Episodes
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Will Ulrich (Presidio) — 500% Returns Buying Old Wells
This episode we are joined by Mr. Will Ulrich - CEO of Presidio Production Company - a NYSE listed energy company with a market cap of ~$300 million. Will is co-CEO of Presidio since co-founding the company in 2017. He has over 18 years of energy experience and is focused on using technology and...
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Chris Carter (NGP) — 38 Years of Energy Private Equity
This episode we are joined by Mr. Chris Carter - Managing Partner of NGP Energy Capital - a Dallas-based energy private equity firm that has invested since 1988 and raised over $25 billion in cumulative capital commitments. As Managing Partner, Chris oversees NGP's efforts in sourcing…
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Terry Etam — $40B vs. $4B: Which Pipeline Gets Built?
Greetings & welcome back to the podcast. This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel Insanity & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions , writing best selling...
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Adam Waterous (Strathcona) — How Canada Can 2x Oil Production
This episode we are joined by Mr. Adam Waterous - Executive Chairman of Strathcona Resources & Greenfire Resources - two TSX listed energy companies with market caps of ~$8 billion & ~$2 billion respectively. Mr. Waterous is also CEO of Waterous Energy Fund - a Calgary-based private equity firm...
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Travis Pace (Fortuna Operating) - Building a 30,000 Boe/d Non-Op Business
This episode we are joined by Mr. Travis Pace - CEO of Fortuna Operating - a private company that manages a non-op energy portfolio of ~30,000 boe/d on behalf of North Hudson Resource Partners - a private equity firm with ~$2 billion under management. Travis Pace serves as CEO of Fortuna…
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Bobby Tudor (Artemis) — 20 Years at Goldman & Building an Energy Investment Bank
This episode we are joined by Mr.Bobby Tudor - CEO of Artemis Energy Partners - and board member of Murphy Oil - a NYSE listed energy company with a market cap of ~$5.5 billion. Mr. Bobby Tudor is the founder and CEO of Artemis Energy Partners, an Investing and Advisory platform focused on...
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Darcy Reding (Cavvy Energy) - LNG & $1,100/Ton Sulphur: The Evolution of Cavvy Energy
This episode we are joined by Mr. Darcy Reding - CEO of Cavvy Energy - a TSX listed energy company with a market cap of ~$700 million. Mr. Reding previously served as the Vice President of Operations & Geoscience at NAL Resources Management until the acquisition by Whitecap Resources in Q1 2021....
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Toby McKenna (Rockpoint) — Building North America's #1 Independent Gas Storage Company
This episode we are joined by Mr. Toby McKenna - CEO of Rockpoint Gas Storage - a TSX listed gas storage company with a total equity value of ~$3.4 billion. Mr. McKenna is the Chief Executive Officer at Rockpoint responsible for the management and performance of the corporation’s storage and…
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Arjun Murti (Veriten) — $20 to $147 Oil: Super Spike vs. Super Vol
This episode we are joined by Mr. Arjun Murti - Partner at Veriten LLC and a Senior Advisor at Warburg Pincus. Mr. Murti has spent over 30 years on Wall Street as a sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. Mr. Murti…
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Steve Glanville (STEP) — 4 Mile Laterals, COIL+™ & Building an Energy Services Platform
This episode we are joined by Mr. Steve Glanville - CEO of STEP Energy Services - a private energy services company with revenues of ~$1 billion. Mr. Glanville has served as STEP’s president and CEO since October 2022. A co-founder of STEP, he previously held the role of COO from the company’s...
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Tony Marino (Tenaz Energy) — $65 Million to $2 Billion: The Netherlands' #1 Gas Producer
(Recorded August 6, 2026). This episode we are joined by Mr. Tony Marino - CEO of Tenaz Energy - a TSX listed energy company with a market cap of ~$2 billion. Mr. Marino is the former President and Chief Executive Officer of Vermilion Energy, Baytex Energy and Dominion Exploration Canada, with...
