C.O.B. Tuesday

Veriten

C.O.B. Tuesday is a weekly one-hour talk show that serves as a knowledge pipeline for the energy industry and the energy curious. We host honest, timely, conversations with people we believe can improve the discussion, can provide new perspectives, can share unique insights into key energy issues, and can discuss inventive, pragmatic solutions for a stronger energy future. Produced by Veriten. 

  1. "The Middle East is Positioning Itself As A Switzerland Of AI Infrastructure" Featuring Obinna Isiadinso, IFC

    -3 J

    "The Middle East is Positioning Itself As A Switzerland Of AI Infrastructure" Featuring Obinna Isiadinso, IFC

    Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in emerging markets globally. He is also the author of the Global Data Center Hub on Substack (linked here). His career spans private equity, infrastructure, and real assets. We were thrilled to host Obinna and learn from him on one of today’s most dynamic topics.   In our discussion, Obinna outlines the IFC’s role as the private financing arm of the World Bank, shares his background in private equity and digital infrastructure, and describes his current global portfolio focus. He explains the IFC’s structure and mission to achieve commercial returns while ensuring developmental impact, its ~$100 billion balance sheet, and dual role as a lender and equity investor. We cover the IFC’s role in digital infrastructure and data centers, why data centers matter for emerging market development, the IFC’s investment approach and capital structure, and Obinna’s Substack, which tracks and summarizes global data center activity. We discuss global market sizing (U.S. ~30 GW; Northern Virginia 3–4 GW; Europe FLAP-D ~1-1.5 GW each; South America ~1 GW; Africa ~500 MW, ~250 MW in South Africa; India ~1.2-1.3 GW; China ~3-4 GW; Malaysia ~250 MW with ~1 GW pipeline in 3-5 years), the growth outlook with hyperscalers planning to add 30-50 GW in 3-5 years and roughly ~$400 billion capex this year, cost benchmarks ($10-12 million/MW plus chips), build times, EBITDA economics, current valuation multiples, the evolving fuel mix, and the IFC’s sustainability criteria. Obinna summarizes the IFC’s market-by-market approach to energy sourcing, rising power demand in emerging markets (and potential competition for scarce power), the IFC’s initiatives to expand generation and grid capacity in Africa, and the Middle East’s bid to be a ‘Switzerland of AI Infrastructure.’ We ended by asking Obinna for key trends he’s watching including diversification of AI models, continuous training workloads, and growing private credit participation. It was a fascinating conversation and we can’t thank Obinna enough for joining and sharing his insights. We look forward to staying in touch.   Mike Bradley noted that this will be a pivotal week for markets, with the FOMC rate decision on Wednesday, a slew of Q3 reports from Big AI/Tech and Energy/Electricity companies throughout this week, and an OPEC+ meeting being held over the weekend. In the bond market, the 10-year bond yield continues to be stuck in the 4% range. The Fed is expected to cut interest rates by 25bps both this week and again in December. On the oil market front, WTI price has slipped back to ~$60/bbl as oil traders seem fixated again on the 2026 oil supply surplus rather than Russian oil sanctions. OPEC+ is expected to raise November oil production by another 137kbpd (similar to October) at this weekend’s OPEC+ meeting. At Veriten, we still envision oil markets in 2026 being a “tale of two markets” with 1H26 being challenged and 2H26 being pretty constructive. In global market news, President Javier Milei’s party scored a major win in Argentina’s legislative elections, sending bond yields lower, the peso modestly higher, and a 20%+ surge in the Argentina stock market. On the broader equity market front, the S&P 500 continues to reach new highs with this week’s move mostly due to optimism of a China-U.S. trade deal. A handful of Big AI/Tech names will be reporting this week (AAPL, AMZN, GOOG, META & MSFT) which could increase broader marke

    1 h 4 min
  2. "A New Way To Create A Teaching And Learning Platform For Energy" With Dr. Michael Crow, ASU and Bob Zorich, EnCap

