The current confluence of clean energy policy, lower costs for renewables and energy storage, a mobility revolution, the potential of hydrogen and mitigation tools such as carbon capture, and new technologies and advanced materials have made the Energy Transition and the electrification of everything a multi-decade, investment mega theme. The energy transition and the move towards a more sustainable and circular economy is the largest change to the global economy since the Industrial Revolution, the most significant mustering of capital in history, and represents a once-in-a-century opportunity for investors

Saudi Arabian production cuts. Wavering Chinese energy demand. War in the Middle East. Shifts in Washington energy policy. The crude oil, petroleum products, and natural gas markets dealt with all kinds of conflicting forces in 2023. But when it was all said and done, a barrel of oil cost roughly the same at the end of the year as it did at the beginning. That said, investments in “Big Oil” stocks, explorers, refiners, energy services firms, and Master Limited Partnerships (MLPs) have performed phenomenally well over the past few years. The question for energy investors in 2024 is whether that will continue as energy supplies rise. Find out in this panel. 

Join James West as he shares the importance of traditional energy companies, his expertise in the energy transition, why the transition is underway, and the winners and losers in the transition.