Podcasts about SLB

SLB (SLB), formerly known as Schlumberger, missed on its latest earnings report. What makes this an overlooked stock, according to George Tsilis, is its importance to cyclicality in the oil and gas space. He also explains that the potential pullback in CapEx spend from businesses will pin additional pressure on SLB.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

China is said to consider exempting some US goods from tariffs as costs increase with Chinese authorities considering removing additional levies for medical equipment and some industrial chemicals like ethane, according to Bloomberg citing sources familiar with the matter.US President Trump said either countries negotiate a deal or they will set a deal and some will be tariffed, at some point, while they will set prices for deals.US President Trump reiterated that he hopes the Fed lowers interest rates and they should, while he reiterated criticism that the Fed is late.US equity futures slightly extended on the prior day's gains after reports of China flinching on tariffs; Alphabet shares rose 6.4% after market.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.5% after the cash market closed with gains of 0.3% on Thursday.Looking ahead, highlights include UK Retail Sales, Speakers including SNB's Schlegel & Steiner, BoE's Greene, ECB's Nagel, Rehn & Cipollone, Earnings from Safran, SLB, AbbVie, Phillips 66 & Centene.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

China is said to consider exempting some US goods from tariffs as costs increase with Chinese authorities considering removing additional levies for medical equipment and some industrial chemicals like ethane, according to Bloomberg citing sources familiar with the matter.China's Foreign Ministry says it is not having any consultations or negotiations with the US on tariffs; on tariff exemptions, says not familiar with specifics.European bourses edge higher on positive Chinese trade reports; US futures mixed, GOOGL +5.5% pre-market after strong Q1 results.DXY recovers amid trade hopes, JPY weakens amid outflows from haven FX and despite hotter Tokyo CPI.Bonds trade rangebound as participants await further tariff updates.Crude modestly firmer, XAU slips given the positive risk tone and stronger USD.Looking ahead, BoE's Greene, ECB's Nagel, Rehn & Cipollone, Earnings from, SLB, AbbVie, Phillips 66 & Centene.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Jessica Inskip returns to highlight stocks gaining attention in ways investors may have missed. She talks about Rivian's (RIVN) growing social media traction, AT&T's (T) tie to yields and SLB's (SLB) play on dividends and A.I. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

A couple of double-headers this weekend, Newcastle and Sheffield split theirs, whilst Cheshire won both encounters with Surrey. Dan and Dave look back at all the action in SLB this week.Clean-up from last weekCheshire Phoenix 112-78 Surrey 89ersBristol Flyers 76-62 Manchester BasketballCaledonia Gladiators 66-88 Leicester RidersNewcastle Eagles 80-67 Sheffield SharksSurrey 89ers 71-94 Cheshire PhoenixSheffield Sharks 80-73 Newcastle EaglesManchester Basketball 93-91 Caledonia GladiatorsA look at the table

London continue their unbeaten run at the top, whilst Cheshire and Bristol get much needed home wins. Dan and Dave look back at all the action in SLB this week and the games that didn't happen.The missing gamesNewcastle advance versus BakkenLeicester Riders 99-81 Newcastle EaglesCheshire Phoenix 89-75 Caledonia GladiatorsLondon Lions 80-69 Surrey 89ersBristol Flyers 68-67 Leicester Riders

London strengthen their grip at the top of the table as both their rivals drop games, whilst Manchester take three wins in a week to move up the standings. Dan and Dave look back at all the action in the SLB this weekManchester Basketball 100-93 Leicester RidersSheffield Sharks 101-82 Cheshire PhoenixLondon Lions 90-78 Cheshire PhoenixManchester Basketball 90-89 Caledonia GladiatorsNewcastle Eagles 68-86 Bristol FlyersSurrey 89ers 69-65 Sheffield Sharks#cansSheffield Sharks 77-76 Leicester RidersCaledonia Gladiators 68-57 Bristol FlyersCheshire Phoenix 80-87 Manchester Basketball

Flyers CEO Lisa Knights hosts a SLB round table discussion to mark International Women's Day - alongside fellow SLB Directors Sarah Backovic of the Sheffield Sharks and Jodie Jackson of the Surrey 89ers.The Bristol Flyers Podcast brings supporters a unique perspective from behind the scenes, and is available to listen on all major podcast providers, including Spotify and Apple Podcasts and also available to watch on YouTube!The Flyers Podcast is proudly sponsored by MatchdayLive, a product of UK-based sport media and technology company Matchday Media. Their origin sees the coming together of a Bristol-based specialist in sports video production and broadcast, and experienced media and technology partners. Through their first and flagship product MatchdayLive, the company have set out to democratise the ability for clubs and leagues across the globe to deliver broadcast quality, live and on-demand content, directly to their fans.

Was this the maddest week in the SLB so far this season? Blowouts, OT games, wild swing comebacks, it certainly had everything you could possible get from the games. Dan and Dave look back at it all.Sheffield Sharks 93-74 Manchester BasketballLeicester Riders 110-87 Cheshire PhoenixBristol Flyers 75-78 London LionsNewcastle Eagles 86-81 Caledonia Gladiators (OT)Surrey 89ers 83-89 Bristol Flyers (OT)Manchester Basketball 74-87 Leicester RidersLondon Lions 96-51 Caledonia GladiatorsCheshire Phoenix 65-87 Sheffield Sharks

“May the God of hope fill you with all joy and peace in believing, so that by the power of the Holy Spirit you may abound in hope.” (Romans 15:13)   One of the most uplifting individuals is back as Jenny's guest. He has faced numerous challenges and transformed them into opportunities for growth and success. Friend, Derrick Furlow Jr., is the founder and president of Sports Life Business and SLB The Agency, a pioneering sports agency and the first mental health agency for athletes, ONRISE. Among the things they discuss is “Name, Image, and Likeness” (NIL) and the hurdles that young athletes and sports teams encounter. Derrick is a sought-after inspirational speaker, former college and professional football player, sales team trainer, and entrepreneur.   Derrick is the Author of “What's Next? How To Transition Like A Champion. & The Transitional Playbook.” in sports, life, and business. Today, Derrick travels across the United States sharing his story with the hope of empowering others to never to yield when facing adversity.   His motto: Impact, Inspire, and Empower!!   You can find Derrick on social media and on his website at derrickfurlow.com.   

NIk Lwry, Founder of Vantage Baskeball joins the show to give Drew and Jay insight into the world of Agency. During the chat we learn more about players that he represents in the SLB.

We welcome Newcastle Eagles legend Drew Lasker back to the Flyers Podcast to help us preview Sunday's SLB Trophy Final at the Utilita Arena.On this week's show - proudly sponsored by MatchdayLive:We learn more about Drew's new role hosting the SLB Trophy Final coverage on DAZN this weekendA dive into some of the many narratives around Sunday's FinalWhat's it like to play in front of 10,000 fans in Birmingham?A look at the form guide for both Flyers and Eagles heading into SundayOnes to watch and what are the key matchups that fans need to look out for?Do the Newcastle Eagles have an answer for Keddy Johnson?Key takeaways from the last meeting between these teams just two weeks ago?Drew gives us his pre-game predictionA round up of this week's SLB news and much more!The Bristol Flyers Podcast brings supporters a unique perspective from behind the scenes, and is available to listen on all major podcast providers, including Spotify and Apple Podcasts and also available to watch on YouTube!The Flyers Podcast is proudly sponsored by MatchdayLive, a product of UK-based sport media and technology company Matchday Media. Their origin sees the coming together of a Bristol-based specialist in sports video production and broadcast, and experienced media and technology partners. Through their first and flagship product MatchdayLive, the company have set out to democratise the ability for clubs and leagues across the globe to deliver broadcast quality, live and on-demand content, directly to their fans.

