Energy security: balancing risk, resilience and returns

Achieving the dual goals of energy security and decarbonisation requires unprecedented levels of capital - and smarter deployment of it. As governments scale industrial policies, and markets reward resilience and sustainability, the energy sector must mobilise investment at speed and scale. From clean tech and carbon capture to natural gas and LNG, critical minerals and hydrogen infrastructure, where will the money flow next?

How can energy leaders balance diverging short- and long-term priorities - each with distinct investment requirements and return profiles - while driving a coherent transformation agenda?

As AI and emerging technologies disrupt traditional value chains, they are not only reshaping business models but also driving significant increases in energy demand and competing for resources.

This session brings together financial institutions, sovereign funds, and energy leaders to explore how capital is being unlocked, de-risked, and reallocated to power the next phase of global growth.

Attendee insights:

Understand how policymakers and leading executives are balancing new business strategies with long-term goals of resilience, affordability, and energy security.

The new investment horizon

In 2023, global investment in the energy transition reached a record US$1.8 trillion, a 17% increase from the previous year. However, approximately US$4.8 trillion in annual investments is still needed to achieve transition targets. Similarly, global private investments in AI between 2013 and 2023 totalled US$1.3 trillion. These substantial financial commitments reflect the transformative impact both will have. They are poised to transform sectors ranging from heavy industries to food, healthcare, and finance, but could exacerbate existing inequalities in terms of access and sustainable growth. What are the investments being made in these two sectors, and how are public and private investors adapting their investment strategies?

Attendee insights:

Major public and private investors will shed light on the current and future investment trends in AI and energy, and what is driving their investment strategies, elaborating on the opportunities and challenges in these sectors.

The new global leaders and the energy transition

The global energy landscape is rapidly evolving, with emerging economies playing an increasingly pivotal role in shaping its future. Geopolitical events, technological advancements, and climate impacts and pressures have disrupted energy systems, driving nations to reassess their energy strategies, emphasising the need to accelerate the transition to a multifaceted new energy system. However, emerging markets have different economic structures, resources and capabilities, and transition starting points, and there is no universally applicable solution to address all circumstances. How can these countries leverage their distinct capabilities and unique starting positions to formulate their energy strategy and shape their future? How can they balance their energy demands, technological advancement, environmental stewardship, energy security, and economic prosperity?

Attendee insights:

Gain insights into energy strategies as well as the role of policy in shaping the energy transition and supporting access to a diversified clean energy mix.

AI for good and AI for all: how can AI support societal development?

AI has the potential to benefit society by making a real difference in energy, healthcare, education, environment, and safety. While the advantages are immense, AI also poses ethical risks. Addressing these risks requires clear ethical guidelines and regulatory frameworks to ensure that AI serves humanity fairly and responsibly.

How are emerging technologies reshaping industries?