The Trevor Rose Podcast

Hosted by Mr. Rose

Business Investing News

Website RSS feed

Episodes

299

Latest episode

Sep 2026

Language

EN-US

About the show

Sharing insights on energy, finance & business related items

Listen to episodes

60 recent

September 10, 2026Episode 3011 hr 25 min

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 is the Chief Executive Officer at Rockpoint responsible for the management and performance of the corporation’s storage and retail distribution assets. He brings to Rockpoint Gas Storage over 30 years of experience in the energy industry with leadership roles across a wide spectrum of disciplines including gas storage and marketing, midstream operations, energy trading, business development and Acquisitions and Divestitures. From 2014 to 2020 he was cofounder of Tidewater Midstream Ltd. where he served in multiple roles including Director, President and CEO, Vice President of Business Development & Commercial and most recently as President, Midstream. From 2010 to 2014, he was Vice President, Natural Gas Trading for Castleton Commodities Canada and prior thereto was cofounder of its predecessor, Louis Dreyfus Energy Canada in 2003. Mr. McKenna obtained his Bachelor of Business Administration from Saint Francis Xavier University, Nova Scotia (1994). Among other things we learned about Building North America's #1 Independent Gas Storage Company. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Remote Power Corp - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

September 3, 2026Episode 3001 hr 19 min

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 sell-side equity research analyst, buy-side investor, advisor and board member covering the global energy sector. Mr. Murti previously served as a Partner at Goldman Sachs from 2006 to 2014. Prior to becoming Partner, he served as Managing Director from 2003 to 2006 and as Vice President from 1999 to 2003. During his time at Goldman Sachs, Mr. Murti worked as a sell-side equity research analyst covering the energy sector. He was co-director of equity research for the Americas from 2011 to 2014. Previously, Mr. Murti held equity analyst positions at JP Morgan Investment Management from 1995 to 1999 and at Petrie Parkman from 1992 to 1995. Mr. Murti serves on the board of directors of ConocoPhillips & Liberty Energy Inc. He also serves on the advisory boards of ClearPath and Columbia Center on Global Energy Policy and as a board observer to Welligence Energy Analytics. Mr. Murti graduated with a business degree specializing in finance from the University of Denver. Since November 2021, Mr. Murti has published Super-Spiked , a Substack newsletter and podcast about the energy transition. Among other things we learned about $20 to $147 Oil: Super Spike vs. Super Vol. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

September 1, 2026Episode 29959 min

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 served as STEP’s president and CEO since October 2022. A co-founder of STEP, he previously held the role of COO from the company’s inception in March 2011 before being appointed president in July 2021. In 2026, Mr. Glanville led the successful amalgamation of STEP and Sanjel, creating a stronger, integrated organization that includes the Wayfinder Corporation and delivers a comprehensive suite of coiled tubing, hydraulic fracturing, nitrogen, pumping, fluid pumping, cementing services and proppant supply. Mr. Glanville is a certified engineering technologist with 30 years of oilfield experience and a strong background in operations and management. His career includes 10 years with SLB, formerly Schlumberger, in its North American oilfield services divisions, seven years with Sanjel Energy Services managing the Canadian coiled tubing and nitrogen business unit, and two years with Calfrac Well Services Ltd. as manager of their Canadian coiled tubing division. Mr. Glanville has contributed significantly to industry organizations. He is a former board member of the Enserva Association (formerly the Petroleum Services Association of Canada) and a past director of Enserva’s Stars and Spurs Gala supporting STARS Air Ambulance. Additionally, he served as president of the Intervention & Coiled Tubing Association, Canadian Chapter (ICoTA). Mr. Glanville earned his diploma from the Southern Alberta Institute of Technology. Mr. Glanville is a holder of the Institute of Corporate Directors Director designation. Among other things we learned about 4 Mile Laterals, COIL+™ & Building an Energy Services Platform. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

August 27, 2026Episode 2981 hr 22 min

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. Marino is the former President and Chief Executive Officer of Vermilion Energy, Baytex Energy and Dominion Exploration Canada, with additional management and technical experience at AEC, Santa Fe Snyder, Plains Resources and Atlantic Richfield. He holds a Bachelor of Science in Petroleum Engineering from the University of Kansas and an MBA from California State University, and holds the Chartered Financial Analyst (CFA) designation. In addition, Mr.Marino is a Non-Independent Director, Board, Tenaz Energy. Among other things we learned about $65 Million to $2 Billion: Building The Netherlands' #1 Gas Producer. Enjoy. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

August 20, 2026Episode 29751 min

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 firm with ~$485 billion under management. Mr. Currie is also Executive Co-Chairman of Abaxx Markets, a co-founder and non-executive director of 1947 Oil & Gas, a director of Borr Drilling, and Chair of the Advisory Group at the Energy Policy Institute at the University of Chicago. Mr. Currie is the former Global Head of Commodities Research at Goldman Sachs, where he helped to build their commodities business. During his nearly three decades at the firm, he became one of the leading commodity market strategists on Wall Street, known for advising clients through the commodity "super cycle" of the 2000s, the shale supply shock of the 2010s, and most recently the twin shocks of the pandemic and the Russia-Ukraine war. Mr. Currie is a graduate of Pepperdine University and holds a Master of Arts in Economics and a PhD in Economics from the University of Chicago, where he was awarded the Zellner Award for his dissertation on the geographic extent of the US petroleum market. Among other things we learned about $83 Crack Spreads & Why Canadian Oil Became Valuable. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

