Morning Energy Live

Private capital is flowing into all types of energy infrastructure—but where? And why? In this episode of Morning Energy Live, Andrew Gillick of Enverus Intelligence® Research sits down with Jack Howell, co-president of Stonepeak, to discuss its recent acquisition of a 40% stake in Louisiana LNG Infrastructure, how they are thinking about power demand growth in North American as well as how they view their early move into data centers paying off.Together, they'll explore key questions investors are asking right now:What drove early data center investments, and what does CoreWeave's IPO mean for the sector?With surging global demand for energy and connectivity, how do you prioritize capital allocation, from LNG to fiber networks?How does Stonepeak balance its $5.7 billion Louisiana LNG stake with its renewable investments like Madison Energy, and what's its long-term vision for navigating the shift to a net-zero grid?Whether you're deploying capital or tracking where it's going, this conversation will offer insight into how institutional money is reshaping energy from the Gulf Coast to global markets.

Join us for an exclusive discussion with Jonathan Silver, one of America's leading clean economy investors and advisors. As chair of the Global Climate Council at Apollo Global Management (NYSE: APO), he helps guide the firm's sustainability investments across five dedicated funds. With more than $750 billion in assets under management, Apollo plans to invest up to $100 billion in the sector by 2030. Don't miss this opportunity to gain insights into enduring investment opportunities amid an evolving policy landscape.

Join Andrew as he meets with Jeremy Knop, CFO of EQT, to dive into the opportunities and challenges ahead for natural gas producers. Jeremy brings deep expertise in M&A strategy, investment management and navigating the complex intersection of energy and capital markets—exactly the kind of perspective we need right now.

Join us for a compelling conversation featuring Dan Romito, managing director of the Consulting & Advocacy practice at Pickering Energy Partners. With a career centered on helping capital-intensive businesses navigate global regulations and capital markets, Dan brings deep insights into the forces shaping energy investment.

Join Andrew Gillick as he sits down with Jim Footh, managing director and head of Global Data Center Investments at PGIM Real Estate, to delve into the complex decisions shaping data center investments. Based in Seattle, having worked for AWS for the better part of the last decade, this session will explore how PGIM Real Estate allocates' billions in this critical sector. From data centers' pivotal role in national security to their influence on economic competitiveness, Jim will discuss the strategic factors guiding where and when to build, and the essential interplay of tech and power markets. Gain a forward-looking perspective on the next 2-5 years for data centers, with a focus on the power infrastructure innovations that underpin these vital decisions.

Join Derek and Andrew for an engaging and insightful conversation on the future of the energy industry under each candidate's proposed plans. Don't miss this opportunity to gain an unbiased perspective on the potential impacts of the election on the energy sector.

In this session, Andrew with Enverus Intelligence® Research, sits down with Meg to explore Woodside's strategy, the evolving landscape of the energy sector, and the global outlook shaping the industry's future. Don't miss this thought-provoking discussion for a glimpse into the forces driving energy innovation and investment.

Andrew and Doomberg will explore the World Energy Statistical Review, offering insightful perspectives on the reality of an energy transition. As global energy demand continues to surge—having more than tripled since 1970—developing nations are driving two-thirds of this demand in their quest to improve living standards. The world reached a grim milestone in 2023, with carbon emissions hitting an all-time high, fueled by the accelerated use of traditional energy sources, particularly in non-Western countries like China. Will 2024 look any different?

Manuj Nikhanj, the freshly appointed CEO of Enverus, delves into the future of traditional energy sectors. What are the expectations for oil and gas demand? What pressing issues are North American operators facing? As we explore power demand growth, data center investment opportunities and the impacts of AI, you might find yourself asking: What's next for our industry, and where are the investable opportunities in this evolving energy landscape?

As global power needs surge, nuclear energy is trying to reclaim its role as a cornerstone of base load power generation. Explore how advancements in nuclear technology and regulatory frameworks are revitalizing this established energy source. Gain valuable perspectives from industry expert Jimmy Fortuna, Chief Product Officer at Enverus, on the pivotal role of nuclear energy in meeting future energy demands while addressing environmental concerns.

This keynote panel closed out the 2024 EVOLVE conference by bringing together all the themes that have emerged through the various discussions on the future of the energy economy. We dispel the myth that the best go forward path is only hydrocarbons or only renewables as the world marches towards carbon neutral goals. 2024 is the year that we realize energy transition is hard. Demand for energy is not shrinking. Cleaner energy is needed.

Andrew sits down with Kaes Van't Hof, President and CFO of Diamondback Energy, to navigate through the ever-changing dynamics of the oil and gas sector.