Neste episódio colocam-se vários nomes em cima da mesa para o cargo de treinador dos Dragões, análise à transferência de Manu Silva para o SLB, os problemas para os lados de Manchester e muito mais!

APAC stocks were mixed in mostly rangebound trade after the uninspiring handover from Wall St and despite encouraging Chinese GDP and activity data.Hang Seng and Shanghai Comp were choppy with only mild support seen after GDP, Industrial Production & Retail Sales beat expectations with China's economy growing 5.4% Y/Y (exp. 5.0%) in Q4 and by 5.0% (exp. 4.9%) for 2024.DXY lacked conviction following the headwinds from a dovish Fed Waller; USD/JPY initially languished at its lowest in nearly a month; Antipodeans saw a muted reaction to Chinese data.Israel agreed to the Gaza hostage deal and the cabinet is to meet on Friday, according to Israeli media; Israeli National Security Minister Ben-Gvir said he will resign from the government if the Gaza ceasefire deal is approved.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures U/C after the cash market closed with gains of 1.5% on Thursday.Looking ahead, highlights include US Industrial Production, CBO Budget and Economic Outlook, Comments from ECB's Cipollone, Earnings from SLB, Fastenal, Truist, State Street & Citizens.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

European bourses grind higher, US futures modestly in the green.USD marginally firmer, JPY softer and GBP knocked lower by disappointing retail sales.JGBs lag slightly on further BoJ reports, Gilts gapped higher on Retail Sales.Mixed trade in the base metal complex but crude stays firm.Looking ahead, US Industrial Production, CBO Budget and Economic Outlook, Comments from ECB's Cipollone, Earnings from SLB, Fastenal, Truist, State Street & Citizens.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

​​BOOTCAMP: Curso de Análisis de Mercados en 360° mas info clic Aquí!

Evan Walshe joins us in the studio for our first podcast episode of the New Year.On this week's show - proudly sponsored by MatchdayLive:How did Evan spend the holiday season outside of Basketball?Where is the UK's oldest pub?Evan Walshe on his goals and targets for 2025 and the rest of the season. We discuss the upcoming SLB Trophy Final on January 26Evan lifts the lid on what it's like to represent Great Britain in both 5v5 and 3x3 BasketballWhat would it take to see more GB players play professionally in the SLB?lEvan takes on the fans' questions from the mailbagWrong answers only + a round up of the latest news over the festive period.The Bristol Flyers Podcast brings supporters a unique perspective from behind the scenes, and is available to listen on all major podcast providers, including Spotify and Apple Podcasts and also available to watch on YouTube!The Flyers Podcast is proudly sponsored by MatchdayLive, a product of UK-based sport media and technology company Matchday Media. Their origin sees the coming together of a Bristol-based specialist in sports video production and broadcast, and experienced media and technology partners. Through their first and flagship product MatchdayLive, the company have set out to democratise the ability for clubs and leagues across the globe to deliver broadcast quality, live and on-demand content, directly to their fans.

On this week's episode, Chris and Todd talk about the Vans Pipe Masters broadcast controversy, the giant waves coming to Hawaii, the massive swell hitting California, Rene Rinnekangas' incredible new video, reviews for Chris' new YouTube edit, John John's video is okay as well, a surfing injury caused United Health Care assassin Luigi Mangione's deep dive in to madness, This Old Ledge is back, Jamie Foy is Thrasher Magazine's Skater Of The Year, AKA SOTY, The SLB 23 Sal Barbier X Etnies reissue kicks look great, Nyjah and Raysaa are SLS World Champions, bindings can make or break your setup, guy falls off chairlift, please put the safety bar down when riding the chairlift, Miles Fallon will now be ripping a Lambo, bear bowls over a bro at Heavenly ski resort, lots of great questions asked, plenty of nonsense, the stick of the year, and so much more.   Presented by: Mammoth Mountain @mammothmountain Sun Bum @sunbum   Spy Optic @spyoptic Hansen Surfboards @hansensurf Bachan's Japanese BBQ Sauce @trybachans MachuPicchu Energy @machupicchu.energy Pannikin Coffee And Tea @pannikincoffeeandtea Bubs Naturals @bubsnatruals New Greens @newgreens Pedal Electric @pedal.electric Vesyl Shipping @vesylapp Mint Tours @minttours Die Cut Stickers @diecutstickersdotcom

Today we had a unique and fascinating opportunity to visit with Miguel Galuccio, Chairman and CEO of Vista Energy, at Vista's offices in Neuquén, Argentina. Miguel is a highly accomplished energy entrepreneur and serves as an Independent Board Member at SLB and GridX in addition to his role at Vista. Prior to founding Vista, Miguel served as the Chairman and CEO of YPF from 2012 to 2016, in addition to several international positions at SLB, most recently serving as President of SLB Production Management. We were thrilled to hear Miguel's valuable insights into Argentina's energy potential and specifically into the growth we are seeing in the Vaca Muerta. In our conversation, we explore Vista's rapid growth and their technological and operational advancements, the benefits of Argentina's bipartisan political support for energy development, and the transformative economic impact of Vaca Muerta in shifting the country's energy trade balance from deficit to surplus. We discuss the critical role of free-market mechanisms in scaling production, leveraging lessons from U.S. shale, Vaca Muerta's potential as a cornerstone of Argentina's energy future, opportunities for collaboration between the US and Argentina in energy and economic development, and insights from Miguel's experience at YPF, notably the importance of efficiency, innovation, and team integration. Miguel shares background on the “One Team” model integrating Vista, SLB and Nabors teams to optimize operations and performance, key infrastructure developments including the development of the Vaca Muerta Sur pipeline, Vista's broader mission to serve Argentina and enhance lives, and strategies for reducing operational costs in Vaca Muerta without the scale of US shale operations. We also cover Vista's disciplined financial management, the company's commitment to being a long-term player, Vista's intriguing and exciting nature-based solutions business (website linked here), the importance of industry collaboration in driving future growth and innovation, and much more. For additional reading on Argentina, The Economist's article entitled “Javier Milei: “My contempt for the state is infinite” is linked here. Mike Bradley kicked us off by highlighting that the 10-year bond yield (4.2%) is at its lowest level since Trump was elected. Both the CPI & PPI reports will be released this week and will go a long way in determining what the FED does next week at its FOMC Rate Decision Meeting. On the broader equity market front, markets continue gravitating to new all-time highs but caution could be warranted due to current and unforeseen global political turmoil. The month of December is typically a good month for the S&P 500 with average monthly performance of ~1.5-2.0% over the past five years. On the crude oil market front, WTI continues to trade in a very tight trading band (~$68-$71/bbl) even with news of additional Mideast turmoil (Assad's fall in Syria) and rumors that China might pursue looser monetary policy in 2025. OPEC delayed their current production curtailments by another three months which was totally expected. He also noted that even with these OPEC curtailments in Q1, global oil supply will remain in surplus and oil prices are likely going to be capped unless Trump moves to sanction Iranian oil exports early in his Presidency. On the energy equity front, Energy was among the worst performing S&P sectors last week (down ~5%) as investors were putting the OPEC meeting in the rearview mirror and focusing on the continued global oil supply surplus. Investor sentiment currently favors natural gas over crude oil equities and that sentiment likely continues into early 2025. Chevron Corp. lowered their 2025 capex budget last week and this week ExxonMobil will be hosting their Annua