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Jeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable
(Recorded August 13, 2026). This episode we are joined by Mr. Jeff Currie - Chief Strategy Officer at Altis Partners and Senior Advisor to Carlyle, a global investment firm with ~$485 billion under management. Mr. Currie is also Executive Co-Chairman of Abaxx Markets, a co-founder and…
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Steve Fagan (Strathcona) - Building 4 Companies in 40 Years: Sequoia to Strathcona
This episode we are joined by Mr. Steve Fagan - Vice Chairman of Strathcona Resources - a TSX listed energy company with a market cap of ~$9 billion. Mr. Fagan has more than 40 years of experience in the Canadian energy industry, building and monetizing exploration and production companies. He...
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Pat Daniel (Former Enbridge CEO) - $7B to $30B: 11 Years Building Enbridge
This episode we are joined by Mr. Pat Daniel - former CEO of Enbridge - a TSX listed infrastructure company with a market cap of ~$170 billion. Pat Daniel served as President & CEO of Enbridge Inc. from 2001 to 2012, leading the company through a transformative decade in which its market value…
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Don Streu (Condor Energies) — 85 TCF: Building Central Asia's 1st LNG
This episode we are joined by Mr. Don Streu - CEO of Condor Energies - a TSX listed energy company with a market cap of ~$300 million. Mr. Streu has over 37 years experience in the oil and gas industry including 22 years with Chevron working in Angola, Indonesia, Nigeria, Canada and the United...
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Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival
This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets. Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy...
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Cole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management. Cole...
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Matt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom
This episode we are joined by Mr. Matt Rachiele - President & CEO of XXIII Capital - an industrial real estate firm with ~$100 million under management. Matt co-founded XXIII Capital Inc. in January 2023 and has nearly two decades of diversified commercial real estate, private equity and capital...
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Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market
This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5 billion under management. Adam Rozencwajg is a Co-Founder and Managing Partner at Goehring & Rozencwajg (G&R), a premier global natural…
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Ben Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy
This episode we are joined by Mr. Ben Dell - co-founder & managing partner of Kimmeridge - a private equity firm with ~$6 billion under management. Ben Dell is a Managing Partner of Kimmeridge and oversees investment activity across the firm. He is closely involved in the screening of new...
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Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next
This episode we are joined by Mrs. Bonnie DuPont — director and former Calgary energy executive whose board career spans Viterra, NAV Canada, the Bank of Canada, AltaGas, Burke Construction, Silver Birch Energy, Silver Willow Energy, G3 Canada, and CustomerWorks. Mrs. DuPont executive career...
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Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%
This episode we are joined by Mr. Steve Larke - director at Topaz Energy, Headwater Exploration Inc. & Vermilion Energy - three TSX listed energy companies with market caps of ~$5 Billion, $3 Billion & $2.5 Billion respectively. Mr. Larke's previous roles include Operating Partner and Advisory...
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Danny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin
This episode we are joined by Mr. Danny Brown - CEO of Chord Energy - a NASDAQ listed energy company with a market cap of ~$8 billion. Mr. Brown has more than 25 years of experience in the oil and natural gas industry, having spent his career with Anadarko Petroleum Corporation (or one of its...
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Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz
This episode we are joined by Mr. Dan Pickering - CIO & Founder of Pickering Energy Partners - an energy financial services company headquartered in Houston, USA with ~$16 billion invested in all energy sub-sectors. Mr. Pickering is the Chief Investment Officer at Pickering Energy Partners (PEP)....
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Kaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth
This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy & Viper Energy - two NASDAQ listed energy companies with market caps of ~$60 billion & ~$16 billion respectively. Mr. Van’t Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025....
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Cody Church (Clear North Capital/Strathcona) - From Harvard to Calgary: 30 Years in Private Equity
This episode we are joined by Mr. Cody Church - CEO of Clear North Capital, co-founder of TriWest Capital & board member of Strathcona Resources - a TSX listed energy company with a market cap of ~$10 billion. With a career spanning more than 25 years, Cody began his profession in 1993 as an...
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Mike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy
This episode we are joined by Mr. Mike Backus - CEO of Outwest Energy - a startup oil & gas company based in Calgary, Alberta, Canada. Mike Backus has over 25 years of experience in a variety of engineering, operational, finance and executive roles. Prior to founding Outwest, Mike was a member of...
