SPECIAL REPORT
New York Energy Capital Assembly: 2024 Advisory Board Key Takeaways
Published 14 February 2024
The Energy Council, in partnership with NASDAQ, hosted 3 advisory board meetings on January 10 – 11, 2024, in anticipation of our 2024 New York Energy Capital Assembly, renowned as the foremost gathering for energy financiers and investors committed to defining and realigning their energy investment strategies. We gathered prominent investors, E&P players, and decarbonization technology providers across to uncover the most pressing challeneges the sector is facing, the opportunities for 2024 and beyond, and ultimtely help set the agenda for our 2024 assembly.
These advisory board discussions were led by the likes of Chevron, ConocoPhillips, JP Morgan Asset Management, Kimmeridge Energy, Wincoram Asset Management, Schroders, Quantum Capital Group, Apogem Capital, Nuveen, ESGEN, Morgan Stanley Energy Partners, Pickering Energy Partners, GFANZ, and many more, and were centered around three critical themes:
1
The Upstream Oil & Gas Sector and Natural Gas Investment Strategies
2
Energy Sector Corporate Engagement & Governance Strategies for a Long-Term
Transition to Net-Zero
3
Decarbonization Investment Opportunities & Funding the Low Carbon Energy Systems of
the Future
Download the full report for a breakdown of the key takeaways and central themes from the advisory board discussions. Here's a sneak peak of what to expect:
Adapting to Change: Transformations in the Energy Investor Landscape
Portfolio managers are contending with restricted access to capital, a predicament with far-reaching consequences for supply, demand dynamics, and commodity pricing. Over the past two years, the perception of fossil fuels has shifted, partly influenced by the Russia/Ukraine conflict, highlighting the importance of sustainable and secure energy. LP expectations have shifted, now favoring a more selective approach that requires underwriting at specific break-even prices and places greater emphasis on a proven track record.
Cracking the Code: the Quest for Financial Clairty Admist the Energy Transition
While the demand for oil and gas endures, the imperative is to supply it with the lowest cost and lowest GHG intensity. The challenge lies in crafting a methodology that harmonizes scientific rigor and commercial viability. It underscores the need for a clearer roadmap and a balanced approach to aligning energy transition goals with financial viability.
Exploring Investment Opportunities: The Evolving Carbon Capture and Utilization Landscape
CCUS continues to capture the interest of growth investors, as certain companies make strides toward achieving commercial-scale operations. Amid evolving dynamics, the core challenge is delivering successful CCUS projects to later-stage investors, requiring innovative partnerships and robust risk management.
The New York Energy Capital Assembly is returning to New York City on June 6 – 7, 2024, in partnership with Nasdaq. Visit the website to find out more.
2024 Advisory Board Members:
New York Energy Capital Assembly
Returning in 2025 to New York City
THE GO-TO MEETING FOR ENERGY FINANCIERS & INVESTORS TO DEFINE, REALIGN & EXECUTE THEIR ENERGY INVESTMENT STRATEGY.
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