Send me a Text Message hereFULL SHOW NOTES https://podcast.nz365guy.com/628  Join us as we sit down with Georgia Tsoraklidou, the dynamic HR Digital Cell Lead at SLB, who has successfully championed the integration of Microsoft's Power Platform. From her multicultural roots in Greece to her adventurous life in Houston, Georgia's stories are both inspiring and relatable. She shares candid insights into her journey—how an unexpected interview question led her to embrace the Power Platform, despite having no prior knowledge. This episode not only highlights her professional achievements but also delves into her passions for language, travel, and savouring the world's diverse cuisines.Our conversation takes you inside SLB's innovative approach to digital transformation, fueled by a network of 'agents' spreading Power Platform expertise company-wide. Discover how the pandemic accelerated SLB's digital efforts and learn about the creative solutions these agents devised—from emergency response apps to automating routine processes. Georgia's experiences underline the importance of curiosity and the willingness to embrace change, ensuring you leave with fresh insights on balancing technical prowess with a lifelong love for learning. Whether you're a tech enthusiast or a curious listener, Georgia's journey offers a unique perspective on thriving in a rapidly evolving world. In 2024, we celebrated seven years of the Microsoft Business Applications podcast. Now, we step into 2025 with a fresh new name. Welcome to the Microsoft Innovation podcast! Our new name reflects a broader vision, exploring the intersection of people, business, technology, and AI. 90 Day Mentoring ChallengeMicrosoft Business Applications Career Mentor for the Power Platform and Dynamics 365 Justin WelshJustin Welsh's LinkedIn Operating System—the guide to finding your voice on LinkedIn.Support the showIf you want to get in touch with me, you can message me here on Linkedin.Thanks for listening

Today's guest is Luke van der Waals, Demand-to-Deliver Value Stream Owner at SLB. SLB is a global technology company driving energy innovation for a balanced planet. They are the largest offshore drilling company by revenue as of 2022 and were ranked 349th largest company globally by the Forbes Global 2000 list that same year. Luke joins us on today's show to explore the evolving complexities of global supply chains and procurement. He shares insights on the challenges of maintaining resilience amid geopolitical tensions, inflation, and post-pandemic disruptions—especially in the energy sector. Luke also offers a candid look at how conflicts, such as those in Ukraine and the Red Sea, amplify supply chain risks and emphasizes the importance of balancing local sourcing with global constraints to control costs and ensure seamless operations. This episode is sponsored by Arkestro. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Drew and Jay touch give their early analysis of every team in the SLB. Drew visits with former Cheshire Phoenix's Top Dawg LaQuincy Rideau who currently plays for Rilski Sportist in the Bulgarian Professional Basketball Club. --- Support this podcast: https://podcasters.spotify.com/pod/show/drewandjaypodcast/support

If you're part of the electronics landscape, you've likely encountered the role contract manufacturers play — and it's a critical one. These specialized partners bridge the gap between design innovation and full-scale production, bringing efficiency, expertise, and flexibility to the table. As companies seek to meet growing demand for advanced electronic products, contract manufacturers are increasingly relied upon to provide cost-effective, high-quality assembly services. Whether it's managing supply chains, ensuring compliance with industry standards, or accelerating time to market, their contributions have become indispensable. In today's episode, Mike Konrad explores how contract manufacturing works, why it's so vital, and what trends are shaping the future of this essential industry. Adrian Leal serves as USA business development manager for Teltonika EMS and is president of the Houston SMTA Chapter. With over 30 years of experience in the manufacturing industry, he has worked extensively as both an end-user and a service provider. Throughout his career, he has held diverse roles including process engineer, manufacturing engineer, quality engineer, field engineer, and sales engineer. In 2003, Leal became the first engineer from the oil and gas industry to earn the prestigious Process Engineer certification from the SMTA. From 2006 to 2015, he voluntarily took on the role of ESD Subject Matter Expert for SLB, where he developed an internal ESD program that remains in use today. Leal talks about his transition from an OEM to a contract manufacturer and recommendations on how to choose the most appropriate contract manufacturer.

S&P Futures are showing gains this morning due to economic and earnings news. China economic numbers came in better than expected & the PBOC indicates more stimulus to come. last night NFLX released a positive earnings report. Shares of SLB & PG are fractionally higher after releasing earnings this morning. CVS replaced its CEO and slashed its quarterly guidance. Nike credit rating was downgraded last night, and revenue is expected to contract next year. In Europe, markets are mostly higher with autos and luxury stocks showing gains. Oil prices have given up early morning gains and is now lower.

Today we were delighted to welcome Dr. Carolyn Kissane, Associate Dean of Graduate Programs and Global Affairs at NYU's Center for Global Affairs. Dr. Kissane is a Lifetime Member of the Council on Foreign Relations, a Senior Fellow at the George H.W. Bush Foundation for US-China Relations, Co-Host of “The Clean Energy Revolution” Podcast, and Founding Director of NYU's Energy, Climate Justice, and Sustainability Lab. Carolyn earned her Ph.D. in Comparative Education and Political Science from Columbia University and has been with NYU since 2004. Her research focuses on energy, sustainability innovation and policy, and cybersecurity. We were thrilled to connect with Carolyn for an insightful discussion on energy and global affairs. In our conversation, Carolyn provides background on NYU's energy studies, its interdisciplinary approach, and the growing importance of understanding the connection between energy systems, economic security, and human security. Carolyn shares observations on the increasing focus on climate and energy security at the Council on Foreign Relations, especially with regards to trade and tariffs. We explore the changing dynamics of oil markets, the ineffectiveness of sanctions, the increase of rule-breaking in international trade, shifting student perceptions of energy, global energy dynamics and the U.S.'s competitive advantage due to its abundance of natural gas resources. We touch on Carolyn's experiences in Kazakhstan, the severity of the energy crisis in Europe and Germany's economic struggles, the difficulty of reversing these challenges due to regulatory and high energy costs, how bureaucratic challenges and regulatory barriers are slowing down development in Europe and the US, Javier Milei's political appeal, US energy competitiveness, and much more. We ended by asking Carolyn for her vision of climate policy leadership ten years from now. It was a broad-based discussion and we're thankful to Carolyn for sharing her time and unique insights. Mike Bradley kicked us off by highlighting broader equity market volatility, the beginning of Q3 Energy sector reporting, and observations regarding this week's plunge in crude oil price. On the broader equity market front, ASML Holding's stock priced plunged due to their semiconductor orders noticeably missing estimates which in turn pressured the “hot” Technology sector lower. Liberty Energy and SLB will be the first two oil service companies reporting Q3 results this week with investors focused on their NAM oil service activity & pricing outlook and international revenue guidance. On the crude oil front, WTI price plunged ~$5/bbl (~$70/bbl) this week due to three interrelated issues: Mideast supply concerns, a reduction in global oil demand estimates, and Brent oil traders recently repositioning themselves from a “net short” to a “net long” managed money futures trading position. Jeff Tillery added to Mike's comments and emphasized that the narrow range analysts are predicting for oil prices in 2025 is unlikely to be accurate and to consider the potential factors that could drive prices either higher or lower than consensus. We greatly enjoyed our global discussion with Carolyn today and hope you find it as interesting as we did. Our best to you all!

