ENB #125 - What kind of conversation can you have with a energy Board Member and CEO?

ENB #125 - What kind of conversation do you get with an experienced energy Board Member, and CEO around ESG, Oil, and our Climate challenge?

#bp #esg #energy #cleanairact #oilandgasindustry #podcast

Well, my answer is an excellent overview of the oil and ESG market. It was an honor to sit down and talk with Jon Rogers, experienced CEO, energy and ESG industry thought leader. In some inside baseball, I have had the pleasure of previously interviewing Jon and following him for years. An energy expert is not developed in a year or in a single silo, and Jon has the street cred to visit in the micro and macro views we need.

My talk with Jon was a lot of fun talking about things like the Clean Air Act, oil and gas E&P improving their efficiencies, and reducing the impact on the environment while delivering low-cost energy. We need more energy thought leaders to help guide us into the future learning from the past.

Thank you Jon for stopping by the podcast, and I am looking forward to our next visit.

Highlights

00:00 - Intro

01:00 - How did you get started? Like you were at BP and where else were you at?

03:31 - Talks about ESG Movements and Jon Roger's Thoughts about it

07:59 - Talks about the Article that was released yesterday about Larry Fink getting the CEO of Saudi Aramco on his Board

10:39 - Do you think if you're an oil company like you just described and you're doing both, are you going to attract more investors?

13:31 - Talks about the Big Climate Challenge in the late '80s and 90`s and how they solved it

15:00 - Talks about The Clean Air Act and its impact on the regulation of the oil and gas industry, as well as renewables like wind and solar energy.

21:00 - How do you balance finance versus technology?

24:17 - What do you see is the number one thing that we can do to help get to the next level? Is it education? Is what do we do?

26:33 - They're going to be increasing, the Permian rig count is down. But what kind of new technologies do you see coming around the corner?

30:47 - That balance between dollars spent on a more effective rig with lower is ESG is more expensive. But is it a bigger crapshoot, if you would, because you don't know that those longer laterals are going to pull back more oil and gas?

33:00 - Longer laterals and you get a different decline curve we need several trillion dollars to invest just to keep our decline curve at the current level of demand.

35:38 - What's coming around the corner that you see in the industry for OPEC? Do you see that as they're coming around are they going to hold their production levels or continue to drop?

37:51 - How do people reach out to you?

38:27 - Outro