C.O.B. Tuesday

C.O.B. Tuesday Ep. 51 Featuring Anish Kapadia & David Adams


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First and foremost, we hope you and your loved ones are safe and warm during this winter storm that is affecting nearly 25 states. We had several topics to discuss in today's session, starting with a power (or lack of power) update and explanation of the power systems in Texas by Jordan McNiven and George O'Leary from the TPH Research team.

​​​​​To expand on current conditions in the field, we were so pleased to be joined by David Adams, Senior Vice President of North America Business Transformation with Halliburton. David gave a great overview of the main roadblocks the industry is facing to continue operations in this weather.

​​​​​​Our other star guest of today's show is Anish Kapadia, Founder and Managing Director of AKap Energy. To make things even 'cooler,' we discussed Anish's recent detailed report on the helium market including some background on helium, it's main uses, unique properties and production. ​​​To contact Anish for his helium report, please find his details at the website linked here.
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Our expert TPH crew kicked things off: ​​Mike Bradley prepped us for what we can expect from E&P companies going into Q4 earnings tomorrow and Colin Fenton chimed in with commentary preparing us for the discussion with Anish.

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Copyright 2021, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH’s research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC, Tudor, Pickering, Holt & Co. Securities – Canada, ULC, Perella Weinberg Partners LP, and their affiliates worldwide.
 
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