Featuring Marshall Adkins and Sam Susser

As the world faces the most severe energy crisis in a generation, energy security and the energy transition have come into renewed focus. How will the crisis change the dynamics of supply and demand in the energy system amid geopolitical conflict, and how will policymakers respond to the challenge facing the global energy system?

Featuring Ross Campbell, Sarah Fortt, and Andrew Howell. Moderated by Aniket Shah.

To explore the future of sustainability in business, investing and capital access as well as the implications on the energy industry, energy accessibility and security, and the environment, Aniket Shah has brought together influential leaders to discuss their perspectives on the opportunities and risks of global ESG efforts, the Inflation Reduction Act and the Net Zero Asset Managers Initiative.

Featuring Ben Marshall and Scott Tinker. Moderated by James Hackett.

Global commodity trading and pricing has been upended. Will it also impact markets beyond energy?  How is nuclear positioned to alleviate lack of access to everything from the most common elements, such as nitrogen used for fertilizer, to rare earth minerals?  Are there challenges, even for advanced nuclear as well? What can the international community do in the short and medium terms to manage the uncertainties caused by inflation, geopolitical upheaval, and chronic underinvestment?

Renowned economist and Jefferies’ chief market strategist, David Zervos, unpacked his prolific wit in an insightful discussion around macroeconomic and financial trends, the Fed, inflation, war, and more.

Featuring Congressman Kevin Brady

The long-time Chairman and current Lead Republican of the powerful Ways and Means Committee discussed how pro-growth legislation like the Tax Cuts and Jobs Act are key to unleashing U.S. energy independence and lead to human flourishing. Federal energy policy, including tax and trade policies, can level the playing field without picking winners and losers to promote our national security, wages, and overall quality of life.

Featuring Commissioner James Glotfelty, Jason Ryan, and Melissa Trevino. Moderated by Shelly Botkin.

The concern about the grid, both in Texas and across the nation, is well known. How are companies responding now, what are they planning for the future, and what could still go wrong?

A four-day black out, ongoing fallouts from the pandemic, disputes surrounding post-election policy, and socio-economic upheaval all influence public opinion. Investors in energy are making key decisions regarding capital allocation based on ESG as well as financial assumptions. The choices to be made and the trade-offs they entail are far less clear than the different energy mix proponents suggest. We will explore existing and emerging business models as we consider technology, policy, and economic trade-offs for our collective energy future.

Policy and technology have long been used to change the viability of various energy solutions. Today, though, the response to a pandemic, uncertainty surrounding post-election sentiment, socio-economic upheaval, and supply /demand imbalance are vastly complicating the analysis. We will explore both the black swans facing energy, as well as the obvious elephants in the room, as we consider technology, policy, and economic trade-offs for our collective energy future.

The energy mix of the future and the above ground risks that shape it.