Energy Dialogues

Energy Dialogues

Hosting extraordinary dialogue that is timely, relevant, and significant by focusing on the global scale of energy, right down to the micro details. The aim is to have strategic dialogue, welcoming diverse viewpoints from participants within and outside the industry, as well as the formation of solutions driving a sustainable energy pathway forward, critical amidst an on-going energy transition. In this podcast, energy thought leaders discuss relevant and timely topics impacting the energy industry.

  1. 10h ago

    From NAGF to Speed to Power with Michael Wood III, Cam Thrutchley, and Monika Simões

    In the data center world, every client conversation starts in the same place: speed to power. DG Matrix and Satterfield & Pontikes Construction built a turnkey partnership around that demand, and this episode is the story of how it came together. Michael Wood III, Director, Commercial Development at DG Matrix, and Cam Thrutchley, VP, Mission Critical at Satterfield & Pontikes Construction, join Monika Simões, CEO and Founder of Energy Dialogues, and host Will Bernholz. Wood describes customers who arrive asking for one thing, megawatts delivered as fast as possible, and how that pushed DG Matrix to line up partners across the entire data center life cycle. Thrutchley explains how Texas Senate Bill 6, and its requirements above seventy-five megawatts for behind-the-meter power and battery storage, pointed Texas projects toward a multi-port power router and made the partnership obvious. Simões traces what happens when two industries with different clocks end up in the same room. Energy thinks in multi-year permitting and interconnection timelines. Data centers do not. The three also cover where this started: Wood and Thrutchley met at the North American Gas Forum years before any business came of it, when Wood was still a student, and Thrutchley describes what it is like to now be doing business with someone he first met as a mentee. Key Themes Speed to power is the first thing clients raise in every data center conversation Texas Senate Bill 6 requirements above seventy-five megawatts pushed Texas projects toward behind-the-meter power and battery storage Energy works on multi-year permitting and interconnection timelines, and data center schedules do not Trade partners choose who they build for, which turns relationships into a delivery constraint A connection made at an Energy Dialogues forum became a commercial partnership years later Chapters 0:00 Speed to power and what data center customers are buying 3:15 How the Texas turnkey partnership came together 6:31 Two industries, two different clocks 9:11 Michael Wood III's path from student to DG Matrix 13:22 Legacy, mentorship, and being a great neighbor 17:16 What happens after the forum 21:43 Building a network that produces partnerships 25:49 Selling down to the trade partners 27:56 Closing thoughts Register for our upcoming forums below: Permian Energy Dialogues, Austin, Texas, September 15 and 16, 2026, https://energy-dialogues.com/events/permian-energy-dialogues/?utm_source=youtube&utm_medium=social&utm_campaign=ped26&utm_content=dgmatrix-sp-podcast-description North American Gas Forum, Washington, D.C., November 30 to December 2, 2026, https://energy-dialogues.com/events/north-american-gas-forum/?utm_source=youtube&utm_medium=social&utm_campaign=nagf26&utm_content=dgmatrix-sp-podcast-description Subscribe and follow for more conversations from Energy Dialogues forums. Follow Energy Dialogues: LinkedIn: https://www.linkedin.com/company/energy-dialogues/ Website: https://www.energy-dialogues.com/?utm_source=youtube&utm_medium=social&utm_campaign=ytwebsite&utm_content=dgmatrix-sp-podcast-description

    From NAGF to Speed to Power with Michael Wood III, Cam Thrutchley, and Monika Simões

