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On the show
From 17 epsHost
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Recent episodes
"EV Sales Acceleration Poses Downside Risk to Global Oil Demand" – Daan Struyven, Goldman Sachs
Jun 24, 2026
53m 07s
"California Means to America What America Means to the World" – Steve Hilton, Candidate for Governor of California
Jun 17, 2026
39m 17s
"We’ll Try to Become the First AI-Native Oil and Gas Company" – Karl Hersvik, Aker BP
Jun 10, 2026
1h 03m 45s
"Two Conflicts In The Past Four Years… People Care About Energy Security" – Steven Kobos, Excelerate Energy
Jun 3, 2026
55m 52s
"China Just Keeps Extending Their Lead" – Marshall Carver, Tulane University
May 27, 2026
1h 02m 50s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 |  "EV Sales Acceleration Poses Downside Risk to Global Oil Demand" – Daan Struyven, Goldman Sachs | Today we were thrilled to welcome back Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research at Goldman Sachs. Daan joined Goldman in 2015 and previously co-led Goldman Sachs' Global Economics team as well as the firm’s Canada Economics research effort. Daan and his team recently wrote a report titled “EV Sales Acceleration Poses Downside Risk to Global Oil Demand.” We were pleased to hear Daan’s perspective on the report, the acceleration in global... | 53m 07s | ||||||
| 6/17/26 |  "California Means to America What America Means to the World" – Steve Hilton, Candidate for Governor of California | Today we were pleased to be joined by Steve Hilton, Republican candidate for Governor of California, for a wide-ranging discussion on California’s economic competitiveness, energy policy, affordability challenges, and the future of opportunity in the state. In our conversation, Steve shared his perspective on the policies and reforms he believes are necessary to address California’s rising cost of living, high energy prices, housing affordability concerns, and broader economic challeng... | 39m 17s | ||||||
| 6/10/26 |  "We’ll Try to Become the First AI-Native Oil and Gas Company" – Karl Hersvik, Aker BP✨ | artificial intelligenceoil and gas+3 | Karl Hersvik | Aker BP | Houston | Aker BPKarl Hersvik+5 | — | 1h 03m 45s | |
| 6/3/26 |  "Two Conflicts In The Past Four Years… People Care About Energy Security" – Steven Kobos, Excelerate Energy✨ | energy securityLNG infrastructure+3 | Steven Kobos | Excelerate Energy | — | energy securityExcelerate Energy+3 | — | 55m 52s | |
| 5/27/26 |  "China Just Keeps Extending Their Lead" – Marshall Carver, Tulane University✨ | ChinaFinance+3 | Marshall Carver | Tulane UniversityUniversity of China Academy of Social Sciences+1 | — | ChinaFinance+3 | — | 1h 02m 50s | |
| 5/20/26 |  "Alaska Is Back on the Map for Investors" – Governor Mike Dunleavy and Secretary Doug Burgum✨ | energy developmentinfrastructure+3 | Mike DunleavyDoug Burgum | Alaska Sustainable Energy Conference | AlaskaAnchorage | Alaskaenergy conference+5 | — | 48m 23s | |
| 5/13/26 |  "RCP8.5 Is Officially Dead" – Roger Pielke Jr., American Enterprise Institute✨ | climate policyscience and technology policy+4 | Roger Pielke Jr. | American Enterprise InstituteThe Honest Broker | University of Colorado Boulder | RCP8.5climate policy+5 | — | 55m 44s | |
| 5/6/26 |  "A Mine Is Tougher Than an Oil and Gas Field" – Alfredo Álvarez, EY Latin America✨ | energymining+3 | Alfredo Álvarez | EY Latin America | Mexico City | energymining+3 | — | 54m 24s | |
| 4/29/26 |  "You’re Not Deterring a Country… You’re Deterring a Man" – Eyck Freymann, Author of "Defending Taiwan"✨ | TaiwanChina+4 | Eyck Freymann | Stanford UniversityHoover Institution+4 | ChinaTaiwan | TaiwanChina+5 | — | 1h 09m 58s | |
| 4/22/26 |  "There Is No Certainty, Only Varying Degrees of Risk" – William Su, BlackRock✨ | energygeopolitics+3 | William Su | BlackRock | — | energy investinggeopolitics+3 | — | 59m 23s | |
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| 4/21/26 |  "California is on Life Support"– Michael Mische, USC✨ | gasoline supplyCalifornia+3 | Michael Mische | University of Southern CaliforniaMarshall School of Business+1 | California | Californiagasoline supply+3 | — | 57m 34s | |
