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C.O.B. Tuesday

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323 episodes

8 hours ago

Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in ...

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Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in ...

Show more...

Episodes (20/323)

C.O.B. Tuesday

"The Middle East is Positioning Itself As A Switzerland Of AI Infrastructure" Featuring Obinna Isiadinso, IFC

Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in ...

1 week ago

1 hour 4 minutes

C.O.B. Tuesday

"A New Way To Create A Teaching And Learning Platform For Energy" With Dr. Michael Crow, ASU and Bob Zorich, EnCap

Today was a truly incredible day. As you know, COBT began in the spring of 2020 with the original mission of trying to share better and more informed energy macro perspectives with the energy-curious world. Over the past five and a half years, it has evolved to become something much bigger, a platform to share a wide range of energy perspectives. Today marked a watershed moment in the history of energy education. As noted in the official press release linked here, Bob Zorich, Partner a...

2 weeks ago

35 minutes

C.O.B. Tuesday

"We Have Too Little Power, It’s Too Expensive, And We Rely Too Much On Imports" Featuring William Clouston, UK SDP

Today we had the pleasure of hosting William Clouston, Party Leader of the Social Democratic Party (SDP) in the United Kingdom. William has served as Party Leader since 2018 and was re-elected in March 2020. He originally joined the SDP in 1982 and spent four years in the Conservative Party, becoming a District Councilor and serving on Tynedale Council. He holds both undergraduate and master’s degrees in Urban Planning and Property Management. We became interested in connecting with William a...

3 weeks ago

58 minutes

C.O.B. Tuesday

"The Value of Capacity Has Gone Parabolic" Featuring Julien Dumoulin-Smith, Jefferies

Today 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 in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he...

4 weeks ago

1 hour 5 minutes

C.O.B. Tuesday

"Everyone Is Trying To Learn About Energy So They Can Get Hired" Featuring Ray Zage and Shon Hiatt, USC

We are back on the road this week for an insightful visit with Ray Zage, CEO of Tiga Investments, and Shon Hiatt, Director of the Zage Business of Energy Initiative and Associate Professor of Business Administration at the University of Southern California. Ray is a seasoned global investor who has led Tiga since 2017. He began his career at Goldman Sachs and has held roles in Singapore, New York, and Los Angeles. He serves on multiple boards and also advises early-stage technology ventures. ...

1 month ago

53 minutes

C.O.B. Tuesday

"You Can’t Squeeze Blood Out Of A Stone" Featuring Thomas Popik, Foundation for Resilient Societies

Today we had the exciting opportunity to host Thomas Popik for a power-focused discussion. Thomas is the Chairman and President of the Foundation for Resilient Societies, a non-profit dedicated to strengthening the resilience and recoverability of critical infrastructure. In addition to his volunteer leadership at the Foundation, Thomas serves as a Principal at Geosegment Systems Corporation. He holds an MBA from Harvard and a B.S. in Mechanical Engineering from MIT. The Foundation for Resili...

1 month ago

1 hour 4 minutes

C.O.B. Tuesday

"AI Made Electricity Reinvent Itself 150 Years After Edison" Featuring KR Sridhar, Ph.D., Bloom Energy

Today we were delighted to welcome KR Sridhar, Ph.D., Founder, Chairman, and CEO of Bloom Energy. KR’s academic background includes a Ph.D. in Mechanical Engineering, a Master’s in Nuclear Engineering, and a Bachelor’s in Mechanical Engineering. Before founding Bloom, KR served as Director of the Space Technologies Laboratory at the University of Arizona, where he led a NASA project to develop fuel cells capable of producing oxygen for future Mars missions. That breakthrough research ultimate...

1 month ago

1 hour 5 minutes

C.O.B. Tuesday

"The Most Important Role For Experts Is To Say Things That Politicians Don’t Welcome" Featuring Roger Pielke Jr., THB

It was our pleasure to welcome back our good friend Roger Pielke Jr., Author of The Honest Broker on Substack and Senior Fellow at the American Enterprise Institute, for an insightful discussion on the U.S. Department of Energy’s climate risk assessment report on the impacts of greenhouse gas emissions (linked here). Roger is a Professor Emeritus in the College of Arts and Sciences at the University of Colorado Boulder, where he previously served as a professor in the Environmental Studies de...

