As surging technology demand reshapes the energy landscape, investors are increasingly asking what it could mean for markets and portfolios. Haverford’s 2026 Midsummer Outlook event at the Avalon Yacht Club addressed these questions and more. Guest speaker, Victor Suchodolski, Chairman, President & CEO of Sargent & Lundy and recognized energy entrepreneur, joined Haverford’s Tim Hoyle and Halie O’Shea to discuss developments in energy demand, infrastructure, and innovation and market implications.

View highlights from the panel discussion below:

The Biggest Infrastructure Build-Out of Our Lifetime
What are the Data Center Impacts on National Power Grid Upgrade Projects?
Could America Face Power Shortages?
How Carbon Capture Could Change Energy
Who’s Paying for the AI Power Buildout?
A Million Homes or One Data Center
Three Big Takeaways from the AI & Energy Revolution

Media Inquiries

Veronica McKee, CMP

Direct Phone: 610.995.8758
Email: vmckee@haverfordquality.com

Katie Karsh

Direct Phone: 610.755.8682
Email: katie@gobraithwaite.com

Disclosure

These comments are provided as a general market overview and should not be relied upon as a forecast, research or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Opinions expressed are as of the date noted and may change at any time. The information and opinions are derived from proprietary and non-proprietary sources deemed by Haverford to be reliable, but are not necessarily all-inclusive and are not guaranteed as to accuracy. Index returns are presented for informational purposes only. Indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.
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