Global energy markets are being reshaped simultaneously by trade policy shifts, supply-chain realignment, capital discipline in the upstream sector, and a growing gap between decarbonization ambitions and deployment realities. This panel brings together chief economists from major producers, energy policy veterans, and leading researchers to examine where these forces converge—and where they collide.

The discussion is organized around three interlocking questions:

1. The Pragmatic Transition: Has the energy transition entered a period of pragmatism, and what does this mean for investment horizons, technology bets, and portfolio strategy?

2. Policy & Constraints: How are tariffs, trade realignments, and supply-chain constraints—from critical minerals to LNG infrastructure—changing the cost structure and competitive landscape?

3. Economic Reality: What do macroeconomic data tell us about near-term demand trajectories, regional divergence, and the interplay between energy security and affordability?

Panelists will draw on proprietary data, institutional research, and operational experience to move the conversation beyond broad narratives toward specific, actionable observations.