ET - After The Summit: U.S. Energy Global Energy - Drivers And Opportunities

2024-06-20 16:34:35 ET

Summary

• Global energy demand is expected to increase, with record highs projected for oil and natural gas in 2024 and 2025.
• Consolidation in the oil and gas industry is a strategic response to energy demand and production in the years ahead.
• Infrastructure plays, including LNG and other energy exports from Texas and the Gulf Coast, offer investment opportunities. Other infrastructure plays are emerging.
• A wide array of energy sources are needed to meet growing global demand, more cleanly and efficiently, which speaks to innovation.

After two decades into the shale revolutions, the U.S. hydrocarbon scene and the related infrastructure build out is robust. Global supply and demand fundamentals are creating new opportunities. Firms are adapting models geared for a changing energy landscape. — My characterization of the energy space from 6/18/2024

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