9:00 AM
Welcome & Introductions
9:15 AM
Energy Intelligence Scene Setter
10:00 AM
Leadership Dialogue
11:00 AM
Green swans – How fast and far will the energy transition go?

The energy transition rocketed to the top of the agenda for companies and governments in 2021. But net-zero ambitions are far from a sure thing. What obstacles will the energy transition face? Will it proceed more slowly than all the talk and targets suggest? Or will governments and technology push a period of rapid, head-spinning change? Just how disruptive will the coming years be?   

12:00 PM
Leadership Dialogue
1:00 PM
Energy Executive of the Year Ceremony

Energy Executive of the Year 2021 Award recipient —  H.E. Dr. Sultan Ahmed Al Jaber, Managing Director & Group CEO, Abu Dhabi National Oil Company (ADNOC)

H.E. Dr. Sultan Ahmed Al Jaber Amin Nasser
2:00 PM
Leadership Dialogue - Energy Executive of the Year 2021
H.E. Dr. Sultan Ahmed Al Jaber
3:00 PM
What next for Opec-plus?

The IEA’s net-zero scenario sees Opec market share rising to record highs, but in a rapidly shrinking market with falling prices. Producers argue that their low-cost production is safe even in a challenged market. But how will they respond to the existential threat of a global transition away from oil? By staying united to preserve revenues? Or by maximizing production to monetize resources and capture market share? How will Opec-plus navigate the challenges ahead?     

4:00 PM
Leadership Dialogue
Claudio Descalzi
5:00 PM
Who will own the oil and gas industry of the future?

As the European majors and other public companies shrink their oil portfolios, who will buy their assets – or invest in production to meet continued demand? Can NOCs and private equity fill the gap? Which assets will find buyers, which might be stranded?

6:00 PM
The new commodities: LNG, carbon, hydrogen

The transition is creating a new set of opportunities for trading companies. How do traders see markets for these new commodities evolving? Where are the big opportunities? Can trading carbon ever be as profitable as trading oil? Will an international hydrogen market really take off? What about minerals, carbon offsets?

7:00 PM
Leadership Dialogue
8:00 PM
The oil producer’s dilemma

How can oil producing nations thrive in the energy transition? Should they accelerate production or funnel investments into diversification? What qualities are needed for successful adaptation – and what does this look like in practice? Will social demands hamper strategic decisions?

8:45 PM
Closing Remarks
7:00 AM
Welcome & Introductions
7:10 AM
Leadership Dialogue
8:00 AM
China claims its place: Energy, climate and the next superpower

China is about to turn the energy industry upside down. From being the world’s fastest-growing oil consumer, it is now poised to become the world’s clean energy disruptor. By pushing solar power, batteries and electric vehicles, Beijing is staking a major claim to the economy of the future. It also wants a new, more equal relationship with the West and other nations. How will this new geopolitics of energy and power play out?

9:00 AM
Leadership Dialogue
Tengku Muhammad Taufik
10:00 AM
Post-covid geo-politics

The rise of China, the disruption of the Covid pandemic and the energy transition are redefining the geopolitics of energy in the 21st century. Populism and nationalism have already challenged accepted norms but these new pressures threaten further disruption. How has the most tumultuous year of this century upended – and illustrated – modern geopolitics.  

11:00 AM
COP26: Turbocharging the transition

The upcoming Glasgow climate talks are already adding momentum to the energy transition, pushing companies and countries to take on more ambitious targets. What should we expect from the conference and this broader momentum? What policies will countries opt for? How far and fast will they go? How will the momentum play out among investors and broader society?

12:00 PM
Leadership Dialogue
1:00 PM
Partner Briefing
2:00 PM
Leadership Dialogue
3:00 PM
The future of gas: Long-term fuel or stop-gap solution?

Rapidly falling renewable power costs and the sober realities of net-zero math are clouding the outlook for natural gas in the developed world. Developing economies says it’s vital, but will they really favor gas over cheap coal? International oil companies bet big on gas as a future clean fuel – will those bets pay off?

4:00 PM
Leadership Dialogue
Patrick Pouyanné
5:00 PM
Competition and collaboration: How oil companies and utilities will co-exist in the power sector

How will large energy companies and utilities co-exist in the power sector? Oil companies (ahem, energy companies …) want to compete in the power sector but utilities will not give up market share easily. What advantages does each side have? Are there win-win options to work together? Who will provide the power to electrify everything?

6:00 PM
Energy Innovation Award
7:00 PM
Leadership Dialogue
8:00 PM
Getting to net-zero – Strategies for companies, cities and countries to reach their climate goals

Net zero targets are spreading quickly, but details on what that journey looks like are thin on the ground. How will companies and governments work together toward such targets? What can governments do to help companies build a new energy system, and vice versa? Who will foot the bill?

8:45 PM
Closing Remarks
9:00 AM
9:10 AM
10:00 AM

The Covid pandemic and the energy transition have turned the downstream upside down. Plastics boomed while fuels use cratered. How will companies deal with shifting demands for products and manage their own pressures from investors to lower emissions?

