Energy Thinks with Tisha Schuller

Tisha Schuller welcomes Shantanu Agarwal, president and co-founder of Susteon, Inc., to the Energy Thinks Podcast.Tisha and Shantanu discuss:·        How direct air capture (DAC) 2.0 builds upon early DAC technology;·        The enabling component of DAC 2.0;·        The key solutions to make DAC cost-effective and scalable;·        Why carbon negative technology will be crucial to our climate goals;·        The incredible scale required for CO2 removal;·        The importance of fostering diverse teams; and,·        The cultural components required to attract and retain Gen Z talent.Shantanu Agarwal co-founded Susteon, a company focused on hydrogen, CO2, and other low-carbon technologies dedicated to building a cleaner and affordable energy future. Prior to founding the company in January 2018, he served as a partner at EV Private Equity, chairman of the Society of Petroleum Engineers International, and a member of the Board of Directors at Wireless Seismic, Inc. Shantanu currently serves as a member of the Board of Directors at ProSep and an adviser at Swaniti Initiative. He received a B.S. in chemical engineering from the Indian Institute of Technology in Roorkee and an MBA from 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 Slaughter, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on December 7, 2021] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

Tisha Schuller welcomes Scott Sheffield, founder and CEO of Pioneer Natural Resources Company, to the Energy Thinks Podcast. Tisha and Scott discuss:·        Putting sustainability and ESG at the top of the leadership agenda;·        Investor pressures for publicly traded versus privately held companies;·        Being a nimble, proactive leader instead of a fast follower;·        Accomplishing ESG goals and Pioneer’s 2021 Sustainability Report;·        Cultivating Pioneer’s family culture; and,·        Alternative energy projects and investment in the future of energy.Scott Sheffield is the founder and CEO of Pioneer, the second-largest crude producer in Texas. Before Pioneer, Scott served as the CEO of Parker & Parsley Petroleum Co. for several years starting in 1985. The company merged with MESA, Inc. in 1997 to form Pioneer, which Scott led until retiring in 2016. He later came back to serve as president and CEO in 2019. Scott got his start in the industry at Amoco Production Co. as a reservoir engineer in 1975. In addition to his responsibilities at Pioneer, Scott serves on advisory boards for the Center for Global Energy Policy at Columbia University and the Energy Council of CSL Capital Management, LLC. Scott has been a big influence in America’s shale revolution and was a driving factor in lifting the U.S. crude oil export ban. Scott received a Bachelor of Science in Petroleum Engineering from the University of Texas at Austin. Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Slaughter, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on November 15, 2021] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

Guest host Anne Carto, director of client strategy and sustainability at Adamantine Energy, welcomes Xuan Yong, CEO and co-founder of Workrise, to the Energy Thinks Podcast. Anne and Xuan discuss:·        Workrise’s commitment to customers and the skilled labor workforce;·        Retaining employees that support your company’s mission and vision;·        What Workrise is doing differently to disrupt the industry through empowering employees;·        Skilled labor shortages and enhancing workers’ marketability;·        Building company success by empowering your team;·        Ensuring corporate employees understand the field experience firsthand; and.·        Lessons to learn from the changing energy landscape.Xuan Yong is the CEO and co-founder of Workrise, a workforce management company that provides professional training, networking opportunities, and other resources to people looking for jobs and businesses looking for workers in industries including solar, upstream and midstream oil and gas, wind, construction, and defense. The company, which was previously known as RigUp, was rebranded in February 2021 to reflect its growth across multiple industries and the company’s mission of empowering hard workers. Prior to his start at RigUp in March 2014, Xuan served as an analyst at multiple companies including Citadel Investment Group, Kortright Capital, D.E. Shaw & Co., and Goldman Sachs. He received his Bachelor of Business Administration in finance and economics from Texas A&M 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 Slaughter, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on October 28, 2021] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

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] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

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] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

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] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

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] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

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] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

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] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe

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] Get full access to Both of These Things Are True at tishaschuller.substack.com/subscribe