#hottakeoftheday

#hottakeoftheday Podcast: Episode 146: Can both these things be true? ESG and the energy future with Tisha Schuller

While I occasionally disagree with Tisha, I always enjoy her perspective on ESG and the energy future so this week, after a two year (or 14 day, depending on how you feel about the curve flattening), I welcome Tisha back to the podcast. Here is a recent post of hers. The Pendulum Train I’m working on my next book, so occasionally I’m going to share my thinking here and on the Energy Thinks podcast to give you a preview and get your thoughts. Ever since Russia invaded Ukraine, many energy ...

#hottakeoftheday Podcast: Getting updated from the campaign trail (Episode 145 with Heidi Ganahl)

It's been roughly 3 months since I last spoke with Heidi on the podcast and a lot has happened. Elon Musk is buying Twitter (in theory), the cost of living and inflation consumers are seeing is through the roof and yours truly has been re-reading "Atlas Shrugged" and finding the comparisons eerie.  Want to know how a candidate keeps their energy up and spends their time?  This is the episode for you.

#hottakeoftheday Podcast: A deep dive into solar’s real costs with Brian Gitt (144)

This week, I welcome on Brian Gitt, who's investment thesis is that nuclear and natural gas will be the biggest winners in the energy sector over the next 20 years. He draws on 20+ years of industry experience to expose false beliefs about renewable energy and the problems with the environmental, social, governance (ESG) narrative  Here's a deep dive example of how false beliefs about renewable energy are driving bad decisions and harming people and the environment.  You can follow him on Twi...

#hottakeoftheday Podcast: The future of nuclear energy with Mark Nelson (143)

This week, I'm joined by Mark Nelson.  He is a very worthy follower on Twitter at @energybants for all the latest thoughts and threads concerning nuclear energy.  For instance, here was his thread on the rumors about the Russian forces at Chernobyl. There are wild claims about Chernobyl going around. I will post the most accurate and authoritative information here and keep this thread updated. FIRST: Chernobyl, even if attacked, is not a credible threat to health from radiation. Several sour...

#hottakeoftheday Podcast – Why can’t DC be intellectually consistent (or honest)? (142)

This week, I'm joined by David Blackmon to talk about the state of Washington, the Defense production act, Keystone and how do we get out of this mess?   David Blackmon is an independent energy analyst/consultant based in Mansfield, TX. He is the Editor of Shale Magazine and co-host of In The Oil Patch Radio, a nationally-syndicated weekly show. David has enjoyed a 40-year career in the oil and gas industry, the last 23 years of which were spent in the public policy arena, managing regulato...

#hottakeoftheday Podcast Episode 141: Irina Slav

This week, we visit Europe (virtually, anyway) to chat with Irina Slav, an energy writer for oilprice.com, a substack site at https://irinaslav.substack.com/ and we have an in depth chat on Europe, energy and the war in Ukraine, censorship and the green transition.  Her recent article on Boris Johnson playing intermediary for the United States in the Middle East is a must read.  I hope you enjoy.

#hottakeoftheday – A discussion about climate change differences with Colleen Brennan-Vandersteen (Episode 140)

Of late, rather than screaming into the great abyss that is the cavern between those that worry about climate change and those that don't, I have taken to challenging people on LinkedIn on the other side of the aisle to come on the podcast and discuss it with me.  Of the 30 or so invites I've offered, Colleen is the first to accept and for that I commend her. Here was her post. And here was my response: Colleen.   You want to debate some of these points?  I would say human flourishing based...

#hottakeoftheday – An uncensored chat with two MDs on COVID (Episode 139)

While the media has fallen in line with the White House and the State of the Union March 1st that unofficially ended COVID, we are still left with an unsettled feeling, careers ruined, and discussion and debate disallowed.  So this week, I invited Rachel Corbett and Ed Carriere, two doctors from Denver who are a part of the Front Line COVID-19 Critical Care Alliance to .... and you won't believe this.... have an uncensored chat. For Any medical provider who is interested in joining Rachel an...

