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Podcast: C.O.B. Tuesday
Episode: Close of Business Tuesday 8-4-2020
Description: We had the great opportunity to visit with MacKenzie Davis, a Managing Partner at SailingStone. SailingStone is a well-known, highly regarded global natural resource investor based in San Francisco. The firm has recently completed some fascinating research on the changing energy world and that was the focus of our conversation.MacKenzie walked us through a summarized version of SailingStone's whitepaper entitled "The Energy Transition: Outlook and Implications for Upstream Commodities." For a link to the complete report, please click here. Get ready... the energy transition discussion has more assumptions and variables in it than you can think...