For the last few weeks, we have been asking ourselves "what do all these US energy policy decisions (especially Keystone) look like from the Canadian vantage point?" We set out to find a guest that could help us feed that curiosity. Wow did we score!

We found Alex Pourbaix, President and Chief Executive Officer of Cenovus Energy, headquartered in Calgary. Alex was great and gave us an update on how Cenovus is doing as well as their current areas of focus. We of course asked him for his Canadian perspective on a few public policy areas as well. Alex and Cenovus are true advocates for the industry and it was clear we share a lot of the same perspectives cross-border!

We kicked off the session with our usual COBT crew: Mike Bradley gave his predictions for the OPEC+ meeting taking place later this week and Matt Portillo shared a few slides from TPH Research's recent Battery Cost Update. Colin Fenton shared his observations so far from CERAWeek by IHS Markit taking place this week, noting a special emphasis on the importance of hydrocarbons! It has been a great conference so far and has us excited for the future.

I also want to add that we broadcasted today's discussion from the Petroleum Club of Houston which is celebrating their 75th Anniversary this year. Should you ever need a meeting space or lunch spot in Houston, Jeremie Millwee and her team will surely be able to help. Thank you Jeremie and PCOH for your hospitality today!

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