Morning Energy Live

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.

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.

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.

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.

Join Andrew as he meets with Jeremy Knop, CFO of EQT, to dive into the opportunities and challenges ahead for natural gas producers. Jeremy brings deep expertise in M&A strategy, investment management and navigating the complex intersection of energy and capital markets—exactly the kind of perspective we need right now.

Join Andrew Gillick as he sits down with Jim Footh, managing director and head of Global Data Center Investments at PGIM Real Estate, to delve into the complex decisions shaping data center investments. Based in Seattle, having worked for AWS for the better part of the last decade, this session will explore how PGIM Real Estate allocates’ billions in this critical sector. From data centers’ pivotal role in national security to their influence on economic competitiveness, Jim will discuss the strategic factors guiding where and when to build, and the essential interplay of tech and power markets. Gain a forward-looking perspective on the next 2-5 years for data centers, with a focus on the power infrastructure innovations that underpin these vital decisions.

In this session, Andrew with Enverus Intelligence® Research, sits down with Meg to explore Woodside’s strategy, the evolving landscape of the energy sector, and the global outlook shaping the industry’s future. Don’t miss this thought-provoking discussion for a glimpse into the forces driving energy innovation and investment.

Manuj Nikhanj, the freshly appointed CEO of Enverus, delves into the future of traditional energy sectors. What are the expectations for oil and gas demand? What pressing issues are North American operators facing? As we explore power demand growth, data center investment opportunities and the impacts of AI, you might find yourself asking: What’s next for our industry, and where are the investable opportunities in this evolving energy landscape?

Join us for this session featuring Rachel Permut, Chief Strategy Officer at Enersponse, a distributed energy resource management company. Rachel has more than 20 years of experience in business strategy and M&A and will provide insights into the growing demand on the grid from EVs, onshore manufacturing and data centers.

Andrew sits down with Kaes Van’t Hof, President and CFO of Diamondback Energy, to navigate through the ever-changing dynamics of the oil and gas sector.

Tim Latimer, CEO of Fervo. Fervo is driving innovation in the production of 24/7 carbon-free energy by leveraging oil and gas drilling techniques to tap into the vast potential of geothermal. Join us for an insightful discussion on how geothermal will play a role in the energy transition.

In this episode we will delve deep into the energy industry’s evolving landscape with Billy Quinn, Managing Partner at Pearl Energy Investments.