Thought Leadership

The New Market Landscape - Contracts, Capital and the Future of Energy Investment

Speeches & Presentations

Baker Botts Partner Ryan Norfolk will attend the North American Gas Forum and participate as a moderator in a discussion titled “The New Market Landscape – Contracts, Capital and the Future of Energy Investment” alongside industry colleagues, including Nicholas Potter (President Natural Gas, Equinor), and Jason Lemme (Managing Partner, Hartree Partners, LP).

  • How are gas, power, LNG, and infrastructure contracting models evolving to support long-term reliability and growing demand? Are we entering a new era of longer-term contracting and infrastructure-backed investment frameworks?
  • How are AI, data centers, industrial expansion, and energy security considerations reshaping investment priorities across energy markets?
  • What types of projects, partnerships, and commercial structures are attracting capital today - and why?
  • What is the "path of least resistance" for investment likely to look like over the next decade, and what market signals should industry leaders be watching to understand where capital, customers, and demand are headed next?
  • As investment decisions become increasingly consequential for reliability, affordability, competitiveness, and energy security, how can the industry avoid capital misallocation and ensure investments contribute to a stronger, more resilient, and future-ready physical energy system?

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