The Trevor Rose Podcast

Chris Carter (NGP) — 38 Years of Energy Private Equity

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 raise

Terry Etam — $40B vs. $4B: Which Pipeline Gets Built?

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 & contr

Adam Waterous (Strathcona) — How Canada Can 2x Oil Production

This episode we are joined by Mr. Adam Waterous - Executive Chairman of Strathcona Resources & Greenfire Resources - two TSX listed energy companies with market caps of ~

Travis Pace (Fortuna Operating) - Building a 30,000 Boe/d Non-Op Business

This episode we are joined by Mr. Travis Pace - CEO of Fortuna Operating - a private company that manages a non-op energy portfolio of ~30,000 boe/d on behalf of North Hu

Bobby Tudor (Artemis) — 20 Years at Goldman & Building an Energy Investment Bank

This episode we are joined by Mr.Bobby Tudor - CEO of Artemis Energy Partners - and board member of Murphy Oil - a NYSE listed energy company with a market cap of ~$5.5 b

Darcy Reding (Cavvy Energy) - LNG & $1,100/Ton Sulphur: The Evolution of Cavvy Energy

This episode we are joined by Mr. Darcy Reding - CEO of Cavvy Energy - a TSX listed energy company with a market cap of ~$700 million.  Mr. Reding previously served as t

Toby McKenna (Rockpoint) — Building North America's #1 Independent Gas Storage Company

This episode we are joined by Mr. Toby McKenna - CEO of Rockpoint Gas Storage - a TSX listed gas storage company with a total equity value of ~$3.4 billion.  Mr. McKenna

Arjun Murti (Veriten) — $20 to $147 Oil: Super Spike vs. Super Vol

This episode we are joined by Mr. Arjun Murti - Partner at Veriten LLC and a Senior Advisor at Warburg Pincus.  Mr. Murti has spent over 30 years on Wall Street as a sel

Steve Glanville (STEP) — 4 Mile Laterals, COIL+™ & Building an Energy Services Platform

This episode we are joined by Mr. Steve Glanville - CEO of STEP Energy Services - a private energy services company with revenues of ~$1 billion.  Mr. Glanville has serv

Tony Marino (Tenaz Energy) — $65 Million to $2 Billion: The Netherlands' #1 Gas Producer

(Recorded August 6, 2026). This episode we are joined by Mr. Tony Marino - CEO of Tenaz Energy - a TSX listed energy company with a market cap of ~$2 billion.  Mr. Mari

Jeff Currie (Carlyle) — $83 Crack Spreads & Why Canadian Oil Became Valuable

(Recorded August 13, 2026). This episode we are joined by Mr. Jeff Currie - Chief Strategy Officer at Altis Partners and Senior Advisor to Carlyle, a global investment f

Steve Fagan (Strathcona) - Building 4 Companies in 40 Years: Sequoia to Strathcona

This episode we are joined by Mr. Steve Fagan - Vice Chairman of Strathcona Resources - a TSX listed energy company with a market cap of ~$9 billion.  Mr. Fagan has more

Pat Daniel (Former Enbridge CEO) - $7B to $30B: 11 Years Building Enbridge

This episode we are joined by Mr. Pat Daniel - former CEO of Enbridge - a TSX listed infrastructure company with a market cap of ~$170 billion.  Pat Daniel served as Pre

Don Streu (Condor Energies) — 85 TCF: Building Central Asia's 1st LNG

This episode we are joined by Mr. Don Streu - CEO of Condor Energies - a TSX listed energy company with a market cap of ~$300 million.  Mr. Streu has over 37 years exper

Jeremy McCrea (BMO Capital Markets) — 8.3 Million Barrels: Canada's Pipeline Revival

This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets.  Previously Mr. McCrea has held similar positions at Raymo

Cole Smead (Smead Capital) — 25% ROE at 2x Book: Finding Value in Canadian Energy

Greetings, and welcome back to the podcast.  This episode we are joined by Mr. Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquarter

Matt Rachiele (XXIII Capital) - 180 Million Sq Ft: Calgary's Industrial Real Estate Boom

This episode we are joined by Mr. Matt Rachiele - President & CEO of XXIII Capital - an industrial real estate firm with ~$100 million under management. Matt co-founded

Adam Rozencwajg (Goehring & Rozencwajg) - $70 Oil: Setting Up the Next Bull Market

This episode we are joined by Mr. Adam Rozencwajg - co-founder & managing partner of Goehring & Rozencwajg - a natural resource investment firm with ~$2.5 billion under m

Ben Dell (Kimmeridge) — $40M to $6 Billion: Building a Private Equity Firm in Energy

This episode we are joined by Mr. Ben Dell - co-founder & managing partner of Kimmeridge - a private equity firm with ~$6 billion under management.  Ben Dell is a Managi

Bonnie DuPont (Fmr. Enbridge/Bank of Canada) - 50 Years in Canadian Energy: Pipelines, Boards & What's Next

This episode we are joined by Mrs. Bonnie DuPont — director and former Calgary energy executive whose board career spans Viterra, NAV Canada, the Bank of Canada, AltaGas,