    22 OCT.

    "A New Way To Create A Teaching And Learning Platform For Energy" With Dr. Michael Crow, ASU and Bob Zorich, EnCap

    Today was a truly incredible day. As you know, COBT began in the spring of 2020 with the original mission of trying to share better and more informed energy macro perspectives with the energy-curious world. Over the past five and a half years, it has evolved to become something much bigger, a platform to share a wide range of energy perspectives.   Today marked a watershed moment in the history of energy education. As noted in the official press release linked here, Bob Zorich, Partner and Co-Founder of EnCap Investments, made an extraordinarily generous donation to Arizona State University with the sole purpose of advancing energy education. Bob is an alumnus of ASU's Thunderbird School of Global Management, and the investment will directly support energy education and innovation, advancing practical, fact-based solutions to global energy challenges.   For those of you who are regular listeners or viewers, you may remember we hosted Dr. Michael Crow, President of ASU, on the podcast in September (episode linked here). What’s particularly exciting about ASU is the University’s commitment to reimagining education, scaling access, and transforming workforce development. Bob Zorich, as a highly accomplished energy business leader, is passionate about improving energy education and seems to have found a phenomenal partner in ASU.   In this week’s segment, we broadcast live from ASU’s rollout of the new energy education initiative here in Houston. We caught up with Michael and Bob for a quick conversation on a very busy day to discuss the initiative, Bob’s passion for expanding energy knowledge, ASU’s commitment to fostering problem-solving, the university’s diverse student body and global reach, and more. You’ll also see Michael and Bob’s panel from the event discussing the initiative in detail. We greatly appreciate Michael and Bob for including Veriten in this exciting event.   As a wrap up, we are delighted to share that this week marks our 300th regularly scheduled COBT episode. We appreciate the Veriten community and the many great guests who have joined us along the way. We look forward to the next 300 episodes and where they will take us. All we can promise is that we’ll continue following our curiosity wherever it leads us and remain committed to letting our guests openly talk about their perspectives so you can form your own views on the complex energy, power, and environmental issues of the day.   Our best to you all!

    36 min
  3. "We Have Too Little Power, It’s Too Expensive, And We Rely Too Much On Imports" Featuring William Clouston, UK SDP

    15 OCT.

    "We Have Too Little Power, It’s Too Expensive, And We Rely Too Much On Imports" Featuring William Clouston, UK SDP

    Today we had the pleasure of hosting William Clouston, Party Leader of the Social Democratic Party (SDP) in the United Kingdom. William has served as Party Leader since 2018 and was re-elected in March 2020. He originally joined the SDP in 1982 and spent four years in the Conservative Party, becoming a District Councilor and serving on Tynedale Council. He holds both undergraduate and master’s degrees in Urban Planning and Property Management. We became interested in connecting with William after reading the SDP’s Energy Abundance paper published in September (linked here). Founded in 1981, the SDP is an economically left leaning and culturally traditional political party. Its flagship “Social Market” economic model views the private and public sectors not as opponents but as complementary parts of the same society. We were delighted to connect with William for an insightful discussion on the UK and Europe’s energy policies and beyond. We covered a wide range of topics in our conversation, beginning with the purpose and motivation for writing Energy Abundance, including Britain’s current energy crisis, marked by too little power, high costs, and overreliance on imports. William shares the history of the government’s role in energy policy and the SDP’s argument for a return to government-led energy development, starting with building gas and coal plants. He discusses reactions to the paper, the urgency of rebuilding domestic energy capacity, and the importance of distinguishing cost and value when considering investing $150 billion in grid stabilization and baseload generation. We compare the UK’s energy landscape to Germany and the U.S., the risk of further productivity decline if energy issues persist, and public awareness of the energy crisis, which remains politically constrained by cultural and institutional apathy. We explore the SDP’s economic and political philosophy, including the party’s support for strategic trade protection and tariffs and its cultural traditionalism, emphasizing family as the foundation of society, nation-states, borders, and conventional values. We touch on how energy debates are often constrained by social norms, particularly around net zero, the SDP’s 10-year energy plan proposing a state-run, vertically integrated utility, the UK’s historical “dash for gas” and current overreliance on renewables, and the party’s support for large-scale nuclear, favoring its “brute force” capacity and proven designs. We ended by asking William for his vision of the UK in ten years. We learned a lot and greatly appreciate William for sharing his deep knowledge of British politics, policies, and culture with us all. To start the show, Mike Bradley noted that the S&P 500 is up ~2% this week on better than expected quarterly results from the Big US Banks. AI & Electricity mania remain “the” key equity market drivers, which has also pushed the Consumer Discretionary, Technology & Utilities sectors higher this week. On the crude oil market front, WTI has sunk to ~$59/bbl, partly on the Gaza Peace Agreement but mainly due to growing concern with the 2026 global oil supply surplus. Both the IEA and OPEC published their monthly oil outlooks, with the IEA projecting a ~4mmbpd 2026 surplus, which is ridiculously higher than all other estimates. The reason oil prices seem to be moving lower this week (versus previous weeks) is because oil traders are pressing their bearish bets now that crude oil prices have finally broken to the downside. On the energy equity front, one of this week’s biggest Energy/Electricity equity movers is Bloom Energy (up ~30%) on news Brookfield struck a $5B strategic partnership with Bloom to be their preferred fuel cell supplier at Brookfield’s global AI factories. Q3 Energy results kick off this week with most investors expecting to hear a softening frac story but a scaling up of their power business. Most investors

