Michael Cembalest discusses his latest “Eye on the Market” Annual Energy Paper, “Growing Pains: The Renewable Transition in Adolescence.”

Featuring:

Michael Cembalest, Chairman of Market and Investment Strategy, J.P. Morgan Asset Management

Maynard Holt (Moderator), Founder and CEO, Veriten

A panel of energy industry executives will discuss the latest views from large integrated oil companies. Topics will range from the near-term outlook for traditional energy development to efforts to decarbonize existing energy sources and develop new, lower carbon energy sources.

Featuring:

Dan Brouillette, President, Sempra Infrastructure; Former United States Secretary of Energy

Tim Leach, Advisor to the CEO, ConocoPhillips

Maynard Holt (Moderator), Founder and CEO, Veriten

A panel of industry executives will discuss the opportunities and challenges associated with rapidly growing demand for electricity. This discussion will touch on the challenges and opportunities associated with developing new generation and transmission, current views on electrics vehicles (EVs), the demand for raw materials, and the potential resurgence in nuclear energy.

Featuring:

Stacey Doré, Chief Strategy & Sustainability Officer and Executive Vice President of Public Affairs, Vistra Corp

Congressman Bill Flores, Vice-Chair and Independent Board Member, ERCOT; Former U.S. Representative – TX 17

Maria Korsnick, President and CEO, Nuclear Energy Institute

Pete Labbat, Managing Partner, Energy Capital Partners

Maynard Holt (Moderator), Founder and CEO, Veriten

Industry executive Toby Rice will discuss his career focus on developing natural gas assets and infrastructure. Rice will discuss global LNG (liquified natural gas) markets and the challenges and opportunities associated with developing new natural gas and LNG infrastructure in the United States.

Featuring:

Toby Rice, President and CEO, EQT Corporation

Maynard Holt (Moderator), Founder and CEO, Veriten

A panel of industry and academic experts will discuss developments in CCS (Carbon Capture and Storage) and hydrogen.  This discussion will cover challenges and opportunities in these areas, as well as the fast-changing regulatory environment.

Featuring:

Dr. John–Paul Clarke, Professor and Ernest Cockrell, Jr. Memorial Chair in
Engineering; The University of Texas at Austin

Corby Robertson Jr., CEO, Quintana Resources

Cynthia Walker, CEO, TES Americas

Maynard Holt (Moderator), Founder and CEO, Veriten

Former government and military leaders will discuss the geopolitical implications of the changing energy landscape. They will discuss the impact of the Russia/Ukraine conflict, the race to secure raw materials, and the geopolitical impact of the U.S. “reshoring” certain key industries such as computer chips.

Featuring:

Donald Evans, Former United States Secretary of Commerce

Admiral William McRaven, Former Chancellor, The University of Texas System; Former U.S. Navy Four-Star Admiral

Dean Bobby Chesney (Moderator), School of Law, The University of Texas at Austin

Dean Lillian Mills (Moderator), McCombs School of Business, The University of Texas at Austin

On September of 2023, we explored how recent geopolitical and economic developments have fortified the view that an “all of the above” energy approach most aligns with energy and economic “realities.” We discussed the range of current and future energy sources in the “all of the above” approach, including the expansion of alternative energy sources such as solar, wind, hydrogen, and nuclear, in addition to continued, historic increases in, and the decarbonization of, American-produced hydrocarbons-oil, natural gas liquids, and natural gas. Collectively, these energy sources will continue to improve domestic and international economic well-being and national security.

Energy is at a critical juncture as the globe faces a war in Europe, supply chain dysfunctions, the highest inflation in 40 years, underinvestment in traditional energy, and a sharp focus on grid reliability.

A four-day black out, ongoing fallouts from the pandemic, disputes surrounding post-election policy, and socio-economic upheaval all influence public opinion. Investors in energy are making key decisions regarding capital allocation based on ESG as well as financial assumptions. The choices to be made and the trade-offs they entail are far less clear than the different energy mix proponents suggest. We will explore existing and emerging business models as we consider technology, policy, and economic trade-offs for our collective energy future.

Policy and technology have long been used to change the viability of various energy solutions. Today, though, the response to a pandemic, uncertainty surrounding post-election sentiment, socio-economic upheaval, and supply /demand imbalance are vastly complicating the analysis. We will explore both the black swans facing energy, as well as the obvious elephants in the room, as we consider technology, policy, and economic trade-offs for our collective energy future.

The energy mix of the future and the above ground risks that shape it.