Adam Waterous's guest appearances

Adam Waterous

The CEO Series with McGill's Karl Moore

The Minerals and Royalties Podcast

Energy Council Investor Series Podcast

C.O.B. Tuesday

OwlTail

Today we welcomed an old friend, Adam Waterous, to COBT and had a sweeping energy conversation reflective of his 30+ years in energy transactions, financings, investing, and strategy. Adam founded Waterous in 1991, stayed through 2017, and then began Waterous Energy Fund. As you will hear in the discussion, Adam has phenomenal historical perspective, a unique framework for the world from here, and is direct in his candor about what's working and what's not in today's world. It was a fantastic session and we can't thank Adam enough for joining us.Colin Fenton's inflation commentary added meat to the topic that is the front and center macro driver of current commodity, equity and debt markets... and drives home the point that the current inflation issues are not a post-Ukraine event. Mike Bradley kicked us off with comments leading into Q1 earnings season and observations on energy stocks' relative and absolute performance.

Today we welcomed an old friend, Adam Waterous, to COBT and had a sweeping energy conversation reflective of his 30+ years in energy transactions, financings, investing, and strategy. Adam founded Waterous in 1991, stayed through 2017, and then began Waterous Energy Fund. As you will hear in the discussion, Adam has phenomenal historical perspective, a unique framework for the world from here, and is direct in his candor about what's working and what's not in today's world. It was a fantastic session and we can't thank Adam enough for joining us. Colin Fenton's inflation commentary added meat to the topic that is the front and center macro driver of current commodity, equity and debt markets... and drives home the point that the current inflation issues are not a post-Ukraine event. Mike Bradley kicked us off with comments leading into Q1 earnings season and observations on energy stocks' relative and absolute performance.

"In ESG, the E is for Emissions and the S and G are Silent" Featuring Adam Waterous, Waterous Energy Fund

Adam Waterous, CEO and Founder of Waterous Energy Fund

Recorded in April 2020 Adam Waterous – CEO of Waterous Energy Fund joins us to discuss his theory of “Peak Permian”, which describes current US production levels as unsustainable and grossly uneconomic.  During the episode, Adam explains how the emergence of unconventional fracking technology has caused a structural shift in the oil &amp; gas industry, thus leading to the destruction of M&amp;A demand and a call for change in the industry’s current operating and investment models.  With the effects of COVID-19 &amp; the Oil Price War in full force, Adam describes how his theory of “Peak Permian” is not only being validated but also sped up.

Recorded in April 2020 Adam Waterous – CEO of Waterous Energy Fund joins us to discuss his theory of “Peak Permian”, which describes current US production levels as unsustainable and grossly uneconomic.  During the episode, Adam explains how the emergence of unconventional fracking technology has caused a structural shift in the oil &amp; gas industry, thus leading to the destruction of M&amp;A demand and a call for change in the industry’s current operating and investment models.  With the effects of COVID-19 &amp; the Oil Price War in full force, Adam describes how his theory of “Peak Permian” is not only being validated but also sped up.

Adam Waterous CEO, Waterous Energy Fund

Recorded on 20 April 2020 Adam Waterous – CEO of Waterous Energy Fund joins us to discuss his theory of “Peak Permian”, which describes current US production levels as unsustainable and grossly uneconomic.  During the episode, Adam explains how the emergence of unconventional fracking technology has caused a structural shift in the oil &amp; gas industry, thus leading to the destruction of M&amp;A demand and a call for change in the industry’s current operating and investment models.  With the effects of COVID-19 &amp; the Oil Price War in full force, Adam describes how his theory of “Peak Permian” is not only being validated but also sped up.

Recorded on 20 April 2020 Adam Waterous – CEO of Waterous Energy Fund joins us to discuss his theory of “Peak Permian”, which describes current US production levels as unsustainable and grossly uneconomic.  During the episode, Adam explains how the emergence of unconventional fracking technology has caused a structural shift in the oil &amp; gas industry, thus leading to the destruction of M&amp;A demand and a call for change in the industry’s current operating and investment models.  With the effects of COVID-19 &amp; the Oil Price War in full force, Adam describes how his theory of “Peak Permian” is not only being validated but also sped up.