The Energy Pragmatist · 2026-05-13 · 37 min
In this episode of The Energy Pragmatist , interviewer Ben West sits down with Ken Hersh, Chairman of HFI Capital Management and co-founder of NGP, for a wide-ranging conversation on commodity cycles, geopolitics, and the evolving investment landscape in oil and gas. Drawing on decades of experience, Hersh shares lessons from building one of the most influential energy private equity firms, discusses why successful investing ultimately comes down to backing great people, and unpacks how today’s market volatility, LNG demand, and global supply risks are reshaping energy markets. The discussion offers valuable insights for family offices and long-term investors navigating the future of energy investing.
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