Now Live: COBT Ep. 298: "The Value of Capacity Has Gone Parabolic" Featuring Julien Dumoulin-Smith, Jefferies Today on #COBT 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

Now Live: Super-Spiked VideoPods (EP80): Long-Takes from The Road: Macro Scenarios, Contrarian Datapoints, Oil Bottoming Phase ⚡ Three quick topics: (1) Takeaways from the recent energy outlooks that have been published; (2) Contrarian views on recent data points; (3) Why we

Now Live: COBT Ep. 299: "We Have Too Little Power, It’s Too Expensive, And We Rely Too Much On Imports" Featuring William Clouston SDP, Party Leader of the Social Democratic Party in the United Kingdom. Today on #COBT we had the pleasure of hosting William Clouston. William has served as Party

Now Live: Super-Spiked VideoPods (EP81): Substantive Sustainability in a Post Net Zero World⚡ We are going to go back to the future this week to discuss the seemingly verboten topic of "sustainability." Believe it or not, it is actually one of the most asked for topics at the

Now Live: COBT Ep. 300: "A New Way To Create A Teaching And Learning Platform For Energy" With Dr. Michael Crow, ASU and Bob Zorich, EnCap Today marked a watershed moment in the history of energy education. Bob Zorich, Partner and Co-Founder of EnCap Investments L.P., made an

Now Live: Super-Spiked VideoPods (EP82): Long-Takes From The Road: Power Surge!⚡ We have just wrapped up an especially heavy 3-week stretch of board, management, and industry meetings. Included have been various meetings in and around the power sector. As someone who has spent

Now Live: COBT Ep. 301: "The Middle East is Positioning Itself As A Switzerland Of AI Infrastructure" Featuring Obinna Isiadinso, International Finance Corporation Today on #COBT we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at

Now Live: Super-Spiked 109: Power Surge! The Third Energy Super-Cycle Of Our Lifetime⚡ In last week’s “Long-Takes From The Road” video podcast (here: arjunmurti.substack.com/p/super-spiked…), we teased our view that the third energy super-cycle of our lifetime is underway, with this one

Now Live: COBT Ep. 302: "Either There Is An Agenda, Or There Is A Serious Problem In Their Models" With Anas Alhajji, Energy Outlook Advisors Today we were delighted to welcome Dr. Anas Alhajji, Managing Partner of Energy Outlook Advisors and Author of the Energy Outlook

Now Live: Super-Spiked VideoPods (EP83): Then and Now: Five Thoughts On Energy Super-Cycles⚡ In last week’s Super-Spiked (here: arjunmurti.substack.com/p/power-surge-…), we wrote about Power being the third super-cycle in our lifetime. In this week’s short video podcast, we wanted to share

Now Live: COBT Ep. 303: Energy Markets Are Moving Into Our Sweet Spot" Featuring Håkan Agnevall , Wärtsilä Corporation Today we had the very exciting opportunity to host Håkan Agnevall, President and CEO of Wärtsilä. Håkan assumed the role of CEO in February 2021 and most recently

Now Live: Super-Spiked VideoPods (EP84): A Virtuous Power Growth Dynamic?⚡ This week we dive into the global macro picture around the power super cycle theme, what we are calling Power Surge! There is a lot of attention especially here in the U.S. about the domestic opportunity

Now Live: COBT Ep. 304: "Transmission [Is] Eating Up A Bigger Share Of The Bill" Today we had the opportunity to host Jim Bride, President of Energy Tariff Experts (ETE). We became familiar with Jim after reading his report on power generation costs and impacts on electric bills

Now Live: Super-Spiked VideoPods (EP85): Long-Takes From The Road: The Middle East⚡ We are coming to you this week from the Middle East. We are in the middle of a great trip that has been put together by the Center on Global Energy Policy, where we are an advisory board member.

Now Live: COBT Ep. 305: "We Want To Be The Data Transportation Capital Of The World" It is our honor to welcome back Governor Mike Dunleavy of Alaska. We last hosted the Governor on COBT in May of 2023, and there has been much to cover since our last visit. Governor Dunleavy is Alaska’s

We are thrilled to share what is now our sixth annual #COBT Thanksgiving episode, showcasing and thanking the hardworking people working in energy who make Thanksgiving Day possible. Earlier this year, after hosting Jim Grech, President and CEO of Peabody on COBT, Mike

Today on #COBT we had the pleasure of hosting Dr. Kruti Lehenbauer, Founder of Dr. Kruti Lehenbauer. Kruti is a longtime statistician and economic consultant who has held leadership roles across analytics, data, and research. She holds a Ph.D. in Public Policy and Political Economy and

Now Live: Super-Spiked 110: Energy Dominance: Can Any Country Counter China’s Power Market Lead?⚡ This week we expand our global power market analysis with a focus on how various regions compare and contrast with China, which is by far the largest power market in both size and

Today on #COBT we were delighted to welcome Neil Chatterjee, Former Commissioner and Chairman of the Federal Energy Regulatory Commission. Neil served as FERC Chairman from August –December 2017 and again from October 2018–November 2020. During his tenure, he championed several

Now Live: Super-Spiked VideoPods (EP86): A Look Back On Our "Big Themes for 2025"⚡ In this week's video podcast we take a look back at the major themes we highlighted at the start of this year in a written post on January 11, 2025 (here: arjunmurti.substack.com/p/big-themes-f…). The 3 major