Morning Energy Live

This conversation will move beyond headlines to explore the first principles of successful investing in today's complex macro environment. We'll get our keynote's perspective on the most durable investment themes, the critical technologies and sectors poised for growth, and the frameworks they use to identify compelling public and private opportunities across the energy landscape.

This episode of Morning Energy Live features Will Hickey, co-CEO of Permian Resources (PR). With one of the best ground games and a commitment to consolidating the Delaware Basin, PR is the largest pure-play operator in this highly sought-after, inventory-rich region. They lead peers from a cost standpoint and are consistently growing FCF.

This episode of Morning Energy Live features Ben Dell, founder and managing partner at Kimmeridge, a private equity firm with approximately $5 billion in AUM, focused on upstream energy. Ben also serves as chairman of Commonwealth LNG, an export facility in Louisiana, and CEO of Chestnut Carbon, a Kimmeridge-backed company advancing nature-based carbon removal. Whether you’re tracking capital flow...

With global gas demand continuing to rise and North American export capacity expanding rapidly, which producers are best positioned to capitalize on this generational opportunity? Join us for the next Morning Energy Live with Jamie Heard, vice president of Capital Markets at Tourmaline Oil Corporation, where we will explore the answer to that question. Tourmaline has positioned itself as the large...

As global oil demand continues to rise, one question is dominating investor conversations: Where will the next wave of secure, long-term supply come from? With the supermajors pulling back on long-cycle investments, attention is shifting to the Canadian oil sands — a region offering both resource depth and geopolitical stability. But can it grow fast enough to meet the moment? Join Andrew Gillick...

In this edition of Morning Energy Live, Andrew Gillick sits down with Andrey Shuvalov, vice president of Energy Transition at Shell USA, for a candid conversation on how integrated energy companies like Shell are rethinking their U.S. strategies in response to rapidly shifting market dynamics.

Energy has always been more than fuel; it’s leverage. In this edition of Morning Energy Live, Andrew Gillick sits down with Walter Russell Mead, one of the sharpest minds in foreign policy, to unpack how energy is being deployed as a tool of statecraft on the global stage. They’ll cover: The latest on the “big, beautiful bill” and what it signals to the world How China, Russia and U.S. allies are...

Join Andrew Gillick and special guest Gibson Scott, head of Enverus Intelligence®, for a post-conference edition of Morning Energy Live on May 22. Gibson will break down the biggest takeaways, emerging trends and standout moments from EVOLVE 2025’s 90+ sessions — giving you a clear picture of where the energy industry is headed and how to put those insights to work right away.

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 v...

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 20...

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’ pivota...

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...

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...

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 ene...

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...

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.