SmarterMarkets™

David Szybunka, Senior Portfolio Manager and Managing Director of the Energy Team at Canoe Financial, shares his insights on the current commodity cycle and its unique features. He delves into the energy transition from fossil fuels to sustainable sources, stressing a diversified investment approach. Szybunka discusses key themes for energy investments in 2024, including royalty companies and natural gas perspectives. He also highlights the promising future of alternative energy investments and the significance of understanding market dynamics and entry points.

Arjun Murti discusses America's energy independence and the future of sustainable energy, emphasizing the need for a balanced approach. The podcast explores the evolution of US energy production, the impact of ESG in the market, and the importance of balancing energy concerns for future exceptionalism.

Travis Schwab, CEO of Eventus, discusses the importance of trade surveillance in ensuring market safety and compliance. They explore the evolution of market infrastructure and technology, challenges in developing advanced financial technology, and share their diverse summer reading list featuring sci-fi books.

We wrap up The Future of Energy this week with Catherine Flax, President of Private Markets at X Machina Capital Strategies. David Greely sits down with Catherine to discuss transforming today’s oil and gas assets and energy market infrastructure to meet the needs of a more sustainable energy future.

Joe Raia, CCO at Abaxx Exchange, discusses launching physically deliverable LNG and carbon futures contracts. They talk about building smarter markets, establishing clearinghouses, nurturing industry relationships, evolving energy markets, and using technology for collateral management.

Head of Natural Gas Research at Goldman Sachs, Samantha Dart, discusses the future of LNG and global natural gas markets. Topics include the impact of European energy crisis on gas prices, AI's influence on US power generation demand, US natural gas production growth, vulnerabilities in the gas market, and the role of Abacx Exchange in managing risks.

In this episode, Daniel Yergin, Vice Chairman of S&P Global, discusses energy security, geopolitics, and the future of energy. Topics include the impact of shale oil and LNG on US energy independence, navigating decarbonization while ensuring energy security, the aftermath of COVID on oil demand, the shift to LNG in global energy, and the evolving landscape of energy demand and geopolitics. China's advancements in electric vehicle production and the importance of understanding the energy transition post-pandemic are also highlighted.

On our second installment of The Future of Energy, we welcome Eirik Wærness, Senior Vice President & Chief Economist at Equinor, into the SmarterMarkets™ studio. David Greely sits down with Eirik to discuss Equinor’s recently published Energy Perspectives 2024 – and how whether we build walls or bridges will decide our energy future.

Tom L. Ward, CEO of Mach Natural Resources, discusses pioneering the US shale boom, utilizing natural gas futures for growth, and navigating the shifting dynamics of the energy industry. The conversation explores the transformative power of global natural gas markets and the evolution of the shale industry, emphasizing the need for balancing growth and returns for investors.

Leslie Durschinger, Founder, CEO, & CIO at Terra Global Capital, discusses the flaws in media criticism of nature-based carbon projects, challenges in voluntary carbon markets, just transitions to net zero, criteria for nature-based solutions investments, and the need for transparency in carbon markets. A comprehensive look at enhancing carbon markets through continual improvement and setting the stage for the next series, The Future of Energy.