Morning Energy Live: Your Energy Trends Podcast

Do you want to understand the forces driving the energy industry and how politics intersect with both traditional and emerging economies? Are you prepared to navigate the challenges and opportunities shaping the future of energy?

Keep a close pulse on the energy industry with Morning Energy Live, a dynamic monthly series designed to keep you ahead in the ever-evolving energy landscape. Each month, we bring you 30-minute episodes packed with interviews from the most insightful and influential figures in the field. Don’t miss out—subscribe to Morning Energy Live and stay informed with the latest developments and expert analysis in the energy sector.

Enverus Intelligence® Research, Inc., a subsidiary of Enverus, provides the Enverus Intelligence® | Research (EIR) products. See additional disclosures.

Morning Energy Live With Andrey Shuvalov | How Supermajors Are Rewriting the Energy Playbook

In this edition of Morning Energy Live, Andrew Gillick sits down with Andrey Shuvalov, vice president of Energy Transition at Shell USA, for a candid conversation on how integrated energy companies like Shell are rethinking their U.S. strategies in response to rapidly shifting market dynamics.

Morning Energy Live With Walter Russell Mead | Energy Is a Tool of Statecraft

Energy has always been more than fuel; it’s leverage. In this edition of Morning Energy Live, Andrew Gillick sits down with Walter Russell Mead, one of the sharpest minds in foreign policy, to unpack how energy is being deployed as a tool of statecraft on the global stage.

Morning Energy Live With Gibson Scott | EVOLVE 2025: What We Learned & Why It Matters

Join Andrew Gillick and special guest Gibson Scott, head of Enverus Intelligence®, for a post-conference edition of Morning Energy Live on May 22. Gibson will break down the biggest takeaways, emerging trends and standout moments from EVOLVE 2025’s 90+ sessions — giving you a clear picture of where the energy industry is headed and how to put those insights to work right away.

Morning Energy Live With Jack Howell | Powering Our Digital Future

Private capital is flowing into all types of energy infrastructure—but where? And why? In this episode of Morning Energy Live, Andrew Gillick of Enverus Intelligence® Research sits down with Jack Howell, co-president of Stonepeak, to discuss its recent acquisition of a 40% stake in Louisiana LNG Infrastructure, how they are thinking about power demand growth in North American as well as how they view their early move into data centers paying off.

Morning Energy Live With Jonathan Silver | Profiting From Climate Investing in Today’s Environment

Join us for an exclusive discussion with Jonathan Silver, one of America’s leading clean economy investors and advisors. As chair of the Global Climate Council at Apollo Global Management (NYSE: APO), he helps guide the firm’s sustainability investments across five dedicated funds. With more than $750 billion in assets under management, Apollo plans to invest up to $100 billion in the sector by 2030.

Morning Energy Live With Jeremy Knop | Ushering in a New Energy Era: The Golden Age of Natural Gas

Join Andrew as he meets with Jeremy Knop, CFO of EQT, to dive into the opportunities and challenges ahead for natural gas producers. Jeremy brings deep expertise in M&A strategy, investment management and navigating the complex intersection of energy and capital markets—exactly the kind of perspective we need right now.

Morning Energy Live With Dan Romito | Make Energy Investable Again!

Join us for a compelling conversation featuring Dan Romito, managing director of the Consulting & Advocacy practice at Pickering Energy Partners. With a career centered on helping capital-intensive businesses navigate global regulations and capital markets, Dan brings deep insights into the forces shaping energy investment.

Morning Energy Live With Jim Footh | Where to Build My Data Center

Join Andrew Gillick as he sits down with Jim Footh, managing director and head of Global Data Center Investments at PGIM Real Estate, to delve into the complex decisions shaping data center investments.

Morning Energy Live With Derek Brower Trump vs. Harris: A Tale of Two Energy Policies

Join Derek and Andrew for an engaging and insightful conversation on the future of the energy industry under each candidate’s proposed plans. Don’t miss this opportunity to gain an unbiased perspective on the potential impacts of the election on the energy sector.

Morning Energy Live With Meg O’Neill The Wild West of Energy: A Woodside Story

In this session, Andrew with Enverus Intelligence® Research, sits down with Meg to explore Woodside’s strategy, the evolving landscape of the energy sector, and the global outlook shaping the industry’s future. Don’t miss this thought-provoking discussion for a glimpse into the forces driving energy innovation and investment.

