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"We Win on Innovation Ten Out Of Ten Times" – Dr. Rian Bahran, U.S. DOE Office of Nuclear Energy

July 10, 2026 6:00am 1:04

With the recent wave of milestones across the U.S. nuclear sector, we were eager to better understand what these achievements mean for the future of advanced reactors. Over the past month, Antares, Valar Atomics, Deploya...

"Let The Water Flow Digitally As Well As Physically" – Adrianne Lopez, Dr. Scott Tinker, and Derek Tinker

July 08, 2026 6:00am 1:06

Today we were joined by three outstanding guests to discuss one of the biggest long-term opportunities and challenges facing the Permian Basin: produced water. We were thrilled to welcome Adrianne Lopez, Research and Dev...

"There’s Ubiquitous Levels of Data Out There" – Jeremy Fraenkel and Brennan Demro, Fundamental

July 01, 2026 6:00am 58 min

Today we were thrilled to welcome Jeremy Fraenkel, CEO, and Brennan Demro, Chief Commercial Officer, of Fundamental. We had the opportunity to spend the day with Jeremy and Brennan in Houston visiting with a number of en...

"EV Sales Acceleration Poses Downside Risk to Global Oil Demand" – Daan Struyven, Goldman Sachs

June 24, 2026 6:00am 53 min

Today we were thrilled to welcome back Daan Struyven, Co-Head of Global Commodities Research and Managing Director, Head of Oil Research at Goldman Sachs. Daan joined Goldman in 2015 and previously co-led Goldman Sachs' ...

"California Means to America What America Means to the World" – Steve Hilton, Candidate for Governor of California

June 17, 2026 6:00am 39 min

Today we were pleased to be joined by Steve Hilton, Republican candidate for Governor of California, for a wide-ranging discussion on California’s economic competitiveness, energy policy, affordability challenges, and th...

"We’ll Try to Become the First AI-Native Oil and Gas Company" – Karl Hersvik, Aker BP

June 10, 2026 6:00am 1:03

Today we were delighted to host Karl Hersvik, CEO of Aker BP, in our offices in Houston. Karl has served as CEO since 2014 and has overseen a period of significant growth and transformation at Aker BP. We were thrilled t...

"Two Conflicts In The Past Four Years… People Care About Energy Security" – Steven Kobos, Excelerate Energy

June 03, 2026 6:00am 55 min

Today we had the pleasure of hosting Steven Kobos, President and CEO of Excelerate Energy. Steven has served as President and CEO since 2018 and previously spent 11 years as a member of the company’s Board of Directors a...

"China Just Keeps Extending Their Lead" – Marshall Carver, Tulane University

May 27, 2026 6:00am 1:02

Today we were pleased to host Marshall Carver, Professor of Finance at Tulane University, who is currently in Beijing teaching students through a joint program with the University of China Academy of Social Sciences (UCA...

"Alaska Is Back on the Map for Investors" – Governor Mike Dunleavy and Secretary Doug Burgum

May 20, 2026 6:00am 48 min

This week we had the exciting opportunity to travel to Anchorage, Alaska, to participate in the Fifth Annual Alaska Sustainable Energy Conference. The conference convenes researchers, industry leaders, entrepreneurs, pol...

"RCP8.5 Is Officially Dead" – Roger Pielke Jr., American Enterprise Institute

May 13, 2026 6:00am 55 min

Today we were thrilled to welcome back our good friend Roger Pielke Jr., Senior Fellow at the American Enterprise Institute and author of The Honest Broker on Substack (linked here). Roger’s research focuses on science a...

"A Mine Is Tougher Than an Oil and Gas Field" – Alfredo Álvarez, EY Latin America

May 06, 2026 6:00am 54 min

Today we were pleased to welcome Alfredo Álvarez, Industrial and Energy Leader at EY Latin America, for a wide-ranging discussion on the evolving energy, mining, and investment landscape across the region. Alfredo joined...

"You’re Not Deterring a Country… You’re Deterring a Man" – Eyck Freymann, Author of "Defending Taiwan"

April 29, 2026 6:00am 1:09

Today we had the pleasure of hosting Eyck Freymann, Hoover Fellow at Stanford University and author of Defending Taiwan: A Strategy to Prevent War with China, published April 15 (linked here). His research focuses on str...

"There Is No Certainty, Only Varying Degrees of Risk" – William Su, BlackRock

April 22, 2026 6:00am 59 min

Today we greatly enjoyed hosting William Su, Head of Public Energy Equities and Director of Research & Portfolio Manager, Fundamental Equities, at BlackRock. Will has an extensive career in research, investing, and commo...

"California is on Life Support"– Michael Mische, USC

April 21, 2026 6:00am 57 min

Today we were fortunate to visit with our good friend Michael Mische, Associate Professor of Management at the University of Southern California’s Marshall School of Business. We were particularly interested in discussin...

"The Strait Falls Into The Perfect Use Case For Robotics" – Doug Lambert, Saronic Technologies

April 15, 2026 6:00am 1:01

Today we were pleased to welcome Doug Lambert, Co-Founder and Chief Operating Officer of Saronic Technologies. Doug, alongside Dino Mavrookas (CEO), Rob Lehman (CCO), and Vibhav Altekar (CTO), co-founded Saronic in 2022 ...

"The Demand Is Real. It’s Coming." – Mary Anne Brelinsky (Alpha Gen) and Sean Kelly (Amperon)

April 08, 2026 6:00am 50 min

Today we had the unique opportunity to record COBT live from the Gulf Coast Power Association’s (GCPA) Annual Spring Conference in Houston. Joining us on stage were Mary Anne Brelinsky, President and Chief Commercial Off...

"Russia Isn’t Interested In Any Fast Resolution Of The Hormuz Crisis" – Tatiana Mitrova, Center on Global Energy Policy

April 01, 2026 6:00am 1:07

Today we greatly enjoyed hosting Dr. Tatiana Mitrova, Global Fellow at the Center on Global Energy Policy, Director of the New Energy Advancement Hub, and Senior Research Fellow at the Oxford Institute for Energy Studies...

"Things Are Happening Now That Make Absolutely No Rational Sense" - John Konrad, gCaptain

March 25, 2026 6:00am 1:13

This week we were thrilled to welcome back Captain John Konrad, Founder and CEO of gCaptain and author of Fire on the Horizon. With the shipping situation in the Middle East rapidly evolving, John was the perfect expert ...

"Cuba And The Rise Of The Miami Consensus" Featuring Sebastián Arcos, Florida International University

March 19, 2026 6:00am 1:08

Like many of you, we have been following the recent developments in Cuba very closely. We were fortunate to sit down with Sebastián Arcos, Interim Director of the Cuban Research Institute at Florida International Univers...

Live from the Gulf of America with Deputy Secretary Kate MacGregor, Rep. Pete Stauber, and Mike Minarovic, Arena Energy

March 18, 2026 6:00am 42 min

We are excited to share this on-the-road COBT featuring Deputy Secretary Kate MacGregor, Representative Pete Stauber, and Mike Minarovic, CEO of Arena Energy. Deputy Secretary MacGregor first joined the Department of the...

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