Shell

yeah your honestism to uh jack levin too you can you in that moment like you really understand what he's doing like that i'm a girl i'm a girl i'm a girl i'm a girl like you really understand how he got cast as felix and uh yeah the odd couple

once in miami joe woo sugar by assuming a second disguise a second disguise into the building As a millionaire named Junior, the heir to Shell Oil was so named because he collects shells.

I thought they were talking about like Shell Gas Station.

Yeah.

But again, you know, so when I was at UC Berkeley, I used to go hang out with these guys at this place called the Global Business Network, which is kind of a very generic name.

But it was it was Stuart Brand, Peter Schwartz and a bunch of these folks who really had come out of the Royal Dutch Shell Scenario Planning Group.

So and that itself had kind of part of its etymology was part of the part of RAND and part of this forecasting group.

This term futures came up and people started using it as a simple way of describing individuals who are doing a couple of things.

Not too shabby.

So what people are looking at Tourmaline for is because Shell just ended up buying one of my favorite natural gas producers of all time.

I think their management was stellar, and that's ARC.

Yes.

And so ARC is no longer in the game.

It's owned by Shell.

And so these big companies that are building liquefied natural gas facilities are in bc how are they going to guarantee the supply of gas they need well shell figured it out they looked at arc and they said these guys have great resources i want in on this play and i think sooner or later someone's going to figure that out with tourmaline as well Okay,

so maybe we'll

Not too shabby.

So what people are looking at Tourmaline for is because Shell just ended up buying one of my favorite natural gas producers of all time.

I think their management was stellar, and that's ARC.

Yes.

And so ARC is no longer in the game.

It's owned by Shell.

And so these big companies that are building liquefied natural gas facilities are in bc how are they going to guarantee the supply of gas they need well shell figured it out they looked at arc and they said these guys have great resources i want in on this play and i think sooner or later someone's going to figure that out with tourmaline as well Okay,

so maybe we'll

And there have already been projects like that.

For instance, the first largest green hydrogen project in Europe when it comes to the capacity of electrolyzers installed was the one associated with oil refining, the Refine project by Shell.

And at that time, the largest PAM electrolyzer installed was a 10 megawatt electrolyzer exactly installed at the refining side over there so i think orlin is basically highlighting that idea of of not being in need to create something much more complex and much more you know uh sophisticated than what we already have so all refining is already a sector that uses large volumes of hydrogen that's where we can start and

Another industry that's often mentioned in the context of green hydrogen, and you've actually touched on it already, is iron and steel.

So after you finished studying, you took a gap year, went to London, arrived, I think you said about $100 in your pocket and a piece of paper with an address of where you were staying on it.

You ended up leading a web design role with Shell and working, and hopefully I'll get this name right, Jeroen van der Veer, who later became the CEO of Shell.

Is that right? Yes.

When you returned to Australia, hopefully with a little bit more money than the $100 you had in your wallet, you joined Macquarie Bank.

you mean like Toyota or the companies that are saying it's great?

Also Shell and those companies, first element fuel, the fuel companies.

Shell accepted a grant for $50 million.

I don't know if they actually took the money or if they just accepted a grant.

I haven't gotten that far in discovery.