Helima Croft
Showing 1–2 of 2 transcripts.
- Milken Institute58 min
Energy Plays in a Carbon-Constrained World
Francesco Guerrera, Helima Croft, Philippe Ducom, Philip Lambert, Anil Srivastava
A diverse panel of energy experts, including Philip Kinsella of ExxonMobil and Anil Thadani, affirmed the consensus on climate change while arguing that aggressive decarbonization policies risk global supply shortages and economic disruption. The discussion highlighted the necessity of a diversified energy mix involving gas, efficiency, and emerging technologies like carbon capture to meet projected demand increases of 25% by 2040 without relying solely on intermittently available renewables. Panelists warned that premature regulatory bans on fossil fuels and internal combustion engines could drive stranded assets, increase emissions through coal substitution, and threaten millions of jobs within the global automotive and energy sectors.
- Milken Institute55 min
Energy Markets: The Year Ahead for Oil, Gas and Renewables
Gregory Zuckerman, Helima Croft, Joshua Harris, Bernard Looney, Michael Smith, Greg Zuckerman
Panelists projected that global oil demand will likely exceed current levels for the next two decades, supported by resilient growth in aviation, marine transport, and petrochemicals despite a forward price curve signaling long-term uncertainty. Strategic shifts are underway as private equity firms acquire distressed shale assets at break-evens between $30 and $60 while companies like BP and Apollo pivot toward midstream infrastructure and natural gas to serve as an essential bridge fuel for grid stability. Geopolitical leverage is simultaneously realigning with U.S. energy independence displacing traditional exporters, forcing major producers to secure captive markets in India and China while navigating significant investment risks in regions like Mexico.