lessons Learned

Greetings & welcome back to the podcast. This episode we are joined by Jim Davidson - director of Topaz Energy, ATB Financial, the Business Council of Alberta, the Creative Destruction Lab, the Economic Futures Council of Junior Achievement, the Fraser Institute and the Modern Miracle Network. Mr. Davidson's principal occupation is a Corporate Director. Mr. Davidson co-founded FirstEnergy Capital Corp. in 1993 which became the world’s premier choice for energy sector investment banking.Subsequently, Mr. Davidson was the Deputy Chairman of GMP First Energy, Canada’s leading energy-focused investment bank from which he retired from his role in 2018. Mr. Davidson holds a Bachelor of Environmental Studies from the University of Waterloo and has earned the Institute of Corporate Directors (ICD.D) designation.Mr. Davidson has more than 41 years of experience providing investment banking and financial services to a broad spectrum of companies in a variety of industries, most notably in the energy sector.  In 2016 Mr. Davidson was inducted into the IIAC Investment Industry Hall of Fame and awarded a "Lifetime Achievement Award" by the Oil & Gas Council.  Jim is also a recipient of the Queen Elizabeth II Diamond Jubilee Medal by the Governor General of Canada.Among other things we discussed An Optimistic Perspective: 40 Years of Energy Banking and a Few Lessons Learned.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsCanada ActionEnverusContango MarketingEnergy UnitedUpgrade LabsSupport the show
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Aug 16, 2024 • 36min

#187: Geri Greenall (Cascade Trading) - A Few Insights from Private Equity, Trading & Junior E&P Companies

Greetings & welcome back to the podcast. This episode we are joined by Ms. Geri Greenall - COO of Cascade Trading - a commodity trading platform of wholesale electricity, natural gas & environmental products. Ms. Geri Greenall was a founding member of the management team and the Chief Financial Officer of Spartan Delta Corp. from December 2019 to December 2023.  Prior thereto Ms. Greenall co-founded and was a Portfolio Manager and Chief Financial Officer at Camber Capital, a fund manager offering private client and institutional fund management services. Ms. Greenall has a strong background in public equity analysis and commodity trading. Ms. Greenall is a Director of Lycos Energy, Logan Energy Corp., and former Lead Independent Director of Kelt Exploration. Ms. Greenall is also a Director of Thread Innovations Inc., a Board Member of The Explorers and Producers Association of Canada (“EPAC”), and a Governor for Hull Services.Ms. Greenall earned a Bachelor of Commerce degree in Finance from the University of Calgary and a Chartered Financial Analyst and Institute of Corporate Directors designation. Ms. Greenall also holds the FSA Level 1 Credential from the Sustainable Accounting Standards Board.Among other things we discussed Few Insights from Private Equity, Trading & Junior E&P Companies.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsCanada ActionEnverusContango MarketingEnergy UnitedUpgrade LabsSupport the show
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Aug 8, 2024 • 56min

#186: Mark Nelson (Radiant Energy) - The Case for Nuclear Energy: Opportunities & Critiques of an Unlimited Power Source

Greetings & welcome back to the podcast. This episode we are joined by Mark Nelson - Founder & Managing Director of Radiant Energy Group - a nuclear advisory & consulting firm based in Chicago,  Illinois, USA. Mark holds an BS in Aero/Mech Engineering & Russian Literature from Oklahoma State University, M.Phil in Nuclear Engineering from Cambridge University, and has been a consultant to the clean energy industry and environmental organizations around the world.His analytical work has been covered in the New York Times, Wall Street Journal, and leading European papers.Among other things we discussed The Case for Nuclear Energy: Opportunities & Critiques of an Unlimited Power Source.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsEnverusContango MarketingEnergy UnitedSupport the show
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Aug 1, 2024 • 59min

#185: Iggy Domagalski (Wajax) - From Refugee to CEO, $2 Billion in Revenues & Canadian Industrial Growth

Greetings & welcome back to the podcast. This episode we are joined by Iggy Domagalski - CEO of Wajax - a TSX listed industrial company with market cap of ~$600MM.  Mr. Domagalski is the President and Chief Executive Officer of the Corporation.Prior to his appointment as President and CEO of Wajax, Mr. Domagalski was the CEO of Tundra Process Solutions, which was acquired by Wajax in January 2021. Mr. Domagalski joined Tundra in 2008 and, after serving as Chief Operating Officer, was appointed CEO in 2016. He holds a Bachelor of Commerce (Honours) degree from the Asper School of Business at the University of Manitoba and, in 2018, was named by BNN Bloomberg as one of Canada’s Top 40 Under 40.Among other things we discussed From Refugee to CEO, $2 Billion in Revenues & Canadian Industrial Growth.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsCanada ActionEnverusContango MarketingEnergy UnitedSupport the show
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Jul 25, 2024 • 48min

#184: Terry Etam (Energy Columnist) - 30 Bcf of Natural Gas Demand, Bee Research & Why Power Grid Redundancy is Fragile

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 Insanity & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions , writing best selling novels & hands on experience in the field. You can find Terry's writing on the boereport.com as well as his personal website publicenergynumberone.comAmong other things we discussed 30 Bcf of Natural Gas Demand, Bee Research & Why Power Grid Redundancy is Fragile.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsCanada ActionEnverus5Q Investor RelationsContango MarketingCanadian Gas AssociationSupport the show
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Jul 18, 2024 • 54min

#183: Dave Burton (Lycos Energy) - The Remington Days, Fishbone Wells & Why Horizontal Drilling is Evolving

Greetings, & welcome back to the podcast. This episode we are joined by Mr. Dave Burton - CEO of Lycos Energy - a TSX listed energy company with a market capitalization of ~$200 million. Mr. Burton has more than 27 years of experience in the upstream oil and gas industry in all facets of petroleum engineering work including reservoir engineering, evaluations, secondary and tertiary recovery, unconventional oil and gas, area development and acid gas projects including work on CO2 sequestration in coals. He has had numerous executive roles and been involved in founding multiple successful start up energy companies. Prior to founding Chronos, Mr. Burton was a co-founder at Raging River Exploration Inc. (“Raging River”) and Wild Stream Exploration Inc. (“Wild Stream”).Mr. Burton is a professional engineer and a member of the Alberta Association of Professional Engineers and Geoscientists of Alberta. Mr. Burton holds degrees in Petroleum Engineering from the University of Alberta (BSc) and a Master of Engineering degree in Chemical and Petroleum Engineering from the University of Calgary.Among other things we discussed The Remington Days, Fishbone Wells & Why Horizontal Drilling is Evolving.Enjoy.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsCanada ActionEnverus5Q Investor RelationsPipelineonline.caSupport the show

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