TOTB is a little over a year old. So is Round the Rotary podcast. We made 50 episodes in year 1. The man, JP Warren? 110! Dude is the Lou Gehrig of Podcasts. Thanks for big timing us like that!! JP, the long-haired wonder who is 6’5″ and never played sports joined the guys to do a retrospective on “The first year of Podcasting ” in a close knit oil and gas content space. We handed out superlatives for funniest, favorite episode, best guest… and of course, most awkward moments. Good times and an easy listen.
Every time a refinery goes through a turnaround, thousands of bolted joint assemblies are disassembled and put back together. 20% of leaks in refineries is due to this process not being done correctly. Matt Kleiman joined us this week to school us up on how they are digitizing QA for mission critical manual work by equipping workers with bluetooth enabled smart-tools.
In part two, Chuck and the world’s greatest energy investor Dan Pickering talk energy transition, Dan’s new venture MERGE that helps clients convert fleets to electrical vehicles and answer EFT’s questions lightening round style (including favor color of Speedo).
Oil and Gas News: Cimarex and Cabot oil and gas merge, Oasis Petroleum pulls out of the Permian, Weavegrid Raises Series A, Aurora Solar Raises $250mm Series C
Gas demand may fall, but diesel demand more than offsets losses from electrification. Narratives are often written by those in power, but who benefits and what is the impact to oil price? If economic incentives are discouraged to produce traditional energy, how does this impact price and the environment? These topics and more explored by George P. and Eric Dixon, a senior physical and financial oil trader of nearly 20 years.
In episode 17 of the PetroNerds podcast, your host Trisha Curtis and cohost Ethan Bellamy discuss the implications for removing sanctions on Iran and the impact it could have on the oil market and is having on the oil market and talk about the very controversial International Energy Agency (IEA) report which called for all investment in fossil fuels to stop immediately. Trisha and Ethan talk about the relationship between Iran, China and the US and how Iran is playing their cards. In addition to getting deeper into oil prices, inflation, and the macro, they get into IEA’s new flagship report which calls for all fossil fuel investment to stop if the world is to achieve net zero by 2015.
Two months ago, Kyle Golden, P2 executive and a good friend of TOTB had a simple message: “you guys need to have Thomas Feighny on your podcast, the guy is electric”. And boy, was he right. Thomas was born with the gift of gab, a passion for storytelling, and a desire to march to the beat of his own drum. Buying a used police cruiser at an Amarillo, TX auction? Sure! Starting a new company in the middle of a pandemic? Why not? Moving to Houston in the middle of the Summer? Of course. Bike riding at 5 AM in 15 degree weather? You already know. Thomas brings an undeniable passion, energy, and youthful exuberance to this weeks TOTB.
In the first part of a two part series, Chuck chats with the best energy investor on the planet Dan Pickering about making energy great again, do investors hate us and stealing watches….
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