#hottakeoftheday – An uncensored chat with two MDs on COVID (Episode 140)

While the media has fallen in line with the White House and the State of the Union March 1st that unofficially ended COVID, we are still left with an unsettled feeling, careers ruined, and discussion and debate disallowed.  So this week, I invited Rachel Corbett and Ed Carriere, two doctors from Denver who are a part of the Front Line COVID-19 Critical Care Alliance to .... and you won't believe this.... have an uncensored chat. For Any medical provider who is interested in joining Rachel an...

#hottakeoftheday Podcast Episode 138: Richard Norris

This week on the podcast, I welcome Richard Norris. I enjoy Richard's writing, so I invited him on the podcast to discuss the European energy crisis, what happens with the energy transition and how to we have honest and transparent conversations that go forward that address: "Has peak prosperity already happened?" I enjoyed the conversation and I hope you do too. About Dr Norris is a 30 year veteran of the energy industry specializing in Energy Security and Energy Economics. He runs Pandre...

#hottakeoftheday – Have we reached peak prosperity with Richard Norris (Episode 138)

This week on the podcast, I welcome Richard Norris. I enjoy Richard's writing, so I invited him on the podcast to discuss the European energy crisis, what happens with the energy transition and how to we have honest and transparent conversations that go forward that address: "Has peak prosperity already happened?" I enjoyed the conversation and I hope you do too. About Dr Norris is a 30 year veteran of the energy industry specializing in Energy Security and Energy Economics. He runs Pandre...

#hottakeoftheday Podcast: Episode 137 with Mark Rossano

Mark Rossano is a good friend of mine.  We met on the set of Bloomberg television November 19, 2019 when we were there to talk with Alix Steel about the Saudi Aramco IPO.  Not surprisingly, we spent 2 hours after by the coffee machine talking about the world- oil, natural gas, geopolitics, trade, lithium batteries.  To be honest, I was in shock about the amount of stuff he knows... and this from a guy that likes to think I know about a lot of stuff. I invited him on the podcast in March 12, ...

#hottakeoftheday pod #136 – Shad Frazier

I have been trying to get Shad Frazier on the podcast for the last year. We’ve been “LinkedIn friends” for a while now, and I always find his takes thoughtful and insightful. So today, we have him! One of the posts we talk about is this one- which is Shad’s thoughtful response to a study that was released by Mark Jacobson out of Stanford University. As I discussed with Robert Bryce last week, and do again with Shad this week, there are so many flaws in the models that project we can get to ne...

#hottakeoftheday pod #135 – Robert Bryce

This week, I welcome back Robert Bryce, the author of ‘A Question of Power’, the producer of the movie ‘Juiced’ on Amazon, and frequent contributor to Forbes. We talk all things energy: The European crisis, Russia, nukes, domestic energy policy, the latest with ERCOT and more. As energy policy becomes more than an abstract concept in many American’s minds with gas surpassing $5/gallon in parts of the country, this is a key episode to share with your friends who have legitimate questions abo...

#hottakeoftheday pod #134 – Heidi Ganahl

In 2018, after proposition 112 was defeated in Colorado, a ballot measure that would have changed setbacks to 2500’ for all oil and gas development, I thought defeat would put a pin in the issue for a while. It didn’t. Despite overwhelming majority support in places like Weld county where the drilling activity actually occurs, opposition in Denver, Boulder and Aspen (who have slightly more than a 2500’ setback to any oil and gas development) drove Senate Bill 181. Passed under the cover of ...

#hottakeoftheday pod #133 – Robert Hefner

#hottake over your commute – Episode 132

#hottake over your commute – Episode 131

#hottakeoftheday pod #130 – Doug Sandridge

I first met Doug Sandridge a year or so ago. He was giving a talk to the DAPL about the challenges to the energy transition. There are a lot of them and Doug did what Doug does, he researched them all. Our chat, his presentation and his work teaching at OU draw on that research and he carefully and meticulously investigates each challenge. This week, the HTOTDPodcast goes Joe Rogan style (2 hours and 30 minutes!) and we talk about it all the issues in depth. Doug identifies 7 challenges for ...

