Wil VanLoh, Founder & CEO of Quantum Energy Partners, joins the Investor Podcast series to talk about where he sees the most attractive risk-adjusted returns within the energy sector, and why LPs should consider the energy sector a long-term investment opportunity following years of under-investment as it begins to demonstrate a sustained period of improved performance. Wil tackles a number of the most pressing topics in the industry, ranging from cheap, clean and reliable US natural gas and LNG being the most powerful tools in the world for rapid decarbonization, to the role that different forms of energy are going to play in the energy transition. He also addresses how achieving Net Zero emissions is going to be a multi-decade regulatory, technology and economic challenge which will require decarbonization of the entire energy system.

Joel Riddle, Managing Director & CEO of Tamboran Resources joins the latest edition of the Investor Podcast Series to talk about Tamboran’s recent acquisition of Origin Energy’s Betaloo basin assets and the opportunity they saw in this to improve domestic energy security in Australia. He also highlights how the Betaloo basins can help to provide reliable, low carbon gas to Asian & European markets as both regions seek to replace Russian gas supply. Afterwards, Joel discusses the opportunities that Tamboran and its investors saw to bring proven US shale technologies and expertise to Australia, alongside their potential to transform both the local economy and energy supply.

Toby Rice, President & CEO of EQT Corporation joins us to talk about the business resilience and competitive positioning of energy from a long-term perspective in order to win over and educate the generalist investor, linking this to how the industry must go about changing the negative narrative that has developed in recent years. He also details the opportunity to address global climate change by replacing international coal with affordable, reliable, clean American natural gas, according to EQT's 'Unleashing U.S. LNG as the Largest Green Initiative On The Planet'. Toby then speaks about the need to scale up infrastructure to take this gas to market, speaking with optimism about the bankability of these types of infrastructure projects.

Bobby Tudor, Retired Founder and CEO of Tudor, Pickering, Holt & Co., and currently CEO of Artemis Energy Partners, joins us to talk about how Houston can position itself as the energy capital of the world and the opportunity that it has to position itself as a leading partner in the energy transition as the world transitions to a low carbon future. Bobby also shares more about the work that he is doing as Chairman of the Houston Energy Transition Initiative, a consortium of Houston’s leading energy companies working to shape the region’s Energy Transition Strategy and the capital availability that he sees for Energy Transition and decarbonization projects.

We sat down with Diana Glassman, Director-Engagement, EOS at Federated Hermes to get her take on the opportunity that the current geopolitical environment presents to accelerate the diversification and decarbonisation of the global energy mix, particularly in Europe. Diana is a vocal advocate for methane emissions reductions and speaks about the need for the North American Oil & Gas industry to clean up its own backyard to align itself with climate goals and keep investors on side. She also speaks to the importance of radical data transparency to help to track, measure & report on progress.

Grayson Andersen, Head of Capital Markets, ReconAfrica and Roman Rossi, Vice President, Research Analyst, Canaccord Genuity Corp join us to discuss the exploration and production landscapes in Africa and Latin America reviewing similarities and parallels as we go into energy access, regulatory frameworks, financing, investment and opportunities in both regions. Offshore South Africa/Guyana/Brazil, onshore Argentina, Zimbabwe, Namibia, the Kavango basin, Invictus Energy, Eco Atlantic, Impact Oil & Gas, Africa Oil Corp, NAMCOR all get name checks during the episode.

ReconAfrica are supporting the World Energy Capital Assembly (28 – 29 November) with Craig Steinke (Executive Chairman) and Grayson speaking on two sessions. Learn more about the ReconAfrica story and team here.

Asha Mehta joins us to talk about Global Delta Capital’s quantitative approach to emerging markets and to share her experiences of being the first quantitative manager to become a signatory of the PRI. She also touches on how investors can leverage big data to drive change and develop data dashboards to provide investors with a clear understanding of the average weighted carbon intensity of assets across their portfolio and help them to map out their trajectory to net-zero

Published on 01 February 2022

Benjamin Colton, Global Head of Asset Stewardship – Voting & Engagement at State Street Global Advisors, joins us to talk about why the conversation around a transition to a lower carbon economy must be conducted with pragmatism rather than through a binary lens of brown vs. green. He also explains how State Street are approaching stewardship as one of the world’s largest institutional investors, as well as how they are going about analysing, managing and engaging on climate-related risk within their portfolio.

Episode Recorded on 18 January 2022

Published on the 18 January 2022

In this edition of Energy Council’s European Hydrogen Conversation, Sandil Sanmugam spoke with Dr. Vasilis Gregoriou, who is Chairman and CEO of Advent Technologies Holdings, which he co-founded in 2012.

Advent Technologies is a NASDAQ-listed U.S. corporation that develops, manufactures, and assembles critical components for fuel cells and advanced energy systems in the renewable energy sector. Advent Technologies and Vasilis will be speaking at this year’s European Hydrogen Conference on the panel “Stimulating demand for clean hydrogen sources across hard-to-abate industries” and ahead of the gathering we discussed the impact of COP26, stimulating demand for hydrogen and resolving the key issue of decarbonising hard-to-abate sectors in Europe.

Published on the 1 December 2021

Energy Council’s Sandil Sanmugam sat down with Tore Sylvester Jeppesen of Haldor Topsøe. Tore was recently the SVP for Business Development but has now taken on the role as SVP for Green Hydrogen. As we look ahead to the European Hydrogen Conference, we discussed the urgent technological developments required in reaching net-zero, the reality check needed and the important role electrolysis and carbon capture will have to play in all of this.