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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.
Congress is rushing to enact what could be the most significant energy policy reversal in decades. The US Senate has begun work on an enormous budget reconciliation bill...
In today's polarized political landscape, energy policy has become increasingly partisan. States rich in both fossil fuels and renewable resources must confront growing electricity demand and aging infrastructure....
President Trump's recent visit to the Gulf region marked a dramatic shift from the previous administration’s Middle East diplomacy. In his visit to Saudi Arabia, the UAE, and...
We often associate energy poverty with developing nations, but the reality is that tens of millions of Americans struggle to pay their monthly energy bills. Oftentimes, they forgo...
A nuclear energy resurgence is vital to meet rising electricity demand.
President Trump’s nuclear energy executive orders need more support, funding, and safety protections to achieve their intended impact.
The commercial deals Trump struck on artificial intelligence cooperation will likely shift the global balance of power for one of this century's most critical technologies.