    58 min
  4. "The Value of Capacity Has Gone Parabolic" Featuring Julien Dumoulin-Smith, Jefferies

    8 OCT.

    "The Value of Capacity Has Gone Parabolic" Featuring Julien Dumoulin-Smith, Jefferies

    Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape.   In our discussion, we explore Julien’s coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien’s observation that the biggest surprise isn’t data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies’ need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we’re not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien’s research distribution list, click here.   To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan’s Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD’s chip deal with OpenAI, which added roughly $70B in market cap, and Oracle’s pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America’s strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

    1 h 5 min
  5. "Everyone Is Trying To Learn About Energy So They Can Get Hired" Featuring Ray Zage and Shon Hiatt, USC

    1 OCT.

    "Everyone Is Trying To Learn About Energy So They Can Get Hired" Featuring Ray Zage and Shon Hiatt, USC

    We are back on the road this week for an insightful visit with Ray Zage, CEO of Tiga Investments, and Shon Hiatt, Director of the Zage Business of Energy Initiative and Associate Professor of Business Administration at the University of Southern California. Ray is a seasoned global investor who has led Tiga since 2017. He began his career at Goldman Sachs and has held roles in Singapore, New York, and Los Angeles. He serves on multiple boards and also advises early-stage technology ventures. Shon joined the USC Marshall School of Business from Harvard in 2014 and is also a Distinguished Fellow at the Hamm Institute for American Energy. His research focuses on entrepreneurship, global strategy, innovation and sustainability. This week, USC is hosting its annual Energy Business Summit (details here). We were delighted to spend time with Ray and Shon to hear their perspectives on today’s evolving academic and energy landscape.   In our conversation, we discuss the Zage Business of Energy Initiative and its mission to build a pipeline of future energy leaders equipped to develop practical investment approaches and spark innovation and entrepreneurship across industries. Shon reflects on his research in Europe, noting parallels with California’s energy challenges, and Ray shares his motivation to support broader, more objective research in energy beyond just “cleanliness,” shaped in part by his experiences across Asia and his perspective on long-term, balanced energy policy. We explore the history of energy at USC, California’s refining and energy policy challenges, lessons from Asia, China, and Singapore’s long-term planning, the growing energy needs of data centers in Asia versus the U.S., and the strategic positioning of countries like Singapore. We touch on the USC Energy Business Summit and its lineup of topics from energy storage and renewables, nuclear energy, and AI and energy demand, as well as the growing interest among students in pursuing energy careers. We address global electricity demand trends, energy affordability in emerging economies, the impacts of geopolitical instability on energy security, China’s energy strategy, the global competition for raw materials, nuclear power developments, Silicon Valley’s growing embrace of nuclear and natural gas, the need for durable laws to support long-term energy investment, and more. We greatly enjoyed the discussion and appreciate Shon and Ray for joining.   Mike Bradley kicked us off by noting that markets were largely focused this week on the impending U.S. government shutdown. Over the past 50 years, there have been 21 shutdowns with an average length of 7-8 days. The longest shutdown was 35 days (Dec. 2018 to Jan. 2019), which occurred during President Trump’s first term. On the bond market front, the 10-year bond yield (4.15%) was down marginally this week on the impending shutdown. Bond markets are mostly focused on employment reports this week (JOLTS Job Openings, Initial Jobless Claims and Nonfarm Payrolls) which would be delayed in a shutdown. On the broader equity market front, the S&P 500 seems to be in “no man’s land” at least until investors see the outcome and duration of this impending shutdown. On the crude oil market front, WTI price was down ~$3/bbl (~$63/bbl) this week for a couple potential reasons. Oil traders are growing concerned that OPEC+ could announce an oil production increase for November of 500kbpd (and 1.5mmbpd over the next three months) at their October 5th Meeting, which would increase the 2026 global oil surplus even further. In addition, President Trump’s Gaza Peace Plan may also be weighing a little bit on oil price because it eliminates any “perceived” war premium in oil prices. He ended by discussing the impending Fermi America IPO (FRMI). Fermi, co-founded by former Energy Secretary Rick Perry, is a planned 11 GW energy and data center c

