In 2018, the Trump administration raised tariffs on Chinese goods prompting China's retaliation and escalating a trade war. An agreement between the two countries to postpone additional tariffs and negotiate trade disputes by a March deadline, which has been extended, has eased tensions. Yet questions remain on whether a deal can be reached that would effectively address underlying US national security concerns about Chinese breaches of intellectual property rights and use of trade to acquire critical technology. 

Please join us in this session to discuss the implications of these developments on the US-China trade in energy. Indeed, as China aims to become a leader in new energy technologies including battery storage- a key component for its push into electric vehicles- are we likely to see more competition or collaboration in this area? We will explore the US strategy for trade with China and what the trade issues imply for advancement of new energy technologies and, in particular, battery technology and commercial-scale battery production.

This event will be moderated by Amy Jaffe, our board member and David M. Rubenstein Senior Fellow for Energy and the Environment at the Council on Foreign Relations.


Renè Aninao

Renè Aninao is a Managing Director and Evercore ISI’s macro specialist. Renè leverages his expertise in global monetary policy and thematic macro strategy to advise clients in the financial and official sectors. He publishes widely-read market commentary and is a frequent keynote speaker at industry conferences. Before joining Evercore ISI, Renè was a Director of Global Markets at Eurasia Group, a geopolitical advisory firm. Prior to that, he spent seven years as a Director at Macroeconomic Advisers, where he worked closely with a former Federal Reserve Board governor. He's also worked at a hedge fund, Citigroup Global Markets, and Shell Oil Products US.

Renè earned his bachelor's degree in mathematical economic analysis from Rice University, where he was an academic all-conference athlete. He serves as a museum custodian at The Menil Collection in Houston, Texas and he and his wife are founding members of the new Whitney Museum in New York.

Salim Morsy

Salim Morsy is an Advanced Transport analyst at Bloomberg New Energy Finance, based in New York City. He focuses on the electrification of the global transportation sector as well as new mobility business models. Prior to joining Bloomberg in 2011, he worked in energy derivatives trading and strategy consulting. He has a BA from Bard College, an MSc from the London School of Economics and an MBA from NYU. He was also a Fulbright Scholar in Bogotá, Colombia.


Amy Myers Jaffe 

Amy Myers Jaffe is the David M. Rubenstein Senior Fellow for Energy and the Environment at the Council on Foreign Relations. For the past several years, Ms. Jaffe has served as Executive Director for Energy and Sustainability at the University of California Davis, and senior advisor on energy and sustainability at the Office of the Chief Investment Officer of the University of California Regents. She was also formerly a global fellow at the Woodrow Wilson International Center for Scholars. Prior to joining the University of California, Davis, Amy served as founding director of the Energy Forum at Rice University's James A. Baker III Institute for Public Policy and its Wallace S. Wilson fellow for energy studies.

Ms. Jaffe is widely published, including as coauthor of Oil, Dollars, Debt and Crises: The Global Curse of Black Gold with Mahmoud El-Gamal and coeditor of Natural Gas and Geopolitics From 1970 to 2040. She is President-Elect of the US Association for Energy Economics and a member of the World Economic Forum's (WEF) Global Future Council on International Security. Prior to serving on the International Security panel, Ms. Jaffe was chair of the Global Agenda Council on the Future of Oil and Gas for the WEF. She was awarded the Senior Fellow award from the United States Association for Energy Economics in 2015 for her career contributions to the organization and to the field of energy economics.


5:30 - 6:00 PM: Registration
6:00 - 7:30 PM: Presentation and Discussion
7:30 - 8:00 PM: Reception


$40.00 for General Admission
$10.00 for Academic/Military
$0.00 for Energy Forum Sponsors
$0.00 for Paid Subscribers


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