1 month ago

1 hour

C.O.B. Tuesday

"Never, Ever Underestimate Talent Development" Featuring H.E. Mohamed Al Hammadi, ENEC and Dr. Sama Bilbao y León, WNA

It was our honor to welcome His Excellency Mohamed Al Hammadi, Managing Director and CEO of the Emirates Nuclear Energy Company (ENEC) and Chairman of the World Nuclear Association (WNA), along with Dr. Sama Bilbao y León, Director General of the WNA. H.E. Al Hammadi has served as CEO since 2008 and has led ENEC in successfully delivering the UAE Peaceful Nuclear Energy Program, focusing on the implementation of the highest national regulations and international standards of safety, sec...

2 months ago

59 minutes

C.O.B. Tuesday

"Energy Sits At The Crux Of Some Of The Largest Debates And Questions Of Our Time" Featuring Betty Jiang, Barclays

This week we are delighted to welcome Betty Jiang, Managing Director of U.S. Integrateds and E&P Equity Research at Barclays. Betty joined Barclays in 2023 after leading the U.S. ESG Research team at Credit Suisse and has more than 15 years of equity research experience, with prior roles at UBS, Illuminate Capital Group, and Bank of America. We were thrilled to hear Betty’s insights on what’s top of mind for investors, key themes from earnings, and a preview of Barclays’ upcoming 39th Ann...

2 months ago

58 minutes

C.O.B. Tuesday

"If You Have Good Ideas, The Resources Follow" Featuring Dr. Michael Crow, Arizona State University

Yesterday we had the pleasure of hosting Dr. Michael Crow, President of Arizona State University. On Monday, we spent the day in Phoenix with Dr. Crow and his team, learning how ASU has been rethinking and reshaping the traditional university model to better reflect today’s fast-paced, high-tech world. The changes we saw are significant. Michael and his team are bringing innovation and disruption to a space long associated with tradition and stability. We loved the day and were delighted to h...

2 months ago

47 minutes

C.O.B. Tuesday

"Putin’s Going To Want To Be Looking For Some Saving Of Face" With Senator Hutchison & Jack Balagia

We were honored this week to welcome Senator Kay Bailey Hutchison and Jack Balagia for a Special Edition COBT. Senator Hutchison is a Founding Member of the KBH Energy Center at the University of Texas, with a distinguished career spanning both public and private sectors, from bank executive to U.S. Senator to most recently U.S. Ambassador to NATO. Jack served as Vice President and General Counsel of ExxonMobil for nearly two decades before joining the University of Texas School of Law facult...

2 months ago

55 minutes

C.O.B. Tuesday

"An Energy Market Issue That Deserves Real Investment" Featuring Jillene Connors Belopolsky, Clean Cooking Alliance

Today we had the pleasure of welcoming Jillene Connors Belopolsky, Chief of Staff and Chief External Affairs Officer at the Clean Cooking Alliance (CCA), to our Houston studio. Jillene joined the CCA in 2021 and has over a decade of experience in energy sustainability, strategy, and innovation. She previously served as Head of North America for Earth Security Group and in several senior roles at BP, where she developed strategies addressing the environmental and societal impacts of technology...

2 months ago

1 hour 8 minutes

C.O.B. Tuesday

"The Age-Old Question Is How Much Is A Canal Worth?" Featuring Emily Morris & Tom Cuthbert, Emrgy

We are back on the road this week for an exciting visit with Emily Morris, CEO and Founder, and Tom Cuthbert, CTO, of Emrgy. Our team traveled to one of Emrgy’s hydropower facilities on Colorado’s Front Range to see their technology up close and in action before sitting down for a hydropower focused discussion. Emily founded Emrgy in 2014 and brings 15 years of experience in emerging hard tech development. Before launching Emrgy, she managed multi-million dollar federal contracts at AMT, brin...