    53 min
  6. "You Can’t Squeeze Blood Out Of A Stone" Featuring Thomas Popik, Foundation for Resilient Societies

    24 SEPT.

    "You Can’t Squeeze Blood Out Of A Stone" Featuring Thomas Popik, Foundation for Resilient Societies

    Today we had the exciting opportunity to host Thomas Popik for a power-focused discussion. Thomas is the Chairman and President of the Foundation for Resilient Societies, a non-profit dedicated to strengthening the resilience and recoverability of critical infrastructure. In addition to his volunteer leadership at the Foundation, Thomas serves as a Principal at Geosegment Systems Corporation. He holds an MBA from Harvard and a B.S. in Mechanical Engineering from MIT. The Foundation for Resilient Societies is distinguished by the depth of its scientific, economic, and legal expertise. Several of its directors have held senior policymaking positions in the U.S. Government and now continue their societal contributions through private action. The Foundation has been instrumental in advancing policies and recommendations to better protect the electrical grid and other vital systems from emerging threats. We were thrilled to host Thomas.   In our conversation, Thomas outlines the mission of the Foundation and how its nonprofit status strengthens credibility, recruitment, and advocacy. He highlights the rising frequency of outage “near misses” that the public is largely unaware of, the Foundation’s engagement with FERC, NERC, and DOE, and how this work has helped shift official recognition of risks, including DOE’s recent warning of up to 800 blackout hours per year by 2030. Thomas traces how we arrived at this level of instability, with factors including a net loss of ~1% per year in dispatchable capacity over the past decade, the retirements of coal, older gas, and petroleum-fired plants, and their replacement with wind and solar, which lack dispatchability. He shares market history, from the pre-2000 overbuild that drove up rates, through the 2010s when flat load growth masked declining capacity, to 2024, with excess capacity gone and the grid maxed out. Thomas outlines near-term solutions for grid stability, including halting premature retirements of dispatchable generation, enabling the use of backup generators at critical infrastructure, and improving legal and regulatory mechanisms to prevent retirements and declare emergencies. On the consumer side, we discuss tools such as dynamic pricing to discourage peak-time consumption, shifting habits like EV charging, and aggregating flexible load reductions from schools, homes, and businesses. Thomas also highlights the importance of public messaging to encourage rapid conservation during emergencies and notes longer-term measures including building new dispatchable generation. As mentioned, the DOE Resource Adequacy Report published in July is linked here. We learned a lot from our conversation with Thomas and greatly appreciate him joining us.   To start the show, Mike Bradley noted that markets seemed to be in “no man’s land.” On the bond market front, the 10-year bond yield has risen over the last week, despite the Fed following through with a 25 basis-point interest rate cut and signaling the potential for two more cuts this year. Looking ahead, employment reports, rather than inflation reports, are likely going to be the Fed’s main focus. On the broader market front, the S&P 500 continues to hit all-time highs but is beginning to feel like it’s in no man’s land given that the FOMC meeting is in the rearview mirror and Q3 earnings reports are not on tap for several more weeks. On the crude oil market front, WTI price continues to trade in the low to mid $60s/bbl due to the give/take of Russian oil sanctions/energy infrastructure damage versus concerns of a 2026 global oil surplus keeping a ceiling on oil prices. On the electricity/energy equity front, he highlighted Landbridge Company’s strategic partnership with NRG Energy on a potential data center in the Delaware Basin and noted that Governor Shapiro of Pennsylvania warned this

