Our guests for this week’s “COBT” were Neal Anderson, President of Wood Mackenzie, and Randall Collum, Managing Director of Natural Gas & Upstream Analytics at Genscape. Neal Anderson brings over thirty years of experience in the energy industry to the conversation, most of them served at Wood Mackenzie, to provide depth of perspective on the macro outlook. Randall Collum’s extensive experience as an analyst for over 20 years in natural gas an oil production analytics gives context and color around the data him and his team see on a daily basis.

We also have with us our staple TPH experts: Mike Bradley, Colin Fenton, and Matt Portillo, back this week too.  

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.