The Energy Pragmatist · 2026-07-13 · 26 min
Ben West interviews Blake London, Managing Partner of Formentera Partners, on why short term market volatility can obscure the long term investment opportunity in energy. Against a backdrop of geopolitical uncertainty, shifting commodity prices and growing global energy demand, they discuss why investors need to look beyond the current cycle. The conversation explores the shift from energy transition to “energy addition,” the outlook for upstream investment, opportunities in international shale, the role of hedging in managing volatility and how ABS financing is changing the energy M&A market. Blake also shares his perspective on where investors may be underestimating the long term opportunity and what it will take for energy to compete more effectively for institutional capital.
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