This week our guest is Mark Viviano, a Managing Partner & Portfolio Manager with Kimmeridge. Kimmeridge is a private equity firm investing in low-cost unconventional oil and gas assets in the U.S., and is also an activist investor pushing for company reforms. Mark has analyzed companies in the energy sector for more than 15 years. Ben Cahill (CSIS) talks with Mark about reforming the shale sector and responding to ESG pressure, the role of activist investors, and what to expect in oil and gas markets in 2021.
For more, read http://kimmeridge.com/wp-content/uploads/2020/11/Governance_Paper_111620.pdf and http://kimmeridge.com/wp-content/uploads/2020/02/Preparing-the-EP-Sector-for-the-Energy-Transition-A-New-Business-Model.pdf

Reforming U.S. Shale Companies

Energy 360 examines the energy landscape from the intersection of policy, markets, technologies, and geopolitics. With commentary from leading energy and CSIS experts, we provide context and perspective on the most critical issues shaping energy today. Hosted by the CSIS Energy and National Security Program.

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This week, BCG’s Tom Baker joins Joseph Majkut to discuss opportunities for U.S. leadership in the clean energy transition, highlighting the potential role of technologies like hydrogen and new policies in driving progress. They look at areas that could slow the build-out for low-carbon energy including grid modernization and new infrastructure.

Powering Decarbonization: Solutions and Strategy

In this week’s special episode, Ben Cahill and Jon Alterman discuss recent developments in the Middle East, U.S. policy objectives in the region, and how the oil market's response to geopolitical risks has changed.
Further Reading: A Détente Option for Iran

Middle East Risks and the Oil Market

This week, Ben Cahill speaks with Akshat Rathi, a senior climate reporter for Bloomberg and author of the book Climate Capitalism. In his book, Rathi explores how governments can create the right policy environment to unlock the potential for innovative climate solutions from businesses and individuals. 
Further Reading: Climate Capitalism: Winning the Race to Zero Emissions and Solving the Crisis of Our Age.

The Case for Climate Capitalism

On this special episode of Energy 360, Ditte Juul Jørgensen, Director General of DG Energy at the European Commission and Ambassador Geoffrey Pyatt, Assistant Secretary for Energy Resources at the U.S. State Department, talk with CSIS Energy Program director Joseph Majkut about the U.S.-EU Energy Council and its agenda for jointly addressing energy security and climate change. 
Further reading: Joint Statement by the U.S. and EU following the 11th U.S.-EU Energy Council

U.S.–EU Energy Cooperation

This week, Ben Cahill talks with Georges Tijbosch about how certifying natural gas could help create a lower-emission energy future. Georges is the CEO of a company called MIQ, or Methane IQ. MIQ is a global leader in methane emissions certification. It aims to create transparency by providing buyers with information about the emissions associated with the natural gas they are purchasing.
Read More: Why Methane & Certification?

Reforming U.S. Shale Companies

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