August 13, 2026Episode 2961 hr 8 min

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 than 40 years of experience in the Canadian energy industry, building and monetizing exploration and production companies. He co-founded Strath Resources in January 2017, which later merged into Strathcona Resources, initially acquiring the Kakwa Montney for $280 million and with production growing from approximately 5,000 boe/d to over 40,000 boe/d. Those assets were subsequently divested to ARC Resources in 2025 for just under $1.7 billion. Previously, Mr. Fagan served as President and Chief Executive Officer of Mosaic Energy Ltd., a Natural Gas Partners-backed producer where he led the company's transition from conventional development into the liquids-rich Montney and assembled the Kakwa land position. Mr. Fagan joined Addison Energy Inc. in 1999 as part of the leadership team, becoming President and Chief Executive Officer in 2003, as the company grew to more than 11,000 boe/d through development and more than 50 acquisitions prior to its sale to NAL Oil & Gas Trust in 2005. He founded his first company, Sequoia Exploration, in 1996, after spending the early years of his career at Imperial Oil and Consumers' Gas. Mr. Fagan holds a Bachelor of Commerce from Memorial University of Newfoundland and an MBA from the Ivey Business School at Western University. He holds the ICD.D designation from the Institute of Corporate Directors. Outside of energy, Mr. Fagan is a documentary photographer (Steve Fagan Photography) and founder of the Fagan Foundation, which supports education initiatives in Nepal's Tsum Valley. Among other things we learned about Building 4 Companies in 40 Years: Sequoia to Strathcona. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

August 6, 2026Episode 2951 hr 7 min

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 President & CEO of Enbridge Inc. from 2001 to 2012, leading the company through a transformative decade in which its market value grew roughly fourfold - from approximately $7 billion to $30 billion - while delivering an average annual shareholder return near 16%. His career began at Occidental Petrochemicals before he returned to Alberta to join Hudson's Bay Oil and Gas, followed by Home Oil and Interprovincial Pipeline - the company that would become Enbridge - where he rose through planning, systems, and business development roles over nearly three decades before being named CEO. Pat led Enbridge through the Line 6B pipeline incident near Kalamazoo, Michigan in 2010, personally relocating to Michigan for months to oversee the response, and championed the Northern Gateway pipeline project in pursuit of Canadian crude access to Asian markets. Since retiring from Enbridge in 2012, Pat has served as Chairman of Cenovus Energy and held board positions with CIBC and Capital Power. He is an avid hiker and fly fisherman, and divides his time between family, travel, and the outdoors. A chemical engineer by training, Pat holds a Bachelor of Science in Chemical Engineering from the University of Alberta and a Master of Applied Science in Chemical Engineering from the University of British Columbia. Among other things we learned about $7B to $30B: 11 Years Building Enbridge. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

July 30, 2026Episode 29450 min

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 experience in the oil and gas industry including 22 years with Chevron working in Angola, Indonesia, Nigeria, Canada and the United States. Mr. Streu was the asset manager of Angola’s first deepwater production: a 100,000 bopd operation that went from discovery to first oil in only 30 months. As Chevron Indonesia’s Planning Manager, Mr. Streu was responsible for developing strategic and tactical plans for an organization producing in excess of 350,000 bopd. Mr. Streu was also the Asset Manager for Chevron Nigeria Limited, managing the entire offshore production of 250,000 bopd. He has been the President and CEO of Condor since September 2008. Mr. Streu is currently the Honorary Consul of the Republic of Kazakhstan for Alberta. He is also a Board Director for Tethys Petroleum Ltd, a TSX-V listed oil and gas company. Among other things we learned about 85 TCF: Building Central Asia's 1st LNG. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

July 23, 2026Episode 29352 min

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 Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector. Mr. McCrea also holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder. Since 2004, Mr. McCrea’s views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN. Among other things we discussed 8.3 Million Barrels: Canada's Pipeline Revival. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets Bunch Projects - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show

July 16, 2026Episode 2921 hr 3 min

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 headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $6 billion under management. Cole Smead, CFA is Chief Executive Officer and Portfolio Manager where he oversees all activities of the firm. He is the final decision maker for all investment decisions in the firm’s international equity portfolios. Cole has been with the firm since its founding in 2007. Prior to joining Smead Capital Management, he was a Financial Advisor with Wachovia Securities in Scottsdale, AZ. He is a member of the CFA Institute. Among other things we learned about 25% ROE at 2x Book: Finding Value in Canadian Energy. Enjoy. Newsletter: Subscribe Here Thank you to our sponsors. Without their support this episode would not be possible: Connate Water Solutions ATB Capital Markets - *This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions. Support the show