  2. Aug 17

    Scaling Carbon Solutions with Trevor Best, Kevin Norfleet

    In this episode of the Energy Perspectives Podcast, recorded at the Carbon Solutions Forum in San Diego in February 2026, Trevor Best (CEO, Syzygy Plasmonics) and Kevin Norfleet (Global Sustainability Director, Celanese) join Elias B. Hinckley (Partner, Baker Botts) to examine what it takes to turn carbon capture and low-carbon fuel technologies into bankable projects. Best shares how Syzygy Plasmonics secured a 100% offtake with Trafigura for its first commercial sustainable aviation fuel plant and the technology pathway to competing with traditional jet fuel on cost at scale. Norfleet describes Celanese's experience building one of the first large-scale CCU-to-methanol facilities, the voluntary demand landscape for low-carbon materials, and the certification infrastructure gaps the industry still faces. Key Themes: Offtake as the decisive hurdle for project finance Building a CCU facility before customer demand is proven The gap between fuel mandates and voluntary materials markets Scaling technology to compete with traditional fuels on cost The missing carbon accounting infrastructure Chapters 0:00 Introductions 1:23 Celanese's CCU-to-Methanol Project 2:15 Building the Business Case for CCU 3:49 The Primacy of Viable Offtake 5:16 Selling into Mandate Markets 6:17 Voluntary Demand in Materials Markets 8:25 Building Before Demand Is Certain 9:31 The Certification Infrastructure Gap 10:43 Financing the Next Facility 13:31 Finding Long-Term Investors 14:14 Internal vs. External Capital 15:01 One Lever to Fix Carbon Markets 17:17 Closing Learn more about the Carbon Solutions Forum: https://energy-dialogues.com/events/carbon-solutions-forum/ Subscribe and follow for more conversations from Energy Dialogues forums. Follow Energy Dialogues: LinkedIn: https://www.linkedin.com/company/energy-dialogues/ Website: https://www.energy-dialogues.com

    Scaling Carbon Solutions with Trevor Best, Kevin Norfleet

  3. Aug 3

    Investing in the Natural Gas Value Chain with Victor Pascucci, David Finan — Energy Perspectives

    In this episode of the Energy Perspectives Podcast, recorded at the 2025 North American Gas Forum in Washington, D.C., Victor Pascucci III (Co-Founder and Managing General Partner, Energy Capital Ventures) and David Finan (Managing Partner, EIV Capital) join Diana Glassman, Director at Federated Hermes Limited, for a conversation on how capital is flowing into the natural gas value chain. Pascucci's fund backs innovation across the natural gas ecosystem, from methane management to hydrogen, RNG, and CCUS. Finan's firm invests in lower-to-mid market energy infrastructure across traditional and renewable projects. Glassman brings the perspective of universal-owner pension fund clients representing $2.2 trillion in assets under advisement. Key Themes: Hyperscalers and data centers as a demand-pull moment for natural gas infrastructure Why customer contracts, not subsidies, are the real test for any technology Emissions measurement and stewardship as drivers of asset value at exit "Last mile" infrastructure investment and who pays for the buildout Note: This episode was recorded in December 2025, some references may no longer reflect current conditions. Chapters 0:00 Introduction 2:30 The thesis: investing in the natural gas value chain 6:20 From supply push to demand pull 11:08 Technology is energy now 13:37 Where venture capital meets natural gas 14:46 Companies have to stand on their own 19:45 Emissions stewardship and exit value 23:08 Regulators and hyperscalers 25:43 Who pays for the buildout 27:30 Closing Learn more about the North American Gas Forum: https://energy-dialogues.com/events/north-american-gas-forum/ Subscribe and follow for more conversations from Energy Dialogues forums. Follow Energy Dialogues: LinkedIn: https://www.linkedin.com/company/energy-dialogues/ Website: https://www.energy-dialogues.com

    Investing in the Natural Gas Value Chain with Victor Pascucci, David Finan — Energy Perspectives

  4. Jul 27

    Produced Water, Rare Earths, and the Texas Grid with Commissioner Dawn Buckingham

    In preparation for her keynote at the upcoming Permian Energy Dialogues, Texas General Land Office Commissioner Dawn Buckingham, MD, joins Monika Simoes for a conversation about the role of state lands in Texas energy, mineral development, public education funding, and grid reliability.  Starting from the office's stewardship of 13 million acres and its role in funding Texas public education through the Permanent School Fund, the conversation moves to the practical questions facing a fast-growing state: Produced water reuse for agriculture and data center cooling Rare earth minerals and building Texas supply chains Geothermal, natural gas, and other dispatchable generation as load growth tests the grid The Land Office's partnerships with industry across water, hydrogen, and energy development Chapters 0:00 Introducing Dawn Buckingham and the Texas General Land Office 0:45 From medicine to public service 1:45 The Land Office's 13 million acres 3:30 Mineral rights and Texas energy 5:15 Produced water and data center cooling 7:25 Industry problem-solving and partnerships 8:40 Rare earth minerals and Texas supply chains 10:15 Dispatchable energy and grid reliability 11:05 A message for Permian Energy Dialogues attendees Learn more about Permian Energy Dialogues: https://energy-dialogues.com/events/permian-energy-dialogues/ Subscribe and follow for more conversations from Energy Dialogues forums. Follow Energy Dialogues: LinkedIn: https://www.linkedin.com/company/energy-dialogues/ Website: https://www.energy-dialogues.com

