C.O.B. Tuesday artwork

C.O.B. Tuesday Special Edition Weekend Forecast: Sunny with Fewer Oilfield Emissions

C.O.B. Tuesday

English - April 09, 2021 16:00 - 45 minutes - 31.2 MB
Investing Business energy transition oil gas electricity power policy sustainability lng reliability Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed


We have cooked up a special weekend edition for you... featuring two areas of focus for us this week at TPH. Hopefully wherever you are it will be nice this weekend and you’ll find our discussion the perfect companion for a walk or a run. Then again, what goes better with a glass of wine than ESG and Solar inverters? :-)

Craig Webster kicked us off today. Craig leads the ESG charge at TPH and joined to discuss O&G emissions data that he has been studying for the past few months. There are promising trends in what we are doing as an industry and there are some interesting areas of focus that the data draws you to. We won’t be blasting out all of Craig’s conclusions... this is data that needs an interpreter. But as you will hear, Craig is available to you all as you want to learn more.   

After Craig cleared the air on emissions, the sun came out as George O'Leary and Taylor Zurcher joined from the TPH Research team to walk us through this week's “Midas Touch” Solar Research report. The piece has been well received and lays out the solar “macro” in a fashion similar to our team’s recent reports on wind, electric vehicles, and hydrogen. Wear your sunblock (or maybe not!) and listen in as we all try to get smarter on solar.

If you’re interested in learning more about either of these reports, you are always welcome to reach out to me or your friendly TPH representative.  

Thanks to all of your for your friendship. Have a great weekend and let us know what you think!

-------------------------------------------------------

Copyright 2021, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH’s research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC, Tudor, Pickering, Holt & Co. Securities – Canada, ULC, Perella Weinberg Partners LP, and their affiliates worldwide.
 
Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors. Recipients should not forward this communication to a retail investor.