Energy markets at operating speed.
C.O.B. Tuesday is a brisk energy-industry roundtable built around market updates, specialist guests, and practical consequences. Its conversations move from oil prices and power demand to shipping risk, Cuba’s energy deficit, Gulf drilling, AI, and boardroom geopolitics.
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C.O.B. Tuesday is a weekly energy and markets conversation with a strong bias toward people who operate near the center of the issue. It is not content to leave energy inside the oil-and-gas lane. Power demand, AI data-center load, offshore leasing, merchant shipping, Russian exports, Cuban electricity shortages, manufacturing certainty, and Middle East risk all sit inside the same frame. The show usually starts with a market marker. Oil moves, bond yields, equities, NVIDIA, Brent, WTI, or lease-sale activity become the on-ramp. Then the guest work begins. Sean Kelly explains how Amperon forecasts electricity demand and power costs across short and long horizons. Another guest brings the complexity of generation assets, batteries, turbines, and operating variables into view. Tatyana Mitrova places Russian energy infrastructure inside Kremlin strategy. John Conrad stretches a Hormuz conversation into insurance, naval rules, U.S. shipbuilding, and the merchant marine. Sebastian Arcos grounds Cuba’s political future in oil production, imports, and electricity stress. Offshore Louisiana episodes make policy physical, with Kate McGregor, Rep. Pete Stauber, and Mike Minarvik discussing leases, rigs, pipes, Gulf activity, and technology. Dan Yergin returns as a familiar high-level interpreter of Iran, markets, and energy history. Lazard guests connect military uncertainty, global boardrooms, and capital allocation. Jay Timmons brings manufacturing, permitting, AI, national security, and energy costs into the same industrial conversation. The show’s value is the way it keeps translating headlines into constraints. A crisis is not just a crisis; it becomes a question about supply, logistics, regulation, insurance, infrastructure, and confidence. The pacing is quick and dense. The register is measured, but the room is comfortable with direct claims and rapid shifts. It works best for listeners who already care about energy and want sharper context rather than basic definitions. C.O.B. Tuesday makes the energy system feel like a live map of market pressure, geopolitical choice, and operating reality.
Made for: For energy professionals, investors, policy watchers, and industry-curious listeners who want current events translated into market and infrastructure consequences. It assumes attention and rewards fluency.
What sets it apart: C.O.B. Tuesday stands out by pairing immediate market color with guests close to the assets, institutions, and geopolitical decisions being discussed. The show moves quickly from headline to consequence without sanding off complexity.
C.O.B. Tuesday is a weekly one-hour talk show that serves as a knowledge pipeline for the energy industry and the energy curious. We host honest, timely, conversations with people we believe can improve the discussion, can provide new perspectives, can share unique insights into key energy issues, and can discuss inventive, pragmatic solutions for a stronger energy future. Produced by Veriten.
Based on 4 episodes we listened to · September 2026
C.O.B. Tuesday connects energy infrastructure and geopolitics to the investment, insurance, forecasting and policy decisions they force.
C.O.B. Tuesday follows energy decisions from physical infrastructure into boardrooms and government. The hosts use guest interviews to connect shipping constraints, electricity demand, offshore production and geopolitical conflict with the capital and policy choices behind them.
This is where a shipping choke point turns your energy question into a lesson in state power.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A grounded power-market conversation anchored in Houston and real operating constraints.
C.O.B. Tuesday follows a Houston visit to the Gulf Coast Power Association and treats the Gulf Coast of Texas as a serious power market. Sean Kelly of Amperon and Marianne Berlin of Alpha Generation talk through managing power costs, forecasting demand, and the practical mess of…
A clear look at how shipping, insurance, and fleet capacity shape policy around a major maritime chokepoint.
This episode looks at shipping as a practical way to think about the Strait of Hormuz, naval warfare, insurance, the merchant marine, and the push to revive U.S. shipbuilding.
A grounded energy-policy discussion that keeps investment stability tied to operator reality.
Offshore Louisiana frames a conversation that sits between policy and the messy work of getting rigs, pipes, and capital aligned. Mike Minarvik, Kate McGregor, and Pete Stauber keep it anchored while the talk moves through lease sales, an offshore tax rate, and the case for…
A boardroom view of geopolitical stress as capital risk.
The episode stays tightly on market and geopolitics, with Lazard's Teddy Bunzel, Admiral Bill McRaven, and George Bilicic weighing Iran, the Mideast, and a shifting U.S. policy climate through a boardroom lens.
Practical conversations from the decommissioning front line.
Commodity shocks, traced to market mechanics.
Kentucky tech, explained from the ground up.
Finance stories with consequences attached.
Energy transition, explained at system scale.
Hosts Maynard, Mark and Mike tour California Resources Corporation (CRC) sites in Long Beach, Elk Hills and Santa Clarita, then interview CEO Francisco Leon, who says seven rigs now running in the state is one of the highest counts in years.
This episode features an interview with Doug Lambert, co-founder and COO of Saronic Technologies, discussing their work on autonomous surface vehicles and their impact on military technology, maritime robotics, and American industrial revitalization.
Houston is the setup.
This episode features an interview with Dr.
Maynard and Mike welcome back John Conrad, CEO of GCaptain, and make the case that he feels especially timely given the Strait of Hormuz, naval warfare, shipping, and insurance.
This episode features an interview with Sebastián Arcos, interim director at Florida International University's Institute for Cuban Studies, discussing Cuba's current situation, energy industry, and political dynamics.
C.O.B.
This episode features an interview with energy expert Dr.
Maynard and Mike bring in Teddy Bunzel, Admiral Bill McRaven, and George from Lazard.
Interview with Jay Timmons, CEO of National Association of Manufacturers, discussing energy, onshoring, AI, and market reactions to NVIDIA earnings.
This episode features an interview with Ruaraidh Montgomery of Welligence discussing exploration trends and acreage acquisition by major companies in the oil and gas industry.
This episode features an interview with energy expert Ali Moshiri, discussing Venezuela's oil and gas sector, its geopolitical significance, and current market trends.
An interview with Jim Murchie about power systems, power prices, and market volatility in energy and commodities.
This episode features an interview with former Attorney General Bill Barr discussing his experiences in the Trump administration, focusing on topics like sanctions, international law, and national security, particularly in relation to Venezuela.
A discussion with oil market expert Dr.
This episode discusses the announcement of Arizona State University's new global center for the future of energy, featuring interviews with President Dr.
Interview with Senator Kay Bailey Hutchison and Jack Belasia about energy markets, geopolitics, and the upcoming KBH Energy Center conference.
Hosts interview the CEO and CTO of an energy technology company at their site, then discuss bond markets and crude oil.
Hosts visit a geothermal power plant site in Utah and interview the CEO and drilling engineer about the development and potential of geothermal energy.
Interview with Isabel Bimike about her book promoting nuclear energy as a solution for the future.
Hosts discuss energy market conditions and interview Alberta Premier Danielle Smith about Canada's energy future.