The Energy Pragmatist: Mark Wade on Natural Gas, Private Markets, and Investing Through Volatility
In this episode, Mark Wade, Partner at CAZ Investments shares his perspective on why energy is becoming increasingly attractive to generalist investors again as geopolitics, energy security, LNG growth, and rising power demand reshape the investment landscape.
The conversation explores U.S. natural gas, global LNG dynamics, private energy valuations, and why private market opportunities across upstream, midstream, and infrastructure remain compelling. Mark also discusses CAZ’s approach to thematic investing, downside protection, alignment, and the importance of backing the right management teams through volatile commodity cycles.
A thoughtful discussion on energy markets, capital allocation, and the long-term opportunities emerging across the sector.
CAZ Investments will be joining us at this years New York Energy Investment Series at Nasdaq on 24 June, on the " Capital Scarcity, Oversupply & Volatility: To What Extent Do Current Market Conditions Create Contrarian Opportunities to Deploy Capital That Will Ultimately Result in Outsized Returns?" panel.
If you are interested in joining the conversation, please get in touch:
Ben West: ben.west@pragma-energy.com
Amy Miller: amy.miller@pragma-energy.com
