Global Energy and Power

Calgary Energy Conference 2026 Key Takeaways

By: Aaron Bilkoski

Aug. 14, 2026

Guests: Chris Carlsen, President & CEO, Birchcliff Energy; Larry Larsen, EVP & COO, The Williams Companies and Avik Dey, President & CEO, Capital Power

Host: Aaron Bilkoski, Director and Equity Research Analyst, Utilities, TD Cowen

Our latest installment of the TD Cowen On The Road video series was filmed at our 24th Annual Calgary Energy, Power & Utilities Conference. From the outlook for Canadian natural gas and liquid natural gas (LNG) to data centre-driven power demand, behind-the-meter solutions and energy security, the discussion provides senior executive perspectives on themes that were front and center throughout our conference,

Key themes include:

What is the role producers, midstream companies and power generators will play in meeting the growing North American energy demand?
Why do industry leaders believe the coming decade could be materially different for Canadian natural gas producers?
We look into the growing importance of behind-the-meter power solutions for data centers.
How are portfolios positioned to support rising demand for reliable, dispatchable electricity?

Subscribing clients can read the full report on the TD One Portal: Video Snapshot: TD Cowen's Annual Calgary Energy, Power & Utilities Conference

Disclaimer

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Aaron Bilkoski
Aaron Bilkoski
Director and Equity Research Analyst, Utilities, TD Cowen

Biography

Aaron Bilkoski joined TD Cowen's equity research group in 2009. Aaron is a Calgary-based Senior Research Analyst responsible for coverage of Canadian conventional oil & gas producers and north American energy royalty businesses. Prior to joining TD, Aaron held a similar role at an independent Canadian investment dealer. Based on over 15 years of experience covering energy producers, Aaron offers unique insight into a variety of companies, play types, infrastructure dynamics and underlying supply/demand drivers of North American natural gas markets. Aaron is a graduate of the University of Calgary.