- The global race for computing power and manufacturing dominance has triggered a structural supply and demand shock for electrical power, natural gas, and oil
- Roger and Elliott will outline why the current energy expansion is built on multi-year structural foundations
- Plus, they’ll show you how to cut through the short-term noise—and where the smart money is positioning for a decade-long energy and infrastructure supercycle
The great rebalancing of global energy markets is underway. Are you positioned to profit from it?
You will be after tapping into our network of industry veterans in Orlando. They’ll discuss how a wide range of developments are reshaping oil, natural gas, power markets, and related investments. Topics include ongoing Middle East tensions, disruptions in the Strait of Hormuz, the US LNG export boom, and surging AIdriven electricity demand. Plus, they’ll share the stocks, ETFs, and investment strategies they believe are best positioned for this rapidly evolving energy landscape.
- A massive convergence of re-industrialization, data center expansion, and grid strain is rewriting the rules of energy investing
- Elliott and Roger will outline the big-picture macro shifts driving this cycle—and highlight the critical stocks and themes poised to capture structural cash flows and growth for the next decade