In the Energy News Beat – Conversation in Energy with Stuart Turley, David Allen, Managing Director of Octane Investments, discusses the complex intersections of energy and finance. David shares insights from his career, including experiences with global markets, commodities, and the role of energy in financial strategies. They touch on the impact of ESG (Environmental, Social, and Governance) policies on the energy sector, fracking, and the challenges of renewable energy investments like offshore wind.

They also highlight the growing need for traditional energy sources, despite the push for green energy, and delve into the behavioral finance aspects of decision-making in these industries.

I had an absolute blast with David and learned much about the investment markets. I rely on experts for financial investing information about the markets. Talking with great people who genuinely enjoy sharing their knowledge base is fun.-

David, thank you for stopping by, and I look forward to follow-up interviews. - Stu

Check out Octane Here: https://octane.nyc/

Connect with David on his LinkedIn Here: https://www.linkedin.com/in/david-allen-cfa/

Highlights of the Podcast

00:00 - Intro

00:39 - Backdrop Discussion and Personal Story

02:30 - David’s Background and Career in Finance and Energy

03:30 - Energy Sector’s Near-Death Experiences

06:55 - ESG and Energy Sector Investment Trends

09:20 - Behavioral Finance and Human Decision-Making

12:26 - Energy Transition and Market Challenges

17:40 - Permian Basin and Wastewater Challenges

21:22 - Global Energy Demand and Traditional Energy Importance

22:02 - Renewables and Fossil Fuels Relationship

25:25 - Offshore Wind and Renewable Energy Economics

29:01 - Closing Remarks and Future Collaboration