11:00 AM

National oil companies are starting to feel pressures from the energy transition too, from governments, investors, partners and others. But their path forward is unclear, as they balance complex roles in their economies. What should they do? Make oil and gas operations more resilient to a more competitive market? Diversify? Expand and accelerate oil and gas production? Or simply provide cash for governments to transform their economies? Which NOCs are adapting most successfully – and what will happen to those left behind?

12:00 PM
Ben van Beurden
1:00 PM

Energy Intelligence has consistently led the pack in understanding and predicting the pace and direction of the energy transition, guided by our extensive contacts and conversations with officials in technology, auto, finance and other sectors. Our experts discuss where they see the transition going next in policy, technology and corporate strategy. Learn about the issues that will dominate tomorrow’s conversations – today.

2:00 PM

A focus on returns over production growth and the accelerating energy transition have made companies more and more choosy about their investments. Spending must flow to the most “advantaged barrels.” But what sets apart these choice assets? Do they look different for companies based on their locations, strategies and skills?

3:00 PM

Oilfield service companies built the modern hydrocarbon energy system, from offshore platforms to refineries. Will they build the next one? How well are they adapting to the transition? What will the service company of the future look like?

4:00 PM
4:30 PM
5:00 PM

Nuclear energy provides low-carbon baseload power but worries about safety and high costs have kept it on the sidelines of the energy transition. Does nuclear have a greater place in a net-zero world? Can old reactors stay in the running? Will new designs get off the ground?

6:00 PM

Shifting strategies and new risks from the energy transition have shaken up the LNG landscape. Are the majors still interested in expansion? Which US projects will move ahead? What defines a successful LNG project? Is a carbon capture plan required for new supplies? Where are the hotspots for future investment?

7:00 PM
Jeffrey W. Martin
8:00 PM

The airline industry’s ambitious emissions targets are shaking up the jet fuel industry. Suppliers are racing to develop new sustainable aviation fuels and ramp up production to meet demand. Will there be enough sustainable fuel to power a decarbonized airline industry – and at what price? Will electric or hydrogen aircraft ever take off?

8:45 PM
9:00 AM
Welcome & Introductions
9:10 AM
Leadership Dialogue
10:00 AM
Hydrogen – Fuel of the future?

Hydrogen is back in the limelight as decarbonization targets shape up. After disappointments in the past, will it live up to the hype this time? How quickly will “green” hydrogen from renewables push down costs? How big is the role for “blue” hydrogen from natural gas? Will hydrogen be limited to a hard-to-decarbonize sector, or emerge as one of the world’s key fuels of the future?

11:00 AM
Electric vehicles: In the fast lane

Sales of electric vehicles are sky-rocketing in some countries, but still make up a fraction of the global fleet. How quickly will EVs become mainstream? When will they be cheaper than conventional cars? Is there enough charging infrastructure – or power supply? How quickly will consumers embrace them? And how hard will governments push their adoption? Such questions will be critical to the reshaping of the transport sector – and the outlook for oil demand.

12:00 PM
Leadership Dialogue
1:00 PM
Investors and activists – How shareholders will shape the energy transition

Activist and investors have driven a shakeup of corporate strategies across the oil industry and beyond. Their focus has evolved quickly from climate disclosure to targets to action and strategy. How far will they go in directing the strategy of major oil companies? What exactly do they want companies to do? And as demands continue to evolve, what should companies be prepared for in the next stage?

2:00 PM
Leadership Dialogue
3:00 PM
Supply- Demand Dynamics: Is the world heading for an oil crunch (and why does nobody seem to care)? 

Oil demand is rebounding from the pandemic, and looks set to grow for at least a few years. But investors, policy makers and even the IEA seem laser-focused on the energy transition, with little time for oil security of supply. With IOCs rethinking strategies, will enough money flow into upstream oil to meet demand and counter declines? Is the world heading inexorably toward a mid-2020s crunch? Or will US shale come to the rescue again? If prices rise, how will industry, consumers and policymakers respond? 

4:00 PM
Leadership Dialogue
5:00 PM
Bytes not bits: The future of work in the energy sector

New approaches to energy require new workers to execute. What skills does the sector need? What does the industry have to offer young workers? Can it compete agaist Big Tech for talent?

6:00 PM
CCS – Can carbon capture break through?

Carbon capture is generally seen as vital to the transition, but the cost and deployment challenges remain daunting. How can carbon capture finally break through after decades of slow progress? What will bring its costs down? Should oil companies or governments drive this change? Is it really feasible to build a massive CCS industry almost from scratch?

7:00 PM
Leadership Dialogue
8:00 PM
Successful venture investing: Nurturing the next big thing

Energy firms are tapping start-up companies for new ideas, from decarbonizing oil and gas operations to the electrification of transport. What successful ideas and companies have come out of this cooperation? Can Big Oil and venture capital really work well together? Hear from venture executives and founders about what works and what doesn’t, and when early-stage endeavors might begin to bear fruit.

8:45 PM
Closing Remarks