Session Details

Energy Investment: Where's the money flowing?

Tuesday, March 10

11:30 am - 12:30 pm

In the past two years, decapitalization of the oil and gas industry has accelerated, creating new challenges for investors: stranded assets, relative value of assets, and most importantly, energy transition investment opportunities. With the shale business model pivoting to returns rather than growth, can new private and public energy investments provide the type of growth that shales promised? What strategies are investors implementing to capture value in the energy sector? What are the implications of oil and gas sector decapitalization and energy transition capitalization? How should investors compare investments in different energy sectors, such as higher, more volatile oil and gas investments versus lower, guaranteed returns on renewable/utility investments? Is there enough capital and returns available for the decarbonization agenda? Which emerging energy technologies have the most promise and appeal to investors? Where is the money flowing? Is the current trend inevitable or cyclical? What could catalyze acceleration, deceleration, or reversals? How will private markets and capital respond to what is happening in the public investing world?

Session Speakers
  • Roger Diwan

    IHS Markit

    Vice President, Financial Services

  • Osmar Abib

    Credit Suisse

    Chairman of Global Energy

  • Matt Portillo

    Tudor, Pickering, Holt & Co.

    Managing Director, Equity Research

  • Mark Florian

    BlackRock

    Managing Director

  • Reby Gulcan

    Global Infrastructure Partners

    Principal

  • Mark Viviano

    Kimmeridge Energy Management Company, LLC

    Head of Public Equities

  • Leila Benali

    Arab Petroleum Investments Corporation (APICORP)

    Chief Economist, Head of Strategy, Energy Economics & Sustainability