State of the Industry Webinar

Big Energy’s Transformation: The Super-Shift to Low- and No-Carbon Delivery

March 24, 2021 |  10am EDT | 2pm GMT

Energy companies were priced to fail in 2020, but some analysts believe that in reality, large cap integrated energy companies are already trending away from brown energy towards “olive,” and will emerge as fully green within a few years.

The Covid-19 pandemic was one driving force behind this change, as oil prices collapsed in early 2020, causing accelerated and compressed strategic planning for these integrated energy companies. Plans that would have normally taken 10 years to develop were implemented in the past 10 months, which will inevitably accelerate the transformation of the top integrated energy companies.

Banco Santander’s Head of Pan-European Oil, Gas & Integrated Energy Equity Research, Jason Kenney, will join Visible Alpha to discuss his views on the accelerated transformation of the integrated energy industry regionally and globally. Visible Alpha will present the market view of the industry to further illustrate Jason’s insights and perspectives.

Join us for a 60-minute discussion on:

  • The energy industry’s fast-paced movement from brown to “olive” to green
  • The pandemic’s impact on compressing a 10-year development cycle into 10 months
  • The continued blurring of large cap energy companies and large cap utilities as supply and consumption activities converge

Following the discussion will be an open Q&A.

Jason Kenney - marketing photo - 2010 - recolored

FEATURED SPEAKER

Jason Kenney, Head of Pan-European Oil, Gas & Integrated Energy Equity Research, Banco Santander

After studying Mechanical Engineering at Edinburgh University and earning a Master’s in Petroleum Reservoir Engineering from Heriot-Watt University, Jason started his career as a Petroleum Reservoir Engineer in the U.K. in the early 1990s before moving to global energy consulting at Wood Mackenzie from 1995 to 2000. In 2001, he transitioned to ING as a large-cap oil, gas and energy equity analyst. Jason has been at Santander since 2011 and still covers large-cap energy companies, including BP, ENI, Repsol, Equinor, RD Shell, TOTAL and Galp Energia (with benchmark coverage of U.S. Majors also). Jason supported Santander’s role as a joint book runner in the US$25.6bn IPO of Saudi Aramco in December 2019. Jason is a past President of the Scottish Oil Club (now known as the Scottish Energy Forum).

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Scott Rosen, Founder and Chief Research & Innovation Officer, Visible Alpha

Scott Rosen is Visible Alpha’s Founder and Chief Research & Innovation officer, responsible for driving the company’s vision and transformational services. Scott has been a leader at the intersection of investment research and technology for more than 30 years. After starting his career as a sell-side analyst and Director of Research, Scott founded Trapeze, one of the first electronic research distribution platforms, in the early 1990’s. Scott went on to be Director of Research for I/B/E/S, a senior executive at Thomson Financial, where he ran the First Call research business among other roles, and entrepreneur-in-residence for TheMarkets.com. He holds a B.A. Honors degree in Economics from Texas A&M University.

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Philip Harrison, Director of Research, Visible Alpha

Philip Harrison is Senior Vice President and Director of Research at Visible Alpha, overseeing the firm’s research and data policies, while also helping guide the buy-side and sell-side user experience for the Visible Alpha Insights product. Previously, Philip was co-founder of Lusight Research, an independent research and technology firm focused on emerging markets, overseeing the firm’s technology and research initiatives in accounting, forecasting and valuation methodologies. He was also a senior equity and credit analyst at ING Barings, Duff & Phelps and UBS Warburg. Philip holds a B.S. in Economics from University of California, Riverside.

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