Energy Thinks with Tisha Schuller

Tisha Schuller welcomes Granville Martin, director of U.S. policy and outreach at the Value Reporting Foundation (VRF), to the Energy Thinks Podcast. Tisha and Granville discuss:·        The growing opportunity to compete on carbon intensity;·        Imminent U.S. Securities and Exchange Commission (SEC) proposals for emission disclosure requirements;·        Oil and gas’s secure place in the global industry mix;·        Potential scope 3 emission disclosure requirements and the European Commission’s proposed Corporate Sustainability Reporting Directive;·        An expected SEC human capital rule with DEI at the top of data governance;·        Companies creating long-term value through civil society; and,·        The aggressive, motivated individuals making an impact in operating companies.Granville Martin is the director of U.S. policy and outreach at the Value Reporting Foundation (VRF), formerly the Sustainability Accounting Standards Board (SASB), which merged with the International Integrated Reporting Council (IIRC) in June 2021. Amid talks about potential SEC emission disclosure requirements, Granville has spoken at multiple forums, such as the U.S. Chamber of Commerce and the Bipartisan Policy Center, about what company leaders can expect in the coming months. Prior to his start at the SASB in March 2021, he served as the senior vice president and general counsel at the Society for Corporate Governance where he helped members navigate increased demands for engagement and disclosure. He also served as the managing director for sustainable finance from June 2005 to February 2017 at JPMorgan Chase. He received a bachelor’s degree in political science and government from Boston University in 1989 and a Doctor of Law from the University of San Francisco School of Law in 1996. Granville also is admitted to the bar in New York and California. Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on October 18, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

Tisha Schuller welcomes Anthony Oni, CEO and managing partner of the Elevate Future Fund at Energy Impact Partners (EIP), to the Energy Thinks Podcast.Tisha and Anthony discuss:Utilities’ unique role in enabling a just transition;Creating enduring prosperity in underserved and underrepresented communities;Diverse teams and the special skills they bring;ChargerHelp! co-founders Kameale Terry and Evette Ellis and other examples of leaders with unique solutions; and,Anthony’s personal commitment to service at scale.Anthony Oni is the CEO and managing partner of the Elevate Future Fund at Energy Impact Partners (EIP), an investment firm that invests in companies directly reducing carbon emissions or working toward a net-zero carbon future. He also is the board chairman and founder of Ed Farm, a program in Alabama that provides innovative tools and strategies to increase educational equity. As a game-changing leader in the industry, he has spoken on the need for diversity among the venture capital system and other areas of the energy industry. In December 2018, Anthony founded and became the CEO of Cloverly, a company that developed an API that calculates carbon emissions to help organizations go carbon neutral or carbon negative. He continues to serve as a member of the company’s board. Anthony also served as the vice president for corporate communications at Southern Company Gas from February 2019 to April 2021 and held multiple roles at Southern subsidiary Alabama Power Company from August 2002. He received a bachelor’s degree in management information systems and business from Auburn University in 2002 and completed the executive education program in disruptive innovation at Harvard Business School in 2018.Subscribe here for Tisha’s weekly “Both Things Are True” email newsletter.Follow all things Adamantine Energy at www.energythinks.com.Thanks to Lindsey Gage, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible.[Interview recorded on September 2, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

Tisha Schuller welcomes Maynard Holt, CEO of Tudor, Pickering, Holt & Co. (TPH), to the Energy Thinks Podcast. Tisha and Maynard discuss:·        TPH’s pivot from an oil and gas focus to the entire world of energy;·        How today’s work around innovation is the new incarnation of an exploration department;·        Blind spots leaders have;·        Using ESG as an opportunity to transform a company; and,·        Avoiding groupthink to lead into the energy future.Maynard Holt is the CEO of TPH, an investment and merchant bank in Houston, Texas that provides financial advice on the energy industry. Before his start at TPH in 2007, Maynard served as a managing director for Goldman Sachs. He is a board member of multiple organizations including OneGoal Graduation, The Houston Museum of Natural Science, and the University of Oklahoma Energy Management Board of Advisors and serves as a member of the George W. Bush Advisory Council. In addition to his daily duties at TPH, Maynard hosts the company’s C.O.B. Tuesday podcast and interviews guests from energy company executives to government officials about sustainability and the energy transition. Check out TPH’s interview of Tisha here! He received a B.A. in economics and Russian from Rice University and later received a master’s degree in public policy analysis from Harvard University.Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on September 2, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

