This week, we welcome on special guest Walker Moody, President of Pickering Energy Partners based out of Houston. He’ll educate us on the geopolitical ramifications on the energy sector, from wars to our elections. Walker also tells where he sees the future of energy transition heading—in terms of investment—and why Pickering is focused on upstream investments and looking toward longer time horizons.
Key Takeaways
[00:17] - Introducing Walker Moody, President of Pickering Partners [04:28] - Geopolitical ramifications on energy, from war to our elections [15:39] - When will a lack of investment lead to higher prices? [22:48] - In the last 20 years, who won with the advent of capital into shale? [29:36] - Why Walker will never say “This time is different” [35:00] - Why the road is long and the returns are low for alternative/green energy
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Links
Walker Moody Pickering Energy Partners
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