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2026 Annual Meeting

Energy Security in an Era of Recurring Geopolitical Shocks

Agenda

8:30 a.m.

Registration and Breakfast

Maeder Hall

9:00 a.m.

Welcome

Iain McCulloch, Director, Andlinger Center for Energy and the Environment, Gerhard R. Andlinger ’52 Professor in Energy and the Environment, Professor of Electrical and Computer Engineering and the Andlinger Center for Energy and the Environment, Princeton University

Andrew Houck, Dean, School of Engineering and Applied Science, Anthony H.P. Lee ’79 P11 P14 Professor of Electrical and Computer Engineering, Princeton University

Chris Greig, Associate Director for External Partnerships, Theodora D. ’78 and William H. Walton III ’74 Senior Research Scientist at the Andlinger Center for Energy and the Environment, Princeton University

9:15 a.m.

Keynote: A Reality Check on Energy Security and the Transition

Our keynote speaker will draw on his latest Eye on the Market analysis to examine the global economic and investment landscape and how its shaped by factors including geopolitical tensions, AI-driven power demand, and energy-market disruptions. The speaker will further explore what these forces imply for energy security and long-term capital allocation.

Michael Cembalest, Chairman of Market and Investment Strategy, J.P. Morgan Asset and Wealth Management

Cindy Yeilding, Moderator, Gerhard R. Andlinger Visiting Fellow, Andlinger Center for Energy and the Environment, Princeton University

10:15 a.m.

Break

20 minutes

10:35 a.m.

Delivering Energy Security at Speed and Scale

Energy security requires both stabilizing today’s markets and building tomorrow’s system. This panel will examine the near-term need to restore and reinforce vulnerable Middle East infrastructure and supply routes, along with the ongoing mobilization of capital, infrastructure, and resources to deliver a secure and cost-effective lower-carbon system.

Chris Greig, Moderator, Associate Director for External Partnerships, Theodora D. ’78 and William H. Walton III ’74 Senior Research Scientist at the Andlinger Center for Energy and the Environment, Princeton University

Kate Hardin, Executive Director, Deloitte Research Center for Energy and Industrials, Deloitte

Bernard Haykel, Professor of Near Eastern Studies, Princeton University

Lynn Loo, Chief Executive Officer, Global Centre for Maritime Decarbonisation; Theodora D. ’78 & William H. Walton III ’74 Professor in Engineering, Professor of Chemical and Biological Engineering, Princeton University

11:50 a.m.

Lunch and Poster Session

Frick Chemistry Laboratory

2:00 p.m.

Technology Choices for a Secure Energy Transition

Strategic energy technology choices are necessary for a secure energy transition. This panel will gauge how electrification, low-carbon fuels, nuclear and renewable energy, and system flexibility can strengthen energy security while advancing decarbonization.

Jesse Jenkins, Moderator, Associate Professor of Mechanical and Aerospace Engineering and the Andlinger Center for Energy and the Environment, Princeton University

Steven Cowley, Director, Princeton Plasma Physics Laboratory; Professor of Astrophysical Sciences, Princeton University

3:15 p.m.

Break

20 minutes

3:35 p.m.

Diverging Regional Paths to Energy Security

Countries face different vulnerabilities and there is no single pathway to energy security. This panel will compare the different ways North America, Europe, and Asia-Pacific are responding to common pressures that stem from institutions and global politics and economics.

Elke Weber, Moderator, Gerhard R. Andlinger Professor in Energy and the Environment, Professor of Psychology and the School of Public and International Affairs, Princeton University

4:50 p.m.

Closing Reflection

Joseph Majkut, Director of the Energy Security and Climate Change Program, Center for Strategic and International Studies

5:00 p.m.

Reception and Poster Awards