INDEX: 00:00:00 - Introductory comments and panelist profiles 00:05:00 - Better Bid/Greenshoots on RK Equity Scoreboard - Q2 Metals 00:07:00 - Rio Tinto/Arcadium - from Rio shareholder perspective  00:11:15 - Rio/Arcadium - from Arcadium shareholder perspective/who else might (have) bid? 00:21:30 - What long-term lithium price was implied/embedded in Rio's acquisition price? 00:26:33 - Rio's prior purchase of Rincon & China's manipulation of lithium price. 00:29:20 - Does Rio/Arcadium underpin higher valuations in other lithium stocks absent higher lithium prices? 00:41:30 - Will DLE (Direct Lithium Extraction) long-term lower the cost curve? Eramet  00:44:20 - Iliad, SLB, Energy Source Minerals.  00:46:23 - California geothermal & oilfield brines - Will Exxon buy Albemarle? 00:48:30 - Can US conversion compete with China? 00:51:50 - What Spodumene price is implied in certain lithium equities? 00:55:00 - Brazil following Pilbara/Latin Resources – Sigma, Lithium Ionic, Atlas Lithium undervalued relative to WA peers? 00:59:50 - Expected M&A among mid-tiers? Quebec: Sayona/Piedmont, Patriot, Winsome, WA: MinRes & Hancock WA regional hub.  01:06:12 - Time to buy more and who? Albemarle, Pilbara, Sigma, Wildcat, Patriot, Winsome 01:13:45 - Are equities reflecting higher lithium prices soon? WA supply and Africa/China lepidolite updates 01:18:00 - Panel discusses less well covered names - European Metals Holdings, Atlantic Lithium, Talga, Winsome, Global Lithium, Delta Lithium, Wildcat, Liontown, Q2 Metals, Savannah, AMG 01:26:17 US listed & Smackover plays - Lithium Argentina, Lithium Americas, Piedmont, Standard Lithium, Exxon, Koch, Equinor, Tetra, Pantera 01:36:00 - Conventional salar brines in lithium triangle vs. lower ppm DLE brine plays    01:39:12 - Supply threats from Africa - AVZ, Kodal, Goulamina and China's ability to process low grade material  01:48:00 - Lithium price predictions, demand shock potential (autonomous driving, solid state) and other closing thoughts _________________________________________________ Links

If you're part of the electronics landscape, you've likely encountered the role contract manufacturers play — and it's a critical one. These specialized partners bridge the gap between design innovation and full-scale production, bringing efficiency, expertise, and flexibility to the table.As companies seek to meet growing demand for advanced electronic products, contract manufacturers are increasingly relied upon to provide cost-effective, high-quality assembly services. Whether it's managing supply chains, ensuring compliance with industry standards, or accelerating time to market, their contributions have become indispensable. In today's episode, we'll explore how contract manufacturing works, why it's so vital, and what trends are shaping the future of this essential industry.My guest today is Adrian Leal. Adrian serves as the USA Business Development Manager for Teltonika EMS and is the President of the Houston SMTA Chapter. With over 30 years of experience in the manufacturing industry, he has worked extensively as both an end user and a service provider. Throughout his career, he has held diverse roles including process engineer, manufacturing engineer, quality engineer, field engineer, and sales engineer.In 2003, Adrian became the first engineer from the oil and gas industry to earn the prestigious Process Engineer certification from the SMTA. From 2006 to 2015, he voluntarily took on the role of ESD Subject Matter Expert for SLB, where he developed an internal ESD program that remains in use today.If you're in Texas, you may know Adrian from his involvement in Cup of Joey networking events.I'll talk with Adrian about his transition from an OEM to a contract manufacturer and his recommendations on how to choose the most appropriate contract manufacturer for your needs.Adrian's contact information:Adrian Lealadrian.leal@teltonika-iot.comhttps://teltonika-iot-group.com

Send us a textThe team are away in Denmark - so we welcome Flyers CEO Lisa Knights back to the podcast to tell us all about the work that has gone in behind the scenes to form Super League Basketball in just 10 weeks.On this week's show - proudly sponsored by MatchdayLive:We read out some of the fan comments from our previous episodeLisa Knights explains how challenging the last 10 weeks have been for clubs up and down the countryWhere do you even start when it comes to building a league from scratch?Lisa praises the collaboration between clubs in launching the SLB in such a short timeframeWe learn about the SLB committees that were formed to each work on a different aspect of the businessHow much interest is there for new investment and clubs into the Super LeagueLisa explains the reasons behind the lack of communication from the SLB  to fans this summerWe learn more about the league's new commercial agreements, including Reebok and DAZNWhat does the SLB need to do now to ensure an extension of the interim pro licence?A step-by-step guide on how to watch EVERY Flyers SLB game on DAZN this seasonThe Bristol Flyers Podcast brings supporters a unique perspective from behind the scenes, and is available to listen on all major podcast providers, including Spotify and Apple Podcasts and also available to watch on YouTube!The Flyers Podcast is proudly sponsored by MatchdayLive, a product of UK-based sport media and technology company Matchday Media. Their origin sees the coming together of a Bristol-based specialist in sports video production and broadcast, and experienced media and technology partners. Through their first and flagship product MatchdayLive, the company have set out to democratise the ability for clubs and leagues across the globe to deliver broadcast quality, live and on-demand content, directly to their fans.

