Energy Geopolitics, Capital Flows & the Future Power System

Geopolitics Rising electrification is reshaping energy security. Protectionism and interconnected markets are pulling in opposite directions. Energy diplomacy increasingly affects national competitiveness. What's shifting in policy and how it plays out across regions.

Capital Flows Where is institutional money moving? How do investors assess volatility and identify technologies worth backing? What risks are being priced in—and which are being ignored? Investors and allocators share how they're reading the current environment.

The Next Power System AI-driven electricity demand is forcing long-term planning conversations that weren't happening two years ago. Data centers need reliable, scalable power—but from where? Nuclear is back in the conversation. Mineral supply chains are under pressure. What the next power system will actually require. Panelists include investors, operators, and policy voices. Structured around direct questions, with room for disagreement. Clarity on what's shifting—and what it means for decisions being made now.