Tisha Schuller welcomes Tim Mohin, executive vice president and chief sustainability officer at Persefoni, to the Energy Thinks Podcast.   Tisha and Tim discuss:·       Tim’s book, Changing Business from the Inside Out, and its guidance on corporate responsibility and ESG;·       ESG and sustainability transitioning from a superficial marketing pitch to a company’s long-term focus;·       Tim’s opinion piece on the shift in ESG data reporting and the rigor companies need to meet investor demand for data;·       The anticipated U.S. Securities and Exchange Commission (SEC) climate disclosure requirements;·       Tim’s opinion piece and views on boards’ impact on company sustainability efforts;·       Embracing ESG strategies with boards and the No Rules Rules: Netflix and the Culture of Reinvention example; and,·       Leadership qualities and the courage necessary for business cannibalization.Tim Mohin is the executive vice president and chief sustainability officer at Persefoni, a global venture-backed SaaS company that strives to help organizations lower their carbon footprint by providing the appropriate solutions and tools. He also serves as a stakeholder adviser to BASF’s board and a member of the faculty advisory group on ESG Competent Boards. Before Persefoni, Tim was the chief executive for the Global Reporting Initiative for about three years. He also held multiple corporate responsibility and sustainability roles at companies including Advanced Micro Devices, Apple, and Intel. In addition to being a game-changing leader in the workplace, Tim wrote Changing Business from the Inside Out: A Treehugger’s Guide to Working in Corporations to give readers advice on navigating the corporate responsibility sector. He received a Bachelor of Science in Environmental Biology from State University of New York College at Cortland in 1982 and received a Master of Engineering Management with a focus on Environment from Duke University in 1984.Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on August 23, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

Tisha Schuller welcomes David Victor, professor of innovation and public policy at the University of California San Diego (UCSD), to the Energy Thinks Podcast.Tisha and David discuss:·        The rapidly increasing political risk for oil and gas companies;·        His Engine No. 1 report and its dismissal of “fast following” strategies;·        His co-authored study on the success of carbon capture and storage projects and thoughts on policy;·        Pragmatic consideration of the human element in decarbonization strategies and his co-authored paper on climate policy models;·        The future of natural gas and his California climate-protecting technologies example; and,·        Energy transition revolutions and decarbonization “workshops.”David Victor has been a professor of innovation and public policy at UCSD since 2009. He also serves as the Endowed Chair in Innovation and Public Policy for the Center for Global Transformation and the co-director of the Deep Decarbonization Initiative at the university. Outside of UCSD, he serves as an adjunct professor in climate, atmospheric science, and physical oceanography at the Scripps Institution of Oceanography and the co-chair of the Initiative on Energy and Climate at The Brookings Institution. Prior to these roles, David was a professor of energy and environmental law and the director of the Program on Energy and Sustainable Development at Stanford University. He is the author of many research articles regarding direct air capture, investors in the energy industry, reaching net-zero emissions, and more topics. David, who continues to serve as a consultant and policy adviser for companies and institutions, wrote a report for Engine No. 1 regarding the future of decarbonization efforts and oil and gas. He received an A.B. in history and science from Harvard University in 1987 and a Ph.D. in political science from the Massachusetts Institute of Technology (MIT) in 1997. David can be reached at david.victor@ucsd.edu.Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on July 29, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

As a prelude to season 3 of the Energy Thinks podcast, Anne Carto guest hosts to interview Tisha Schuller about Adamantine’s new series of Foundation essays. Tisha also provides insight on what is coming for the podcast’s third season, beginning September 7th.Anne and Tisha discuss:·        How the Foundations essays help oil and gas executives rethink our leadership paradigm;·        Adamantine’s framework that considers dueling mindsets and the limits of “education”;·        Tisha’s reasoning for her “Both These Things Are True” mindset;·        The reception and challenges of the three disruptors in oil and gas;·        The impact of millennials in the energy future; and·        Game-changing opportunities for oil and gas leaders to embrace for disruption.The Adamantine Foundations series lays the scaffolding for game-changing leaders to understand how Adamantine works with our clients and partners to help them pivot from disrupted to disruptor to build the energy future.Tisha Schuller is the founding principal of Adamantine, where she consults private clients from Fortune 100 energy companies to non-profit environmental organizations in energy policy, business strategy, politics, and community engagement. She also serves as the host of the Energy Thinks podcast. Tisha authors the weekly Both of These Things Are True newsletter and has written two books: Accidentally Adamant (2018) and The Gamechangers Playbook (2020).Anne Carto is the director of client strategy and sustainability at Adamantine. In her role, she guides clients’ operational sustainability by developing strategies to mitigate the unique risks facing each oil and gas company. By developing and guiding companies’ environmental, social, and governance (ESG), decarbonization, and stakeholder navigation strategies, she supports Adamantine’s proactive and transformational work future-proofing companies against rising social risk. Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on August 25, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

