The Trevor Rose Podcast

<p>Sharing insights on energy, finance & business related items</p>

#252: John Dielwart (TransAlta/ARC Resources) - Building ARC Resources, 1st Montney Wells & Canadian Power Markets

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. John Dielwart - Chairman of TransAlta a TSX listed ectricity generation and wholesale marketing company with a market cap of ~$7 billion. Mr. Dielwart was formerly Chief Executive Officer of ARC Resources Ltd., which owns and operates oil and gas properties in Western Canada. He oversaw the growth of ARC Resources from start-up in 1996 to a company with a total capitalization of approximately $10 billion at...

11-13
02:04:16

#251: Terry Etam (Energy Columnist) - Grid Stability, Canadian Pipelines & Why Public Opinion is Shifting

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 & contributor to the boereport.com Terry’s wide range of energy experience includes executive level positions , writing best selling novels & hands on experience in the field. You can find Terry's writing on the boereport.com as well as his personal website publicenergynumberone.com Among other things we learn...

11-06
01:25:56

#250: Murray Mullen (Mullen Group) - 75 Years of Logistics, NAFTA & Why Canada Needs Pipelines

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Murray Mullen - CEO of Mullen Group - a TSX listed logistics company with a market cap of ~$1.2 billion. Mr. Mullen joined the Company in 1977 after graduating from the University of Calgary with a Bachelor of Arts (Economics) degree and has served in various capacities with Mullen Group. Mr. Mullen has been instrumental in the growth of Mullen Group and has directed all of the acquisitions undertaken...

10-30
50:31

#249: Lucy Hargreaves (Build Canada) - Cutting Spending, Lowering Regulations & Canadian Optimism

Greetings, and welcome back to the podcast. This episode, we are joined by Lucy Hargreaves - CEO of Build Canada - a non-profit organization & civic movement seeking to drive economic growth and prosperity in Canada. Build Canada has expanded from policy memos to nationwide events, open-source tools (e.g., an AI "MP" for bill analysis and a trade barriers tracker), and campus chapters at over 15 universities, fostering a "builder movement" to make Canada the world's most prosperous nati...

10-23
49:38

#248: Bob Dhillon (Mainstreet) - 25 Years of Growth, Mid-Market Value & Early Real Estate Deals

Greetings, and welcome back to the podcast. This episode, we are joined by Mr. Bob Dhillon - President & CEO of Mainstreet Equity - a TSX listed real estate company with a market cap of ~$2 billion. Bob Dhillon is Founder, President & CEO of Mainstreet Equity Corp., a publicly traded real estate corporation on the Toronto Stock Exchange (TSX:MEQ). Based in Calgary, Alberta, Canada, as at Q3 2025, assets are valued at CDN$3B+ with 18,771 rental apartment units across western Canada (...

10-16
55:06

#247: Mike Rose (Tourmaline) - The Berkley Days, Montney 1st Innings & Canadian LNG Growth

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Mike Rose - CEO of Tourmaline Oil Corp - a TSX listed energy company with a market cap of ~$24 billion. Mr. Rose has been the Chairman, President and Chief Executive Officer of Tourmaline since he founded the Company in August 2008. Prior thereto, he was Chairman, President and Chief Executive Officer of Duvernay Oil Corp. (“Duvernay“), a publicly traded oil and gas company (2004-2008). Mr. Rose has more...

10-09
01:19:54

#246: Brian Schmidt (Tamarack Valley) - Waterfloods, Dividends & Expanding the Clearwater

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Brian Schmidt - CEO of Tamarack Valley Energy - a TSX listed energy company with a market cap of ~$3 billion. Mr. Schmidt is Chief Executive Officer and a founder of Tamarack Valley Energy. He is Chair of Tamarack Clearwater GP Inc. which provides oversight to the Clearwater Infrastructure Limited Partnership operations. Mr. Schmidt is an Honorary Chief of the Blood Tribe and is currently a Board o...

10-02
01:03:15

#245: Kaes Van't Hof (Diamondback) - Diamondback Origins, $60 Oil & Growth in the Permian

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Kaes Van't Hof - CEO of Diamondback Energy - a NASDAQ listed energy company with a market cap of ~$45 billion. Mr. Van’t Hof has served as the Chief Executive Officer and as a director of Diamondback since May 2025. Prior to his current position, he served as our President from February 2025 to May 2025, President and Chief Financial Officer from February 2022 to February 2025, Chief Financial Officer an...

09-25
51:32

#244: Ian Anderson (Trans Mountain) - 40 Years of Building Canadian Infrastructure

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Ian Anderson - former CEO of Trans Mountain Corp. & Kinder Morgan Canada Inc. Mr. Anderson retired in 2022 after 17 years as the CEO and President of Trans Mountain Corp, and predecessor companies, including Kinder Morgan Canada Inc. Mr. Anderson had a 44 year career in the utility and midstream pipeline industry with such companies as Inter City Gas, Westcoast Energy, BC Gas, Kinder Morg...

