How Texas plans to serve ‘infinite demand’
Eric Goff, founder of Goff Policy on batch zero, transmission planning, and how Texas can serve new load without shifting costs onto existing customers.
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.
For years, the energy transition was discussed as a shift that would happen in steady, predictable increments. But the last 24 months have shattered that illusion. Energy providers...
The Iran crisis is in its 80th day. Right now, roughly 1,500 vessels laden with oil, natural gas, fertilizers, and oil products sit trapped in the Persian Gulf...
Much of the world’s attention today is understandably focused on conflict in the Middle East, and the immediate implications for energy markets and global security. But other regions...
In moments of geopolitical crisis, energy is never just a backdrop. It's often at the center of the story. Today, as conflict involving Iran sends shockwaves through global...
Many analyses of what the conflict in the Middle East means for China's energy security have rightly focused on China's oil and natural gas imports from the region.