SLB launches lithium filtration system and will hopefully contribute to our lithium capacity in North America. They discuss this and battery recycling. They smoke the Alec Bradley V2L Black and sip on the Henry McKenna Single Barrell Bottle N Bond 10 year old. https://www.reuters.com/markets/commodities/slb-launches-lithium-filtration-system-after-nevada-tests-2024-09-10/  

Today's guest Adrian Leal says his dad created dad jokes! Live from Gastech 2024, Reena Friedman Watts sits down with Adrian Leal to uncover the inspiring legacy of his father and how it has shaped his own life and career.  Adrian shares heartfelt stories of his father's journey from a high school dropout to a successful career in electronics, emphasizing the importance of authenticity, faith, and humor in building one's personal brand. Adrian reflects on his father's influence, recounting how his dad balanced his career with his role as a Catholic deacon, and how he continued to mentor people even after a debilitating stroke. Adrian's own career in electronics and manufacturing has been deeply inspired by his father's resilience and dedication. He talks about the importance of knowing one's worth, leveraging strengths, and the power of mentoring and paying it forward. This episode also delves into the transformative changes in the manufacturing industry, the rise of automation and AI, and the exciting future of space exploration. Adrian's passion for innovation and his commitment to helping others shine through in every story he shares. Tune in to hear about the lessons learned from a father who was both goofy and wise, and how those lessons continue to guide Adrian in his professional and personal life. - (00:00) Adrian Leal's father was in electronics; he passed away recently - (04:55) Adrian says his dad being a Christian influenced his career choices - (06:36) You recently left your previous company after being laid off - (10:44) Adrian started going to Cup of Joey because he wanted to find customers - (12:36) The biggest changes in electronics manufacturing have been automation and AI - (14:13) What do you think your dad is most proud of you for - (18:07) Adrian says dad and son bond when he cleans his butt - (19:52) There will be colonies on the moon within, probably within my children's lifetime Connect with Adrian Leal: - LinkedIn: Adrian Leal Connect with Reena Friedman Watts: - Website: bettercalldaddy.com - LinkedIn: Reena Friedman Watts - Twitter: @reenareena - Instagram: @reenafriedmanwatts - Instagram Podcast: @bettercalldaddypodcast We love hearing your feedback. Leave us a review, share your thoughts, and spread the word about this enriching episode. Share it with someone who appreciates the wisdom of legacy, authenticity, and innovation. Show notes created by https://headliner.app     Adrian serves as the USA Business Development Manager for Teltonika EMS and is the President of the Houston SMTA Chapter. With over 30 years of experience in the manufacturing industry, he has worked extensively as both an end user and a service provider. Throughout his career, he has held diverse roles including process engineer, manufacturing engineer, quality engineer, field engineer, and sales engineer. In 2003, Adrian became the first engineer from the oil and gas industry to earn the prestigious Process Engineer certification from the SMTA. From 2006 to 2015, he voluntarily took on the role of ESD Subject Matter Expert for SLB, where he developed an internal ESD program that remains in use today. In addition to his professional achievements, Adrian is committed to giving back to his community. He serves as an ambassador for the Cup of JoeY networking group, supports the local Veterans Chamber of Commerce, advocates for STEM programs for underserved youth, such as Tech Fest Live and supports the RED M organization, a group of professionals who raise awareness and funds to combat human trafficking He is widely regarded as a resource for workforce development and a trusted advisor in the manufacturing sector.

As Professional Basketball leagues kickoff across the European Shores, are you ever curious many on how your favorite team was constructed? We go you as Drew and Jay invite Matt Haufer on the podcast. Matt is founder of Scoutory Basketball! Scoutory provide subjective, qualitative scouting reports on players. This program assist teams with talent identification, roster management and player recruitment. Tune in as Matt describes the building process with European clubs including Caledonia Gladiators along with Future Projections of former SLB talent. --- Support this podcast: https://podcasters.spotify.com/pod/show/drewandjaypodcast/support

Send us a textThe Bristol Flyers Podcast is BACK for the 2024/25 season and is now powered by MatchdayLive!Joel and Sam make their long-awaited return to the studio to discuss all the goings on over the summer, including the launch of Super League Basketball!On this week's show - proudly sponsored by MatchdayLive:A timeline of events that led to the demise of the British Basketball LeagueWe discuss the launch of SLB and the work that been put in to ensure the return of top-flight basketballWhat goes in to starting a new league from scratch?We discuss the new ownership structures at Cheshire, Manchester, London and SheffieldA review of the new SLB, Manchester Basketball and Surrey 89ers logosWe talk about the Flyers' pre-season preparations and the new-look rosterThe Bristol Flyers Podcast brings supporters a unique perspective from behind the scenes, and is available to listen on all major podcast providers, including Spotify and Apple Podcasts and also available to watch on YouTube!The Flyers Podcast is proudly sponsored by MatchdayLive, a product of UK-based sport media and technology company Matchday Media. Their origin sees the coming together of a Bristol-based specialist in sports video production and broadcast, and experienced media and technology partners. Through their first and flagship product MatchdayLive, the company have set out to democratise the ability for clubs and leagues across the globe to deliver broadcast quality, live and on-demand content, directly to their fans.

The future of the industrial economy. In it we cover Generative Engineering, digital twins, AI for the physical world, data that dwarfs the internet, Saudi Aramco the tech giant, and the digital future of heavy industry. Greg Fallon is CEO of Geminus, a company at the forefront of simulating and automating industrial operations through cutting-edge AI technology. Geminus is revolutionizing how industries operate by bringing unprecedented speed and scalability to AI model deployment, with successful implementations in energy, oil and gas, manufacturing, and semiconductors. With heavyweight investors and partners like SLB and LAM Research backing them, Geminus is a key player in the digital industrial landscape. As a proud early investor in Geminus almost six years ago, alongside our friends at The Hive, I've had the privilege of watching this company innovate the industrial complex. Greg, who holds a Master's in Science from the University of Virginia, has a wealth of experience, having held senior executive roles in product and commercialization at both Autodesk and ANSYS—two of the most influential companies in industrial software. Sign up for new podcasts and our newsletter, and email me on danieldarling@focal.vcSee omnystudio.com/listener for privacy information.

In this episode, we delve into the complexities of the energy sector with Maximilian Haas, a geomechanical engineer at SLB. We talk about the binary perceptions of the oil and gas industry and the crucial gray areas often missed. Highlighting Max's journey from academia to the energy sector, this episode stresses the need for open-minded dialogue and collaboration in tackling climate and energy challenges.To learn more about Max, you can connect with him on LinkedIn For ideas, questions or suggestions about guests, please reach out to me on Storiesforthefuture.com or on LinkedIn