#hottakeoftheday pod #129 #hottakeoveryourcommute

In honor of Zoom falling 15% as a reminder “people do go on living despite the best wishes of politicians”, we are bringing back the 15 minute #hottakeoveryourcommute! Too bad all that oil from the SPR will just be sold to China and India since we don’t use the grade we are selling.

#hottakeoftheday pod #128 w/Kimberley Reid

We had a lot of fun at the Hitachi Vantara Topgolf event in Houston tonight. Thank you to everyone who attended! As an aside, I have to say in an unpaid promotions, if you haven’t done Topgolf, even if you aren’t a golfer, you are really missing out! It’s a brilliant concept and as a golfer, the good news is when your colleagues tire of beating balls down the range, well… it’s the most practice I’ve done in a month! Now… to the podcast I recorded last week with Kimberley Reid. I have to hone...

#hottakeoftheday pod 127 w/Mark Rossano

It had been a hot minute since we had Mark Rossano on to talk data and with unemployment at 5.9%, inflation being called transitory and the federal reserve meeting this week with the debt ceiling looming …. I thought it was time we get an update. As always, we cover a lot. Because data is good, interpretation is better. I hope you enjoy.

#hottakeoftheday pod 126 w/Kendall Johnson

When I met Kendall Johnson 3 months ago, I was fascinated by the progression in the way “supply chain management” is looked at. Kendall works for a large independent oil and gas company in the US and has spent most of his career thinking about logistics, cost management and how to make things more efficient. As our usual “HTOTD” conversations go, we hit global supply chains, diversity and inclusion as a check box vs. it’s original intent and what comes next for oil and gas cost management. P...

#hottakeoftheday pod #125 w/Jon Wolf

For episode 125, we thought we would do something different. Jon Wolf and I don’t know each other, but we have exchanged lots of DMs debating data and statistics and nuance. Since Peter Zeihan, Bill Brandenburg and Stephen Vladeck are all very happy to share opinion pieces but not be debated on their positions, Jon stands in. It’s a fun discussion and the reason I think long form podcasts will replace mainstream media circa Joe Rogan who is already the most trusted voice In America. Hope y...

#hottakeoftheday podcast Episode 124 w/Alex Kuiper

#hottakeoftheday podcast Episode 124 w/Alex Kuiper Mr. Alex Kuiper counsels a variety of energy industry clients in multiple legal facets. His legal practice focuses primarily on oil and gas law, employment law, and bankruptcy law. Kuiper routinely acts as outside counsel for private equity oil and gas companies as well as fortune 500 companies. Throughout his career, Kuiper has assisted hundreds of millions of dollars’ worth in corporate acquisitions, authored countless oil and gas title op...

#hottakeoftheday podcast Episode 123 w/Robert Bryce

In the third hard core energy podcast for this week, I’m excited about this repeat guest. For those who have heard me live, you know in all my speeches I reference Robert Bryce and his book ‘A Question of Power,’ his movie Juiced’ on Amazon Prime and his podcast ‘Power Hungry’. There are a lot of reasons that his is the podcast I listen to most, as the educational caliber on very energy specific issues is high. But I’ve also had the opportunity to spent time with Robert and hear him speak liv...

#hottakeoftheday podcast Episode 122 w/Chris Atherton

Another day, another hard core oil and gas podcast with Chris Atherton, the CEO of EnergyNet. We talk M&A, market trends and the federal lease sale in September 2018 that coincided with the sale of OneEnergy Partners and the transition from the old “acquire and flip” to the “drill your returns” model for private equity back companies. Enjoy!

