Veriten

🎙️ COBT Preview: Dr. Kostas Bakoyannis This week on #COBT, we're delighted to host Dr. Kostas Bakoyannis, Chair of the Committee on the Environment, Climate Change and Energy at the European Committee of the Regions. Dr. Bakoyannis previously served as Mayor of Athens from 2019 to 2023. The new episode drops tomorrow. Not signed up to receive COBT? Join our mailing list here: https://lnkd.in/gngYveer.

We are pleased to announce that Robert West, CFA, Founder of Thunder Said Energy, has joined Veriten’s Strategic Advisory Board as a Senior Advisor.   Rob brings deep expertise across global energy markets, disruptive technologies, and decarbonization strategies. Through Thunder Said Energy, Rob publishes independent, data-driven research and models focused on the future of energy; across hydrocarbon value chains, renewables, AI, mobility, power grids, power electronics, advanced materials and ‘clean tech.’   Thunder Said Energy’s research is trusted by over 330 subscription clients, including some of the largest corporations and investment firms in the world.   Rob’s perspectives have been highlighted on several episodes of Veriten’s Close of Business Tuesday podcast. In addition to his work at Thunder Said Energy, Rob is a Research Associate at the Oxford Institute for Energy Studies. Rob and his wife and daughter live in Tallinn, Estonia.   “Rob has been a fantastic friend of the firm for several years now and is one of the best energy minds on the planet. To have him join our Advisory Board is a real honor,” offered Maynard Holt, Founder and CEO of Veriten. “We can’t wait to brainstorm with him all the things we might do together.”   Veriten’s Strategic Advisory Board now includes Greg Armstrong, Naomi Boness, Ph.D., Deborah Byers, John Stephen Daly, Bill Flores, CPA, and Robert West, CFA. Leslie Shockley Beyer, who has been nominated for Assistant Secretary of Land and Minerals Management at the U.S. Department of the Interior, will continue to serve on the Advisory Board until her official confirmation. To learn more about Veriten's Strategic Advisory Board, visit: https://lnkd.in/ezcatQwv.   About Rob West Rob West is the Founder of Thunder Said Energy, a research consultancy into energy technologies spanning new energies, conventional energies, and decarbonizing industries. His main interests are the rise of AI, solar, natural gas, power grids, power electronics and advanced materials.   Before launching Thunder Said, Rob was Head of Global Energy Research at Redburn, where he advised institutional investors on the “Super Majors” and was responsible for the team’s energy strategy and commodity market research. Previously, Rob was part of Sanford Bernstein’s European Oil & Gas team.   Rob holds a First Class degree in Experimental Psychology from University College, Oxford, and is a CFA Charterholder. He has completed 75 modules from the IPIMS Petroleum Geology & Engineering program, which is widely used for technical training in the upstream oil and gas industry.

We are pleased to announce that Robert West, CFA, Founder of Thunder Said Energy, has joined Veriten’s Strategic Advisory Board as a Senior Advisor.   Rob brings deep expertise across global energy markets, disruptive technologies, and decarbonization strategies. Through Thunder Said Energy, Rob publishes independent, data-driven research and models focused on the future of energy; across hydrocarbon value chains, renewables, AI, mobility, power grids, power electronics, advanced materials and ‘clean tech.’   Thunder Said Energy’s research is trusted by over 330 subscription clients, including some of the largest corporations and investment firms in the world.   Rob’s perspectives have been highlighted on several episodes of Veriten’s Close of Business Tuesday podcast. In addition to his work at Thunder Said Energy, Rob is a Research Associate at the Oxford Institute for Energy Studies. Rob and his wife and daughter live in Tallinn, Estonia.   “Rob has been a fantastic friend of the firm for several years now and is one of the best energy minds on the planet. To have him join our Advisory Board is a real honor,” offered Maynard Holt, Founder and CEO of Veriten. “We can’t wait to brainstorm with him all the things we might do together.”   Veriten’s Strategic Advisory Board now includes Greg Armstrong, Naomi Boness, Ph.D., Deborah Byers, John Stephen Daly, Bill Flores, CPA, and Robert West, CFA. Leslie Shockley Beyer, who has been nominated for Assistant Secretary of Land and Minerals Management at the U.S. Department of the Interior, will continue to serve on the Advisory Board until her official confirmation. To learn more about Veriten's Strategic Advisory Board, visit: https://lnkd.in/ezcatQwv.   About Rob West Rob West is the Founder of Thunder Said Energy, a research consultancy into energy technologies spanning new energies, conventional energies, and decarbonizing industries. His main interests are the rise of AI, solar, natural gas, power grids, power electronics and advanced materials.   Before launching Thunder Said, Rob was Head of Global Energy Research at Redburn, where he advised institutional investors on the “Super Majors” and was responsible for the team’s energy strategy and commodity market research. Previously, Rob was part of Sanford Bernstein’s European Oil & Gas team.   Rob holds a First Class degree in Experimental Psychology from University College, Oxford, and is a CFA Charterholder. He has completed 75 modules from the IPIMS Petroleum Geology & Engineering program, which is widely used for technical training in the upstream oil and gas industry.

