The global energy industry is evolving. While fossil fuels continue to meet the bulk of global energy demand, the move is on to market-scale electrification, batteries, industrial hydrogen, and clean innovation at scale. Against a backdrop of geopolitical tensions, supply shortages, and increasing energy demand, this panel will examine how corporates and investors are thinking through this complicated inflection point with market risk and stranded assets on the line. Can emissions be reduced within the existing construct? How are renewable fuels and hydrogen being used to reduce GHG emissions in the transportation and aviation sectors? What is a reasonable timeline for transition?

Moderator

Ryan Heath
Editorial Director, Global Growth, POLITICO

Speakers

Jennifer Haley
President and CEO, Kern Oil & Refining Co.

Andrew Littlefair
President and CEO, Clean Energy Fuels

Mark Nelson
Executive Vice President, Downstream and Chemicals, Chevron

Jon Pertchik
CEO, TravelCenters of America

Vinay Shandal
Managing Director and Partner, Boston Consulting Group