09-18
01:14:55

#243: JP Lachance (Peyto Exploration) - Low Costs, Profitable Growth & 27 Years in the Deep Basin

Greetings, and welcome back to the podcast. This episode we are joined by Mr. JP Lachance - CEO of Peyto Exploration - a TSX listed energy company with a market cap of ~$4 billion. Jean-Paul (JP) Lachance joined Peyto in 2011 as VP Exploitation before being promoted to COO on Feb. 1 2018 and subsequently assumed the role of President and CEO on Jan. 1, 2023. Mr. Lachance has over 30 years of industry experience and held prior positions with ProspEx Resources Ltd., Marathon, ...

09-11
01:12:23

#242: Michael Culbert (ARC Resources/TC Energy) - The Home Oil Days, Early Montney & Building Canadian LNG in 2025

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Michael Culbert - board member of ARC Resources & TC Energy. Mr. Culbert has 35 years of experience in the North American energy industry with expertise in operations, development, finance, marketing, regulatory and business development. Previously, he co-founded Progress Energy where he held the positions of President and Chief Executive Officer, and ultimately Vice Chairman of PETRONAS Energy...

09-04
01:24:24

#241: Chris Doornbos (E3 Lithium) - Critical Minerals, Alberta Made Lithium & Investor Returns

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Chris Doornbos - CEO of E3 Lithium - a CVE listed Lithium company with a market cap of ~$100 million. Chris is an entrepreneur, aviator, and founder of emerging ideas and technology, with a passion for collaboration and innovation. Chris is the founder of E3 Lithium, a world-leading lithium resource and technology development company. Chris emphasizes risk management, developing and managing an exceptional tec...

08-28
01:06:45

#240: Mark O’Byrne (Schlumberger/Obyco) - 40 Years of Energy Services: From Kuala Lumpur to Texas

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Mark O'Byrne - President of Obyco Consulting, former President of Schlumberger Canada, and former President of Palliser Production Management Ltd., a ~60,000 boe/d joint venture agreement. Initially educated in Canada, Mark has extended his education at IMD Switzerland and Harvard. Mark has recently founded Obyco Consulting Ltd. in Calgary, providing energy related consulting and advisory largely i...

08-21
51:54

#239: Cole Smead (Smead Capital) - Energy Consolidation, Investor Returns & Economic Optimism

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...

08-14
52:20

#238: Jim Bertram (Keyera) - Building Canadian Infrastructure, Keyera Origins & Creating Value in Midstream

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jim Bertram - Chair of Keyera Corp - a TSX listed midstream company with a market cap of approximately $10 billion. Mr. Bertram was the President and Chief Executive Officer of Keyera from 1998 until 2015 when he became Executive Chair. During this time, Mr. Bertram led the company in significant growth and major acquisitions while enabling consistent delivery of value to customers and shareholders. ...

08-07
01:06:36

#237: Myron Stadnyk (Whitecap/Vermilion/Mancal) - Building ARC Resources, Exploring the Montney & Canadian Energy Going Forward

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Myron Stadnyk - Chairman of Vermilion Energy & board member of Whitecap Resources & Mancal Corporation. Mr. Stadnyk has over 40 years of oil and gas experience and is the former President & CEO and Director of ARC Resources Ltd., retiring in 2020. During his tenure as CEO, and prior to that as COO, Mr. Stadnyk played a pivotal role in ARC's transformation from a Royalty trust to a leading Canadian ...

07-31
01:07:04

#236: Rick Rule (Battle Bank/Rule Investment Media) - 50 Years of Resource Investing: Adventures in Gold & Other Related Stories

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Rick Rule - CEO of Rule Investment Media, co-founder of Battle Bank & former President & CEO of Sprott US Holdings. Mr. Rule began his career 50 years ago in 1974 in the securities business and has been involved in it ever since. Mr. Rule is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Mr. Rule foun...

07-24
53:21

#235: Bob McNally (Rapidan) - The White House Days & How Swing Producers Affect Oil Prices

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Bob McNally - founder and president of Rapidan Energy Group - an independent energy market, policy, and geopolitical analysis firm based in the Washington, DC area. Bob's 34-year career includes service as a White House energy advisor to President George W. Bush, an oil market analyst, and a hedge fund strategist at Tudor Investment Corporation. His acclaimed book Crude Volatility: The History and the Future o...

07-17
54:57

#234: Jodi Anhorn (GLJ) - Enhanced Oil Recovery, Independent Evaluations & Optimism for Canadian Infrastructure

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Jodi Anhorn - CEO of GLJ - a global energy & petroleum evaluations firm based in Calgary, Alberta, Canada. As an industry expert with 30 years of experience at GLJ, Jodi has witnessed the company evolve from a small reserves evaluations provider to the strategic client partner that it is today. Under Jodi’s guidance as CEO, GLJ’s collective knowledge of subsurface expertise and economics ensures its ...

07-10
01:01:36

#233: Dan Debow (Build Canada/Loblaws/Shopify) - Energy Corridors, Tech Ventures & How Economic Growth Drives Prosperity

Greetings, and welcome back to the podcast. This episode we are joined by Mr. Dan Debow - board member of Build Canada and Loblaws International. Mr. Debow is also former VP of Partnerships and Corporate Development at Shopify, and 3x co-founder of Workbrain, Rypple, and Helpful. Mr. Debow was an adjunct professor at the University of Toronto - Faculty of Law where he taught a course on exponential technologies, law & policy. Mr. Debow earned a BA from Western University...

07-03
56:54

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