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The Trevor Rose Podcast

Mr. Rose
Natural Gas
Canada
Energy Sector
Canadian Energy
Oil Prices
Oil and Gas
Calgary
Montney
Alberta
Energy Industry
Energy Policy
Investment Banking
Nuclear Energy
Entrepreneurship
Oil Volatility
Energy Investing
Energy Transition
Politics
Market Volatility
Cognitive Biases

Sharing insights on energy, finance & business related items

PublishesWeeklyEpisodes309Founded7 years ago
Number of ListenersCategories
EntrepreneurshipBusinessInvesting

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Artwork for The Trevor Rose Podcast

Latest Episodes

This episode we are joined by Mr. Alex Verge - CEO of Journey Energy - a TSX listed energy company with a market cap of ~$400 million. 

Mr. Verge is the President and CEO at Journey and has more than 40 years of experience in the oil and natural gas... more

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 e... more

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, Chri... more

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 ... more

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Recent Guests

Will Ulrich
Co-CEO of Presidio Production Company with more than 18 years of energy experience
Presidio Production Company
Episode: Will Ulrich (Presidio) — 500% Returns Buying Old Wells
Chris Carter
Managing partner of NGP Energy Capital with a background in energy investing and investment banking
NGP Energy Capital
Episode: Chris Carter (NGP) — 38 Years of Energy Private Equity
Terry Etam
Energy executive, bestselling author and contributor to boereport.com.
Episode: Terry Etam — $40B vs. $4B: Which Pipeline Gets Built?
Adam Waterous
Executive Chairman of Strathcona Resources and Greenfire Resources; CEO of Waterous Energy Fund
Strathcona Resources; Greenfire Resources; Waterous Energy Fund
Episode: Adam Waterous (Strathcona) — How Canada Can 2x Oil Production
Travis Pace
CEO of Fortuna Operating
Fortuna Operating
Episode: Travis Pace (Fortuna Operating) - Building a 30,000 Boe/d Non-Op Business
Bobby Tudor
CEO of Artemis Energy Partners; board member of Murphy Oil; former partner at Tudor, Pickering, Holt & Co.
Artemis Energy Partners; Murphy Oil; Tudor, Pickering, Holt & Co.
Episode: Bobby Tudor (Artemis) — 20 Years at Goldman & Building an Energy Investment Bank
Darcy Reding
CEO, Cavvy Energy
Cavvy Energy
Episode: Darcy Reding (Cavvy Energy) - LNG & $1,100/Ton Sulphur: The Evolution of Cavvy Energy
Toby McKenna
CEO of Rockpoint Gas Storage
Rockpoint Gas Storage
Episode: Toby McKenna (Rockpoint) — Building North America's #1 Independent Gas Storage Company
Arjun Murti
Partner at Veriten; Senior advisor at Warburg Pincus; ConocoPhillips & Liberty Energy board member
Veriten; Warburg Pincus; ConocoPhillips; Liberty Energy
Episode: Arjun Murti (Veriten) — $20 to $147 Oil: Super Spike vs. Super Vol

Host

Trevor Rose
Host of The Trevor Rose Podcast

Reviews

4.8 out of 5 stars from 162 ratings
  • Great guests

    Trevor consistently hosts compelling guests and gives them space to share their stories without interruption, which makes for engaging conversations. However, a couple of minor drawbacks stand out: his frequent use of upward inflection (upspeak) can be distracting, and at times, he seems underprepared, lacking the depth of research needed to ask more insightful questions that could elevate the dialogue.

    Apple Podcasts
    4
    YYC_analyst
    Canadaa year ago
  • Great Guests

    Thanks for producing this podcast Trevor! Awesome to see the level of guests you’re bringing on Mike Rose, Arjun Murti, Cole Smead, many more. Well done! Maybe Adam Waterous next? 😉

    Happy coffee drinking!

