On this Memorial Day, we are excited to share a Special Edition with Representative John Curtis (R-UT). Rep. Curtis has been serving in Congress for four terms, beginning in 2017, and is currently running for the U.S. Senate. He serves on the Energy and Commerce Committee including as Vice-Chair of the Energy, Climate and Grid Security Subcommittee. Additionally, he serves as Vice Chair of the Federal Lands Subcommittee and member of the Energy & Mineral Resources Subcommittee on the Natu...

Today we had the pleasure of visiting with Max Layton, Global Head of Commodities Research at Citi. Prior to joining Citi in 2017, Max held notable leadership positions including Managing Director and Head of European Commodities Research at Goldman Sachs as well as Deputy Head of Commodities Research at Macquarie. We have been eager to examine copper’s recent record highs and were excited to have Max join us for a discussion on global commodity trends. In our conversation with Max, we d...

Today we had the pleasure of welcoming back Alexander Zaslavsky, Co-Founder and Managing Partner of Horizon Engage. Alex established Horizon Engage in 2003 and specializes in energy politics in Russia and the former Soviet Union. Horizon Engage merges tech and geopolitical expertise to provide country insights, data on how sanctions and counter sanctions impact your business, security analysis and advisory solutions. To help navigate a meaty Russian/Central Asian/Middle Eastern geopolitical d...

For today’s discussion we were pleased to host Jim Matheson, CEO of the National Rural Electric Cooperative Association (NRECA). Jim’s distinguished background includes roles in both the public and private sectors. Prior to joining the NRECA in 2016, he served in the public policy practice at Squire Patton Boggs based in Washington, D.C. Jim was elected as a U.S. Representative for Utah from 2001 to 2015 and has significant experience in the energy industry. The NRECA is a vital national serv...

Today we had the pleasure of hosting David Holt, President of the Consumer Energy Alliance (CEA), for an important discussion on electricity affordability and reliability for consumers. David’s background is in government affairs with over thirty years of experience working for state and federal agencies and directing outreach and advocacy efforts. The CEA will be celebrating its 20th anniversary in 2025 and has nearly 400 corporate members and over 550,000 individual members representing fam...

Today we had the pleasure of hosting David Sacks, Fellow for Asia Studies at the Council on Foreign Relations (CFR), for a comprehensive discussion on China and the intricate dynamics of US-China, US-Taiwan, and cross-Strait relations. Prior to joining the CFR in 2017, David served at the American Institute in Taiwan focused on political military affairs. David’s research spans Asia, China, Taiwan, defense and security, as well as political history and theory including the political thought o...

Today we were delighted to host Matt Parker, Managing Director and Head of Strategy, alongside Alex Melvin, Commodity Risk Analyst, with Mobius Risk Group for an extensive discussion on commodity and power markets, as well as volatility and risk management in particular. Matt joined Mobius in 2018 and oversees fundamental analytics, decision strategies, financial trading, and physical marketing teams. Alex is the author of Mobius’ Intel Briefs and Energy Shots research and brings prior experi...

Today we were thrilled to be joined by Maya MacGuineas, President of the Committee for a Responsible Federal Budget (CRFB), to discuss a critical yet often ignored topic: the US national debt and budget deficits. Prior to her tenure at the CRFB starting in 2004, Maya served at the Brookings Institution and on Wall Street. Maya is a native Washingtonian, Harvard Kennedy School alumni, and frequently testifies before Congress as a leading budget expert. Founded in 1981, the CRFB is a bipartisan...

Today we had the pleasure of hosting our good friend Derek Podhaizer, Vice President of Equity Research at Barclays. Derek started his research career at the firm in 2014 and leads coverage of U.S. Onshore Energy Services and Geothermal. Given the recent flurry of activity within the services sector, including Tuesday’s SLB-ChampionX announcement (linked here), it was fantastic to hear Derek’s observations on the space including overall investor sentiment, emerging trends in services and geot...

We had a fantastic session today with Jun Nishizawa, Executive Vice President and CEO of the Natural Gas Group at Mitsubishi Corporation. Jun joined Mitsubishi Corporation in 1986 as an oil trader and has since held a variety of roles in Tokyo and overseas. As CEO of the Natural Gas Group, Jun is responsible for Mitsubishi Corporation’s LNG business globally and leads the execution of the organization’s decarbonization strategy including the company’s involvement in the Breakthrough Energy Ca...