Chairman of Tudor, Pickering, Holt & Co., LLC
Since OPEC’s November 2014 decision to let the oil price fall rather than cut output, the outlook for the energy sector has changed dramatically. Oil prices have rebounded from an historic slump as OPEC has re-emerged and asserted itself to curb global oil production and oil demand has grown faster than expected. At the same time, U.S. shale oil looks set to rise sharply, and U.S. fuel economy standards may be eased, thus boosting demand, even as questions about longer term oil demand remain. All of this poses enormous uncertainties for design of environmental policy, for the global economy, and for geopolitical stability in key producing countries around the world.
Jason Bordoff sits down with Bobby Tudor, Chairman of Tudor, Pickering, Holt & Co., LLC, to discuss the outlook for the energy sector. Prior to founding Tudor Capital, Bobby spent nearly twenty years at Goldman Sachs & Co. where he was a partner. Bobby holds a BA in English and Legal Studies from Rice University and a JD from Tulane Law School. Among many topics Bobby and Jason discuss, several include:
Almost 30% of electricity in the western United States comes from hydroelectric dams. But what…
The Inflation Reduction Act, passed last year, aims to accelerate the clean energy transition, and…
States’ net zero and clean-energy goals are requiring the electricity sector to reduce emissions. Getting…
With Russian oil and gas deliveries a fraction of what they were before the war…
Methane emissions are second only to carbon dioxide emissions as a driver of human-induced climate change.
A price cap on Russian crude oil in response to the country’s invasion and ongoing...
Backfire: How Sanctions Reshape the World Against U.S. Interests By Agathe Demarais, global forecasting director...