Morning Energy Live

The Next Generation of Geothermal Innovation

Leveraging Tech for Carbon-Free Energy

The Future of Energy PE in North America

Morning Energy Live with Wil VanLoh | The Capital Allocators Compass

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.

A Better-Balanced Energy Transition

Morning Energy Live With Ben Dell | Private Capital’s Bet on the Future of Energy

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 flows, policy shifts or the next wave of energy innovation, this conversation will offer sharp insights into where the industry is headed.

Morning Energy Live With Jamie Heard | Why Canada’s Largest Natural Gas Producer is Just Getting Started

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 largest natural gas producer in Canada with a pronounced global focus, setting it apart from other Canadian producers. As global energy markets recalibrate, Tourmaline’s scale, strategy and balance sheet strength position it not just to participate, but to lead the next phase of natural gas growth.

Morning Energy Live With Adam Waterous | What’s Driving Canadian Oil’s Next Chapter?

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 for a special edition of Morning Energy Live featuring Adam Waterous — renowned investor and energy strategist — for an unfiltered look at what’s next for Canadian oil.They’ll dig into:Whether Canadian oil sands can deliver real, scalable supply growth — and who’s willing to fund itWhat Strathcona’s move on MEG means for the broader investment narrativeHow Strathcona could emerge as a carbon capture leader in North AmericaWhy oil sands producers may become the next capital return powerhouses

Morning Energy Live With Andrey Shuvalov: How Supermajors Are Rewriting the Energy Playbook

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.

Morning Energy Live With Walter Russell Mead Energy Is a Tool of Statecraft

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 worldHow China, Russia and U.S. allies are responding to shifting energy policyWhy energy security and strategy are now front-and-center in geopolitics