C.O.B. Tuesday

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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. "Alaska Is Back on the Map for Investors" – Governor Mike Dunleavy and Secretary Doug Burgum

    57 MIN AGO

    "Alaska Is Back on the Map for Investors" – Governor Mike Dunleavy and Secretary Doug Burgum

    This week we had the exciting opportunity to travel to Anchorage, Alaska, to participate in the Fifth Annual Alaska Sustainable Energy Conference. The conference convenes researchers, industry leaders, entrepreneurs, policymakers, and investors to discuss the future of energy development, infrastructure, technology, and resource leadership across Alaska and the broader global energy landscape. We had the honor of moderating a discussion featuring Governor Mike Dunleavy and Chairman of the National Energy Dominance Council and U.S. Secretary of the Interior Doug Burgum. Given Alaska’s strategic importance across energy, critical minerals, infrastructure, and geopolitics, it was a fascinating and timely discussion.   In our conversation, Governor Dunleavy emphasizes the dramatically improved partnership between the federal government and the State of Alaska under the current Administration, contrasting it with prior years when Alaska faced significant federal restrictions on development. Drawing on their experiences leading major energy-producing states, Governor Dunleavy and Secretary Burgum reflect on the operational, economic, and political realities of energy development and infrastructure investment. They walk us through renewed lease sale activity, rising investor interest in Alaska, and the broader role Alaska could play in supporting U.S. energy dominance and Western Hemisphere energy security. We explore the increasing importance of affordable, reliable, and secure energy in attracting manufacturing, AI infrastructure, and industrial investment, as well as the rapidly growing electricity demand tied to data centers and advanced technologies.   Secretary Burgum provides an overview of the Administration’s efforts to accelerate permitting reform and reduce regulatory bottlenecks, including examples of projects receiving approvals in weeks rather than years. We touch on domestic mining and critical mineral development, LNG exports, the role of nuclear, hydro, geothermal, and natural gas in future energy systems, and the Administration’s broader push to accelerate infrastructure and resource development across the United States. We cover the transformational potential of the Alaska LNG project, the growing energy needs of U.S. allies across Asia, the importance of codifying regulatory and permitting reforms for long-term investment certainty, and why Governor Dunleavy and Secretary Burgum both believe Alaska is entering a new “golden age” of development and opportunity. Thank you to Governor Dunleavy for inviting us and to Secretary Burgum for joining us for a thoughtful discussion on the future of Alaska, energy, and American economic development and energy security.   About Governor Mike Dunleavy Governor Mike Dunleavy arrived in Alaska in 1983 as a young man looking for opportunity, and he found it. His first job was working in a logging camp in Southeast Alaska. Later on, Governor Dunleavy earned his teacher’s certificate, and then a Master of Education degree from the University of Alaska Fairbanks. He spent nearly two decades in northwest Arctic communities working as a teacher, principal, and superintendent.   Governor Dunleavy and his family moved to Wasilla in 2004, where he owned an educational consulting firm and worked on several statewide education projects. Dunleavy served on the Mat-Su Borough School Board, with two years as Board President, and then as a state senator for five years. Dunleavy was first elected Governor in 2018 and then again in 2022. Governor Dunleavy has kept the health of the economy and jobs at the forefront of his Administration’s policy setting initiatives and has been a true champion for the Alaskan business community.   Governor Dunleavy’s wife Rose is from the Kobuk River Valley community of Noorvik. Together, they have three children who were raised in both rural and urban Alaska. Governor Dunleavy is focused on moving Alaska forward and believes that our greatest years are yet to come if we work together to maximize our potential.   About Secretary Doug Burgum Doug Burgum is the 55th Secretary of the U.S. Department of the Interior. Raised in Arthur, North Dakota, Burgum worked as a chimney sweep to help pay his way through North Dakota State University before earning an MBA from Stanford University. In 1983, Doug literally “bet the farm” to provide seed capital for a software startup called Great Plains. Doug led Great Plains through a successful IPO and grew the company to over 2,000 employees before its acquisition by Microsoft. Burgum remained with Microsoft for six years as the Senior Vice President of Business Solutions. Doug later co-founded Arthur Ventures and served as chairman for international software companies including Atlassian, SuccessFactors, and as a board member for Avalara.   In 2016, Burgum was elected to serve as North Dakota’s 33rd Governor. In 2020, he was re-elected in a landslide. Under his leadership, North Dakota passed the largest tax cut in state history and dramatically reduced red tape. As a testament to Burgum’s leadership, Forbes named him “America’s Best Entrepreneurial Governor.” During his tenure, North Dakota experienced the highest growth in real GDP and had the lowest unemployment rate in the country.   Burgum has three adult children. He is married to Kathryn Burgum, a nationally recognized advocate for addiction recovery.   We hope you enjoy today’s discussion as much as we did. This certainly won’t be our last trip to Alaska. Our best to you all!