When it comes to alumni engagement, few Owls are as deeply connected as Tim Okabayashi. A proud Rice Business alum, Tim not only earned his MBA here but also served as president of the Rice Business Student Association, volunteered with the admissions office, and played a key role in the consulting club. In October 2020, Tim and fellow alum Karen Crofton '10 launched the Owl Have You Know podcast, bringing the vibrant stories of Rice alumni to life.Today, Tim is a consulting manager for SLB's end-to-end emissions solutions. His career has taken him from Kuala Lumpur, where he supported operations across Asia, to his current home in London, where he lives with his wife Casey and their two children.In this episode, host Maya Pomroy '22 — who shares not just a Rice connection but also a high school alma mater with Tim — catches up with him on his dynamic career, the power of the Rice alumni network, and his ongoing dedication to the school that shaped his journey. Tune in to hear about Tim's international experiences, his insights on the evolving energy sector, and how embracing failure is key to driving innovation.Episode Guide:00:55 High School Reunion and Rice Connection02:07 Choosing Rice for his MBA04:31 Engagement with the extensive Rice Alumni Network09:53 Launching this Podcast!16:27 Tim's Career Journey Post-Graduation18:32 International Assignments and Family Support20:26 The Future of Energy and SLB31:11 Personal Reflections and AdviceOwl Have You Know is a production of Rice Business and is produced by University FM.Episode Quotes:On the future of energy21:36: [Maya] What do you see for the future? You know, because we have energy transition, we've got so many exciting things on the horizon, also with AI and drilling technology, and clean energy. What are you the most excited about, of what's coming up in the next, I mean, five to seven years? 21:55: [Tim Okabayashi] I'm most excited about the continuation of that, of just the advancement of technology throughout the oil field and new energy, and alternative energy, and transition energy. Like at the heart of it, the research and development; technology development is really the key enabler. And it takes time to develop this technology, commercialize it, and then have adoption, right? And this process requires people. And yes, big data and AI can certainly assist, but at the heart of it, there's still this need for people and researchers and ideas and science.On the growing impact of Owl Have You Know podcast15:21: The opportunities to expand your reach virtually are pretty phenomenal these days. And, I think the Owl Have You Know platform is a great one that continues to grow and expand with the different programs and subject themes, and the interviews with the staff and academics and highlighting the research, I think it's incredible. I think there's a lot of room for how I'll have, you know, to become a really central part of Rice business as well as the business community.Tim's global perspectives in oil and gas19:59: [Maya] You've worked a lot in Asia and in the Asian market. What were some of the surprises and some of those aha moments while you were in Asia?20:07: [Tim Okabayashi] One of my biggest learnings was actually passed to me from a colleague. And at the time, I kind of brushed it off, but he said, like, "You know, Tim, the world is such a small term for such a large place." And I think often in times in oil and gas, we think of the natural resources, you know, crude or natural gas, as really being just commodities, and it's the same anywhere. But that's really not true. I mean, to a certain degree, it is by the chemistry, but then again, the methods and the people and the culture around the activities in different parts of the world can be uniquely different. And that is something that I had grown to have a great appreciation of when I moved abroad.Show Links: MBA Student Clubs - Rice BusinessConsulting Club – Career Development Office | Rice BusinessRice AllianceKaren Crofton | Jones Graduate School of Business at Rice UniversityTranscriptGuest Profiles:Tim Okabayashi | LinkedIn SLBMic Check | Jones Graduate School of Business at Rice University 

A huge US-based oilfield services company is expanding its Russian business, investors are piling into US treasuries, and US retail sales saw their biggest jump in a year and a half in July. Plus, a decade-long dispute between Coca-Cola and federal tax authorities has escalated to the point that the company could owe $16bn in back payments.Mentioned in this podcast:US oil services group SLB expands in Russia as competitors withdraw Investors return to bonds as recession fears stalk marketsStrong US retail sales raise hopes of ‘soft landing'How a $16bn tax stand-off stays unseen in Coca-Cola's earningsThe FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help from Breen Turner, Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Russia's energy exports, including its significant natural gas capacity, are geopolitical currency for the country. Before Russia's invasion of Ukraine, Russia was Europe's single largest supplier of imported natural gas. But since the global fallout after the invasion, Russia is setting its sights on China as a new market for the country's gas and as an important ally.  The proposed Power of Siberia 2 pipeline would transport Russian natural gas to China via Mongolia. The project is a window into Russia's energy export strategy and the evolving relationship between China and Russia.  So what is the strategic importance of Chinese-Russian energy diplomacy? How significant was Russia's loss of the European gas market? And has Europe left its energy crisis behind? This week host Jason Bordoff talks with Erica Downs, Akos Losz, and Tatiana Mitrova about their recent CGEP commentary, The Future of the Power of Siberia 2 Pipeline. They discuss the geopolitical significance of the proposed pipeline and the evolving Russia-China relationship. They also cover a range of other topics including the outlook for European energy security and climate goals, China's energy demand, and the global gas market.  Erica is a senior research scholar at CGEP focusing on Chinese energy markets and geopolitics. She previously worked as a senior research scientist in the China Studies program of the CNA Corporation.   Akos is a former senior research associate at CGEP where he specialized in natural gas markets and the role of gas in the energy transition. He recently left CGEP and is returning to the International Energy Agency as its lead natural gas analyst.  And Tatiana is a research fellow at CGEP. She's spent her career focusing on Russia and global energy markets. Tatiana previously served as the executive director of the Energy Centre of the Moscow School of Management and the head of research in the Oil and Gas Department in the Energy Research Institute of the Russian Academy of Sciences. She is also an independent director of SLB, the large energy services firm. (Note: This conversation was taped prior to President Joe Biden's July 21, 2024 announcement that he was suspending his campaign for a second term in office.)

Today we had the honor of hosting former Senator Mary Landrieu of Louisiana. Senator Landrieu served for three terms from 1997 to 2015 and chaired the Senate Energy and Natural Resources Committee, the Small Business and Entrepreneurship Committee and the Homeland Security Appropriations Committee. She also served on the Armed Forces Committee. During her time in Washington, Senator Landrieu gained a reputation for working across the aisle on important energy and other national priorities. Currently, Senator Landrieu is Co-Chair of Natural Allies, a coalition of stakeholders that recognize the vital role natural gas plays in the energy mix to meet carbon reduction goals. We were thrilled to visit with Senator Landrieu. In our conversation we discuss how Louisiana's industrial base relies heavily on energy production and consumption, the historical bipartisanship in the Senate Energy and Natural Resources Committee, how geography influences people's understanding and views on energy issues, the role of natural gas in reducing emissions, and why nuclear energy has bipartisan support. Senator Landrieu shares background on her role at Natural Allies and the group's focus on supporting US natural gas, the need to educate the public on the economic benefit of open markets particularly for US exports, finding ways to help countries like China and India reduce their reliance on coal, why the Senator disagreed with the Biden Administration's LNG permitting pause, and broadly the need for pragmatic, bipartisan energy and climate solutions. We explore SPR usage and levels, the status of permitting reform with significant delays expected until after the Presidential Election, finding practical solutions to reduce emissions and grow the economy through building infrastructure faster, and much more. It was a fantastic conversation and we are very grateful to Senator Landrieu for sharing her time and valuable insights with us all. She calls it like she sees it and is a very refreshing centrist voice. Mike Bradley kicked us off by highlighting that 10-year bond yields continued their recent plunge after last week's cooler than expected CPI report and currently trade at ~4.15%. WTI price is trading at ~$81/bbl and has been stuck in a tight trading range ($80-$83/bbl) for the last several weeks. Crude oil traders are focused on global demand and are growing concerned with slowing global economic growth, especially China. U.S. natural gas continued its recent plunge and trades at ~$2.15/Mcf, despite Hurricane Beryl temporarily curtailing 1.7-1.8bcfd from Freeport LNG. He noted that U.S. natural gas production has rebounded back above 101bcfd and remains problematic given natural gas storage levels that are ~18% above normal. He discussed that the main word to describe broader equity market trading action this last week is “rotation.” Big 6 (AI & Tech equities) and broader equity indices like the S&P 500 & Nasdaq are significantly underperforming smaller-cap indices like the Russell 2000, which are perceived to be bigger beneficiaries of lower future inflation/interest rates. He ended by noting that Q2 Energy sector reporting begins this week with both pipelines (KMI) and oil services (LBRT, HAL & SLB) reporting. Arjun Murti shared his thoughts on the need for a diverse energy portfolio to meet global demands, the roles of the US and Canada as key players in both traditional and new energy markets, the unnecessary partisan divide over energy sources, and the importance of leveraging the US's leadership in technology and capital markets to lead in energy innovation. We hope you enjoy the discussion with Senator Landrieu as much as we did. Thanks to you all for your friendship and support!

