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.
On a temperate mid-January day, I flew South to the Texas Triangle with chief executive Randy Kendrick to visit Sandow Lakes Ranch. I liken his development to the best case of reindustrialization and circular economy envisioned. Many hands were involved and forces at play…
The SXSW IVY Family Office Network conference revealed many trends, and importantly, what investors and entrepreneurs are advancing. Most importantly, the people. Shout out to women for Women’s History month with a few curated inspirations.
Trudging through the impact of the SVB crisis at an investor conference, the agenda segued to investment themes at hand. My energy presentation felt like a “Lord of the Rings” version relative to the rest of the room.
An energetic panel discussion on ESG 2.0 — sustainable energy from my view. My presentation centered on the energy transition based on a trilogy of video interviews.
The energy transition is revealing contours. Fundamentals, geopolitics and investment are drivers. The case of Texas illustrates how it looks on the ground.
Blustering north winds, fiery sun, ranched lands, and oil fields—all seen as plentiful lucrative resources in Texas—are colliding. A sustainable Texas may offer new lessons in energy, land use and the means of working with nature. The challenges of growth and grids are appearing.
At #FedEnergy22, seriously rich analysis was presented. Though tracking with the geopolitical panel, they were all highly informative, representing the energy world par excellence.
The DCEO November feature, alongside an author interview, launches online. The energy world is changing, and geopolitics overlays a transitioning energy mix.