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

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.

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 it
• What Strathcona’s move on MEG means for the broader investment narrative
• How Strathcona could emerge as a carbon capture leader in North America
• Why oil sands producers may become the next capital return powerhouses

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 responding to shifting energy policy
• Why energy security and strategy are now front-and-center in geopolitics

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 view their early move into data centers paying off.

Together, they’ll explore key questions investors are asking right now:

• What drove early data center investments, and what does CoreWeave’s IPO mean for the sector?
• With surging global demand for energy and connectivity, how do you prioritize capital allocation, from LNG to fiber networks?
• How does Stonepeak balance its $5.7 billion Louisiana LNG stake with its renewable investments like Madison Energy, and what’s its long-term vision for navigating the shift to a net-zero grid?

Whether you’re deploying capital or tracking where it’s going, this conversation will offer insight into how institutional money is reshaping energy from the Gulf Coast to global markets.