    48 min
  2. "RCP8.5 Is Officially Dead" – Roger Pielke Jr., American Enterprise Institute

    13 MAY

    "RCP8.5 Is Officially Dead" – Roger Pielke Jr., American Enterprise Institute

    Today we were thrilled to welcome back our good friend Roger Pielke Jr., Senior Fellow at the American Enterprise Institute and author of The Honest Broker on Substack (linked here). Roger’s research focuses on science and technology policy, climate policy, energy policy, extreme events and disasters, the politicization of science, governmental science advice, and sports governance. He is a Professor Emeritus at the University of Colorado Boulder and served as a professor in the Environmental Studies department for over 23 years. We were eager to visit with Roger to discuss the Intergovernmental Panel on Climate Change’s elimination of the RCP8.5 scenario. As always, we value Roger’s perspective and appreciate his insights on the latest trends in climate science and beyond.   In our conversation, we explore the evolving state of the decarbonization debate and how energy policy is increasingly being reframed beyond climate alone to include affordability, security, and reliability. Roger walks us through the significant and underreported decision to retire the extreme RCP8.5 climate scenario and explains the flawed assumptions, notably around global coal expansion, that underpinned its widespread use. We discuss the important distinction between scenarios and predictions, and how the misuse of these models shaped policy, regulation, and public perception for over a decade. We examine why climate scenarios have historically lagged real-world developments, the incentives across academia, media, and policy that reinforced reliance on extreme outcomes, and the growing gap between modeled projections and actual energy and emissions trends, including a shift toward more moderate long-term outcomes.   We cover the implications for infrastructure, capital allocation, insurance, and regulatory frameworks, including how these scenarios have been embedded in tools such as the social cost of carbon, as well as the need to revisit key inputs like population growth, and how these dynamics are playing out across regions grappling with real-world trade-offs between affordability and decarbonization. Roger highlights the limited awareness and media coverage surrounding these developments, despite their significance. More broadly, he discusses the opportunity to separate climate science from policy debates to enable a more pragmatic and less polarized approach to energy decision-making, while emphasizing the need for more dynamic, diverse, and frequently updated modeling frameworks going forward. It was a fascinating and insightful discussion.   Mike Bradley started the show by noting that even after 10 weeks, markets still seem consumed by and are trading on the Iran war. On the bond market front, the 10-year U.S. bond yield moved higher on Tuesday to ~4.45% due to a hot CPI print. U.S. bond yields have been inching higher amid increasing concern of what the Iran war could hold for short/long-term inflation.    On the broader equity market front, the S&P 500 continues to trade near all-time highs (dialing in optimism for an end to the Iran war), which appears somewhat disconnected from other markets. In the past 5 trading days, the S&P 500 was up ~1.5% with the Technology sector outperforming (up ~6%) as it seems to be retaking market leadership.   On the oil market front, WTI was trading at ~$102 per barrel (sideways from last Tuesday’s close). WTI price seems to have temporarily settled in an $85 to $105 per barrel trading range, with the lower end dialing in an end to the Iran war and the higher end a continuation. Mike also noted that Saudi Aramco's CEO warned this week that roughly one billion barrels of oil have been pulled from global storage and that an additional 500 million barrels could be pulled (even if the Iran war ends soon), which likely keeps oil prices elevated into 2027.   On the Energy sector fron

    56 min
  3. "A Mine Is Tougher Than an Oil and Gas Field" – Alfredo Álvarez, EY Latin America

    6 MAY

    "A Mine Is Tougher Than an Oil and Gas Field" – Alfredo Álvarez, EY Latin America

