TPH Close of Business Tuesday

TPH Close of Business Tuesday

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Energy sector market commentary from Tudor, Pickering, Holt & Co.

Today we had the pleasure of hosting Amy Myers Jaffe, Research Professor and Managing Director of the Climate Policy Lab at the Tufts University Fletcher School. Amy has taught energy policy, business, and sustainability courses at several distinguished universities and recently published “Energy’s Digital Future: Harnessing Innovation for American Resilience and National Security.”
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Our discussion spanned several topics including investor interest in energy, Amy’s new book, and hearing about the community at Tufts and what current students are interested in. It was a meaty discussion and we sincerely thank Amy for spending the time with us.

The TPH crew ran through a few items to start: our energy strategist Mike Bradley looked at the energy market over the past week, European energy prices, PPI/CPI vs. government bond prices, and shared an interesting observation about TIME’s person of the year. Matt Portillo noted considerations around return to capital in the upstream space and tag-teamed with Matthew Blair who covered key takeaways from a TPH Research conference call on Renewable Volume Obligation and its effects on pricing. Colin Fenton walked us through three prices to pay attention to as we approach year-end.
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