William Blair macro analyst Richard de Chazal and energy analyst Neal Dingmann discuss how rapid technological advances, shrinking inventories, and relentless demand—especially for natural gas—are reshaping the energy sector, driving new strategies and investment opportunities for the years ahead.

Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand

The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape.

William Blair Thinking Podcast features two series:

-William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts.

-Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry.

For more, go to https://www.williamblair.com/Thinking

Copyright 2025 William Blair & Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair & Company, L.L.C. As used on this podcast, William Blair refers to William Blair & Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com.

This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions.

The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.

Business

Investing

The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape. William Blair Thinking Podcast features two series: -William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts. -Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry. For more, go to https://www.williamblair.com/Thinking Copyright 2025 William Blair & Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair & Company, L.L.C. As used on this podcast, William Blair refers to William Blair & Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com. This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions. The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.

The William Blair Thinking Podcast aims to provide in-depth expertise on today's financial and economic landscape.

William Blair Thinking Podcast features two series:

-William Blair Thinking Presents, a new podcast series that dives deep into conversation with our award-winning equity research and capital advisory experts.

-Biotech Breakthroughs, a new podcast series from our equity research group that explores the news and trends shaping the biotech industry.

For more, go to https://www.williamblair.com/Thinking

Copyright 2025 William Blair &amp; Company. L.L.C. “William Blair” and R Docs are registered trademarks of William Blair &amp; Company, L.L.C. As used on this podcast, William Blair refers to William Blair &amp; Company LLC, William Blair Investment Management, LLC and affiliates. For more information about William Blair, go to www.williamblair.com.

This content is for informational and educational purposes only and not intended as investment advice or recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines and restrictions.

The views and opinions expressed are those of the speakers, and are subject to change over time as market and other factors evolve.

Share Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand

Sign up to save your podcasts

Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand

Monthly Macro: Energy Efficiency, Scarcity, and the Next Wave of Demand

More shows like The William Blair Thinking Podcast

Freakonomics Radio

Exchanges

Macro Voices

Odd Lots

Macro Musings with David Beckworth

Invest Like the Best with Patrick O'Shaughnessy

The Market Huddle

Making Sense

Thoughts on the Market

RenMac

All-In with Chamath, Jason, Sacks & Friedberg

Forward Guidance

Evercore Edge

The Markets

Monetary Matters with Jack Farley