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.
Across the U.S., large scale renewable energy projects, transmission lines, and mining sites for critical minerals are built on or near tribal lands. For example, the federal government...
Geopolitics looms large over the global economy. A recent client survey by Goldman Sachs found geopolitics is the top investment risk of this year, overtaking inflation and the...
Cleaner alternatives to the oil and gas that power vital industries are necessary for economy-wide decarbonization. E-fuels, or electrofuels, are touted by some as a carbon neutral solution...
From methane monitoring to integrating more renewables into the power mix, artificial intelligence has the potential to transform the energy transition. It can be used to reduce emissions...
As of April 2024, 58 national hydrogen strategies and roadmaps have been published[1], while many other countries have mentioned targets[2]. A few strategies (Germany, France, Japan) have already...
On June 2, Mexican citizens will head to the polls to elect the successor to President Andrés Manuel López Obrador. Among the most confrontational points of contention between...
Long before crowdsourcing became a worldwide phenomenon, “Harambee” (“pulling together”) was the Kenyan national motto. In postcolonial Kenya, fundraising became a way to build schools and hospitals and...