Will Geopolitical Shocks Speed up or Slow down the Energy Transition?September 30, 2026 - 10:30AM-12:00PM ET
Are geopolitical shocks the ultimate catalyst for the energy transition or do they create new roadblocks? Soaring oil prices and energy security fears have historically accelerated the push for renewables; however, this crisis has not only exposed vulnerabilities in global oil and gas supply chains but also highlighted challenges facing clean energy deployment, critical mineral dependencies, supply chain concentration, financing constraints and uneven policy support. Do heightened geopolitical risks strengthen the case for electrification, renewables, batteries and alternative fuels, or do they reinforce the importance of conventional energy? Panelists will explore how governments, markets and companies are balancing energy security, economic competitiveness and climate objectives and whether the current crisis represents a genuine turning point for the energy transition or simply another chapter in a long history of energy market volatility.
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