Reflections from Davos 2025
By Jason Bordoff | I spent last week at the Annual Meeting of the World Economic Forum in Davos, and, as in prior years, am writing to offer a few reflections from the many events, meetings and conversations.
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Vice Chair - Energy, KKR
Private equity groups have been increasingly active in financing energy projects in the US. KKR, a US investment firm, launched its Real Asset’s Energy Platform in 2012. The platform has since become a major player in asset-based oil and gas investing and today manages over $8.5 billion in energy and infrastructure related assets.
On a new episode of Columbia Energy Exchange, host Jason Bordoff sits down with Claire Farley, who serves as Vice Chair of Energy, advising KKR’s Energy Group. Prior to joining KKR in 2011, Ms. Farley was Co-Founder and Co-CEO of RPM Energy LLC, a privately-owned oil and natural gas exploration and development company, which partnered with KKR. Throughout her career, Claire has held numerous roles in the oil and gas industry and started her career at Texaco.
Claire and Jason caught up in Houston to discuss her views on the outlook for the energy industry, particularly shale oil and gas, and how private equity investors work around the cyclical nature of the industry.
Other topics include the underrepresentation of women in the oil and gas industry; the role that private capital can play in investing in clean energy and ‘impact investing’, the role that technology can play in the industry (e.g. artificial intelligence and re-fracking), and the growing demand for low carbon energy sources.
President Donald Trump’s administration is promising an energy policy overhaul that would fundamentally reshape America's climate and energy policies. Trump and Republican leaders have pledged to pull back...
The year 2024 ended with a sobering milestone: it was officially the hottest year ever recorded. That pattern of extremes continues around the world, especially in Southern California,...
Climate change isn't just an environmental threat—it's becoming a catalyst for conflict. Over the past decade, rising temperatures, water shortages, and other environmental disruptions have fueled tensions from...
This week host Jason Bordoff talks with Cheryl LaFleur and David Hill about the incoming Trump administration, its impact on FERC, and the status of permitting reform measures.
China’s demand for oil, long an important driver of global oil demand growth, slowed dramatically during January–September 2024. Between 2000 and 2023, China accounted for 50 percent of...
The US Federal Reserve (Fed) commenced its monetary easing cycle on Wednesday with an aggressive 50 basis points policy rate cut. The United States is not alone in...
As new industries are emerging to support the energy transition, anti-corruption sanctions are an important part of the international effort to ensure that the global economy operates on...
CGEP recently hosted a private roundtable conducted on a not-for-attribution basis that focused on key geopolitical issues and oil markets in various hotspots, including the Middle East, Russia/Ukraine, China, and the Americas.