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.
This week host Bill Loveless talks with Timur Gül, head of the Energy Technology Policy Division at the International Energy Agency and leads the Energy Technology Perspectives report.
Critical minerals—such as aluminum, copper, lithium, and cobalt—will require unprecedented investment in order to make a shift to a clean energy system. Leveraging the increased global demand for these minerals is critical to achieving net-zero targets.
After years of political pressure, Democrats in Congress narrowly passed an historic climate bill at…
Establishing energy policy solutions informed by rigorous research and dialogue is key to addressing climate change, increasing access to energy, and sparking innovation for a thriving global energy economy.
Clean electrons are vital to the net-zero economy. What about molecules? There is a global…
As global warming mitigation and carbon dioxide (CO2) emissions reduction become increasingly urgent to counter climate change, many nations have announced net-zero emission targets as a commitment to rapidly reduce greenhouse gas emissions.
Developing countries face the dual challenge of meeting rapidly growing energy demand while also scaling…
Energy access is central to reducing poverty. Energy is also critical to developing country efforts to move towards broader prosperity, which are significantly increasing their demand for energy.
A major military engagement could occur in the Asia-Pacific region in the form of a possible conflict between the People’s Republic of China and Taiwan.
Energy security has long been a central objective of energy policy, yet remains poorly understood and defined. Assessing energy security risks, and how they are evolving, is key for both the public and private sector.
Establishing energy policy solutions informed by rigorous research and dialogue is key to addressing climate change, increasing access to energy, and sparking innovation for a thriving global energy economy.
Climate change is one of the central challenges of the 21st century. Building and linking the policies, technologies, financial systems, and markets needed to achieve climate goals is key to addressing this challenge.
Although it is a source of essentially carbon-free power, nuclear energy remains one of the most divisive components of the world’s primary energy mix. Its future rests largely on questions of cost, safety, waste management and proliferation-resistant technology.