Semafor Net Zero: One Good Text
After winning a $20 billion contract with Google, Intersect Power wants to “create a whole new class of real estate.”
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The U.S. shale revolution has been among the most consequential developments in the global energy sector over the last decade. The U.S. is a large net exporter of gas, and is on the cusp of becoming a net exporter of oil, with significant economic, geopolitical and environmental consequences. The outlook for U.S. oil and gas production is increasingly uncertain, however, as lower oil prices, investor demand for capital discipline, and questions about the pace of the energy transition increasingly impact the sector.
In this edition of Columbia Energy Exchange, host Jason Bordoff is joined by Bobby Tudor, Co-Head of the Advisory business of Perella Weinberg Partners and Chairman of Tudor, Pickering, Holt & Co, a leading energy investment and merchant bank. Prior to joining TPH, Bobby was a partner with Goldman Sachs & Co., and a leader of its worldwide energy practice, and over his 30-year career in investment banking, has worked on many of the defining transactions of the period. In his volunteer work, Bobby is a patron of the arts and a passionate supporter of higher education, having served until recently as Chairman of the Board of Trustees at Rice University.
Jason and Bobby discuss the recent decline in the Permian and what’s next for the U.S. shale revolution, peak oil demand, the energy transition and more from an investor’s perspective.
From oil pipelines crossing the border to integrated electricity grids, energy trade has long been a key part of the economic relationship between the United States and Canada....
After more than three years of intense fighting following Russia's invasion of Ukraine in February 2022, the path to end the war has been challenging. President Trump has...
As President Biden’s national security advisor, Jake Sullivan laid out a strategy for what he called a “foreign policy for the middle class.” Using the metaphor of a...
It’s hard to overstate how consequential President Trump’s “Liberation Day” tariffs have been for American economic policy. While the administration has paused the steep reciprocal tariffs it announced...
Saudi Arabia’s recent moves into the liquefied natural gas (LNG) market may be a sign the giant oil exporter is looking to expand into a rapidly growing and politically influential market it had long ignored.
On April 30, 2025, the United States and Ukraine signed a long-anticipated economic partnership agreement establishing the US–Ukraine Reconstruction Investment Fund.
The Trump administration may release a blueprint for a US sovereign wealth fund (SWF) in early May after the president signed an executive order in February giving the Secretary of the Treasury and the Secretary of Commerce 90 days to develop a plan.
President Donald Trump’s second term has begun with sweeping changes, just as the candidate promised: tariffs instituted against allies and adversaries alike, budgets and programs cut, and entire agencies shuttered.