    Produced Water, Rare Earths, and the Texas Grid with Commissioner Dawn Buckingham

  5. Jul 13

    In conversation with Charif Souki on How US Gas Rebalances Global Markets

    In this episode of the Energy Perspectives Podcast, Charif Souki, Chairman, Phoenix Energy, joins Monika Simoes, CEO, Energy Dialogues, to discuss how U.S. oil and LNG have changed the global energy security picture. Souki describes why recent disruption has not become a broader energy crisis, how flexible U.S. LNG capacity has changed the market, and why LNG is moving from destination-based supply toward a more liquid commodity model. He also explains Phoenix Energy's focus on low-cost American molecules, feedgas, infrastructure, and capacity on other terminals rather than another race to build liquefaction. Key Themes U.S. oil and LNG as shock absorbers in global energy markets The flexibility built into American LNG capacity and contract structures LNG's shift from point-to-point supply to commodity liquidity Affordability and food-security stakes for LNG-importing countries Phoenix Energy's molecule-focused model Chapters 0:00 Welcome and market context 0:59 Oil disruption without a full energy crisis 5:20 Why the Americas are less exposed 5:43 U.S. LNG flexibility and global supply 7:31 LNG's role in the energy future 11:17 Energy affordability for lower-income markets 14:49 Lessons from Cheniere and Tellurian 18:28 The feedgas challenge for LNG projects 19:47 Phoenix Energy's model 24:32 What the industry still misunderstands 25:55 Advice for the next generation 28:56 Closing remarks Learn more about the North American Gas Forum: https://energy-dialogues.com/events/north-american-gas-forum/ Subscribe and follow for more conversations from Energy Dialogues forums. Follow Energy Dialogues: LinkedIn: https://www.linkedin.com/company/energy-dialogues/ Website: https://www.energy-dialogues.com

    In conversation with Charif Souki on How US Gas Rebalances Global Markets

  6. Jun 21

    Natural Allies on Energy and Affordability with Tim Ryan, Terry McAuliffe, Michael Nutter — Energy Perspectives

    In this episode of the Energy Perspectives Podcast, recorded at the North American Gas Forum in December 2025, former U.S. Senator Mary L. Landrieu of Natural Allies for a Clean Energy Future leads a panel of former officials on the role of natural gas in energy affordability, reliability, and economic growth. Former U.S. Representative Tim Ryan, former Virginia Governor Terry McAuliffe, and former Philadelphia Mayor Michael Nutter draw on their records in Ohio, Virginia, and Pennsylvania. The conversation runs from gas exports and coal displacement to household energy costs and the rising demand that AI and data centers place on the grid. Key Themes: Natural gas, coal displacement, and emissions Energy affordability and reliability for households Jobs, manufacturing, and economic development Rising demand from AI and data centers Note: This episode was recorded in December 2025, some references may no longer reflect current conditions. Chapters (0:00) Introduction (0:38) Natural gas and the middle class (2:46) Virginia's energy mix (4:28) Pipelines and gas capacity (5:45) Energy costs and housing (8:02) Climate goals and reliability (9:47) Pennsylvania gas exports (10:16) The role of governors (12:42) Data centers and energy demand (13:15) Permitting and infrastructure (15:11) New England energy costs (17:38) Closing thoughts Learn more about the North American Gas Forum: https://energy-dialogues.com/events/north-american-gas-forum/ Subscribe to our channel for more conversations from Energy Dialogues forums. Follow Energy Dialogues: LinkedIn: https://www.linkedin.com/company/energy-dialogues/  Website: https://www.energy-dialogues.com

    Natural Allies on Energy and Affordability with Tim Ryan, Terry McAuliffe, Michael Nutter — Energy Perspectives

