C.O.B. Tuesday Ep. 71 “And Now for a Rousing Halftime Show!” Featuring TPH Research

We have an exciting episode for you today! For the first time, representation from the entire TPH Research Team headlined this week's session to share key observations from the first half of the year and key focus areas as we enter the second half of 2021. Our all-star TPH Research lineup and their respective topics included:Matt Portillo, Managing Director, E&P Research | Upstream & AutomotiveMatt Murphy, Director, Integrateds and Upstream Research | Oil and Gas Macro​​​Matt Taylor, Director, Midstream Research | Natural Gas Liquids MacroColton Bean, Director, Midstream Research | Midstream and Renewable Power SectorGeorge O'Leary, Managing Director, Energy Services & Equipment (ESE) | ESE and SolarMatthew Blair, Managing Director, Refining and Chemicals Research | Refiners, Chemicals & Renewable Diesel​​​​​We had an overwhelming amount of brain power join us today. As you will hear, there was a lot to matador around! Big thanks to the team for joining and for bringing a handful of slides to help guide the conversation. Please let us know what you think!​​​​​To kick things off today, Mike Bradley shared his observations from the recent OPEC+ meeting (so he had a lot to cover!). Thanks again to the team and thanks to you all! We hope you enjoy it!----------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.

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