    Today we were pleased to welcome Alfredo Álvarez, Industrial and Energy Leader at EY Latin America, for a wide-ranging discussion on the evolving energy, mining, and investment landscape across the region. Alfredo joined us from his office in Mexico City. We were especially excited to host Alfredo on Cinco de Mayo, as it felt like an opportune time to take a broader look at Latin America. In recent weeks and months, we have had several conversations focused on Argentina, Venezuela, Cuba, and Mexico. We were thrilled to hear Alfredo’s insights on capital flows, geopolitical dynamics, and development trends, as well as his perspective on the region’s evolving investment landscape.   In our conversation, Alfredo walks us through the evolving energy, mining, and industrial landscape across Latin America, highlighting the region’s significant resource base and growing strategic importance, particularly in mining, where Latin America holds a dominant share of global reserves. We discuss the resurgence in oil and gas activity across South America, including momentum in Argentina, Brazil, and Guyana, as well as early signs of reopening in Venezuela. We explore the shifting political and investment climate across the region, with improving conditions in countries such as Argentina, Brazil, Chile, and Peru, alongside continued challenges in Mexico and Colombia. We cover China’s expanding role in Latin America through investment, financing, and trade, particularly in mining and infrastructure.   Alfredo shares his perspectives on emerging opportunities in frontier markets like Bolivia and Guyana, the growing role of digitalization in driving efficiency across energy and mining, and the broader theme of Latin America re-emerging as a compelling, albeit complex, destination for global capital. Thank you to Alfredo for joining us and sharing his thoughtful perspectives.   Jeff Tillery kicked off the show by noting that U.S. equity markets continue to push to new highs, with the S&P 500 up ~10–11% year-to-date and the Nasdaq up ~16%, even as crude prices have risen sharply. Despite this backdrop, the broader market appears to be largely shrugging off medium-term energy risks. Meanwhile, energy executives have become increasingly vocal about potential supply shortages, disruptions, and broader economic impacts. While some of that commentary may reflect industry positioning, there is a growing concern that prolonged energy constraints could create more meaningful economic headwinds. At the same time, early signs are emerging of increased domestic oil activity, with producers beginning to ramp up completion activity, suggesting increased oil output could follow. Mark Castiglione added his questions and perspective to the discussion as well.

    54 min
  4. "You’re Not Deterring a Country… You’re Deterring a Man" – Eyck Freymann, Author of "Defending Taiwan"

    29 APR

    "You’re Not Deterring a Country… You’re Deterring a Man" – Eyck Freymann, Author of "Defending Taiwan"

    Today we had the pleasure of hosting Eyck Freymann, Hoover Fellow at Stanford University and author of Defending Taiwan: A Strategy to Prevent War with China, published April 15 (linked here). His research focuses on strategies to preserve peace and protect U.S. interests and values in an era of systemic competition with China. He holds four degrees in history and China Studies form Oxford, Cambridge, and Harvard. In Defending Taiwan, Eyck outlines an integrated strategy to deter war with China and preserve an honorable peace. We appreciated the opportunity to explore the book’s key themes and hear Eyck’s perspective on a highly intricate geopolitical environment.   In our conversation, we explore the evolving geopolitical landscape surrounding China, Taiwan, and the broader U.S.-China strategic competition. Eyck shares his perspective that Taiwan is less the end goal and more the first “real test” of a much larger ambition by China to reshape the global order across technology, energy, and institutions. We discuss how Xi Jinping’s centralized leadership and long-term vision are shaping China’s approach and why understanding the motivations of a single decision-maker is increasingly important in assessing risk. We examine how deterrence is changing in this environment, with Eyck outlining the need for a more layered approach that spans diplomatic, military, economic, and strategic dimensions. We discuss how the longstanding policy of strategic ambiguity is being tested as the balance of power evolves, and what it means to deter not just a system, but a leader who may perceive a viable path to success under certain conditions.   We explore how a potential conflict over Taiwan may not begin with a traditional military invasion, but rather through more indirect forms of pressure, such as economic or regulatory actions that could force global companies to respond. Eyck highlights how these “gray zone” scenarios, alongside the strategic importance of Taiwan’s role in global semiconductor supply chains, could create difficult choices for the U.S. and its allies, particularly if escalation occurs outside of conventional military frameworks.   We also discuss the broader structure of an increasingly competitive and interconnected global system, as well as the growing importance of economic strategy, supply chains, and alliances in shaping outcomes. Eyck shares his view on the concept of “avalanche decoupling” as a more realistic pathway forward, alongside the need for stronger coordination with allies, a more robust defense industrial base, and renewed focus on domestic capacity. We also touch on the role of economic and financial pressure as a potential alternative to kinetic conflict, as well as the evolving dynamics between China and Russia. It was a dense and insightful conversation, and we’re thankful to Eyck for joining.   Mike Bradley started the show by noting that equity markets were moving sideways this week. In fixed income, he highlighted that 10-year Treasury yields were trading around 4.35%, driven by a better-than-expected consumer sentiment report. Looking ahead, Wednesday’s FOMC meeting is expected to result in no change to interest rates. However, Chairman Powell’s press conference will be closely watched, particularly for commentary on global supply chain disruptions stemming from the Iran conflict and the potential implications for both near- and longer-term inflation. In equities, markets continue to hover near all-time highs, with many investors viewing conditions as technically overbought and reflecting optimism around a potential resolution to the Iran conflict. In oil markets, WTI was trading near $100/bbl (up $8/bbl from last Tuesday’s COBT), largely due to the absence of a finalized Iran deal. Within the energy sector, investor focus has cent

