C.O.B. Tuesday Ep. 55 CERAWeek Reflections and the Top 5 Subsurface Observations in North America

With baseball opening day right around the corner (April 1), we've dubbed today an "energy doubleheader!"

We started with a discussion about this year's CERAWeek conference. We were so pleased to be joined by Dr. Atul Arya, Senior Vice President and Chief Energy Strategist at IHS Markit to speak to the conference's highlights and top themes. With everything from Biden, SPACs, the Energy Transition, and the ever changing future of oil and gas on their minds, over 19,000 attendees gathered virtually for what has to have been the most fascinating CERA yet. Atul takes us behind the scenes and provides some keen insights. For additional information about the conference and summaries of panel discussions, click here.

We then segued to a presentation by TPH's subsurface technical team. We had posed this question to them - what are the five most interesting things happening in the Lower 48 today? Kirk Chatawanich (Chief Technical Officer), EJ Snikeris (Executive Director) and Erica Powell (Director) made their COBT debut to give us their views... and as you will hear, item 5 is a new energy angle on some classic oil and gas technology. Absolutely fascinating stuff.

Our TPH crew warmed up in the bullpen before we got really rolling with our guests. Mike Bradley gave a brief energy market update, Matt Portillo discussed TPH's latest report on Hydrogen (hot off the presses today!), and Colin Fenton peppered in some comments on demand and the recent crude import data from China. Chinese data always tells you something interesting!

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