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John Forgeron (Compass/Northbase): 400MW — Building North America's Power Infrastructure
This episode we are joined by Mr. John Forgeron - CEO of Compass Energy Systems - a compression, processing, and power systems company with revenues of ~ $1 billion. Mr. Forgeron is also Chairman of Northbase Finance - a specialty finance company in the energy business. Also, Mr. John Forgeron...
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Bevin Wirzba (South Bow) — Reviving Keystone: ~1M BBL Prairie Connector
This episode we are joined by Mr. Bevin Wirzba - CEO of South Bow - a TSX listed infrastructure company with a market cap of ~$10 billion. Mr. Wirzba was an integral part of the TC Energy Executive Leadership Team. He oversaw the strategy and corporate development teams and led TC Energy’s…
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Doomberg: The Strait of Hormuz is Closed — What It Means for Canadian Pipelines
This episode we are joined by the co-founder of Doomberg – an independent publication that provides a lateral-thinking approach to topics in energy, finance, geopolitics, and the broader economy. Doomberg has grown to one of the top paid finance newsletters on Substack, with ~375,000 subscribers....
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Neil Roszell (Headwater) - 8x Reserve Growth: Building Value Through the Drill Bit
This episode we are joined by Mr. Neil Roszell - Executive Chairman of Headwater Exploration - a TSX listed energy company with a market cap of ~$3 billion. Mr. Roszell has been a founder/executive member of Raging River Exploration Inc., Wild Stream Exploration Inc., Wild River Resources Ltd.,...
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Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis
Greetings & welcome back to the podcast. This episode we are joined by Mr. Eric Nuttall - partner and senior portfolio manager with Ninepoint Partners, and the Ninepoint Energy Fund - Canada's largest energy fund with ~$2 billion under management. Mr. Nuttall's views on energy are frequently…
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Ryan Bushell (Newhaven): Capital Preservation – Dividends & Energy Infrastructure
Greetings & welcome back to the podcast. This episode we are joined by Mr. Ryan Bushell - CEO of Newhaven Asset Management - an investment firm with ~$500 million under management. Ryan Bushell joined Newhaven in 2018 from one of Canada’s longest tenured Investment Managers, where he was co-head…
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Chris Carlsen (Birchcliff) - 20 Years in the Montney – Infrastructure, Growth & Discipline
Greetings & welcome back to the podcast. This episode we are joined by Mr. Chris Carlsen - CEO of Birchcliff Energy - a TSX listed energy company with a market cap of ~$2 billion. Mr. Carlsen is the President and Chief Executive Officer of Birchcliff and is responsible for the overall strategic...
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Doug Bartole (InPlay Oil) - Unlocking the Cardium in 2026
Greetings & welcome back to the podcast. This episode we are joined by Mr. Doug Bartole - CEO of InPlay Oil - a TSX listed energy company with a market cap of ~$500 million. Mr. Bartole has been the President and Chief Executive Officer of the Corporation since November 2012; prior thereto, Mr....
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George Armoyan (Armco/Calfrac) - 50 Years of Investing: Lessons from Energy & Real Estate
Greetings & welcome back to the podcast. This episode we are joined by Mr. George Armoyan - Executive Chairman of G2S2 Capital Inc., President of Armco Capital Inc., and Executive Chairman, President & Chief Executive Officer of Clarke Inc. Mr. Armoyan is an entrepreneur with extensive experience...
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Terry Etam (Energy Columnist) - $100 Oil & Canada's Strategic Petroleum Reserve
Greetings & welcome back to the podcast. This episode we are joined by Terry Etam - energy executive, best-selling author of the The End of Fossil Fuel Insanity & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions , writing best selling...
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Dr. Elizabeth Cannon (CNRL/Mancal) - 40 Years of Leadership in Engineering, Energy & Education
Greetings & welcome back to the podcast. This episode we are joined by Dr. Elizabeth Cannon - president emerita of the University of Calgary, former dean of the Schulich School of Engineering & board member of Canadian Natural Resources/Mancal Corporation. Dr. Elizabeth Cannon is president…
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Dane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy
Greetings, & welcome back to the podcast. This episode we are joined by Mr. Dane Gregoris - Managing Director & Head of Oil and Gas Research at Enverus - an energy software provider with annual revenues of approximately $1 billion. Mr. Gregoris joined Enverus in 2014. His previous work experience...