Today on #COBT we were delighted to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management LLC. Michael is also the author of the “Kaoboy Musings” substack (linked here: https://lnkd.in/gMzffN3P). Previously, he was a Portfolio Manager at Canyon Capital Advisors, where he co-founded the Canyon Arbitrage Fund. Michael started his career in the commodities unit at J.Aron/Goldman Sachs and has over 30 years of experience across commodities, credit, convertible arbitrage, and distressed investing. As we approach what President Trump has coined “Liberation Day” on April 2nd, we were eager to find someone who could help us all better understand the rationale behind these developments and their implications. In recent Substack posts, Michael has shared some of his interesting theories and makes a case that what appears chaotic and unpredictable might actually be part of an audacious but coordinated plan. We were thrilled to hear Michael’s latest insights on market volatility, energy dynamics, the evolving investment landscape, and why April 2nd might just be another stop on the way to (hopefully) something better. For the full episode, please visit: https://lnkd.in/gHK4FsTk.

🎙️ COBT Preview: Michael Kao This week on #COBT, we're excited to welcome Michael Kao, Private Investor at Kao Family Office and CEO & Portfolio Manager of Akanthos Capital Management LLC. Michael also authors the Substack "Kaoboy Musings" (linked here: https://lnkd.in/gMzffN3P). The new episode drops tomorrow. Not signed up to receive COBT? Join our mailing list here: https://lnkd.in/gngYveer.

Energy finished as the top S&P 500 sector in March and for the quarter but is there more upside ahead in the second quarter? Veriten Partner Arjun Murti joined the show to break down what comes next for the energy sector. 

Today we had the very exciting opportunity to take COBT “On The Road” to the Colorado School of Mines in Golden, CO, where we recorded a special live audience show featuring Paul C. Johnson, Ph.D., President of CSM, and Jeff Miller, Chairman, President, and Chief Executive Officer of Halliburton. Paul has led CSM for nearly ten years and brings extensive experience in academia, previously serving as Dean of the School of Engineering at Arizona State University. Jeff has served as CEO of Halliburton since 2017 and has held multiple senior leadership roles across the company since joining in 1997. Before our discussion, we had the pleasure of touring the CSM campus, visiting with faculty, staff and students, and hearing from select administrators. We were thrilled to visit with Paul and Jeff for a broad discussion on the evolving landscape of energy education, workforce development, and the critical role of industry-academia collaboration in shaping the future of energy. For the full episode, please visit: https://lnkd.in/gz7SRiP7. #COBT #EnergyLeadership

🎙️ COBT Preview: Paul C. Johnson, Ph.D. & Jeff Miller This week, we're taking COBT "On The Road" for a special live audience recording with Dr. Paul Johnson, President of the Colorado School of Mines, and Jeff Miller, Chairman, President, and Chief Executive Officer of Halliburton. The new episode drops tomorrow. Not signed up to receive COBT? Join our mailing list here: https://lnkd.in/gngYveer.

Today we had the pleasure of hosting our good friend Scott W. Tinker, PhD, Chairman of Switch Energy Alliance, CEO of Tinker Energy Associates, and Director Emeritus of the Bureau of Economic Geology at The University of Texas at Austin. Scott also hosts “Energy Switch,” a PBS talk show featuring America’s leading experts on energy and climate. His work is focused on uniting industry, government, academia, and NGOs to address major #societal challenges in #energy, the #environment, and the #economy. In that spirit, Scott recently announced the formation of a new #nonprofit, Energy Corps, which was developed in partnership with Toby Z. Rice of EQT Corporation. It’s always fantastic to visit with Scott and we appreciate him joining us to share more about Energy Corps along with his latest insights.

🎙️ COBT Preview: Scott W. Tinker, PhD This week on COBT, we're excited to welcome Dr. Scott Tinker, Chairman of Switch Energy Alliance, CEO of Tinker Energy Associates, and Director Emeritus of the Bureau of Economic Geology at The University of Texas at Austin. The new episode drops tomorrow. Not signed up to receive COBT? Join our mailing list here: https://lnkd.in/gngYveer. #COBT #EnergyLeadership