#hottakeoftheday podcast Episode 121 w/Artem Abramov

This week, the podcast goes back to it’s roots with a deep dive on global energy, oil, gas, electric vehicles and the energy transition. You don’t want to miss this one.   Artem is the Head of Shale Research at Rystad Energy with main responsibilities in analyzing upstream E&P data from governmental sources along with empirical research of well production profiles. Artem is the product manager for the NASWellCube, Rystad Energy’s North America Shale well database. He holds an M.Sc. in Finan...

#hottakeoftheday podcast Episode 120 w/Nhan Nguyen

Pod Vid   https://youtu.be/q5NBqtKBPX8 About Nhan Nhan Nguyen is FRACPRO’s business development manager and strategist responsible for assessing and predicting trends in the upstream industry - working with software developers to solve real world problems.  Nhan developed and is working with the FRACPRO team to execute a four step DATA strategy: 1) accumulate 2) manage 3) analyze 4) monetize.  Nhan joined FRACPRO in January 2019 to assist with their efforts to move software to the cloud.  ...

#hottakeoftheday podcast #118 w/Ron Gusek

This week on the pod we invite on Ron Gusek, the President of Liberty Oilfield Services. We talk the Schlumberger acquisition, the importance of oil and gas, have some fun with best practices and talk about the future of frac, data and the oilfield. I really like the direction of Liberty and very much enjoyed the conversation. I hope you do, too. Pod   Vid https://youtu.be/MGIl6rDif30   About Ron Ron Gusek has been the President of Liberty Oilfield Services since November 2016. Before assum...

#hottakeoftheday podcast #117 w/Shamik Mehta

This week on the podcast, I invited Shamik Mehta with Hitachi Vantara to discuss the world of data. Join us for a fascinating conversation about the world of IT. From the fact the 99% of gathered data isn’t analyzed to the birth of the cloud, Shamik has an amazing way of articulating how companies should be thinking about their IT management and digital journey and how to maximize their data and engineer solutions to improve performance.   https://youtu.be/krbRalVlqWo    

#hottakeoftheday podcast #116 w/Adam Kaat

This week on the #hottakeoftheday podcast, I welcome a passenger from my Uber driving, Adam Kaat, the author of the recent book "Life on the Grocery Line".  During the pandemic Adam was working at Whole Foods and he shares his stories, we talk about how we met, what it's like to be a minimum wage employee and how "being a hero" wasn't all it was cracked up to be. I hope you enjoy!   Podcast Audio   #hottakeoftheday podcast #116 w/Adam Kaat https://youtu.be/1hBLYWA9QT4   About Adam Adam li...

#hottakeoftheday podcast episode #115 w/Patrick Moore

This week, the #hottakeoftheday podcast returns with Patrick Moore, the Director of the CO2 coalition. The reason I love podcasting is some topics are like a dinner with wine: you need time, conversation and thought. This week, we talk about the miracle gas that is CO2 and discuss- is it bad? Why isn’t it bad? Where did narrative take over logic? Why don’t we consider things before 1850? We know the CO2 concentration was 2800 ppm, 7x higher than today ... are we sure life can’t adapt? In a wo...

#hottakeoftheday podcast Episode #114 w/David Blackmon

As energy policy in the United States (and other places) continues to be driven by narrative and lobbyists instead of facts and reliability, ERCOT in Texas has a strange week this week: they issued two power warnings asking customers to conserve energy. In April. Now, I love the great state of Texas but I tend to avoid it in July and August (and June and September) owing to the heat. But April.... is the most pleasant time of year. This week, I invite David Blackmon on the podcast to chat ER...

#hottakeoftheday podcast Episode #113 w/Chris Bird

This week, we are joined by Chris Bird of Exponent Energy. Chris was featured in April 2020 in an article in Bloomberg that talked about the great short. We revisit the lockdowns, the short thesis, what’s changed, a look at commodity prices go forward and the federal reserve, its impact and what comes next. Podcast Audio   https://youtu.be/tmhMVogEwE8   About Chris Chris has worked in the oil and gas industry as a Petroleum Engineer since 2008, including time as a District Engineer for Blu...

