Our guests for this week’s “COBT” were two very well regarded energy thought leaders: 

• Shawn Reynolds, Portfolio Manager at VanEck
• Mark Viviano, Head of Public Equities at Kimmeridge Energy Management

They 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.