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AMERICAN IEXPLORAT I ON & PRODUCTION COUNCIL ~ HammInstitute ~ for American Energy DIIAHDMI SIITE UNIY!RSITY Document 38 - Attachment 1 J.P.Morgan Powering the Digital Future: Aligning Upstream Energy and Tech on Data Center Demands This high-level discussion will convene AXPC's Board of Directors alongside senior executives from the technology sector, energy-focused investors, and key stakeholders to tackle the urgent and complex challenge ofhow to scale energy infrastructure to meetaccelerating data center demand. Wednesday, July 23, 2025 3:00pm - 5:00pm MT Location: Ovintiv (370 17th St #1700, Denver, CO) Goals 1. Develop shared view of policy and market solutions needed to meet data center needs with gas-based power 2. Discuss emerging best practices for partnership between upstream natural gas and hyperscaler I data center firms 3. Foster cross-sector relationship building to support future deal flow Partners American Exploration and Production Council (AXPC) J.P. Morgan Hamm Institute for American Energy Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0027151 AMERICAN I EXPLORATION & PRO DUCTION COUNCIL ~ Hamm Institute ~ for American Energy DllAHOMI srm UNIY(RSnY J.P.Morgan Agenda A. Opening Remarks (15 min s) Welcome from American Exploration and Production Council Anne Bradbury, CEO, AXPC Welcome from Hamm Institute from American Energy Harold Hamm, Founder & Executive Chairman, Continental Resources Scene Setting: Role of gas in meeting data center power demand, key takeaways from Ham m Institute Powering Al Summit (April '25) Ann Bluntzer Pullin, Executive Director, HIAE B. Financing Outlook from JP Morgan (5 m ins)Current landscape for financ ing energy projects in support of data centers Michael Johnson, Vice Chairman, JP Morgan C. Administration Perspectives (15 mins) D. Panel/Facilitated Roundtable Discussion 1 (15 minutes panel, 25 minutes discussion) A Case Study: From Concept to FlD (Panelists: Matthew Runkle, Senior Managing Director, Blackstone; Jonathan Vanica, Co-Founder, SetSquare Capital; Andrew Likens, VP ofBusiness Development, Crusoe; Facilitated byAnn Bluntzer Pullin) Energy input s and cons iderations for key stage gates and decision points from project inception through final investment decision for a data center development project. E. Panel/Facilitated Roundtable Discussion 2 (15 minutes panel, 25 minutes discussion) Accelerating Energy and Al Infrastructure: Permitting, Policy, and Community Risk (Panelists: Chad Zamarin, CEO, Williams Company; Sasha Weintraub, Senior Vice President and Chief Customer Officer, Duke Energy; Ewelina Czapla, Cloud GovernmentAffairs and Public Policy, Google; Facilitated byAnne Bradbury) Streamlin ing Permitting, Strengthening Supply Chain s, and Balancing Community Impacts for Data Center Energy Infrastructure F. Closing Remarks (5 mins)Wrap up and next steps, Anne Bradbury and Ann Bluntzer Pullin AXPC Board Reception (5:00-6:30PM MT) Who: Board ofDirectors, AXPC Members, Friends ofAXPC When: 5:00PM-6:30PM MDT W here: The Brown Palace Hotel- Club Room Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0027152