    1 h 4 min
  7. "AI Made Electricity Reinvent Itself 150 Years After Edison" Featuring KR Sridhar, Ph.D., Bloom Energy

    17 SEPT.

    "AI Made Electricity Reinvent Itself 150 Years After Edison" Featuring KR Sridhar, Ph.D., Bloom Energy

    Today we were delighted to welcome KR Sridhar, Ph.D., Founder, Chairman, and CEO of Bloom Energy. KR’s academic background includes a Ph.D. in Mechanical Engineering, a Master’s in Nuclear Engineering, and a Bachelor’s in Mechanical Engineering. Before founding Bloom, KR served as Director of the Space Technologies Laboratory at the University of Arizona, where he led a NASA project to develop fuel cells capable of producing oxygen for future Mars missions. That breakthrough research ultimately inspired the founding of Bloom Energy in 2001. Bloom went public in 2018 and is a leader in solid oxide fuel cell technology, delivering always-on, on-site power. Its systems convert natural gas, biogas, or hydrogen into electricity without combustion, helping power data centers and hospitals to microgrids and industrial facilities and beyond. We were thrilled to visit with KR to discuss fuel cells, the evolving power landscape, Bloom’s progress, and what lies ahead.   In our conversation, KR shares reflections on the past 24 years of technology development since founding Bloom in 2001 and his original vision for the company, the shift from the mechanical/industrial age to the digital age, and the opportunity he saw to support rising energy demand driven by economic growth. We discuss Bloom’s high-temperature solid oxide fuel cells, the history of the underlying physics stemming from an 1890s patent, product development and commercialization, and KR’s reliance on top-tier, seasoned venture investors willing to commit capital and time. We explore the advantages of being in Silicon Valley with access to risk capital and highly skilled engineers, Bloom’s strategic choice to focus on natural gas as a commercially viable fuel, and KR’s thesis on distributed electricity as a way to provide access, affordability, and sustainability. KR discusses Bloom’s fuel cell technology and strategic design choices, highlighting the application of Moore’s Law to drive annual cost reductions, and outlines the target market and growth trajectory, focusing on AI data centers and the increasing need for on-site power. He emphasizes the advantages of Bloom’s modular on-site power solutions, commercial adoption milestones, and the company’s cost-effectiveness compared with traditional turbines and engines. We touch on Bloom technology’s scalability from powering a store to a full data center or factory, their supply chain and ability to scale rapidly to meet growing demand, the technology moat between them and any other competitor, and Bloom’s relationship with natural gas producers. We had a hard time ending the discussion, but to conclude, we asked KR for his vision for Bloom ten years from now. He shared an inspiring vision for abundant, affordable, accessible, and sustainable electricity. As mentioned, Bloom’s recent white paper on fuel cells is linked here. We greatly appreciate KR for sharing his time and unique insights.   To kick us off, Mike Bradley noted that all eyes are on Wednesday’s FOMC Rate Decision Meeting, with consensus expecting a 25 basis-point interest rate cut and two additional 25 basis-point rate cuts through year-end. He emphasized that Wednesday’s rate cut is fully consensus/dialed in and wouldn’t be surprised if the week proves to be more of a “buy the rumor, sell the fact.” Furthermore, Chairman Powell’s press conference tone will be extremely important in determining how aggressive interest rate cuts could be through year-end. On the broader market front, the S&P 500 has historically risen ~0.5% on average one week following the last three interest rate cuts, so there could be some very-very modest follow through this week. Equity market observers are hopeful that a series of interest rate cuts will allow market breadth to expand beyond AI/Big Tech stocks, which currently comprise ~35% of the S&

