Energy Explained

Get the latest as our experts share their insights on global energy policy.

Featured

Podcasts

Hear in-depth conversations with the world’s top energy and climate leaders from government, business, academia, and civil society.

Featured

Events

Find out more about our upcoming and past events.

Featured
Podcast
Columbia Energy Exchange

Whither Shale? An Interview with Bobby Tudor

November 4, 2019

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.

More Episodes

Publications

Relevant Studies

See All Work

Sign Up Today

Get the latest news and research on energy & climate policy.