Having attended the Dallas and Kansas City Federal Reserve Bank’s energy conference, I offer some materials that represent my learnings and observations.
Below is a 45-minute podcast with investment firm SG Long of Missoula, Montana. We discuss the Fed energy conference, the “Pipeliner’s Dream” work, and the state of energy and geopolitics.
Below, the short video relates to the idea of the infrastructure afforded us —how we got here—and the work to be done. Driving to Oklahoma City, I passed wind turbines off I-35 that could almost be touched. Oklahoma City is indeed a windy place, hence the background wind in the video.
I had many hours to kill at the hotel before the #FedEnergy23 conference, with a view of the Chickasaw Bricktown Ballpark. Having spent many days, months, years, contemplating energy and how it is changing, I was struck by the coolness of the view. I realized that this city was built largely on hydrocarbons, physically, over decades. The U.S. is endowed with cities and infrastructure, owing to the industry, even as we add in more sustainable and/or cleaner sources in the future. With many tradeoffs ahead, we cannot ignore what we have been afforded, and how we can harness energy more sustainably in the future. Global demand growth requires it. More on that...
