-
Summary
Profound geopolitical shifts, surging AI power demand, and intensifying climate risks are reshaping global energy markets in 2026. Grid modernization, supply chain competition, and evolving policies in the US, Europe, and China are redefining the pace and direction of the energy transition. As China consolidates its cleantech leadership and the United States and Europe navigate policy swings and market volatility, energy expansion and sustainability are becoming inseparable priorities.
Join specialists from S&P Global Energy Horizons for a focused session exploring how these intertwined forces—AI-driven demand, grid constraints, policy evolution, and the adaptation imperative—will drive strategy, risk, and opportunity across the energy sector in the year ahead.
Speakers
S&P Global Energy
Lindsey Hall
Global Head of Thought Leadership, Horizons
Lindsey Hall is Head of ESG Thought Leadership at S&P Global Horizons, where she co-hosts the ESG Insider podcast and is a steering member of S&P Global's Diversity Research Lab.
She got her start in financial journalism writing for various Financial Times publications in London before joining SNL Financial in 2010, where she spent a decade covering financial news and regulation as a reporter and editor.
Lindsey holds a Masters from the London School of Economics.
S&P Global Energy
Roman Kramarchuk
Head of Climate Markets and Policy Analytics
Roman Kramarchuk leads efforts at Platts to analyze the impacts of the energy transition – driven by policy changes and technology advancements – on the energy sector and energy market outlooks, with a special focus on clean energy (i.e. carbon markets, hydrogen, stationary storage, electric vehicles/alternative transport, renewables, etc.). He oversees the Platts Analytics Future Energy Outlooks – advising clients on energy transition and long term energy market views (including 2 degree scenarios) – and has led the GHG and North American Environmental Markets Services – offering insights into environmental markets & policies.
Prior to joining PIRA, now part of S&P Global Platts, he was at the U.S. EPA, developing key power plant and industrial emissions regulations at the Clean Air Markets Division. With both PG&E NEG and PA Consulting / PHB Hagler Bailly, he evaluated strategies regarding fuel choice, capital investments and trading. Roman also worked on international projects to develop power markets and regulatory capacity in the former Soviet Union and India. At the Federal Reserve Board, Roman analyzed trends in industrial production.
He has an M.P.P. from the Harvard Kennedy School and a B.A. in economics and B.S.E. in systems engineering from the University of Pennsylvania.
S&P Global Energy
Francesco D'avack
Associate Director, Research & Analysis
Contact Us
If you have more questions, please feel free to contact our team.