#35. What Really Drives Energy Value? with Jim Gordon and Phil Lavis

from The IT Crowd Podcast · host Upright Digital

What actually drives asset value in today’s energy market?Live from Thrive Energy Conference, The IT Crowd Podcast hosts Josh Lowrey and Richard Rodriguez sit down with Jim Gordon, Managing Director at Macquarie Group, and Phil Lavis to break down how capital really gets deployed—from asset-backed financing to operating leases.They cover how tech, data, and cybersecurity are reshaping risk, plus the impact of rising data center demand and early AI use in asset valuation.00:00 Live From Thrive01:10 Meet The Guests01:52 Macquarie And Roles03:12 Phil’s Background04:07 What Macquarie Does05:14 Financing Oilfield Gear05:55 Jim’s Career Path08:02 Valuing Tech Shifts09:09 Asset Value Framework11:04 Obsolescence And Cyber Risk14:21 Deal Fit And Underwriting15:32 Data Centers And GPUs16:58 Why Macquarie Wins17:22 Why Clients Choose Us19:11 Happy Hour Sponsor Break19:36 Operating Lease Explained21:12 Residual Value Edge22:29 Global Mining Remarketing23:57 Tech Shifts In Equipment27:19 AI In Asset Valuation29:10 Our Real Value Proposition31:48 Wrap Up And Thanks

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This episode is 34 minutes long.

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This episode was published on April 7, 2026.

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