As we previewed in the midday note yesterday, COBT this week featured a robust conversation of the policies and the politics of energy. It was our way of preparing for last night’s first Presidential Debate. Our discussion covered a lot of ground and was particularly focused on the election’s implications for oil and gas. Thank you for all of the suggested questions and topics!

With so much to cover, we dove right in (no pregame this week on the markets) with guests Bob McNally, President of Rapidan Energy Group, Glenn Schwartz, Director, Energy Policy Service of Rapidan Energy Group, and Charlie Gerow, CEO of Quantum Communications. Speculating on what MIGHT come out of Washington DC is a difficult chore but the Rapidan team laid out a number of thought-provoking scenarios. Charlie Gerow is an expert in all things “Pennsylvania energy” and gave some real life color as to how the energy/election debate is shaping up on the ground there. A big thank you to these three gentlemen for joining us and tackling some tough issues.    

Our TPH regulars, Matt Portillo, Colin Fenton, and Mike Bradley also helped frame the discussion with questions and observations throughout the session. As always, many thanks to them too. At one point Colin references “existential millenarianism.” We had to pause on it too but it’s the belief (sometimes fantasy) that “all things will be changed.” Tune in and see what he means.  

Energy politics isn’t an easy topic but energy policy is obviously really important. We hope today’s discussion adds some new dimensions to the debate for you. 

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