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The Trevor Rose Podcast

The Trevor Rose Podcast

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Sharing insights on energy, finance & business related items

© 2025 The Trevor Rose Podcast
Finances personnelles Gestion et leadership Politique Économie
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  • #257: Vern Yu (AltaGas) - Gas Utilities, LPG Markets & Asian Export Opportunities
    Dec 18 2025

    Greetings, and welcome back to the podcast.

    This episode we are joined by Mr. Vern Yu - CEO of AltaGas - a TSX listed midstream & utilities company with a market cap of ~$13 billion.

    As President and Chief Executive Officer, Vern Yu leads the development and execution of AltaGas’ strategy, oversees operations and manages the business and affairs of AltaGas.

    Vern is an experienced executive with a proven track record of success across the energy infrastructure value chain including within North American Midstream and Utilities markets being AltaGas’ core focus areas. Vern joins AltaGas after a successful three-decade career at Enbridge Inc., most recently serving as Executive Vice President, Corporate Development, Chief Financial Officer and President, New Energy Technologies.

    Prior to that, Vern held various commercial, operational, and financial roles including serving as Executive Vice President, President Liquids Pipelines and as Executive Vice President and Chief Development Officer, where he played a leading role in securing more than $30 billion in new growth projects, completion of major pipe replacement projects, leading entry into new markets, and various acquisitions.

    Vern holds a Master of Business Administration degree in Finance from the University of Toronto, as well as a Bachelor of Science degree in Applied Science from Queen’s University.

    He previously served as the Vice Chair of the Alberta Cancer Foundation’s Board of Trustees and served on the Boards of DCP Midstream, Énergir Inc. and Calgary Economic Development.

    Among other things we learned about Gas Utilities, LPG Markets & Asian Export Opportunities.

    Enjoy.

    Thank you to our sponsors.

    Without their support this episode would not be possible:

    Connate Water Solutions
    ATB Capital Markets
    EPAC
    Astro Oilfield Rentals
    Ambyint
    Bunch Projects

    Support the show

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    59 min
  • #256: Manuj Nikhanj (Enverus) - Enverus Origins, A.I. Growth & Why Power Demand is Rising
    Dec 11 2025

    Greetings, and welcome back to the podcast.

    This episode, we are joined by Mr. Manuj Nikhanj - CEO of Enverus - a private energy-focused software and data analytics company with revenues of ~$1 billion.

    Before joining Enverus, Manuj was co-President and co-CEO of RS Energy Group. Over the last 17 years he has completed several hundred evaluations of public and private producers, plays and assets.

    Manuj has served as a trusted advisor for multiple company boards and executive teams around strategy and execution on new and existing assets. Prior to RS Energy Group, Manuj was Co-Head of Energy Research at ITG, which in 2011 acquired the Ross Smith Energy Group where Manuj was a partner.

    He obtained his Bachelor of Commerce degree (with distinction) from the University of Calgary and is a CFA and FRM charterholder.

    Among other things we learned about Enverus Origins, A.I. Growth & Why Power Demand is Rising.

    Enjoy.

    Thank you to our sponsors.

    Without their support this episode would not be possible:

    Connate Water Solutions
    ATB Capital Markets
    EPAC
    Astro Oilfield Rentals
    Ambyint
    Bunch Projects

    Support the show

    Voir plus Voir moins
    1 h et 3 min
  • #255: Steve Letwin (Mancal) - Cash Flow, African Gold Adventures & Capital Allocation in 2025
    Dec 4 2025

    Greetings, and welcome back to the podcast.

    This episode, we are joined by Mr. Steve Letwin - CEO of Mancal Corporation - a privately owned holding company of the Mannix family - with interests in natural resources, energy, real estate, and venture capital.

    Steve has served on Mancal Corporation’s Board of Directors since the company’s inception in 1999, Steve was appointed President and Chief Executive Officer in 2020.

    He brings a strong background in natural resources, having served as President and Chief Executive Officer of IAMGOLD Corporation for over nine years, in addition to holding a seat on its Board of Directors. Earlier in his career, he was Executive Vice President, Gas Transportation & International at Enbridge, Inc., where he was based in Houston, Texas, and held overall responsibility for Enbridge Energy Partners, L.P. and its U.S. operations.

    Throughout his career, Steve has demonstrated a strong commitment to voluntary leadership. His recent community affiliations include serving as a Director on the Corporate Campaign Committee for Texas Children’s Hospital, Patron of UNICEF Alberta, and Director, YMCA Calgary. In recognition of his volunteer service, he was awarded the Alberta Centennial Medal in 2006.

    Among other things we learned about Cash Flow, Gold Adventures in Africa & Capital Allocation in 2025.

    Enjoy.

    Thank you to our sponsors.

    Without their support this episode would not be possible:

    Connate Water Solutions
    ATB Capital Markets
    EPAC
    Astro Oilfield Rentals
    Ambyint
    Bunch Projects

    Support the show

    Voir plus Voir moins
    1 h et 2 min
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