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.