    1hr 10min
  5. "There Is No Certainty, Only Varying Degrees of Risk" – William Su, BlackRock

    22 APR

    "There Is No Certainty, Only Varying Degrees of Risk" – William Su, BlackRock

    Today we greatly enjoyed hosting William Su, Head of Public Energy Equities and Director of Research & Portfolio Manager, Fundamental Equities, at BlackRock. Will has an extensive career in research, investing, and commodities, and brings a valuable perspective to the global energy investor landscape. We were thrilled to visit with Will on how energy, geopolitics, and technology are increasingly intersecting to shape markets and investment frameworks.   In our conversation, we explore a market environment increasingly defined by volatility, geopolitical risk, and a growing disconnect between financial signals and physical realities. Will shares how investors are navigating uncertainty, balancing near-term volatility with a longer-term framework that emphasizes probabilities, team-based insight, and disciplined portfolio construction. We discuss a shift underway in how risk is being assessed, with greater focus on tail risks, diversification, and the role of real assets and infrastructure alongside traditional equities and fixed income.   Will outlines the emergence of a “two-track” global economy: on one hand, AI-driven investment and growth remain robust, providing a meaningful tailwind to GDP and equity markets; on the other, energy and commodity markets are tightening, with supply disruptions, infrastructure damage, and constrained capacity creating more persistent, structural risks that may take years to fully resolve. This divergence is reshaping how capital is allocated across sectors and regions, with increasing attention on energy security and the relative advantages of North American supply.   We examine the growing intersection of AI and energy and how AI is increasingly acting as a demand catalyst, reinforcing the need for reliable, scalable power and positioning oil, gas, and other hard assets as critical enablers of future growth. We also discuss the practical constraints around building the infrastructure needed to support this growth across data centers, power generation, and supply chains, as well as the broader re-emergence of energy as a central pillar of economic and market dynamics, with important implications for growth, policy, and global stability. We covered a great deal and appreciate Will for sharing his time and insights.   Mike Bradley started the show by noting that the next 24 hours could be very important and volatile for commodity and equity markets, given that President Trump’s ceasefire deadline was approaching. On the oil market front, he noted that WTI oil prices had traded up ~$9/bbl (to ~$92/bbl) this week, after closing down ~$11/bbl to ~$84/bbl last Friday, driven by concerns that the Iranian ceasefire deadline could be breached. On the broader equity market front, the S&P 500 had recently traded to all-time highs, supported by growing optimism over the past few weeks that an Iranian peace agreement and full reopening of the Strait of Hormuz were imminent. Equity markets over the last 30 days have shifted from technically “oversold” to “overbought” levels, which could present near-term risks.   With 1Q earnings season underway, Mike expects most companies to meet estimates but noted concern that the eight-week closure of the Strait of Hormuz will begin to work its way through global supply chains and negatively impact future quarterly results. In the Energy sector, investors are focused this week on Oil Services 1Q results. Halliburton (HAL) indicated on its 1Q call that North America (NAM) activity is showing clear signs of being in the “early innings” of a recovery. This theme is consistent with our view that a number of E&Ps will signal on their 1Q calls a shift toward modest oil production growth in 2H26.

