American Energy Dominance: Past or Present?

Описание: This COSM 2025 panel examines the future of energy dominance and what the past decade of the energy sector can teach the technology industry. Speakers discuss lessons from the U.S. shale boom, including how massive capital investment can drive innovation but also lead to overspending, consolidation, and pressure for stronger returns on capital.

The conversation explores the implications for today’s AI and data-center buildout, which is triggering a similarly large investment cycle and rapidly increasing global demand for reliable energy. Panelists also address key challenges ahead, including plateauing U.S. shale production, geopolitical dynamics around oil supply, the role of Canada and OPEC, and the practical limits of nuclear and natural gas in meeting future energy needs.

Moderator Danny Seiden is President and CEO of the Arizona Chamber of Commerce & Industry
Cole Smead is CEO and a Portfolio Manager at Smead Capital Management
Henry Hager is Managing Director, Waterous Energy Fund
Doug Terreson is the former Head of Energy Research at Evercore ISI
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Every year, Discovery Institute sponsors COSM, an exclusive national summit on the converging technologies remaking the world as we know it. Visit COSM.TECH (https://cosm.tech/) for information. Save the date for COSM 2026, November 18-20 at the magnificent Westin Kierland in Scottsdale, Arizona.
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