David H. Email & Phone Number

San Ramon, Ca, Us

Project management of fundamental analysis deliverables, which determine the price deck used in the Corporate Business Plan and provide context for investment decisions and capital allocation. Research and modeling resource for the Economics, and Market and Price Forecasting Teams. Worked one-on-one with senior leader on Market Updates for the Board of Directors, including drafting the narrative and messaging to explain our view of critical macroeconomic and price trends. Completed multiple short-turnaround research requests from the executive leadership on various macroeconomic and industry questions. AI research: develop a methodology to estimate AI's potential global and U.S. economic (Real GDP) impact based on productivity gains and calculated initial power demand scenarios for international and U.S. to validate third-party forecasts and understand the expected AI data center build-out challenges. I am designing a framework to incorporate AI development into fundamental analysis beginning in 2025.

San Ramon, Ca, Us

Lead advisor and consultant for the Corporate SCM organization. Provide market insights on how demand and supply fundamentals of the oil and gas industries drive activity levels and the subsequent impact on the cost of industry-specific goods and services—recognized as an internal expert in economics and analytics methodology. In collaboration with Bloomberg, a new dashboard of supplier financial metrics was created that was critical in managing the risk profile of strategic suppliers during the initial onset of COVID-19. This information was used to brief executive management and the Board of Directors. Responsible for the quarterly Investor Relations Update from SCM, which provides Market Insights on key themes affecting the supply availability and cost of critical inputs across various categories.

Houston, Texas, Us

Course: MGMT 541 Economic Environment of BusinessOver 16 years teaching Microeconomics and Macroeconomics at various colleges.Lone Star College (Aug 2013 - Dec 2019)Embry-Riddle Aeronautical University (Oct 2009 - Dec 2012)University of Alaska, Anchorage (UAA) (Jan 1996 - May 2003)

Startup Oil & Gas Lending Fund. Responsible for risk modeling and economic evaluation of oil and gas projects in North America. Completed project evaluation documentation and made recommendations to the Board of Directors.

Houston, Texas, Us

Lead for developing new products in market intelligence and supply analytics for oil and gas production. New efforts included interactive data visualizations, commercial upstream research, forecasting techniques using statistical modeling, and working with technical experts in applying technology to enhance data analysis. Completed a business plan including competitor analysis, revenue projections, and development costs.

Houston, Texas, Us

Director, Modeling and AnalysisAs part of the Chief Economist’s Office, I researched various fundamental demand and supply factors that could impact oil and natural gas markets in North America and globally. Published a weekly market report of critical trends impacting the U.S. market. Single point of contact for all research, modeling, and production and permit data explanations. Performance Assurance DirectorResponsible for analyzing and reporting Deferred Production data for company-operated assets. Using automation, the reporting cycle was reduced from several weeks to a few days.

London, England, Gb

Developed North America Gas Production Forecasting Model to encompass 100+ different production areas by type (cbm, gas, shale, associated gas) for the U.S. and Canada. Analyzed upstream activity (rig counts, drilling efficiency, well-type curves) to determine the impacts on future production, resulting pipe flows, and market dynamics.

Houston, Tx, Us

Managed team that provided research and analysis of E&P (upstream) industry and market data for Executive Management and Board of Directors. Fundamentals: Published weekly report of U.S. market trends, modeled industry inflation for the five-year business plan, and participated on the Hedge Committee. Competitive Intelligence: Created a new Peer Performance Report utilizing Bloomberg and Drilling Info, decreasing turn-around time from two months to two weeks. E&P Strategy: Coordinated the E&P Strategy Review for the Board of Directors. Awards: Recipient of the 2011 “ACE” (Achieving Corporate Excellence) award for saving $45.5 million by developing FTC filings & petitions.

London, England, Gb

Responsible for regional upstream research team as part of L48 service, including circa 40 Company Analyses, 11 Basin Analyses, Region Overview, and Insight Reports. Designed a well type-curve template and production forecast model to transition from basin to play level. Directed completing a Play Library of 120+ plays for the Rocky Mountain region, including unconventional and conventional resources with approximately 60 descriptors for each play. Team leadership responsibilities for 3 to 8 research analysts and summer interns. Featured event speaker and author.

London, England, Gb

Supply Chain Commercial AnalystThe single source of all commercial analysis for the Supply Chain Department, including lease vs. purchase, inflation rates, pricing trends, and supplier compensation. Successfully negotiated commercial terms for a web-based reverse auction tool at a rate of 50-60% of comparable services. Presented at various business, academic, and civic organizations.Royalty & Tax AnalystPrepared the monthly Royalty and Production tax returns. Annual spend of over $300 million. Economic analysis of proposed state legislation and historical reviews of the impact of royalty and production tax on the industry and the state.

Masters, Economics

Mba, Business, Economcs

B.S., Economics