In the opening episode of the Investor Insight series, we hear from Dan Pickering, Founder & Chief Investment Officer at Pickering Energy Partners on current investor appetite for energy investment following a period of sustained higher oil prices and rising pressures to improve energy security & affordability. Discover more.
Nick Dell’Osso, President & CEO at Chesapeake Energy joined the Investor Insight Series to discuss the evolving geopolitical landscape and the role that the US has to play in providing reliable, affordable and sustainable energy amid global energy security concerns. Nick also speaks about the need for incremental infrastructure in order to do so. Learn more.
Christian Synetos shares BlackRock’s view on the role of natural gas in the energy mix and the role that hydrocarbon companies can play in the energy transition. He also comments on the types of financing available for fossil fuel projects and the types of investment opportunities that are out there that can contribute to energy security in Europe.
Last month, JP Hanson, Head of the Oil & Gas Group at Houlihan Lokey joined the Energy Council’s Investor Series Insights. During this episode, JP talks about capital availability to the E&P sector in a high commodity price environment, alongside investors’ ability to raise new energy funds amid energy security & affordability concerns, and predictions for the A&D market in the second half of 2022.
During this episode, Jake & Patrick, Co-Leads for the UN-Convened Net-Zero Asset Owner Alliance, talk about the importance of Oil & Gas companies having a holistic vision of what they need to look like to be successful in a transitioning world if they are to continue to have the ability to raise capital.
Andrew Baxter, Director, Energy Transition at EDF joins us for the latest episode of the Investor Insight Series to discuss the major challenges around emissions reporting, explaining how Oil & Gas companies can use the OGMP framework to improve transparency to their investors alongside driving methane emissions reductions.
Brian Gilvary, Chairman at INEOS Energy joins the Energy Council’s Investor Insight Series to share the company’s approach to providing the world with sustainable, affordable energy, as well as the impact that the windfall tax could have on investment into new energy production in Europe. He also provides updates on how INEOS has gone about raising capital for energy transition projects.
Emily Rodgers, Managing Director and Director of ESG at EIG shares the standards and frameworks they find effective in tracking where both funds and portfolio companies are in their net zero journey alongside stated goals, and explains how setting targets across funds is truly operationalizing ESG practices, risk management and portfolio construction practices.
Megan Hays joins the Energy Council’s Investor Insights Series to discuss Kimmeridge Energy’s recent white paper “Why Net Zero Should Be the Standard for the E&P Sector”. She discusses how E&P companies can map out a pathway to becoming a responsible energy company, alongside which signals the industry can send to prove that it is serious about being part of the global push to reduce emissions. Watch now.
Nile Garritson, Associate Portfolio Manager, CalSTRS joins us to talk about the importance of setting quantifiable medium-term goals on GHG abatement for Oil & Gas companies, and how to start establishing credibility with investors.
Justin Brady, Director – Commercial & LNG at Chesapeake, joins us to discuss their company’s perspective surrounding the role of natural gas in the decarbonization of power. Within this episode, he emphasizes the impact of regulatory environments on the performance of investment initiatives, highlighting the variations that occur by region.
Henry Hager, Managing Director at Waterous Energy Fund, features on the latest episode of Investor Insights. He shares his thoughts surrounding the return of capital to the oil and gas market in 2023, and provides insights into both their value investment strategy and the market dynamics that have made Waterous Energy Fund successful in Canada. Learn more.