What's on the agenda at Energy Council Houston?

The Conversations Defining U.S. Upstream Strategy

The challenges facing upstream leaders continue to evolve. Built through ongoing discussion with operators, investors, lenders, and market participants, the Energy Council Houston agenda focuses on the issues leaders are actively addressing today.

 

KEY CONFERENCE HIGHLIGHTS

 

08:50AM Opening Remarks from the Energy Council
09:00AM Opening Keynote Address: North American Upstream in a Volatile World
09:30AM Keynote Panel Discussion: Leading Through Volatility – the Future of North American Upstream
10:15AM Networking Break
10:45AM Presentation: The New Upstream Capital Stack, RBL, ABS, Private Credit and Alternative Capital
11:05AM Panel Discussion: The Next Wave of M&A and A&D 
11:50AM Panel Discussion: Capital Flows NorthCanada’s Energy Investment Moment
12:45PM Networking Lunch
14:05PM Fireside Chat: Winning Upstream Investment, What Markets Need to Get Right
14:25PM Panel Discussion: Energy Security, US Policy and the Midterm Risk Premium
15:10PM Networking Break
15:40PM Panel Discussion: US LNG and the Next Gas Infrastructure Buildout
16:25PM Panel Discussion: Closing Leadership Debatethe Investability Test 
17:15PM VIP Golf
09:55AM Opening Remarks from the Energy Council
10:00AM Keynote Address: Pantheon Resources 
10:30AM Panel Discussion: Latin America and the Future of US Energy Security
11:15AM Networking Break
11:45AM Presentation: AI in ActionHow Upstream Operators Are Deploying Artificial Intelligence Today
12:05PM Fireside Chat: Production Optimization – Managing Water, Costs, and Recovery 
12:25PM Panel Discussion: Texas Power Demand & DataCenter Growth
13:10PM Networking Lunch
14:40PM Closing Keynote Panel: Can North America Deliver the Next Wave of Energy Growth?
17:00PM Networking Drinks Reception 
18:30PM Gala Dinner

DOWNLOAD THE AGENDA

This year’s agenda covers:

  • Permian Outlook: How production growth, consolidation, capital discipline, and operational efficiency are influencing the next phase of development across the basin.
  • Capital Allocation in Volatility: How executive teams are balancing growth, free cash flow, investor expectations, and long-term value creation.
  • M&A & A&D Pipeline: Where acquisition opportunities are emerging, how valuations are evolving, and what buyers and sellers are prioritizing in today’s market.
  • Natural Gas, LNG & Power Demand: The growing role of natural gas in meeting domestic power demand, supporting data center growth, and supplying global LNG markets.
  • S. Capital Across the Americas: Investment opportunities across the United States, Canada, and Latin America, including risk assessment, financing structures, and market outlook.
  • Technology, Productivity & Operational Performance: The technologies and operating models helping companies improve efficiency, reduce costs, and maximize asset value.

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