ROADSHOWS: Data-Driven Supply/Demand Analysis That Identifies High-Conviction Oil and Gas Themes Where Their View Diverges From Consensus - Matthieu Raimbault /Palissy Advisors   •   New York   31 Aug - 01 Sep 26       Satellite-Driven Market Intelligence for Commodities - Dr. Christian Jasperneite /Cap2   •   London   07 - 07 Sep 26      

Acceleration in the Energy Transition

CHA-AM Advisors

Tue 12 May 2026 - 10:00 EST / 15:00 BST / 16:00 CEST

Summary

US LNG and gas exports are rapidly growing due to cheap fracking production. China’s shift to EVs and electrification is reducing global oil demand. These trends are hurting traditional oil producers like OPEC and Russia. Large-scale growth in US energy and Chinese technology will disrupt global markets. The speaker sees undervalued investment opportunities in US energy and Chinese EV/tech companies.

Topics

• Why this energy crisis won't last very long.

• Why the surge0 in electrification will last long.

• Why this is bullish for the US dollar.

• Five money making ideas from these themes.