EVENTS:   A Dangerous Equation: The Explosion of Enterprise AI Use + The Explosion of AI-Armed Hackers - Randy Eckel/Marker Advisors - 29 Jul 26     ROADSHOWS: L/S Consumer Staples And Retail Ideas - Daniel Bilosi & Brian McGough /Hedgeye   •   London   03 - 07 Aug 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.