C.O.B. Tuesday

Today we had the pleasure of speaking with two Energy Technology stars: Emily Reichert, CEO of Greentown Labs, and Brad Burke, Managing Director of the Rice Alliance for Technology and Entrepreneurship. Greentown Labs has just announced that they are expanding to Houston and we couldn't be more excited for them to join in the effort to make Houston the capital of the new energy world. Headquartered outside Boston, Greentown Labs coming here is an exciting leap forward for the city. Emily was most kind to join us on GL's big day. (Press release available here).Brad and the Rice Alliance team also have the excitement of their startup competition this week. The competition has been going for twenty years, offers the most prize money of any similar competition, and has seen almost 700 startups over these last 20 years. Successful startups coming out of Rice have gone on to raise almost $3 billion in additional capital. Brad did a great job getting us fired up for everything happening "inside the hedges" over on South Main.We also had our expert TPH crew: Mike Bradley, Colin Fenton, and Matt Portillo. The screens were green today and our team offered up some summary commentary on latest sentiment. Lebanese protests, Japanese stimulus, LNG cargos, Chinese-Indian skirmishes, Beijing schools and promising COVID treatment news were all in there.

 Our guests for this week’s “COBT” were Neal Anderson, President of Wood Mackenzie, and Randall Collum, Managing Director of Natural Gas & Upstream Analytics at Genscape. Neal Anderson brings over thirty years of experience in the energy industry to the conversation, most of them served at Wood Mackenzie, to provide depth of perspective on the macro outlook. Randall Collum’s extensive experience as an analyst for over 20 years in natural gas an oil production analytics gives context and color around the data him and his team see on a daily basis.We also have with us our staple TPH experts: Mike Bradley, Colin Fenton, and Matt Portillo, back this week too.  

Our guests for this week’s “COBT” were two very well regarded energy thought leaders: Shawn Reynolds, Portfolio Manager at VanEckMark Viviano, Head of Public Equities at Kimmeridge Energy ManagementThey are great minds and great friends and we had an awesome “around the world of energy opportunities and issues” discussion with them. Thank you Shawn and Mark!  Our usual panel of TPH experts Mike Bradley, Colin Fenton, and Matt Portillo, were all back this week too. We hit OPEC+, today’s oil price, latest investor likes and dislikes, budding geopolitical risks and the latest COVID-19 data observations.