2026 Annual Meeting
Energy Security in an Era of Recurring Geopolitical Shocks
Welcome remarks and keynote
Keynote: A Reality Check on Energy Security and the Transition
Our keynote speaker, Michael Cembalest, draws on his latest Eye on the Market analysis to examine the global economic and investment landscape and how it is shaped by factors including geopolitical tensions, AI-driven power demand, and energy-market disruptions. Cembalest further explores what these forces imply for energy security and long-term capital allocation.
Delivering Energy Security at Speed and Scale
Energy security requires both stabilizing today’s markets and building tomorrow’s system. This panel examines 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.
Technology Choices for a Secure Energy Transition
Strategic energy technology choices are necessary for a secure energy transition. This panel gauges how electrification, low-carbon fuels, nuclear and renewable energy, and system flexibility can strengthen energy security while advancing decarbonization.
Diverging Regional Paths to Energy Security
Countries face different vulnerabilities and there is no single pathway to energy security. This panel compares the different ways North America, Europe, and Asia-Pacific are responding to common pressures that stem from institutions, global politics, and economics.
UPCOMING EVENT
November 19 Highlight Seminar
Jef Caers, Professor of Earth and Planetary Sciences and, by courtesy, of Geophysics at Stanford University, and founder and director of Mineral-X, will give a talk entitled “Investment Decision-Making in Critical Mineral Supply Chains under Geological, Economic, Regulatory and Geopolitical Uncertainty”