Morning Energy Live With Doomberg: A Deep Dive into the World Energy Statistical Review

Andrew is joined by a special guest: Doomberg, the mind behind the most widely read financial newsletter on Substack, boasting more than 240,000 subscribers. Doomberg’s team, composed of professionals with deep experience in private equity, R&D and finance, operates under the compelling tagline “Energy is Life.”

Morning Energy Live with Manuj Nikhanj, Energy’s Next Frontier

Manuj Nikhanj, the freshly appointed CEO of Enverus, delves into the future of traditional energy sectors. What are the expectations for oil and gas demand? What pressing issues are North American operators facing? As we explore power demand growth, data center investment opportunities and the impacts of AI, you might find yourself asking: What’s next for our industry, and where are the investable opportunities in this evolving energy landscape?

Morning Energy Live With Jimmy Fortuna: Nuclear in the Age of Growing Power Demand

As global power needs surge, nuclear energy is trying to reclaim its role as a cornerstone of base load power generation. Explore how advancements in nuclear technology and regulatory frameworks are revitalizing this established energy source. Gain valuable perspectives from industry expert Jimmy Fortuna, Chief Product Officer at Enverus, on the pivotal role of nuclear energy in meeting future energy demands while addressing environmental concerns.

Morning Energy Live With Rachel Permut: Unraveling the Power Grid’s Ability to Meet Demand

Join us for this session featuring Rachel Permut, Chief Strategy Officer at Enersponse, a distributed energy resource management company. Rachel has more than 20 years of experience in business strategy and M&A and will provide insights into the growing demand on the grid from EVs, onshore manufacturing and data centers.

Powering the Global Quality of Life: It’s Not Us vs Them, It’s Us With Them

This keynote panel closed out the 2024 EVOLVE conference by bringing together all the themes that have emerged through the various discussions on the future of the energy economy. We dispel the myth that the best go forward path is only hydrocarbons or only renewables as the world marches towards carbon neutral goals. 2024 is the year that we realize energy transition is hard. Demand for energy is not shrinking. Cleaner energy is needed.

Morning Energy Live With Kaes Van’t Hof | Beyond the Barrel: What’s Shaping the Future of North American E&P?

Andrew sits down with Kaes Van’t Hof, President and CFO of Diamondback Energy, to navigate through the ever-changing dynamics of the oil and gas sector.

Morning Energy Live With Ben Wilson – Gen AI: Your Smartest Colleague

Join host Andrew Gillick and AWS’s Ben Wilson as they chat about how Gen AI is making waves in the energy sector. It’s not just about the future; Gen AI is changing things right now.

Morning Energy Live With Kelcy Pegler: Driving the Future of Energy Storage

Kelcy Pegler, CEO and board director of FlexGen, renowned for his success in propelling companies in the renewables sector, will provide insights into the transformative impact of battery storage on the energy sector.

Morning Energy Live With Naomi Boness: The Reality of a Hydrogen Economy

Join us for an exciting discussion on the dynamic landscape of the Hydrogen Economy with Dr. Naomi L. Boness, Co-Managing Director of the Stanford Hydrogen Initiative.

Morning Energy Live With Danny Rice, Old Meets New: Leveraging Tech for Carbon-Free Energy

In this episode we discuss the colliding worlds of the traditional and new energy economies ignited by NET Power with CEO Danny Rice

Morning Energy Live With Billy Quinn, The Future of Energy PE in North America

In this episode we will delve deep into the energy industry’s evolving landscape with Billy Quinn, Managing Partner at Pearl Energy Investments.

Morning Energy Live With Arjun Murti: A Better-Balanced Energy Transition

In this episode, we will be discussing the goals, players, and reality of the energy transition shift with Arjun Murti, partner at Veriten.

Morning Energy Live With Tim Latimer: The Next Generation of Geothermal Innovation

Tim Latimer, CEO of Fervo. Fervo is driving innovation in the production of 24/7 carbon-free energy by leveraging oil and gas drilling techniques to tap into the vast potential of geothermal. Join us for an insightful discussion on how geothermal will play a role in the energy transition.

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