Opening Leadership Dialogue – Energy & Geopolitics
 
 
Leadership Dialogue
 
Ben van Beurden Noah Brenner
Energy Security vs. Low-Carbon Transition: How to Square the Circle

How has the Ukraine crisis and the new focus on energy security changed the energy debate? How does the world balance this new priority with the longer-term ambitions of the energy transition? What does a “more now, less tomorrow” dynamic for hydrocarbons look like in practice? Will it be socially acceptable? 

Bob Dudley Catharina Hillenbrand von der Neyen Maarten Wetselaar Alex Martinos
Leadership Dialogue
 
Amin Nasser Alex Schindelar
Trading Panel: How Geopolitics are Replumbing the Global Energy System

Traders and major buyers have provided vital liquidity and flexibility to commodity markets. What do spiking volatility and prices mean for the function of markets? How will energy trade flows re-route as the West shuns Russian energy and what will the impact be? What are the risks and opportunities for traders? Will the dollar decline as the currency for global oil and gas payments?

Russell Hardy Torbjörn Törnqvist Jeremy Weir Marcel van Poecke
Leadership Dialogue
 
H.E. Dr. Sultan Ahmed Al Jaber
How Will Finance Balance Net Zero Pressure with the World’s Energy Needs

How are funds and banks rethinking their ESG positions in response to the energy crisis? As financial institutions start to implement new net-zero goals, how will their approach to the energy industry change?  Will access to funding loosen or tighten for fossil fuels? What about renewables? With transition strategies in place, what do investors want energy companies to do now? 

Julian Mylchreest Meg Starr Kristen Weldon Bob Maguire
Rising Costs and the Renewables Revolution

How are rising costs for materials and supply chain issues impacting the renewable energy industry? Are these issues transient or permanent? How are companies managing them within their growth strategies? How might they impact the pace and trajectory of the transition to clean power? What do they mean for efforts by Europe and other countries to diversify energy supplies?   

Tarek Amine Kingsmill Bond Dr. Andrea Lovato Philippe Roos
Leadership Dialogue
 
Liam Mallon Casey Merriman
Energy Executive of the Year Leadership Dialogue
 
H.E. Saad Sherida Al-Kaabi Alex Schindelar
Europe’s Post-Crisis Energy Future

What does Europe’s energy future look like? Can Europe break its reliance on Russian oil and gas, and in what timeframe? Where will the alternative gas come from? How aggressively will renewables be rolled out? What changes are needed to make this happen? Where do nuclear and hydrogen fit?

Dóra Zombori Patrick Lammers Stéphane Michel Jaime Concha
Geopolitics and Gas

How are soaring gas prices and a renewed focus on energy security changing the outlook for natural gas? How will gas trade patterns change? What will be the impact to relations between producers and consumers? Will exporting countries hold back supplies for their own domestic energy security? Has the role of gas in the global energy system become larger for longer?

Kevin Gallagher Lorenzo Simonelli Ian Nathan
Producers and Consumers at a Crossroads

With spare capacity dwindling, and new upstream investment tight, oil markets appear to be facing a volatile few years. How will high oil prices and scarce supply redefine the relationship between producing and consuming nations – and affect demand growth? What does the West’s isolation of Russia mean for the geopolitical balance of oil supply and demand? Will high prices unlock upstream investment among Opec-plus producers (large and small), US shale or others?

Helima Croft Dev Sanyal Amena Bakr
Executive Insight
 
Linda Z. Cook Meg O'Neill Monica Enfield
Leadership Dialogue
 
Jeffrey W. Martin Emily Meredith
Strategies for an Energy-Starved World

To what extent do worries about security of supply change investment trends in fossil fuels? Is the world’s need for oil and gas today enough to incentivize long-term investment or do all projects need short-term paybacks to be viable? What will investors allow? How should companies navigate this uncertainty and plan for the future?

Dr. John Ardill Mohd Redhani bin Abdul Rahman Montri Rawanchaikul Andrew Gould
Leadership Dialogue
 
Vicki Hollub Casey Merriman
The Great Divide: Energy and Deglobalization

Sanctions on Russia and US-China tensions threaten to reverse the decades-long trend of globalization. How deep and long-lasting is the split between Russia and Europe? Is the Ukraine crisis pushing Russia and China closer together – and what are the implications? Will China mop up Russian energy or be wary of depending too much on one supplier? How do energy security, the low-carbon transition and global geopolitics intersect?

Alastair Crooke Marcel Kramer Narendra Taneja David Pike
Leadership Dialogue
 
Patrick Pouyanné Noah Brenner
Energy Innovation Award Dialogue & Presentation
 
Claudio Descalzi Tom Daly
 
 

Hard-to-electrify industries like airplanes, cement, steel, ships and heavy-duty transport make up a large share of global emissions. What solutions are advancing for these businesses? Can they be scaled fast enough? How quickly are costs falling? Hydrogen, carbon capture, biofuels and electrification are all options – but what does the future for these sectors really look like?

Marco Alverà Allyson Anderson Book Luke Johnson

Europe’s push away from Russian gas is redefining the LNG industry. How have higher prices and the supply crisis changed the outlook? Is it enough for companies to push ahead with big projects? What do buyers want? What about sellers? Can they bridge the gap? How are geopolitics rerouting trade flows and redefining relationships?

Mike Anderson Dan Brouillette Ian Nathan
 
 

How are countries outside of the OECD looking at balancing energy security and a just energy transition? How will they approach upcoming climate discussions? What does this mean for the market share of oil, gas and renewable power in these countries? Where are there opportunities to build economic development around energy? How is security and affordability of energy supply driving domestic politics? What does it mean for geopolitical relations?

 

What will be the impact of soaring prices for both liquid fuels and electricity on transportation trends? Have EV’s reached the tipping point where they will dominate new car sales? Where do biofuels fit in and can they extend the acceptable life of ICE vehicles? What is the impact on demand for oil? How does energy security influence policies and trends in transportation?