The Trevor Rose Podcast

Steve Larke (Headwater/Topaz): Why Canadian Energy Is Up 70%

The Canadian energy sector is experiencing a period of renewed strength, driven by shifting global trade dynamics and increased capital inflows. Steve Larke, a board member at Topaz Energy, Headwater Exploration, and Vermilion Energy, highlights how the stock market functions like a balloon where fund flows create pres...

Danny Brown (Chord Energy): 4-Mile Laterals: Unlocking the Williston Basin

Dan Pickering (Pickering Energy) - U.S. Shale, $90 Oil & The Strait of Hormuz

Dan Pickering, CIO and founder of Pickering Energy Partners, reflects on the evolution of the energy sector, tracing his entrepreneurial journey from the early days of the shale revolution to the current market landscape. The discussion centers on the impact of the ongoing Middle East conflict, which has significantly ...

Kaes Van't Hof (Diamondback) - Shale 2.0: Disciplined Permian Growth

Cody Church (Clear North Capital/Strathcona) - From Harvard to Calgary: 30 Years in Private Equity

Mike Backus (Outwest Energy) - Starting From 0 Bbl/d: Building Outwest Energy

John Forgeron (Compass/Northbase): 400MW — Building North America's Power Infrastructure

Bevin Wirzba (South Bow) — Reviving Keystone: ~1M BBL Prairie Connector

Doomberg: The Strait of Hormuz is Closed — What It Means for Canadian Pipelines

Neil Roszell (Headwater) - 8x Reserve Growth: Building Value Through the Drill Bit

Eric Nuttall (Ninepoint): $200 Oil – A Looming Energy Crisis

Global oil markets face a historic structural deficit as production losses in the Middle East and the closure of the Strait of Hormuz drain inventories to record lows. Eric Nuttall, Senior Portfolio Manager at Ninepoint Partners, argues that current market complacency fails to account for the magnitude of this supply c...

Ryan Bushell (Newhaven): Capital Preservation – Dividends & Energy Infrastructure

Chris Carlsen (Birchcliff) - 20 Years in the Montney – Infrastructure, Growth & Discipline

Doug Bartole (InPlay Oil) - Unlocking the Cardium in 2026

George Armoyan (Armco/Calfrac) - 50 Years of Investing: Lessons from Energy & Real Estate

Terry Etam (Energy Columnist) - $100 Oil & Canada's Strategic Petroleum Reserve

Dr. Elizabeth Cannon (CNRL/Mancal) - 40 Years of Leadership in Engineering, Energy & Education

Dr. Elizabeth Cannon, President Emerita of the University of Calgary, reflects on her transition from pioneering GPS research to university leadership and corporate governance. Her career underscores the necessity of integrating entrepreneurial thinking into academic environments to foster innovation and economic diver...

Dane Gregoris (Enverus) - Why Capital Is Returning To CAD Energy

Canadian oil and gas equities are experiencing significant relative outperformance compared to US markets, driven by a growing recognition of the sector's long-term resource durability and the sustained necessity of hydrocarbons. While US shale production faces a flattening trajectory due to declining productivity per ...

Pat Oliver (Bonterra) - The Evolution of Bonterra Energy

Trent Boehm (Redstone Oil Corp) - Starting A New Oil Company

Redstone Oil Corp focuses on geology-driven, exploration-forward strategies within the Western Canadian Sedimentary Basin, aiming to capitalize on a structural decline in industry exploration. Long-term consolidation and a shift toward capital returns have left significant high-quality assets under-exploited, creating ...