Morning Energy Live With Adam Waterous | What’s Driving Canadian Oil’s Next Chapter?

Morning Energy Live with Wil VanLoh | The Capital Allocators Compass

This conversation will move beyond headlines to explore the first principles of successful investing in today's complex macro environment. We'll get our keynote's perspective on the most durable investment themes, the critical technologies and sectors poised for growth, and the frameworks they use to identify compelling public and private opportunities across the energy landscape.

Morning Energy Live With Will Hickey | Inside the Delaware Basin

This episode of Morning Energy Live features Will Hickey, co-CEO of Permian Resources (PR). With one of the best ground games and a commitment to consolidating the Delaware Basin, PR is the largest pure-play operator in this highly sought-after, inventory-rich region. They lead peers from a cost standpoint and are consistently growing FCF.

Morning Energy Live With Ben Dell | Private Capital’s Bet on the Future of Energy

This episode of Morning Energy Live features Ben Dell, founder and managing partner at Kimmeridge, a private equity firm with approximately $5 billion in AUM, focused on upstream energy. Ben also serves as chairman of Commonwealth LNG, an export facility in Louisiana, and CEO of Chestnut Carbon, a Kimmeridge-backed company advancing nature-based carbon removal. Whether you’re tracking capital flows, policy shifts or the next wave of energy innovation, this conversation will offer sharp insights into where the industry is headed.

Morning Energy Live With Jamie Heard | Why Canada’s Largest Natural Gas Producer is Just Getting Started

With global gas demand continuing to rise and North American export capacity expanding rapidly, which producers are best positioned to capitalize on this generational opportunity? Join us for the next Morning Energy Live with Jamie Heard, vice president of Capital Markets at Tourmaline Oil Corporation, where we will explore the answer to that question. Tourmaline has positioned itself as the largest natural gas producer in Canada with a pronounced global focus, setting it apart from other Canadian producers. As global energy markets recalibrate, Tourmaline’s scale, strategy and balance sheet strength position it not just to participate, but to lead the next phase of natural gas growth.

Morning Energy Live With Adam Waterous | What’s Driving Canadian Oil’s Next Chapter?

As global oil demand continues to rise, one question is dominating investor conversations: Where will the next wave of secure, long-term supply come from? With the supermajors pulling back on long-cycle investments, attention is shifting to the Canadian oil sands — a region offering both resource depth and geopolitical stability. But can it grow fast enough to meet the moment? Join Andrew Gillick for a special edition of Morning Energy Live featuring Adam Waterous — renowned investor and energy strategist — for an unfiltered look at what’s next for Canadian oil. They’ll dig into: * Whether Canadian oil sands can deliver real, scalable supply growth — and who’s willing to fund it * What Strathcona’s move on MEG means for the broader investment narrative * How Strathcona could emerge as a carbon capture leader in North America * Why oil sands producers may become the next capital return powerhouses