Subscribe: Spotify | iTunes Kiewit is one of North America’s largest construction and engineering organizations. As such, the company has a unique perspective on the pipeline of new infrastructure projects in the United States and Canada. To get a window into what is on the horizon for large energy infrastructure projects, Kiewit’s Matthew Thomas, Vice President, […]
Subscribe: Spotify | iTunes In the depths of the COVID pandemic, oilfield activity ground to a halt and service companies were forced to shrink. While oilfield activity levels have rebounded significantly, they are still below the pre-pandemic peaks. This week, Steve Glanville, President and Chief Operating Officer of STEP Energy Services and Shawn Martens, Co-Founder, VP of […]
Subscribe: Spotify | Tunes The broad-based Invesco WilderHill Clean Energy ETF is off 60% from its peak in early 2021. Riskier stocks on the clean energy spectrum have fallen even more. For a more in-depth perspective, please see Peter’s commentary titled “What is Next for Clean Tech Companies” which explores how the beat-up equity markets will impact […]
Subscribe: Spotify | iTunes Episode Summary Natural gas price has been climbing to near-record highs in North America. This week, Jackie and Peter talk about the reasons for high natural gas prices now. Longer-term, North American gas markets are undergoing a structural change. To reduce their reliance on Russia, EU countries are turning towards new gas suppliers […]