  7. Jun 5

    Prosperity Not Poverty with Magatte Wade, Timothy M. Egan

    In this episode of the Energy Perspectives Podcast, recorded live at the North American Gas Forum in Washington, D.C. in 2025, Magatte Wade (Entrepreneur & Author of "Heart of the Cheetah") sits down with Timothy M. Egan (Former President & CEO, Canadian Gas Association) to discuss her new initiative, Prosperity Not Poverty, and the case for affordable, reliable, abundant energy as the foundation of human flourishing. From her childhood in Senegal to her work advocating for free markets and energy access across Africa, the conversation explores why energy poverty is a humanitarian issue, how indoor air pollution from biomass cooking affects millions every year, and why the same dynamics show up in developed economies where vulnerable populations face rising energy costs. Key Themes: Energy access as the foundation of economic prosperity Indoor air pollution and the public health cost of energy poverty A target of 2.5 billion prosperous Africans by 2050 Why cultural engagement, not just policy, drives energy decisions   Chapters 0:00 Introduction 0:27 Magatte's story: Senegal to Germany 2:36 The defining question 3:48 Why Africa remains poor: over-regulation 4:22 The goal: 2.5 billion prosperous Africans by 2050 5:18 Why energy access is a prerequisite for prosperity 6:19 Indoor air pollution and biomass cooking 8:50 Operating at the cultural level 10:30 The Calgary classroom: energy is everywhere 16:30 Why youth are the focus of Prosperity Not Poverty 18:30 Energy poverty in the US, Canada, and the UK 20:30 Why the Africa story shifts the conversation 22:00 Closing   Learn more about Energy Dialogues and upcoming forums at: https://www.energy-dialogues.com Learn more about the North American Gas Forum: https://energy-dialogues.com/events/north-american-gas-forum/ Subscribe for more episodes of the Energy Perspectives Podcast.

    Prosperity Not Poverty with Magatte Wade, Timothy M. Egan

  8. May 29

    CSF 2026 Day 1 Takeaways with Reg Manhas, Monika Simoes, and Will Bernholz

    Recorded live at the Carbon Solutions Forum 2026 in San Diego, this conversation captures what Day One surfaced and what Day Two needs to deliver. Will Bernholz sits down with Reg Manhas, Co-Founder and CEO of Lapis Carbon Solutions, and Monika Simoes, Founder and CEO of Energy Dialogues, to unpack the through-line of CSF 2026: permitting reform is gaining real momentum, decarbonization conversations have been recontextualized around affordability and reliability, and the end users (hyperscalers, airlines, logistics) are now squarely at the table. Reg shares why investor perception of CCS permitting risk is the central question for the financing sessions, and previews Lapis's first CO2 injection target by end of 2026. Monika reflects on how 15 years of convening has converged on a single discipline: pragmatism, and the synergies that get real projects financed and built. Key Themes: - Why permitting reform is moving from talking point to action - How affordability and reliability reframed the decarbonization conversation - What hyperscalers and airlines need from the energy industry - The financing question every CCS developer is wrestling with - Predictions for CSF 2027: CCS, geothermal, EOR, and the role of AI demand Chapters 00:00 Intro from CSF 2026 in San Diego 00:33 Meet the guests: Reg Manhas (Lapis Carbon Solutions) and Monika Simoes (Energy Dialogues) 01:20 Day One takeaways: permitting reform momentum and EPA Region 6 03:03 What hyperscalers and end users are saying: Google, Microsoft, FedEx, Delta 05:30 AI, agents, and the energy demand picture 06:38 From decarbonization rhetoric to commercial viability 07:10 What to watch on Day Two: data center economics and project finance 08:43 Year three of CSF: pragmatism, synergies, and who needs to be in the room 10:44 Predictions for CSF 2027: CCS projects injecting, geothermal, EOR, hyperscalers as enablers 12:50 Closing thoughts   Learn more about Energy Dialogues and upcoming forums at: https://www.energy-dialogues.com Learn more about the Carbon Solutions Forum: https://energy-dialogues.com/events/carbon-solutions-forum/   Subscribe for more episodes of the Energy Perspectives Podcast. Follow Energy Dialogues on LinkedIn: https://www.linkedin.com/company/energy-dialogues/

    CSF 2026 Day 1 Takeaways with Reg Manhas, Monika Simoes, and Will Bernholz
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About

Hosting extraordinary dialogue that is timely, relevant, and significant by focusing on the global scale of energy, right down to the micro details. The aim is to have strategic dialogue, welcoming diverse viewpoints from participants within and outside the industry, as well as the formation of solutions driving a sustainable energy pathway forward, critical amidst an on-going energy transition. In this podcast, energy thought leaders discuss relevant and timely topics impacting the energy industry.

Information

  • Creator
    Energy Dialogues
  • Years Active
    2025 - 2026
  • Episodes
    59
  • Rating
    Clean
  • Copyright
    © Energy Dialogues
  • Show Website
    Energy Dialogues