    59 min
  6. "California is on Life Support"– Michael Mische, USC

    21 APR

    "California is on Life Support"– Michael Mische, USC

    Today we were fortunate to visit with our good friend Michael Mische, Associate Professor of Management at the University of Southern California’s Marshall School of Business. We were particularly interested in discussing his latest article, “California Gasoline Supply Outlook: A Disaster in the Making” (linked here). The article outlines a near-term outlook of acute gasoline supply shortages in California, driven by refinery closures, declining in-state crude production, and disrupted imports, raising the likelihood of higher prices and potential physical shortages in the weeks ahead. Mike Bradley and Maynard were pleased to hear Michael’s perspectives on this important and timely issue.   In our conversation, Michael walks us through the combined impact of declining in-state crude production, refinery closures, import dependence, California’s special gasoline blend requirements, and how these factors have contributed to a more constrained and less flexible fuel system. We discuss how recent global supply disruptions are interacting with these structural dynamics, tightening inventories and increasing the risk of near-term supply pressures.   We also explore affordability, regulatory complexity, and the broader policy tradeoffs shaping California’s energy system, including the role of fuel standards, taxation, and investment incentives. Michael shares his perspective on potential policy responses, including both state-level actions and a set of proposed federal executive orders aimed at increasing production, supporting refining capacity, and accelerating critical infrastructure. We examine potential pathways forward, from temporary regulatory adjustments to longer-term solutions such as expanding production, refining capacity, and pipeline infrastructure, and what these considerations could mean for consumers, policymakers, national security, and the evolving political landscape in the state. We greatly appreciate Michael for sharing his time and insights.

    58 min
  7. "The Strait Falls Into The Perfect Use Case For Robotics" – Doug Lambert, Saronic Technologies

    15 APR

    "The Strait Falls Into The Perfect Use Case For Robotics" – Doug Lambert, Saronic Technologies

    Today we were pleased to welcome Doug Lambert, Co-Founder and Chief Operating Officer of Saronic Technologies. Doug, alongside Dino Mavrookas (CEO), Rob Lehman (CCO), and Vibhav Altekar (CTO), co-founded Saronic in 2022 to advance maritime superiority through intelligent autonomous systems. Saronic’s mission is to equip the U.S. and its allies with advanced autonomous surface vessels, enhancing situational awareness and enabling more effective detection, tracking, and response to emerging maritime threats. The company recently closed a $1.75B Series D at a $9.25B valuation and announced a new downtown New Orleans office to support its expanding shipbuilding operations in Louisiana. We were thrilled to spend time with Doug and explore autonomy, maritime innovation, and the future of naval and offshore operations.   In our conversation, Doug provides an overview of Saronic, their product range, and rapid growth to ~1,500 employees. We discuss the convergence of enabling technologies (AI, machine learning, edge compute, and advanced sensors) that have made true maritime autonomy possible, why this moment is different from prior attempts, and the combination of technology breakthroughs, market tailwinds, and geopolitical developments that have accelerated adoption. We explore Saronic’s approach to designing purpose-built autonomous vessels, as well as their decision to vertically integrate across design, manufacturing, and operations, highlighting how scale production, control of the full system, and a data-driven flywheel are critical to driving down costs and unlocking broader adoption.   We examine the strategic implications of autonomy and how these platforms act as force multipliers across defense, offshore energy, and critical infrastructure. Doug shares his perspective on the concept of a hybrid fleet, where autonomous systems augment traditional assets, extend reach, and improve safety, and how this shift could reshape maritime strategy over time. We cover the importance of edge-based decision making versus cloud reliance, and how real-world deployment and data collection underpin both performance and competitive advantage.   We also touch on the broader industrial and cultural backdrop, including the reindustrialization of U.S. shipbuilding, the blending of software and skilled trades, and the growing importance of building in the physical world. We discuss workforce dynamics, labor constraints in maritime, adoption challenges, the gap between technical readiness and real-world trust as autonomy moves from concept to scaled deployment, and much more. It was a wide-ranging discussion and we’re thankful to Doug for sharing his time and unique insights.   Mike Bradley started the show by noting that the 10-year bond yield had moved down to ~4.27% following a softer-than-expected March PPI report (YoY +4%). While still elevated, the print came in well below consensus and remains far below the 11.7% peak seen during the Biden Presidency. On the oil market front, WTI was trading at ~$92/bbl, down $6–$7 on the day and $4–$5 since President Trump announced the Strait of Hormuz blockade over the weekend. He noted that global oil prices also moved lower on optimism around a potential second round of Iranian peace talks, as well as a meaningful downward revision (~730 kbpd) to the IEA’s 2026 demand outlook. Traders are now less focused on how high prices could go and more focused on how low they could fall if and when the Strait of Hormuz reopens. On the broader equity market front, the S&P 500 was up ~1% on the day and trading within ~0.5% of its all-time high, highlighting a notable divergence between energy market concerns and broader market optimism. Within equities, Energy was the worst-performing S&P sector on the day and has effectively round-tripped since the onset of the Iran conflict, now down ~11% from its March peak. Looking ahead, Oil Services Q1 earnings begin next