#hottakeoftheday podcast Episode 112 w/Michael Lynch

This week I am joined by Michael Lynch, a contributor to Forbes, to talk EVs, energy policy, the roaring 22s and how to shift from “narrative” to newsworthiness.   https://youtu.be/vpQHpvZ1Es0    

#hottakeoftheday podcast Episode 111 w/Jill Evanko, Chart

This week, we go into the world of Chart Industries. We talk with CEO Jill Evanko on the technology required to do the future of gasification for hydrogen, LNG and a whole bunch more. It’s a fascinating episode. I know I learned a lot and I hope you enjoy. Podcast Audio   https://youtu.be/RXEdRCDtu7M   About Jill Jillian C. Evanko Jillian (Jill) Evanko is President and Chief Executive Officer of Chart Industries, Inc. (NYSE: GTLS), serving in this capacity since June of 2018.  Ms. Evanko...

#hottakeoftheday podcast Episode #110 w/Jennifer Gremmert

This week I visit with Jennifer Gremmert, the Executive Director of Energy Outreach Colorado which leads a network of industry, state and local partners to Support, Stabilize and Sustain Coloradans to afford their energy needs. Energy is important. We need to spend a lot of time talking about it. And this week, we do. From racial and social justice, to the future of the energy grid, you aren’t going to want to miss it. Audio Podcast   https://youtu.be/K8oz6aUjwBQ  

#hottakeoftheday podcast Episode #109 w/Robert Bryce!

This week I host Robert Bryce for our podcast next week. His Power Hungry podcast is phenomenal. His book ‘A Question of Power’ is an incredible journey with electrons. We have a lot of advocates for energy. For reason. And for understanding tradeoffs. We need to amplify their voices. Take the opportunity to write a 5 star review for either our podcast or Robert’s and let’s get the message out there. Podcast Audio   https://youtu.be/unQemXIm8OE   About Robert Robert Bryce is a Texas-base...

#hottakeoftheday podcast Episode 108 w/Ryan Ray

This week, we are joined by Ryan Ray, the host of ‘The oil and gas podcast’ and War Room Media collaborator. Ryan and I are both of a similar mind that the media model needs to change and that independent thought, discussion and debate are important. We have collaborated to bring readers “Wald Wednesday” and “Flamethrower Friday’s” with Ellen Wald and Mark Rossano. We talk Texas power, politics, term limits and his recent interview with Ted Cruz. Hope you enjoy. Podcast Audio   https://yout...

#hottakeoftheday podcast Episode 107 w/Jerry McHugh

I’ve know Jerry McHugh for a number of years and in our chats at various industry events, I always put myself in his shoes. A true entrepreneur. San Juan Resources is a Private Capital, private oil gas producer in the San Juan basin. We talk about when he started it, the last 40 years in the business and what’s next. Our industry is full of great people doing amazing things. It’s a cool story. I hope you enjoy!   Podcast Audio   https://youtu.be/HYzXNF__0IM   About Jerry Jerry McHugh, Jr....

#hottakeoftheday podcast Episode 106 w/Que Spaulding

This week, I am joined by Que Spaulding, the former President of Hertz and Stars Encore. After an incredibly successful career, Que shares his stories and thoughts on how today’s macro environment compares to the civil unrest of the 60s; how business and media have changed and puts things into the perspective of time. I loved the chat. I hope you do too. Podcast Audio   https://youtu.be/ReYIjTzXHU4    

#hottakeoftheday podcast Episode 105 w/Dan Pickering

Dan Pickering rejoins the podcast after an exciting 3 months. Last time we had Dan on, it was Thanksgiving, the vaccine had just been released and oil had begun its ascent. Now.... oil is over $60. Gas is over $3. Some energy equities have rallied more than 500%. We catch up on what’s happened, what coming and what to watch for. As always - I enjoy the conversation with Dan and I’m sure you will too.   Podcast Audio   https://youtu.be/1D8shDz1uMo   About our Sponsor: Magnum Cementing Serv...

