US Energy Natural Resources Conference Playbook

This report serves as a playbook for the 2026 J.P. Morgan Natural Resources Conference, highlighting key thematic drivers in US Energy, specifically the nexus of power generation, data center demand, and shifting market sentiment in IPPs and E&P companies.

Key Takeaways

• 1.Investor focus at the 11th Annual Natural Resources Conference is heavily oriented toward Power, LNG, and data center demand themes.
• 2.Energy sector positioning is increasingly idiosyncratic, with IPPs (Independent Power Producers) shifting from a 'tech funding short' to a more neutral/positive sentiment backdrop.
• 3.E&P activity and capital discipline remain central topics following the reopening of the Strait of Hormuz and moderation in strip pricing.

Table of Contents

• Introduction
• JPM Conference Resources
• Energy Themes To Consider
• Most Requested Meetings
• What Is Going to Move the Most? Performance Standouts
• Most Topical Conversations
• Positioning Notes
• Full Conference Schedule

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