The subject of the energy transition is vast and breaking it down into an energy source like hydrogen is an extremely helpful exercise, the micro-level that helps inform the macro.
For a Montana speaking tour, it’s my third year invited back. It began with University of Montana, talking about U.S., geopolitics, and global energy, mainly. The vibe is different and evolving today, with new and old dynamics at play.
In December, Dallas Committee on Foreign Relations hosted the Honourable Scott Morrison, prime minister of Australia (2018-2022) for its annual holiday dinner. It was a spectacular show of global affairs Texas-style. People really showed up for this.
Disruption is happening in oil and gas in unimaginable ways. North Texas leaders—astute, seasoned or young—are leaning into a cresting wave of opportunity in energy.
Seeking Alpha’s Investor Summit in NYC featured a full day of macro economic, energy, AI, crypto and other investment themes and approaches to manage portfolios.