This week on Mining Money, Brandon Davis, CEO, and Imran Khan of Swan Energy discuss the “new frontier” in oil and gas. Even before the recent presidential election, changes in oil and gas were happening.
Both Davis and Khan comment and react to several of the large corporation’s CEO’s comments of what a Joe Biden presidency means for the oil and gas industry.
Pipeline issues impacting the market, the rise of the Asian middle class, manufacturing and energy efficiency are also discussed as angles of energy investment this week.
Imran Khan: Imran Khan, Swan Energy.
Brandon Davis: Brandon Davis, Swan Energy.
Jason Spiess: Gentlemen, thank you for joining the program here this week, a little Mining Money, finding out some investments where to— Well, how to, actually, more how-to than where-to, because it’s more about how-to than it is— I know there’s where-to involved but we can get to that in just a second. So, anyway, before we get existential, how you guys doing today?
Imran Khan: Doing great, um, you know, it’s a little cloudy day today in Houston but, uh, weather’s great, um, enjoying the the fall winter, uh, season over here, which involves wearing short t-shirts and just hanging out, having fun.
Brandon Davis: The weather’s only perfect in Houston ten months a year so, you know, um.
Imran Khan: One of the perks.
Brandon Davis: It’s probably eight, but still, um, there are four months that can be extremely hot and humid but the rest of the month, the rest of the year is amazing here, so.
Jason Spiess: We have the flip side of that. We have jokes that we have road construction season and winter, and those are our two seasons up here, and then the other jokes, of course, are that, you know, it’s so cold that you can’t go outside, which is a reality sometimes. And we’ve got a little bit of snow on the ground here right now before Thanksgiving, as we’re talking about. But, uh, speaking of which, you know, we’re a few weeks after the election now. It’s a week and a half, whatever it is, and, you know, there’s still no official declaration of a winner, but a lot of people are certainly, uh, going the Joe Biden route. And I’m noticing there’s a lot of articles out there, and one in particular – and I was very curious to get your guys’ reaction on – and it has to do with, you know, what some of the, uh, leaders, five US energy leaders offer takes on potential potential impacts of a Biden win. And a gentleman has been on this program before, Lee Tillman, he’s the Marathon chief executive officer. Lee Tillman, um, he is— I found it interesting because what he said is what we’ve been talking about for three four weeks now. In fact, leading up to it, which is we are realistic that with a Biden win, doing business on BLM land will become more difficult, and that’s been basically one of our big chunks of conversation. So, I just wanted to get you guys’ reaction to what, you know, Lee Tillman is talking about and how it kind of correlates with what you guys were also, uh, referring to over the last few weeks even before the election started.
Imran Khan: Yeah, definitely. I think, you know, it’s interesting to see the views of different folks chiming in and, you know, yeah,