#hottakeoftheday podcast Episode 104 w/Trisha Curtis

This week, we are joined by Trisha Curtis, the founder of PetroNerds. We talk all things oil and gas and for those who know either of us, you know we speak fast. The two of us together is like a 9 hour podcast in 50 minutes. We talk Bakken, energy policy, the future of US oil and gas, Saudi and a whole bunch more. Hope you enjoy! Podcast Audio   https://youtu.be/WTTLaOZI4Bs   About Trisha President and CEO Trisha Curtis Since founding PetroNerds, Trisha Curtis has been recognized for he...

#hottakeoftheday podcast Episode 103 w/Steve Stine

This week, we wanted to do something a bit different but really relevant. Meet Steve Stine. Teacher, guitar wizard and now the face of GuitarZoom. Find out how he built a brand in a sea of musicians, what advice he has for would be entrepreneurs that want to start their own journey, and why when you run out of hours... you have to figure out leverage. He’s a really cool dude, amazing charisma and whether you play an instrument or not, I think you’ll get a lot of it. Podcast Audio   https:/...

#hottakeoftheday podcast Episode 102 w/Tracy Shuchart

This week, I’m fanboi excited to welcome Tracy Shuchart (aka @chigrl on Twitter) on the podcast to talk Keystone, oil and gas, commodities, lockdowns, travel, and life. She is a must-follow on Twitter to stay on top of trends, data and things that move markets. I really enjoyed the conversation and think you will too. Podcast Audio   https://youtu.be/7GShu4_s8AA   About Tracy Tracy began career in finance at the Chicago Board of Trade. There, she started as a futures, options, and managed ...

#hottakeoftheday podcast Episode 101 w/Mike Chism

This week, Mike Chism, CEO of Mile High Psychiatry joins me to talk mental health. I don’t think I’m alone when I say 2020 was an emotional rollercoaster and I know I - for one - for sure experienced depression, anxiety, fear and hopelessness. So I wanted to invite someone on the show that was a professional to help ground us, bring us back to earth, give us context and make us more aware. So. This is that show. I hope it helps. Podcast Audio   About Mike Michael K. Chism, APRN, PMHNP, MSN, ...

#hottakeoftheday podcast Episode 100 w/Art Berman

If you went into a coma on this day in 2020, you would wake up to a world different, but quite similar, except you don’t see a lot of teeth everyday. For our 100th episode, we invited Art Berman back to refresh our views with his outlook on oil and natural gas prices. Things have changed a lot since the vaccine news in November and prices have moved from a low of $1.74 and $35 to where we sit today at $2.50 and $52. Art is a fundamentalist who looks at comparative inventory to take a view. He...

#hottakeoftheday Episode 99 – PVN Pre-Game Show with Mark Rossano

If you aren’t following Mark Rossano, you are missing out on a huge amount of data (which, when used correctly becomes knowledge). Whether it’s the economy, energy or commodities and the EIA data, Mark breaks it down every week better than anyone. In partnership with PrimaryVision, we are launching a pregame show to tee up the topics of the week. This is the first one, and we will get to under 15 minutes by the end of our experiment. Let us know what you think. Podcast Audio https://youtu.b...

#hottakeoftheday podcast Episode 98 w/Chuck Yates

On this episode of the podcast, we welcome Chuck Yates. Chuck and I met a few months ago, first via phone and then over a great Houston lunch. I like Chuck a lot. He is thoughtful, insightful, caring and has a unique flair which he brings to everything he does (and wears). The first time I heard of him was because of the charity roast he spearheaded and I heard about “this PE guy getting a tattoo on his backside”. We start the pod with that story, and his passion for charity and we move throu...