    Apple Podcasts
    5
    Steve Mazzini
    United Statesa year ago
  • One of the best

    Great show Trevor & team, always look forward to the week’s episode. A ton of great perspective and interesting people.

    Apple Podcasts
    5
    Marv0006
    Canadaa year ago
  • JAR

    Best show out there

    Apple Podcasts
    5
    JAR_1
    Canada2 years ago
  • Love it!

    Love how your show has grown and developed. You let guests talk. Get Crew Energy on!

    Apple Podcasts
    5
    PaulRath
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Feedback highlights the host's engaging interview style and high-quality guest lineup, with some note of occasional moments of upspeak.
Guests are consistently strong and well-marched through diverse energy topics.
Listeners appreciate candid conversations and practical industry insight.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Will Ulrich (Presidio) — 500% Returns Buying Old Wells
Q: So what is ABS funding and how does it work?
Ulrich explains that Presidio places producing oil and gas assets into a collateral pool and issues bonds backed by their cash flows. The debt is structured to align with production declines, while hedging and operating-cost control help protect repayment and fund the company's equity distributions.
Will Ulrich (Presidio) — 500% Returns Buying Old Wells
Q: Your strategy has been a M&A strategy, so how come you decided to do that?
Ulrich says Presidio chose existing cash-flowing wells as a less competitive alternative to expensive acreage acquisitions and drilling. The company believed it could improve returns by substantially reducing costs and optimizing production.
Chris Carter (NGP) — 38 Years of Energy Private Equity
Q: How does NGP evaluate new management teams and decide which ones to back?
NGP evaluates a team's track record, operational performance, business plan and the opportunity in its target basin. Carter says the firm meets many prospective teams but expects to make only a few new-team investments per fund, prioritizing evidence of stronger recoveries or lower costs than peers.
Chris Carter (NGP) — 38 Years of Energy Private Equity
Q: What changes did NGP make to its investment model after the shale-growth era and the slowdown in exits?
The firm concentrated capital in fewer, more experienced operating teams and shifted toward building free cash flow and paying dividends rather than reinvesting every dollar for production growth. Carter says the approach has produced an average dividend yield of about 14% on invested equity at the fund level over recent years, excluding exits.
Terry Etam — $40B vs. $4B: Which Pipeline Gets Built?
Q: Could you get Terry's thoughts though on the potential of the upcoming LNG projects? Solism, Cedar LNG, curious if low-debt upstream producers would ever consider funding Pacific Link or even LNG projects to capture egress and higher prices?
Etam says producers generally treat infrastructure as a last resort and tend to sell it because it is not their core business. He thinks current LNG projects are already advanced enough that producer funding may not be necessary.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Trevor Rose Podcast

What is The Trevor Rose Podcast about and what kind of topics does it cover?

This program centers on energy, finance, and business strategy, featuring in-depth interviews with senior executives, investors, and analysts from the oil and gas sector and related infrastructure. Episodes commonly explore capital allocation, corporate strategy, and the dynamics of oil prices, pipelines, and energy transitions, often weaving in geopolitical context and macro market trends. Notable strengths include access to seasoned energy leaders, candid career insights, and practical perspectives on financing, deals, and operating strategies that drive value in a volatile market. The show typically blends technical industry detail with leadership and governance lessons, making it valuable for executives, investors, and professionals see... more

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Which podcasts are similar to The Trevor Rose Podcast?

These podcasts share a similar audience with The Trevor Rose Podcast:

1. ARC ENERGY IDEAS
2. In the Money with Amber Kanwar
3. Oil Ground Up
4. Long Term Investing - With Baskin Wealth Management
5. Market Call

How many episodes of The Trevor Rose Podcast are there?

The Trevor Rose Podcast launched 7 years ago and published 309 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Trevor Rose Podcast?

Recent guests on The Trevor Rose Podcast include:

1. Will Ulrich
2. Chris Carter
3. Terry Etam
4. Adam Waterous
5. Travis Pace
6. Bobby Tudor
7. Darcy Reding
8. Toby McKenna

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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