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—such as the expansion of renewable power integration, 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