Close of Business Tuesday 8-4-2020

We had the great opportunity to visit with MacKenzie Davis, a Managing Partner at SailingStone. SailingStone is a well-known, highly regarded global natural resource investor based in San Francisco. The firm has recently completed some fascinating research on the changing energy world and that was the focus of our conversation. MacKenzie walked us through a summarized version of SailingStone's whitepaper entitled "The Energy Transition: Outlook and Implications for Upstream Commodities." For...