Chuck Yates on Private Equity, the Shale Revolution, and Why AI Has Already Won
Chuck Yates has spent his career recognizing opportunities before the rest of the industry catches up. In this episode of Crude Awakenings, Chuck joins Allen Gilmer and Cody Davis for a candid conversation about his unconventional path through energy finance, the rise of private equity in oil and gas, and the financial infrastructure that helped make the shale revolution possible.
Kevin Christian on Minerals, Natural Gas & Building Covenant Royalties
In this episode of Crude Awakenings, Allen Gilmer and Cody Davis sit down with Kevin Christian, Founder and CEO of **Covenant Royalties**, for a conversation on minerals, royalties, natural gas, and building a resilient business through volatile market cycles.
Derren Geiger on Minerals, Hedging & Private Energy Investing
In this episode of Crude Awakenings, Allen Gilmer and Cody Davis sit down with Derren Geiger of Cornerstone Acquisition & Management for a conversation on mineral investing, non-op assets, hedging strategy, and the evolution of private energy capital.
Why America Is Losing the Critical Minerals Race – Newmont Veteran Lewis Teal
What does it actually take to find and pull minerals out of the ground — and why is the Western world falling behind?
In Episode 6 of Crude Awakenings, we trade black gold for the real thing. Our guest is Lewis Teal, a Certified Professional Geologist with 40 years in the mining industry, 27 of them at Newmont, where he helped lead exploration on Nevada’s legendary Carlin Trend and ran operations from Peru to Suriname to French Guiana. He’s also the first boss one of your hosts ever had coming out of grad school — so this one’s personal.
Joel Alberts on Helium, Geology & the Hunt for Hidden Energy
In this episode of Crude Awakenings, Allen Gilmer and Cody Davis sit down with veteran exploration geologist Joel Alberts for a wide-ranging conversation on oil, gas, helium, rare earths, and the evolution of energy exploration.
Back to the Fundamentals: Raymond Welder on Finding Value Where Others Aren’t Looking
What does it take to build a successful oil and gas company in today’s market? In this episode of Crude Awakenings, Allen Gilmer (co-founder of Drillinginfo, now Enverus) and Cody Davis (CEO of Oil & Gas Asset Clearinghouse) sit down with Raymond Welder, CEO of WelderXP Ltd., to talk about the realities of operating in oil and gas — and why the future may look a lot like the past. We get into the surprising parallels between mining and oil & gas, why permitting time (not geology) is the industry’s biggest enemy, how China cornered the critical-minerals market, the loss of the old Bureau of Mines, and where gold goes from here.
Jim Levy on Rare Earths, Geothermal Energy & the Future of Geology
In this episode of Crude Awakenings, Allen Gilmer and Cody Davis sit down with veteran geologist and entrepreneur Jim Levy for a wide-ranging conversation on geology, energy, and the future of American resource development. We get into the surprising parallels between mining and oil & gas, why permitting time (not geology) is the industry’s biggest enemy, how China cornered the critical-minerals market, the loss of the old Bureau of Mines, and where gold goes from here.
How One Independent Producer Took on the EPA and Won
What happens when government agencies stretch regulations beyond their original intent — and independent oil and gas producers are left to deal with the consequences?
The Bedrock of the Business
Crude Awakenings kicks off its inaugural episode with a guest who helped shape the very foundation of independent oil and gas — Scott Anderson of Anderson Oil.
From RoboCop to The Simpsons: How Real Hollywood Deals Get Done
What does a “deal” look like in Hollywood – when the stakes are the story itself? In this episode of The Dealmaker’s Lounge, hosts Jeff Novak and Cody Davis sit down with William Shockley and Tom Brady, partners at Tiki Tāne Pictures, to unpack what it really takes to move a project from concept to screen – without losing the creative vision along the way.