C.O.B. Tuesday

C.O.B. Tuesday Ep. 94 Featuring Amy Myers Jaffe


Listen Later

Today we had the pleasure of hosting Amy Myers Jaffe, Research Professor and Managing Director of the Climate Policy Lab at the Tufts University Fletcher School. Amy has taught energy policy, business, and sustainability courses at several distinguished universities and recently published "Energy's Digital Future: Harnessing Innovation for American Resilience and National Security."
​​​​​
Our discussion spanned several topics including investor interest in energy, Amy's new book, and hearing about the community at Tufts and what current students are interested in. It was a meaty discussion and we sincerely thank Amy for spending the time with us.

The TPH crew ran through a few items to start: our energy strategist Mike Bradley looked at the energy market over the past week, European energy prices, PPI/CPI vs. government bond prices, and shared an interesting observation about TIME's person of the year. Matt Portillo noted considerations around return to capital in the upstream space and tag-teamed with Matthew Blair who covered key takeaways from a TPH Research conference call on Renewable Volume Obligation and its effects on pricing. Colin Fenton walked us through three prices to pay attention to as we approach year-end.
​​​​​
----------

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.
 
Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors. Recipients should not forward this communication to a retail investor.

...more
View all episodesView all episodes
Download on the App Store

C.O.B. TuesdayBy Veriten

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

27 ratings


More shows like C.O.B. Tuesday

View all
Energy Gang by Wood Mackenzie

Energy Gang

1,254 Listeners

Odd Lots by Bloomberg

Odd Lots

1,784 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

385 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,298 Listeners

Oil Markets by S&P Global Commodity Insights

Oil Markets

29 Listeners

Currents by Norton Rose Fulbright

Currents

124 Listeners

Interchange Recharged by Wood Mackenzie

Interchange Recharged

499 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

270 Listeners

ARC ENERGY IDEAS by ARC ENERGY RESEARCH INSTITUTE

ARC ENERGY IDEAS

27 Listeners

Switched On by Bloomberg

Switched On

100 Listeners

Decouple by Dr. Chris Keefer

Decouple

136 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

411 Listeners

Catalyst with Shayle Kann by Latitude Media

Catalyst with Shayle Kann

261 Listeners

Super-Spiked Podcast by Arjun Murti

Super-Spiked Podcast

10 Listeners

Open Circuit by Latitude Media

Open Circuit

116 Listeners