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!

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

C.O.B. Tuesday