Guggenheim Securities at CERAWeek 2024
Our leaders joined energy companies, government officials, thought leaders and technology innovators at the global energy conference.
Under the theme Multidimensional Energy Transition, the event explored the roadmap for a global, multidimensional transition – what it means for markets, geopolitics, investment, supply chains and technology – and competitive strategies.
Alan Schwartz Discusses the Multidimensional Energy Transition at CERAWeek
Guggenheim Partners Executive Chairman and Guggenheim Securities Co-Chairman Alan Schwartz sat down with Roger Diwan, Vice President, S&P Global Commodity Insights, during CERAWeek to discuss the actions being taken by businesses and governments globally to advance the multidimensional energy transition.
The 'Capital Transition' for the Energy Transition
'There does need to be innovation on the financing side... and one of the areas that we are spending a lot of time on... is the acceleration of the tax credits.'
On March 20, Michael LaMotte, Senior Managing Director in Energy Investment Banking, participated in a panel to discuss the current risks and opportunities in energy investing and what the next big growth areas are for the industry.
Other speakers:
Peter Gardett, Executive Director, Financial and Capital Markets, S&P Global
Eduard Ruijs, Head of Energy Transition, Vitol
Salim Samaha, Partner, Global Head of Energy, Global Infrastructure Partners
Electric Vehicle Penetration: Accelerating or Braking?
'It's a negotiation around how to be ambitious and what the industry can do, and I think they're probably close to equilibrium here.'
On March 20, John Casesa, Senior Managing Director in Mobility Investment Banking, participated in a panel to discuss the growth in Electric Vehicle (EV) demand and the role that governments, fuel providers, and consumers will play in the EV sector’s future.
Other speakers:
Jeff Meyer, Research & Analysis Director, S&P Global
Bill Vass, Vice President of Engineering, Amazon Web Services (AWS)
Badar Khan, CEO & Director, EVGo
Nuclear Renaissance
'The key is the customer contracts. Once those show up, the nuclear scene is going to roll.'
On March 19, Jim Schaefer, Senior Managing Director in Energy Investment Banking, participated in a panel to discuss the role that nuclear power could play in a future lower-carbon energy mix.
Other speakers:
Sylvain Cognet-Dauphin, Research & Analysis Executive Director, S&P Global
Daniel Poneman, Former Deputy Secretary of Energy, Co-Chair of Commission on Nuclear Energy and Climate Security
Grant Isaac, Executive Vice-President and CFO, Cameco Corporation
Ken Hartwick, President & CEO, Ontario Power Generation
Managing Carbon Projects: Lessons and Solutions
'I think going forward, the de-risking thematic in M&A will continue to play out, and M&A will play a real role in scaling the carbon management industry.'
On March 19, Clio Crespy, Senior Managing Director in Energy and Sustainability Investment Banking, participated in a panel to discuss the expectations and challenges facing the development of large carbon management projects and hubs.
Other speakers:
Eleonor Kramarz, Global Head, Energy Transition Consulting, S&P Global
Jeff Gustavson, President, Chevron New Energies
Toshiya Nakahara, President & CEO, JX Nippon Oil & Gas Exploration Corporation
Dan Holton, Senior Vice President, Low Carbon Solutions, Strategy, Products & New Assets, ExxonMobil
Alan Schwartz Discusses Sustainability Objectives at CERAWeek
Guggenheim Partners Executive Chairman and Guggenheim Securities Co-Chairman Alan Schwartz joins CNBC's "Last Call" during CERAWeek to discuss the ongoing convergence of objectives for sustainability, traditional energy, and investment.
Innovating the Energy Mix for Mobility
'It's like going from making film to a digital camera or a smartphone, they haven't mastered the transition yet. They're... in a very perilous transition state.'
On March 18, John Casesa, Senior Managing Director in Mobility Investment Banking, participated in a panel to discuss the technologies that are competing for a share of the future mobility market.
Other speakers:
Kurt Barrow, Head of Oil Markets, Midstream & Downstream Research, S&P Global Commodity Insights
Ricardo Mussa, Chief Executive Officer, Raizen
Meg Gentle, Executive Director of the Board, HIF Global
Emma Delaney, EVP, Customers & Products, bp
Agenda
Innovating the Energy Mix for Mobility
March 18
Featuring: John Casesa, Senior Managing Director in Mobility Investment Banking
Nuclear Renaissance
March 19
Featuring: Jim Schaefer, Senior Managing Director in Energy Investment Banking
Managing Carbon Projects: Lessons and Solutions
March 19
Featuring: Clio Crespy, Senior Managing Director in Energy and Sustainability Investment Banking
Electric Vehicle Penetration: Accelerating or Braking?
March 20
Featuring: John Casesa, Senior Managing Director in Mobility Investment Banking
The "Capital Transition" for the Energy Transition
March 20
Featuring: Michael LaMotte, Senior Managing Director in Energy Investment Banking
Featured Speakers from Guggenheim Securities
Important Notices and Disclosures
The information and materials provided herein (the “materials”) are provided for informational and educational purposes only and should not be considered a recommendation of any particular security, strategy or investment product, as investing advice of any kind, or as offering or providing any investment product or service, or as an offer or solicitation with respect to the purchase or sale of any investment by Guggenheim Securities, LLC or any of its affiliates (“Guggenheim”). The materials are not a product of the research department of Guggenheim and should not be construed as a research report, recommendation or advice. The materials are not provided in an advisory or fiduciary capacity and may not be relied upon for or in connection with the making of investment decisions. The views expressed herein are solely those of the authors and may differ from the views of other officers, directors, employees or other representatives (as to any person or entity, its “Representatives”) of Guggenheim. The authors’ opinions are subject to change without notice. Guggenheim undertakes no obligation to provide additional information or any update to or correction of the information provided herein. Sources for the information contained herein are believed to be reliable, but the information is not guaranteed as to, and Guggenheim and its Representatives make no representation or warranty regarding, accuracy or completeness of any information contained herein or otherwise. Neither Guggenheim nor its Representatives shall be liable to any person in any way whatsoever for any losses, costs or claims for reliance on the materials. Guggenheim may have a business relationship with certain issuers mentioned herein, or may otherwise underwrite, hold a position, buy or sell as principal in the securities of any issuer mentioned. Guggenheim may have in the past provided, may currently be providing and may in the future seek to provide investment banking, financial advisory and other services to, and have other material relationships with, the issuers of securities, loans and other financial instruments referred to herein and their affiliates. With respect to any position Guggenheim may hold, Guggenheim may have interests different from or adverse to your interests. None of the materials provided may be reproduced or redistributed, in whole or in part, to any other person or published in whole or in part for any purpose absent the written consent of Guggenheim. By accessing or reviewing this website, you will be deemed to have acknowledged and agreed to the matters set forth above.
Copyright © 2024 by Guggenheim Securities, LLC, a FINRA registered broker-dealer. All rights reserved.