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- 6 days ago55 min
"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...
- 1 weeks ago54 min
"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 ...
- 2 weeks ago1h 9m
"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 Chi...
- 3 weeks ago59 min
"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 explor...
- 4 weeks ago57 min
"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 import...
- Apr 15, 20261h 1m
"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 mar...
- Apr 8, 202650 min
"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 managin...
- Apr 1, 20261h 7m
"Russia Isn’t Interested In Any Fast Resolution Of The Hormuz Crisis" – Tatiana Mitrova, Center on Global Energy Policy
Today we greatly enjoyed hosting Dr. Tatiana Mitrova, Global Fellow at the Center on Global Energy Policy, Director of the New Energy Advancement Hub, and Senior Research Fellow at the Oxford Institute for Energy Studies. Tatiana is an expert in energy systems, geopolitics, energy markets, and institutional decision-making, with particular emphasis on structural constraints, resilience, and risk. Born in Russia and now based in Cyprus, she brings a valuable perspective to the current turbulen...
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About C.O.B. Tuesday
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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