Under the patronage of His Highness Sheikh Mohamed bin Zayed Al Nahyan, President of the UAE

تحت رعاية صاحب السمو الشيخ محمد بن زايد آل نهيان، رئيس دولة الإمارات العربية المتحدة

Supported by

Dr. Amrita Sen

Founder and Director of Research

Energy Aspects

Amrita
Amrita

Amrita Sen is the Founder and Director of Market Intelligence at Energy Aspects, a global research house that advises over 500 companies globally on energy markets and geopolitics. Amrita leads development of Energy Aspect’s views on crude, oil products, natural gas and carbon markets, as well as wider energy transition, policy, politics and macroeconomics landscape. Amrita’s deep understanding of the complex relationships within the global energy sector, her wealth of industry contacts, and over 15 years of market experience enable her to have a unique perspective on international energy markets. She advises central bankers, OPEC+ energy ministers with close relations to the GCC, and CEOs of energy companies around the world. She holds a PhD from the University of London, an MPhil in Economics from Cambridge University, and a BSc in Economics from the University of Warwick. She was formerly Chief Oil Analyst for Barclays Capital and is frequently featured in leading media outlets. She has served as a research fellow at both the Oxford Institute of Energy Studies and the Atlantic Council and is currently a fellow at the Canadian Global Affairs Institute. Amrita is regarded as a leading authority on energy markets and is a sought-after speaker for company board meetings and top industry conferences.

Session Overview
Tuesday, 4 November
12:00
Global strategy Conference Room B 12:00 - 12:45
Redrawing the map: geopolitics and energy markets

The global energy market is being driven by intersecting geopolitical and market dynamics. As governments respond to inflation, industrial policy, and security concerns, the lines between energy and foreign policy are increasingly blurred. US political decisions, including election outcomes, foreign policy shifts and industrial and trade strategies, are having far-reaching effects on global energy flows, investment patterns, and energy security frameworks. At the same time, shifting geopolitical dynamics, from evolving US–China relations and developments in the Middle East to the reconfiguration of Russian energy flows, are redrawing commodity markets and trade corridors. Together, these dynamics are reshaping how governments, producers, and investors assess risk, allocate capital, and define strategic energy partnerships.

Attendee insights:

Understand how evolving dynamics are influencing global markets across the geopolitical and economic landscape.

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