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Pat Oliver (Bonterra) - The Evolution of Bonterra Energy
Greetings & welcome back to the podcast. This episode we are joined by Mr. Pat Oliver - CEO of Bonterra - a TSX listed energy company with a market cap of ~$200 million. President, Chief Executive Officer and Director of Bonterra since September of 2022. Mr. Oliver has over 35 years of E&P...
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Trent Boehm (Redstone Oil Corp) - Starting A New Oil Company
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Trent Boehm - CEO of Redstone Oil Corp - a exploration-focused oil & gas startup company. Most recently Mr. Boehm held the position of Vice Chairman and Head of Energy Sales on the executive committee at Stifel Nicolaus...
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Bob Dhillon & Trina Cui (Mainstreet) - Q1 2026 Results Summary
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bob Dhillon & Trina Cui - CEO & CFO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion. Mr. Dhillon has been awarded numerous awards including: Appointed as Officer of the Order of...
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Bryan Gould (Aspenleaf) - 29 Years at Shell & Growing to 25,000 BOE/D
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bryan Gould - founder & executive chairman of Aspenleaf Energy - a private energy company producing ~25,000 BOE/D. Aspenleaf operates assets in the Swan Hills, Leduc and Twining regions of Alberta, having acquired Arcan...
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Toby Rice (EQT) - How EQT Grew To 1 Million BOE/D
Greetings, and welcome back to the podcast. This episode we are joined by Mr. Toby Rice - CEO of EQT - a NYSE listed energy company with a market cap of ~$35 billion. Toby Rice was named President and Chief Executive Officer in July 2019, when he was also elected to EQT’s Board of Directors.…
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W. Brett Wilson (Prairie Merchant) - FirstEnergy ~1992 & Dragons' Den Lessons
Greetings, and welcome back to the podcast. This episode, we are joined by W.Brett Wilson - CEO & Chairman of Prairie Merchant Corp - a private merchant bank which finances key personal investments in five major areas - energy, agriculture, real estate, entertainment and sport. Prior to founding...
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#263: Doomberg Part III: Venezuelan Oil & Why Energy Is Abundant
Greetings & welcome back to the podcast. This episode we are joined by the co-founder of Doomberg– an independent publication that provides a lateral-thinking approach to topics in energy, finance, geopolitics, and the broader economy. Doomberg has grown to one of the top paid finance newsletters...
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#262: Dr. Chris Keefer (Canadians for Nuclear Energy) ~600 TWh: Why Power Demand Is Growing
Greetings, and welcome back to the podcast. This episode we are joined by Dr. Chris Keefer - President of Canadians for Nuclear Energy Association, ER Physician & host of The Decouple Podcast - which focuses on energy technology and its ecological impacts. Dr. Keefer holds a bachelors degree from...
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#261: Don Simmons (Hemisphere Energy) - Heavy Oil & Polymer Floods: Scaling to 3800 boe/d
Greetings, and welcome back to the podcast. This episode we are joined by Mr.Don Simmons - CEO of Hemisphere Energy - a TSX listed energy company with a market cap of ~$200 million. Mr. Simmons has extensive experience in petroleum geology and a proven track record of discovering oil and gas in...
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#260: Hon. Stockwell Day - Lowering Taxes, Cutting Debt & 50 Years of Politics
Greetings, and welcome back to the podcast. Stockwell Day was successfully elected nine times over 25 years at two levels of government and in two separate provinces. From 1986 to 2000, he served in the Alberta Legislature as Government House Leader, Minister of Labour, Minister of Social…
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#259:Heather Exner-Pirot (Macdonald-Laurier) - Canadian Energy: MOU's, Pipelines & LNG
Greetings, and welcome back to the podcast. This episode we are joined by Heather Exner-Pirot - Senior Fellow and Director of Energy, Natural Resources and Environment at the Macdonald-Laurier Institute, Special Advisor to the Business Council of Canada, Research Advisor to the Indigenous…
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About this show
Sharing insights on energy, finance & business related items
Hosted by
Mr. Rose
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