breakout session at the Seeking Alpha Investor Summit
U.S. and Global Energy: Drivers and Opportunities
After two decades into the shale revolutions, the U.S. hydrocarbon scene and the related infrastructure build out is robust. Global supply and demand fundamentals are creating new and different opportunities. Firms are adapting models geared for a changing energy landscape. This session offers a holistic investment lens that integrates energy, sustainability, and decarbonization efforts into the decision-making process.
Speakers included: AWS, Invesco, Coinbase, Principal Asset Management, Fidelity, JP Morgan, Cantor Fitzgerald, Schwab and other leading firms and experts. The program topics include today’s market and the outlook for the future of AI, Crypto, Healthcare, Shipping, Energy, and more.
events.seekingalpha.com/2024summit
Video links: My session: U.S. And Global Energy Drivers And Opportunities here. Crypto panel here. Session stack here.
Presented
Pre-summit energy analysis & May ‘24 ‘Nvidia effect’
Work in the field…
Interview and discussion about energy and related resource developments
