Presentation from the November 2024 New Orleans Investment Conference
At the New Orleans Investment Conference in November 2024, I offered actionable recommendations centered on the future of O&G midstream, nuclear, and grid infrastructure.
With markets at an inflection point, I highlighted opportunities in resilient grid modernization, next-generation transmission technology, and midstream assets poised to benefit from historic federal investment and strong private capital flows.
My guidance aimed to equip investors with a blueprint for capitalizing on key trends: the buildout of transmission capacity, and the modernization of aging pipelines and grid networks, that will define energy and infrastructure returns over the next decade.
This proactive, big-picture perspective was designed to help investors in the face of rapid sector evolution and continuing economic uncertainty. I believe was are still only at the cusp of these investment ideas.
Link to PowerPoint:
Hi Tracy, love your work, but using WPS as a prerequisite is a bit of a pain, as Kingsoft tries to insert itself into my workspace. Can we get a shared drive download please? Thank you