EVENTS:   A Generational Opportunity to Invest in the Nuclear Renaissance - - 22 Jun 26   Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth/QI Research - 25 Jun 26     ROADSHOWS: Where is the National Bureau of Economic Analysis? - Danielle DiMartino Booth /QI Research   •   London   21 - 26 Jun 26       Internet and Media Coverage and Ideas - Barton Crockett /Rosenblatt Securities   •   London   22 - 23 Jun 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.