Tisha Schuller welcomes Pierce Norton, incoming CEO of ONEOK, to the Energy Thinks Podcast. Tisha and Pierce discuss:· The role that asking questions plays in game-changing leadership;· How traditional oil and gas leaders can address climate and decarbonization within their companies;· The three workplace benefits of addressing climate issues;· The key ingredient that shapes company culture; and,· The positively infectious nature of inclusivity.Pierce Norton is the outgoing president and CEO of ONE Gas, Inc., a natural gas utility based in Tulsa, Oklahoma that offers distribution services in Oklahoma, Kansas, and Texas. He served as the executive vice president and COO of ONEOK and ONEOK Partners before ONE Gas became a publicly traded company in January 2014. Before serving these roles, Pierce was president of then ONEOK Distribution Companies, which included Oklahoma Natural Gas, Kansas Gas Service, and Texas Gas Service, and served as the executive vice president of natural gas. In addition to previously serving at KN Energy and American Oil and Gas, he worked at Delhi Gas Pipeline where he started his career in 1982. Pierce serves on the boards the American Gas Association and the Tulsa Community College Foundation. Pierce received a Bachelor of Science in Mechanical Engineering from the University of Alabama in Tuscaloosa and graduated from Harvard Business School’s Advanced Management Program.Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on June 3, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

Guest host Anne Carto fills in for Tisha Schuller to welcome Andrea Passman on the Energy Thinks Podcast. Anne and Andrea discuss:· The role intrapreneurship plays in internal innovation· Five ways to build a culture of intrapreneurship within your company· How to balance cost and sustainable long-term value when pitching a business idea· Cultivating values that keep up with the expectations of our current moment· Recruiting the next generation of oil and gas leadership· Empowering high-potential women in the workplaceAndrea Passman is the Chief Operating Officer at Caerus Oil and Gas, an investor in many conventional upstream oil and gas properties across western Colorado and eastern Utah. Before moving to her current leadership position in Colorado, she spent 6 years at CNX in Pittsburgh, Pennsylvania where she held numerous vice president roles until assuming the role of Sr. Vice President of Engineering and Operations. Prior to CNX, Andrea held senior leadership roles at Halliburton and Greenshale Energy. Andrea has an active civic life serving as a Colorado School of Mines President’s Council member and mentor, a University of Denver Crimson and Gold Society member, and a member of the Food Bank of the Rockies Operations Committee. Andrea holds an MBA from the University of Denver and a bachelor’s degree in Petroleum Engineering from Colorado School of Mines. Additionally, she has pursued further studies as part of 1 year study programs at Carnegie Mellon University’s Tepper School of Business and the Harvard Business School. Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on May 25, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

Tisha Schuller welcomes Amy Harder to the Energy Thinks Podcast to discuss Amy’s new role with Breakthrough Energy Publishing after over a decade as a leading energy reporter. Tisha and Amy sit down to discuss:· The role journalism will play in the energy transition· The consequences of a K-shaped economic recovery· Identifying and lowering “green premiums” for clean energy· Addressing energy justice in reporting Amy Harder recently joined Breakthrough Energy as Vice President of Publishing to kick off a journalism initiative that will cover the opportunities and challenges of the energy transition. As a seasoned reporter on the energy beat, Amy has drawn a large following and is respected as a leading voice in energy journalism. She worked as a reporter for The Wall Street Journal before starting a regular energy column at Axios, Harder Line. A Pacific Northwest native, Amy holds a journalism degree from Western Washington University. Episode Resources· Axios. “To combat climate change, electric cars have to be cheaper” Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Michael Tanner, and Scott Marshall who have made the Energy Thinks podcast possible. [Interview recorded on May 3, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com

Tisha Schuller welcomes Matt Gallagher to the Energy Thinks Podcast to discuss Matt’s leadership vision for the oil and gas industry. Tisha and Matt sit down to discuss: · Gallagher’s proposed “Shale New Deal”· Three shortcomings the oil and gas industry must address· Gallagher’s new endeavor, Greenlake Energy Ventures· Testing professional and personal values after a turbulent 2020 Matt is a third-generation oil man who was most recently President and CEO of Parsley Energy. After Pioneer Natural Resources bought Parsley Energy in 2020, Matt founded Greenlake Energy Ventures to invest in and develop reliable and affordable energy sources that also are sustainably operated. Matt serves on the Board of Directors for Pioneer Natural Resources and Chesapeake Energy Corporation. Matt holds a Petroleum Engineering degree from the Colorado School of Mines. Episode Resources· Wall Street Journal, “Young Shale CEO Asks Texas to Curb Oil Output as Coronavirus Cuts Prices.” Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Michael Tanner, and Scott Marshall who have made the Energy Thinks podcast possible. [Interview recorded on April 21, 2021] This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tishaschuller.substack.com