Thunder Said Energy was founded by Rob West in 2019. The aim is to bring a Wall Street researcher’s economic mindset to the energy transition, finding opportunities that can improve the world’s energy system.
Prior to ThunderSaid, Rob built up the energy practice at Redburn, which is among the world’s leading, independent equity-research firms. He was responsible for the team’s energy strategy and commodity market research, while covering the Super-Majors, such as ExxonMobil, Chevron, Shell, BP, TOTAL, Eni and Equinor.
Some of the team’s best work focused on the impact of technologies. It allowed us to call the incredible rise of the shale oil industry , and the equally incredible fall in oil industry costs.
Rob is also a Research Associate at the Oxford Institute for Energy Studies.
Prior to Redburn, Rob was part of Sanford C. Bernstein’s oil and gas practice. He has completed 75 modules in the IPIMS Petroleum Geology and Engineering programme. He holds a first class degree in Experimental Psychology from University College, Oxford. He is also a CFA charterholder.
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