Frank Holland and the Investment Committee debate the state of stocks as the third quarter kicks into gear. Plus, we've got some Calls of the Day on Uber, SLB, RTX and more. And later, the committee discuss the housing sector as some names in the sector catch a downgrade. 

Join us in this special episode of the World Oil Deep Dive, recorded live at the Marine Construction and Engineering Deepwater Development Conference in Amsterdam. Andy McDowell, along with Kurt Abraham, Editor-in-Chief of World Oil, engages with Boyd Howell from MODEC and Robert Large from OneSubsea about the importance of industry collaboration, emerging themes, and technological advancements in deepwater development. Also, hear from Stephane Hiron of SLB on the future of electrification in offshore oil production.

In this episode of The Sustainability Podcast, we delve into the cutting-edge advancements and strategic collaborations driving sustainability across various sectors. From Hitachi's predictive diagnosis service for air compressors and Hexagon's HxGN APM solution optimizing asset management, to Toyota and Pepco's innovative vehicle-to-grid technology research, we explore how these technological breakthroughs are fostering more efficient and sustainable industrial practices. We also highlight significant developments in transportation and mobility, including Hitachi Rail's acquisition of Thales' Ground Transportation Systems, NTT Data and DENSO's strategic partnership for software-defined vehicles, and AlphaStruxure's groundbreaking renewable energy-powered transit depot in Montgomery County. Furthermore, we cover key insights from the 2nd VDMA Industry Conference in Shanghai and the ACIEU Microgrid Conference, showcasing the impact of AI in manufacturing and the potential of microgrids in enhancing energy resilience. Lastly, we discuss the joint venture between SLB and Aker Carbon Capture, aiming to accelerate carbon capture adoption for industrial decarbonization. For a more in-depth analysis of these topics, visit arcweb.com and explore their blog section. Join us as we uncover how these innovations are shaping a sustainable future and driving progress across industries. Don't forget to subscribe to our podcast at www.thesustainability.buzzsprout.com for more insights and updates.--------------------------------------------------------------------------Would you like to be a guest on our growing podcast? If you have an intriguing, thought provoking topic you'd like to discuss on our podcast, please contact our host Jim Frazer View all the episodes here: https://thesustainabilitypodcast.buzzsprout.com

CNB Community Bancorp, Inc. (OTCQX:CNBB) announced that the Board of Directors has declared a quarterly cash dividend on the Company's common stock in the amount of $0.29 per share, consistent with the dividend paid for the 2nd Quarter of 2023. SLB (NYSE: SLB) and Aker Carbon Capture (ACC) announced today the closing of their previously announced joint venture . The new company combines technology portfolios, expertise and operations platforms to support accelerated carbon capture adoption for industrial decarbonization at scale. The new company will be headquartered in Oslo . SLB owns 80% of the new company while ACC ASA owns the remaining 20% stake. For more information, please visit StockDayMedia.com

We're back with another episode of The Option Block brought to you by Public.   On this episode, we break down the latest news in the markets. We discuss the most active equity options for the day including MU and SOFI. We talk about the latest earnings volatility including LEN, KBH, and DRI. We also look at unusual options activity in SLS, SLB, and ALGM. In our Strategy Block Segment, Mike Tosaw discusses strike price selection with covered calls. In our final segment, we discuss whether GME is being manipulated and how you would trade SLS right now.   With your hosts: Mark Longo, The Options Insider Media Group Andrew “The Rock Lobster: Giovinazzi, The Option Pit “Uncle” Mike Tosaw, St. Charles Wealth Management Options are not suitable for all investors and carry significant risk.  Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date.  Certain complex options strategies carry additional risk.  There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

It's not just tech stocks that are breaking out this year. Even companies that are over 100 years old are making new highs. (0:20) - Where Should You Be Looking To Find Value In Energy Stocks? (5:15) - Tracey's Top Stock Picks For Your Portfolio (22:30) - Episode Roundup: FANG, EOG, SLB, XOM, CVX, TTE Podcast@Zacks.com 

"We (geophysicists) need to look where the markets are rather than expect people to come to us. We have skills, and it's just about finding where we can apply these in the future." Dr. Tim Dean discusses his Honorary Lecture, "Seismic Acquisition and the Energy Transition." In this episode, we talk about: > The evolving applications of seismic acquisition beyond oil and gas > The importance of minerals for the energy transition and the role of seismic in their exploration > Innovations in seismic technology that reduce costs and expand capabilities > Why geophysics is data science - and other ways geophysicists are missing out > The potential of passive seismic techniques in large-scale mineral exploration > The future of seismic monitoring and its role in the subsurface changes > Addressing the decline in geophysics education and the need for broader application awareness > Tim's interest in collecting physical nodes The need for the world to transition away from fossil fuel to renewable energy sources is well established. The seismic exploration industry has long been focused on fossil fuel exploration, so it makes sense that this transition will also impact the industry. However, the movement away from fossil fuels does open up new prospects for the seismic method's application in areas as diverse as geothermal energy and mineral exploration. This episode (and Tim's Honorary Lecture) examines these new applications and discusses the opportunities that are developing for the method's application and their likely impact on future developments. In this conversation with host Andrew Geary, Tim emphasizes the unparalleled imaging capabilities of seismic methods and their critical role in identifying deeper mineral deposits essential for the energy transition. Tim also discusses the challenges and opportunities in applying seismic methods to hard rock environments, the economic differences between the oil and gas and minerals industries, and the importance of evolving geophysical education to meet future demands. He advocates for geophysicists to proactively engage with other industries to showcase the value of their expertise and technologies. No matter where you are on your geophysics journey, this episode is a must-listen. This conversation is challenging and insightful and may just save geophysics. LINKS * Visit https://seg.org/podcasts/episode-225-how-to-keep-geophysics-relevant-w-tim-dean/ for the complete interview transcript and to register for Tim's Honorary Lecture on 27 June. GUEST BIO Tim Dean is a specialist project geoscientist for Anglo American Steel Making Coal in Australia. He graduated from Curtin University with a BSc in Geophysics in 1998. He worked in onboard marine data processing for a year for Western Geophysical before returning to Curtin University to complete his Honors, followed by a PhD in Physics at the University of New South Wales. He then enjoyed an extensive career within WesternGeco and SLB, working in various roles, including field operations, software development, and research in Saudi Arabia, England, Norway, and Australia. His final position within SLB was as principal research geophysicist at the Schlumberger Fibre-Optic Technology Centre, where he worked on distributed acoustic sensing. He then joined HawkEye Technology (a division of Sony) as a project advisor before returning to Australia in 2016 to join the Department of Exploration Geophysics at Curtin University. He returned to industry in 2019, joining BHP Coal before moving to Anglo American in 2022. His research interests include land acquisition - particularly vibroseis sources - and survey design, land data processing, and distributed fibre-optic sensing. SHOW CREDITS Andrew Geary at TreasureMint hosted, edited, and produced this episode. If you have episode ideas or feedback for the show or want to sponsor a future episode, email the show at podcast@seg.org.