    1 h 5 min
  8. "The Most Important Role For Experts Is To Say Things That Politicians Don’t Welcome" Featuring Roger Pielke Jr., THB

    10 SEPT.

    "The Most Important Role For Experts Is To Say Things That Politicians Don’t Welcome" Featuring Roger Pielke Jr., THB

    It was our pleasure to welcome back our good friend Roger Pielke Jr., Author of The Honest Broker on Substack and Senior Fellow at the American Enterprise Institute, for an insightful discussion on the U.S. Department of Energy’s climate risk assessment report on the impacts of greenhouse gas emissions (linked here). Roger is a Professor Emeritus in the College of Arts and Sciences at the University of Colorado Boulder, where he previously served as a professor in the Environmental Studies department for over 23 years. His research focuses on science and technology policy, the politicization of science, government science advice, and energy and climate. The Honest Broker reaches more than 36,000 subscribers in over 160 countries. We always value Roger’s perspective on the evolving climate policy and energy landscape and were thrilled to visit with him. In our conversation, Roger provides context for the DOE report, including the history of U.S. climate regulation and key milestones such as the Clean Air Act, Massachusetts v. EPA classifying CO₂ as a pollutant, and the endangerment finding under the Obama Administration. He outlines both the constructive discussions and contentious debates the report sparked as well as challenges in climate science discourse where debate is polarized along partisan lines and questions or alternative views are often penalized. We discuss energy demand beyond Western-centric perspectives and the importance of objective, fact-based discussion in balancing emissions reduction goals with realistic energy needs and technological development. Roger shares his perspective on the political implications of the DOE report, including how it could influence the endangerment finding, the low scientific bar required under the Clean Air Act, the need to democratize climate science for broader public understanding, the importance of constructive debate among experts, the risk of overly aggressive emissions policies on energy costs and reliability, and the necessity of balancing climate action with political and economic realities. We explore how rising energy demand drives innovation, the actual outcomes of climate policies versus their intended goals, how the 2009 endangerment finding is outdated and needs updating to reflect current science, Roger’s assessment of the strengths and criticisms of the DOE report, and his recent attendance at the Abundance Conference, where he observed bipartisan engagement and discussions on expanding access to energy and improving living standards. We cover the American Enterprise Institute’s nonpartisan mission and focus areas including technology, science, energy, and higher education, the value of fostering “intellectual hospitality,” the role of experts in democracy, the importance of leadership in preserving institutional integrity, the need for healthier, fact-based discussions on climate and policy, and much more. We greatly appreciate Roger for joining and sharing his expertise and insights with us all. As you’ll hear, we reference a few items in the discussion. Steven Koonin’s opinion piece published Monday in the WSJ is linked here. Roger’s post, “What is the Scientific Threshold for GHG Endangerment?” is linked here and his piece on the climate report titled “A Red Team Climate Report: To correct course, we need open, respectful and informed debate” is linked here. For additional reading, Andrew Dessler’s critiq

    1 h 1 min
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À propos

C.O.B. Tuesday is a weekly one-hour talk show that serves as a knowledge pipeline for the energy industry and the energy curious. We host honest, timely, conversations with people we believe can improve the discussion, can provide new perspectives, can share unique insights into key energy issues, and can discuss inventive, pragmatic solutions for a stronger energy future. Produced by Veriten. 

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    Veriten
  • Années d’activité
    2022 - 2025
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