3 months ago

1 hour 4 minutes

C.O.B. Tuesday

"We’re Trying To Meet The Moment As Fast As We Can" Featuring Tim Latimer, Fervo Energy

We are excited to share this “on-the-road” COBT episode featuring Tim Latimer, CEO and Co-Founder of Fervo Energy. Our team traveled to Milford, Utah, to tour Fervo’s Cape Station project before connecting with Tim for an in-depth conversation. Tim earned a BS in Mechanical Engineering from the University of Tulsa and started his career as a drilling engineer in the Permian and Eagle Ford basins. He co-founded Fervo in 2017 after earning an MBA and an MS in Environment and Resources from Stan...

3 months ago

1 hour 3 minutes

C.O.B. Tuesday

"It Can Be A Fascinating And Amazing Future If We Get It Right" Featuring Isabelle Boemeke, Author of "Rad Future"

Today we had the pleasure of hosting Isabelle Boemeke, author of the forthcoming book, “Rad Future: The Untold Story of Nuclear Electricity and How It Will Save the World.” The book will be published on August 12 and is available for preorder here. Isabelle is a passionate advocate for nuclear energy and is also the creator of Isodope, a social media persona she uses to engage and educate the public about the benefits of nuclear power. Isabelle was involved in pushing to save the Diablo Canyo...

3 months ago

48 minutes

C.O.B. Tuesday

"I’d Love To Double Canada’s Oil Production" Featuring Premier Danielle Smith of Alberta

Today we were thrilled to welcome Premier Danielle Smith of Alberta. Premier Smith was elected in October 2022 and previously served as MLA for Highwood and as Leader of the Official Opposition in Alberta’s Legislative Assembly. Most recently, she was President of the Alberta Enterprise Group. Before re-entering politics, Premier Smith spent several years as a talk radio host and has a diverse background spanning media, public policy, and business. As Premier, she has prioritized economic gro...

3 months ago

54 minutes

C.O.B. Tuesday

"We Need Things Codified Into Law Because The Pendulum Swings Every 2-4 Years" - Jack Belcher, Sarah Venuto & Brook Papau

Today we were delighted to welcome Jack Belcher and Sarah Venuto of Cornerstone Government Affairs, along with Brook Papau, CEO of Orennia, for a discussion focused on the energy implications of the One Big Beautiful Bill (OBBB). Jack, a Principal at Cornerstone, has over 30 years of experience in energy and energy policy, having previously served as Manager of Regulatory Affairs and Policy at Shell and Staff Director for the U.S. House Subcommittee on Energy and Mineral Resources. Sarah, Pri...

3 months ago

1 hour 5 minutes

C.O.B. Tuesday

"We Want To Inspire Kids...You Never Know If There's A Jimmy Doolittle Among Them" - Jerry Scott, Lone Star Flight Museum

We are very pleased to share a special Fourth of July edition of COBT. Earlier in the week, we had the opportunity to tour the Lone Star Flight Museum (LSFM) and to sit down with Jerry Scott, LSFM’s Chief Operating Officer and Director of Flight Operations. The museum draws visitors from all over the world and features flying historical aircraft, many of them iconic military planes. Jerry was named COO in June 2024 and has 40 years of experience in aviation sales as well as people, project, a...

4 months ago

50 minutes

C.O.B. Tuesday

"It’s Safer To Work In A U.S. Coal Mine Than To Work In A Shopping Mall Or Supermarket" Featuring Jim Grech, Peabody

Today we had the very exciting and interesting opportunity to visit with Jim Grech, President and CEO of Peabody. Jim was appointed as CEO in June 2021 and brings more than 30 years of experience across the coal and natural resources space. His career includes leadership roles as CEO of Wolverine Fuels, President of Nexus Gas Transmission, EVP and CCO of CONSOL Energy, and Vice President of DTE Energy. Peabody, founded in 1883, is one of the leading coal producers in the U.S., operating 17 su...

4 months ago

59 minutes