| 4/15/26 |  "The Strait Falls Into The Perfect Use Case For Robotics" – Doug Lambert, Saronic Technologies✨ | roboticsautonomous systems+3 | Doug Lambert | Saronic Technologies | — | autonomous vesselsmaritime superiority+3 | — | 1h 01m 27s | |
| 4/8/26 |  "The Demand Is Real. It’s Coming." – Mary Anne Brelinsky (Alpha Gen) and Sean Kelly (Amperon)✨ | power marketsenergy industry+3 | Mary Anne BrelinskySean Kelly | Alpha GenerationAmperon+1 | Houston | power landscapeenergy markets+4 | — | 50m 09s | |
| 4/1/26 |  "Russia Isn’t Interested In Any Fast Resolution Of The Hormuz Crisis" – Tatiana Mitrova, Center on Global Energy Policy✨ | energy systemsgeopolitics+3 | Dr. Tatiana Mitrova | Center on Global Energy PolicyOxford Institute for Energy Studies | RussiaCyprus | Hormuz crisisenergy policy+3 | — | 1h 07m 41s | |
| 3/25/26 |  "Things Are Happening Now That Make Absolutely No Rational Sense" - John Konrad, gCaptain✨ | shippingMiddle East+3 | John Konrad | gCaptainFire on the Horizon | Middle EastStrait of Hormuz | shippingMiddle East+4 | — | 1h 13m 46s | |
| 3/19/26 |  "Cuba And The Rise Of The Miami Consensus" Featuring Sebastián Arcos, Florida International University✨ | CubaMiami Consensus+3 | Sebastián Arcos | Florida International University | CubaMiami+1 | CubaMiami Consensus+3 | — | 1h 08m 32s | |
| 3/18/26 |  Live from the Gulf of America with Deputy Secretary Kate MacGregor, Rep. Pete Stauber, and Mike Minarovic, Arena Energy✨ | energy policygovernment+3 | Kate MacGregorPete Stauber+1 | Department of the InteriorNextEra Energy+1 | — | energygovernment+3 | — | 42m 55s | |
| 3/11/26 |  "Imagine Iran Had Been Integrated Into The Modern World Instead Of Declaring War On The Modern World" With Dr. Dan Yergin✨ | energygeopolitics+4 | Dr. Dan Yergin | S&P GlobalCERAWeek+3 | — | Iranenergy+7 | — | 53m 39s | |
| 3/4/26 |  "The U.S. Military Is The Finest Military In The World" With Admiral Bill McRaven, Teddy Bunzel, George Bilicic, Lazard✨ | geopoliticsglobal security+3 | Admiral Bill McRavenTheodore Bunzel+1 | LazardUniversity of Texas | U.S. | militarygeopolitics+3 | — | 59m 32s | |
| 2/27/26 |  "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 leading voice for U.S. manufacturers, NAM sits at the center of policy, economic, and workforce issues shaping American industry today. The NAM team is currently in Houston as part of its State of Manufacturing Tour, traveling across New York, Ohio, Pennsylva... | 1h 01m 25s | ||||||
| 2/25/26 |  "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 recognized policy expert on innovation ecosystems and the transformation of investments in science and technology into deep-tech startup ventures that address global challenges. In addition to her roles at MIT, where she previously served as an Associate De... | 53m 20s | ||||||
| 2/20/26 |  "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 joining Welligence, Ruaraidh spent 13 years at Wood Mackenzie covering Latin America’s upstream and corporate sectors as well as the U.S. Gulf. At Welligence, he oversees all global upstream research. Welligence is a market intelligence firm exclusively fo... | 59m 27s | ||||||
| 2/19/26 |  "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 markets. Scott is the former Co-Founder of Richardson Barr and has more than 40 years of energy investment banking experience across the sale of both public and private companies, private and public debt transactions, fairness opinions, general advisory an... | 1h 00m 56s | ||||||
| 2/18/26 |  "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, power, and oilfield research. Prior to joining Kimberlite in 2015, he served as VP and General Manager of Constellation New Energy, President of Welling & Company, and President of Stream-Flo USA. He began his career as a geologist with Chevron. Ki... | 1h 04m 50s | ||||||
| 2/11/26 |  "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 advised more than 500 companies facing activists or strategic raids, including many of the largest proxy fights and defense situations of the past two decades. Prior to joining Evercore in 2016, Bill spent more than 15 years at Goldman Sachs as an M&A... | 40m 39s | ||||||
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