Morning Sessions | 9:00 – 11:30 AM ET

Global Oil Supply, Price, and Investment Outlook
9:00-10:00 AM ET
Long before the Russian invasion of Ukraine caused additional, significant increases in global oil prices, the supply and demand imbalances in oil markets were apparent. Diminished global capacity has rapidly translated into rising gasoline, distillate, and other refined product prices. While U.S. consumers and business are feeling the brunt of price impacts, the United States economy as a whole may see less impact given our role as a leading oil and natural gas producer.  The global dynamics of low investment, high demand, and sanctions on Russia are complex.  In this session, renowned economist Jeff Currie of Goldman Sachs will provide remarks on the state of global oil markets, including a forecast of geopolitical and investment impacts on petroleum supplies and prices, and potential policy implications.

• Keynote Speaker: Jeff Currie, Global Head of Commodities Research, Goldman Sachs
• Moderator: Kenneth Wagner, Secretary of Energy and Environment, State of Oklahoma

Fueling Global Energy Storage and EV Demand – Critical Minerals and Rare Earths Elements
10:15 – 11:30 AM ET
Energy storage innovation and the clean energy transition has caused a hyper-focus on critical minerals, with billions of public and private sector investment, a global race to identify and secure supplies, and Congressional and Administration action to shore up supplies for America.  A range of critical materials are key components of electric vehicle batteries and vehicles, wind generation, photovoltaics, and grid-scale battery technologies. The demand for lithium, cobalt, nickel, and graphite in particular, is projected to increase dramatically over the next decade. Supply chain constraints of critical materials challenge the investment and production targets of automakers and electric providers in the clean energy transition currently underway. Experts will discuss the status of crucial mineral availability, U.S. options and opportunities, and how states can work with federal and industry partners to deal with supply chain realities today and change the trajectory of supplies, prices, and our national security in the years ahead.

• Speakers to be Announced

Afternoon Sessions | 2:00 – 4:30 PM ET

Natural Gas Production, LNG Exports, and Global Security:  U.S. Prices and Economic Development
2:00 – 3:15 PM ET
The Russian invasion of Ukraine has had a significant impact on global natural gas prices. As the United States, Europe, and other allies consider further sanctions on Russia, which could potentially include the energy sector, and how to reduce global dependence on Russian natural gas in the long term, U.S. liquid natural gas (LNG) exports to Europe and Asia are becoming more important each day. The Biden Administration committed to provide the EU with an additional 15 billion cubic meters this year alone. The U.S. price for natural gas has risen to the highest level in thirteen years, providing an incentive to increase U.S. natural gas production capacity over the next few years. However, high natural gas prices during the summer could signal even higher prices for the winter of 2022-2023, impacting natural gas and propane consumers and the economy in the U.S. This expert panel will discuss near- to mid-term impacts of recent geopolitical events to domestic natural gas and propane supplies, storage, and prices, as well as economic benefits for U.S. natural producing regions.

• Speakers to be Announced

Session 4: Renewable Fuels Insights – Sustainable Aviation Fuel, Renewable Diesel, and Ethanol
3:30 – 4:30 PM ET
As oil and natural gas prices rise, the cost comparison for renewable fuels is changing too.  Sustainable aviation fuel, renewable diesel, and ethanol are all seeing demand increases due to corporate GHG emission commitments and state and federal public policy goals at the same time input prices for the production of these clean fuels increase. Experts on this panel will examine the state of different renewable fuels for the transportation sector, the price and capacity outlook, and outline potential policy implications, barriers, and solutions for consumers, business, and policymakers.

• Speakers to be Announced