It's not just tech stocks that are breaking out this year. Even companies that are over 100 years old are making new highs. (0:20) - Where Should You Be Looking To Find Value In Energy Stocks? (5:15) - Tracey's Top Stock Picks For Your Portfolio (22:30) - Episode Roundup: FANG, EOG, SLB, XOM, CVX, TTE Podcast@Zacks.com 

Brian Sullivan and the Investment Committee discus the road ahead for your money with the S&P 500 on track to close out its worst week of the year. Plus, we've got a Trade Alert, Stephanie Link is buying more SLB, she explains why. And later, some major deal talks surrounding Paramount, shareholder Jim Lebenthal calls in with his strategy.  Investment Committee Disclosures  

Today we were delighted to host Matt Parker, Managing Director and Head of Strategy, alongside Alex Melvin, Commodity Risk Analyst, with Mobius Risk Group for an extensive discussion on commodity and power markets, as well as volatility and risk management in particular. Matt joined Mobius in 2018 and oversees fundamental analytics, decision strategies, financial trading, and physical marketing teams. Alex is the author of Mobius' Intel Briefs and Energy Shots research and brings prior experience in data analysis and technical writing. Mobius Risk Group is a risk advisory firm offering market guidance to producers, consumers, and capital market participants, influencing transactions totaling over $100B across more than 50 commodities annually. We were thrilled to visit with Matt and Alex. The catalyst to our discussion stems from a report Mobius recently released titled “Eclipse Power Prices Hit $471/MWh: Tracking the Texas grid during the 2024 Total Solar Eclipse” (linked here). Matt and Alex first share background on the Mobius team and their research, natural gas market volatility and its impact on hedging strategies for producers and consumers, and the role of speculators in commodity markets and the influence on pricing dynamics. We explore factors influencing the growth of LNG markets and its implications for energy markets, the challenges and opportunities in renewable energy variability and its impact on grid stability, and regional energy market dynamics, including the reluctance to build pipelines and storage facilities on the West and East Coasts of the US. We discuss key themes from the Eclipse report including the inspiration behind writing the report, storage dynamics and the impact of gas prices on production, the potential shift towards LNG as a solution to market imbalances, the effectiveness of market mechanisms versus centralized control in addressing energy challenges, how consumers are adapting to increased volatility in gas prices, efforts by gas producers to manage volatility in prices and production decisions, the potential for increased gas exports to Mexico, risk management strategy differences between public and private companies, and much more. Thanks to Matt and Alex for joining us today! Mike Bradley started the show by highlighting this week's spike in the 10-year government bond yield to ~4.65%, mostly due to a hot Retail Sales report on Monday. He noted the next big economic report will be Initial Jobless Claims on Thursday, and if that report prints hotter than expected, odds for a rate cut (anytime soon) would appear very low. On the commodity front, Brent (~$90/bbl) & WTI (~$85/bbl) prices barely budged on the recent Iranian/Israeli conflict, mostly because it was pretty well announced, and to a certain degree already dialed into oil prices. A 2H'24 global oil S/D deficit could position OPEC to begin adding back barrels into the market, potentially as early as June. On the broader equity market front, equities continue to take their cue from interest rate volatility, potential additional Mideast conflict, and Q1 EPS results. Q1 earnings season has begun (with mixed results) and it's important, given lofty valuations, that S&P companies deliver solid Q1 results and guidance. He ended by flagging that Q1 energy results begin this week with Kinder Morgan and Liberty Energy reporting on Wednesday and SLB on Friday. Liberty Energy should provide investors with an early glimpse of U.S. pressure pumping dynamics while the SLB call should be predominately focused on international and offshore growth. Todd Scruggs emphasized recent analysis from Mobius regarding global coal generation, particularly in China, India, and Indonesia, and compared it to renewable energy development in the US. Globally, approximately 50 GW of coal capacity was added, while the US saw an addition of around 30

Today we had the pleasure of hosting our good friend Derek Podhaizer, Vice President of Equity Research at Barclays. Derek started his research career at the firm in 2014 and leads coverage of U.S. Onshore Energy Services and Geothermal. Given the recent flurry of activity within the services sector, including Tuesday's SLB-ChampionX announcement (linked here), it was fantastic to hear Derek's observations on the space including overall investor sentiment, emerging trends in services and geothermal, and investor perception and feedback. In our conversation with Derek, we discuss the significant changes in energy services over the past decade, transitioning from a boom-and-bust cycle to a focus on capital discipline and shareholder returns, M&A themes driving consolidation in the oilfield services sector, primarily driven by supply rationalization and synergistic services, and the importance of cultural integration in M&A transactions. Derek shares current trends including emerging and growing power solutions businesses, growing interest in geothermal energy among oilfield service companies, the potential for a divergent market in companies providing integrated solutions compared to others, and how total cost of ownership and efficiency drives investor confidence and differentiation among service providers. We discuss long-term value creation in energy services, Barclay's research department and coverage, technological advances and production efficiencies, excitement for the potential of geothermal energy to become a significant contributor to the energy mix, investor interest in geothermal, and more. We ended by asking Derek for his thoughts on the state of the energy transition discussion from his vantage point in New York. Thank you for joining, Derek! Mike Bradley kicked us off by highlighting that Monday's ISM Manufacturing report and Tuesday's JOLTS Job Openings reports both surpassed expectations, which pushed the 10-year government bond yield to a YTD high of ~4.35%. He noted the current consensus for multiple interest rate cuts (starting in June) is getting challenged by recent strong economic prints, continued record U.S. budget deficits, strengthening energy commodities and accelerating future power demand growth. WTI is trading at ~$85/bbl, marking its highest level since October 2023 and crude oil is continuing to show signs of real physical tightness as WTI time spreads are trading at their steepest level of backwardation since June 2022. OPEC is meeting this Wednesday and most traders expect them to signal continued production constraint through Q2'24. He further noted that OPEC looks to be in full control of crude markets and that the global oil S/D setup looks very constructive heading into 2H'24, both of which should position OPEC to add barrels into an undersupplied global oil market in 2H'24. On the broader equity market front, over the last few days markets have been pressured due to an unexpected surge in interest rates. Tesla was also weighing on markets due to its disappointing Q1 deliveries and providing further proof that U.S. electric vehicle sales are facing some temporary demand headwinds. He ended by highlighting SLB's agreement to buy ChampionX in an all-stock deal and also noted the solid YTD performance of Oil Services. Jeff Tillery noted the unique dynamics of M&A in energy services and the operational intricacies involved, segueing into our conversation with Derek. It was great luck to have Derek on a day when a major transaction was announced in oilfield services. The OFS space remains super intriguing for its ability to range across classic as well as new energy technologies. We look forward to staying in touch with Derek and thank you, as always, for your friendship!