C.O.B. Tuesday Ep. 59 - Featuring Erik Milito (National Ocean Industries Association)

Welcome to another week of COBT! For today's session, we took a trip offshore to visit with Erik Milito, President of the National Ocean Industries Association (NOIA). NOIA's mission is to advance and promote the interests of the offshore energy industry including both traditional and renewable energy resources. We had a great conversation all about the NOIA organization itself, life in Washington, D.C., the importance of the Gulf of Mexico, and the energy transition. It was a pleasure to speak with Erik and hear about NOIA's efforts and impact. Erik's presentation can be found attached here. We hope you enjoy the conversation as much as we did!Our expert TPH crew kicked things off: Mike Bradley gave an earnings preview and noted the current holding pattern in the market and Matt Portillo gave a natural gas macro update and an earnings outlook for the new energy sector. Craig Webster made a guest appearance to explain the recent SEC risk alert on ESG funds and finally Colin Fenton shared a few slides analyzing inflation rates for the ICE EUA CO2 Emissions Price, the California LCFS Credit Market, and Bitcoin.​​​Thank you Erik for a great discussion and thanks to you all! ---------------------------------------------------------------Copyright 2021, Tudor, Pickering, Holt & Co. The information contained in this update is based on sources considered to be reliable but is not represented to be complete and its accuracy is not guaranteed. This update is designed to provide market commentary only. This update does not constitute an offer to sell or a solicitation of an offer to buy any securities. Nothing contained in this update is intended to be a recommendation of a specific security or company nor is any of the information contained herein intended to constitute an analysis of any company or security reasonably sufficient to form the basis for any investment decision. Past performance is not indicative of future results. Tudor, Pickering, Holt & Co., and its officers, directors, shareholders, employees and affiliates and members of their families may have positions in any securities mentioned and may buy or sell such securities before, after or concurrently with the publication of this update. In some instances, such investments may be inconsistent with the views expressed herein. Tudor, Pickering, Holt & Co. may, from time to time, perform or solicit investment banking or other services for or from a company, person or entities mentioned in this update. Additional important disclosures, including disclosures regarding companies covered by TPH’s research department, may be found at www.tphco.com/Disclosure. Tudor, Pickering, Holt & Co. (TPH) is the global brand name for Tudor, Pickering, Holt & Co. Securities, LLC, Tudor, Pickering, Holt & Co. Securities – Canada, ULC, Perella Weinberg Partners LP, and their affiliates worldwide. Institutional Communication Only. Under FINRA Rule 2210, this communication is deemed institutional sales material and it is not meant for distribution to retail investors. Recipients should not forward this communication to a retail investor.

There are no comments yet.

Please log in to write the first comment.