C.O.B. Tuesday Ep. 38 - Featuring Giorgio Bresciani & Dickon Pinner of McKinsey & Company

We were thrilled to have the opportunity to visit with Giorgio Bresciani and his colleague Dickon Pinner, both Senior Partners at McKinsey & Company. Giorgio, based in London, is McKinsey's leader of their Global Oil & Gas practice and Dickon leads McKinsey's Global Sustainability Practice from San Francisco. We had a robust discussion of the energy transition and in particular the role oil and gas and the capital markets may both play as it all unfolds. To kick things off, Mike Bradley gave an energy trading market and sentiment update and Colin Fenton prepped us for the McKinsey discussion with a presentation on recent COVID data, the vaccine news, and the implications for energy demand.----------Copyright 2020, 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 Advisors LP, Tudor, Pickering, Holt & Co. Securities – Canada, ULC 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.