Morning Energy Live

With global gas demand continuing to rise and North American export capacity expanding rapidly, which producers are best positioned to capitalize on this generational opportunity? Join us for the next Morning Energy Live with Jamie Heard, vice president of Capital Markets at Tourmaline Oil Corporation, where we will explore the answer to that question. Tourmaline has positioned itself as the largest natural gas producer in Canada with a pronounced global focus, setting it apart from other Canadian producers. As global energy markets recalibrate, Tourmaline’s scale, strategy and balance sheet strength position it not just to participate, but to lead the next phase of natural gas growth.

Adam Waterous, CEO of Waterous Energy Fund and visionary behind Strathcona Resources, dives into the dynamic landscape of Canadian oil. He discusses the potential of the oil sands to deliver scalable supply amidst rising global demand and the investment strategies shaping the industry's future. Waterous reveals insights on Strathcona's merger with MEG and its implications for capital returns. Excitingly, he explores opportunities for carbon capture leadership in North America, setting the stage for the next chapter in energy.

In this edition of Morning Energy Live, Andrew Gillick sits down with Andrey Shuvalov, vice president of Energy Transition at Shell USA, for a candid conversation on how integrated energy companies like Shell are rethinking their U.S. strategies in response to rapidly shifting market dynamics.

Energy has always been more than fuel; it’s leverage. 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.They’ll cover:The latest on the “big, beautiful bill” and what it signals to the worldHow China, Russia and U.S. allies are responding to shifting energy policyWhy energy security and strategy are now front-and-center in geopolitics

Join Andrew Gillick and special guest Gibson Scott, head of Enverus Intelligence®, for a post-conference edition of Morning Energy Live on May 22. Gibson will break down the biggest takeaways, emerging trends and standout moments from EVOLVE 2025’s 90+ sessions — giving you a clear picture of where the energy industry is headed and how to put those insights to work right away.

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 us for an exclusive discussion with Jonathan Silver, one of America’s leading clean economy investors and advisors. As chair of the Global Climate Council at Apollo Global Management (NYSE: APO), he helps guide the firm’s sustainability investments across five dedicated funds. With more than $750 billion in assets under management, Apollo plans to invest up to $100 billion in the sector by 2030. Don’t miss this opportunity to gain insights into enduring investment opportunities amid an evolving policy landscape.

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 us for a compelling conversation featuring Dan Romito, managing director of the Consulting & Advocacy practice at Pickering Energy Partners. With a career centered on helping capital-intensive businesses navigate global regulations and capital markets, Dan brings deep insights into the forces shaping energy investment.

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.