    1hr 1min
  8. "The Demand Is Real. It’s Coming." – Mary Anne Brelinsky (Alpha Gen) and Sean Kelly (Amperon)

    8 APR

    "The Demand Is Real. It’s Coming." – Mary Anne Brelinsky (Alpha Gen) and Sean Kelly (Amperon)

    Today we had the unique opportunity to record COBT live from the Gulf Coast Power Association’s (GCPA) Annual Spring Conference in Houston. Joining us on stage were Mary Anne Brelinsky, President and Chief Commercial Officer of Alpha Generation, and Sean Kelly, CEO of Amperon. We were thrilled to explore the current power landscape with Sean and Mary Anne.   In our conversation, we examine the growing complexity of operating in today’s power markets, with Mary Anne explaining how managing a multi-ISO portfolio requires constant coordination across operations, commercial teams, and real-time decision-making in the face of shifting weather patterns, fuel volatility, and evolving regulations. She emphasizes that forecasting remains one of the industry’s biggest challenges, as decisions are made daily with imperfect information and an increasingly dynamic grid where supply and demand must be balanced in real time. Sean builds on these themes by discussing how Amperon is using AI and machine learning to improve forecasting accuracy, streamline workflows, and help customers navigate volatility, noting that the sheer volume of data has made traditional approaches obsolete. We cover the rapid acceleration in power demand driven by AI, data centers, and broader electrification trends, with Sean highlighting that while not all projected load will materialize, the directional shift is real and significant.   Mary Anne emphasizes the growing importance of reliability, resilience, and cybersecurity, noting that as more critical infrastructure becomes electrified, the stakes for keeping the grid secure and operational continue to rise. We discuss how the industry’s focus has shifted from improving efficiency to increasing output, with Mary Anne highlighting efforts to expand capacity at existing plants as one of the fastest and most practical solutions. Sean adds that capital is now flowing back into the power sector in a meaningful way, describing this as a structural turning point where electricity is finally being recognized as foundational to economic growth. We touch on increasing public and political attention on power markets, infrastructure bottlenecks, and the growing role of demand-side and behind-the-meter solutions in managing peak load. We close on the idea that while this may be one of the most challenging periods the industry has faced, it is also one of the most exciting, given the scale of opportunity and the critical role power will play in shaping the future.   Mike Bradley kicked off the discussion by emphasizing that markets are extremely volatile and remain sharply focused on President Trump’s Iran deadline (Tuesday evening) and his threat to bomb strategic targets, including bridges and electric generation assets. From a bond market perspective, the 10-year yield was trading at ~4.3%, with bonds taking their cue from developments in the Iran war and the associated commodity price fallout. Bond investors appear to be largely ignoring upcoming economic reports, including March CPI, and are instead trying to better understand what the Iran war could mean for long-term inflation. From an oil market perspective, WTI closed at ~$110/bbl, up ~$8/bbl over the last five trading days. Seaborne barrels appear to be a better representative of the true “physical” oil market, with Dated Brent surging to over $140/bbl this week. Oil traders seem focused on how high prices might rise with further escalation, while long-term investors appear more focused on when and how far oil prices might plunge once the Strait of Hormuz is reopened. On the broader equity market front, the S&P 500 was up ~3.5% over the last week and appears to be pricing in some modest optimism for an off-ramp in the Iran war. Energy, however, was the worst-performing sector over the same period, down ~3.5%, with most Energy subsectors down 1% to 4%. On a YTD basis, though, Energy remains by far the best-performing S&P sec

    50 min
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Ratings & Reviews

5
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2 Ratings

About

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. 

Information

  • Creator
    Veriten
  • Years Active
    2022 - 2026
  • Episodes
    360
  • Rating
    Clean
  • Copyright
    © 2026 Veriten
  • Show Website
    C.O.B. Tuesday

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