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Colin Fenton world's best energy analyst

Colin P. Fenton

Colin is co-founder and managing partner of Blacklight Research LLC, a strategic adviser to senior leaders of corporations, institutional investment firms, and sovereign governments. He presently also serves as a senior managing director at 22V Research, where he provides a steady diet of market commentary to the world's largest institutional investors in commodity futures markets and commodity-related equities, currencies, and bonds.

Previously, Colin was a managing director, the global head of commodities research, and chief commodities strategist for J.P. Morgan Chase & Co. There, he was a member of the management committee that supervises the work of about one thousand research analysts worldwide across all asset classes and sectors.

Colin has served as a managing director at Duquesne Capital Management, chief intelligence officer of Ospraie Management, and founder and managing partner of Curium Capital Advisers. He began his Wall Street career in 1996 as an original member of the commodities research group at Goldman, Sachs & Co. Before joining Goldman, Colin was the research assistant to Ambassador Chester A. Crocker, the former U.S. assistant secretary of state for African Affairs.

Colin is a frequent presenter and interviewer in forums focused on global markets and the path to a prosperous and peaceful future. He was a keynote speaker at the inaugural J.P. Morgan Sustainability Conference (New York City, November 2014). Colin also delivered the keynote address at the Conference Board's 2017 Sustainability Conference (Orlando) in front of the Chief Sustainability Officers of more than seventy companies in the S&P 500. In October 2021, he spoke about the realities and challenges of energy security at Kayne Anderson's Annual LP Meeting in Los Angeles. In May 2022, he delivered the keynote address on natural gas and power markets at the annual meeting of the Associated Electric Cooperative Inc. (AECI) in Branson, Missouri. In September 2022, he was the keynote speaker at the 60th annual meeting of the Permian Basin Petroleum Association in Midland, Texas. In November 2022, he was the keynote speaker on long-run energy economics at EnCap’s Annual LP Meeting (Houston). In October 2023, Colin delivered the monthly keynote address to the members of the Houston Producers Forum (Houston).

Colin holds a Master of Science in Foreign Service (MSFS) degree from Georgetown University's Edmund A. Walsh School of Foreign Service. He is presently serving a three-year term on the Board of Advisors for the MSFS program. Previously, he was a Non-Resident Fellow at Columbia University's School of International and Public Affairs (SIPA) in the Center on Global Energy Policy (CGEP).

Colin is also a graduate of Princeton University, where he studied early modern historyHe and his wife are dedicated patrons of medical research, urban youth education, and Cape League baseball games.

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