Strategic Dialogues provide insights and presentations on key strategic topics; followed by interactive discussion among the presenters and between session participants and panelists.
There has not been a uniform response from national oil companies (NOCs) to low oil and gas prices. For some it is a signal to expand, for some a need to pull back to address growing domestic energy sector challenges, and for others a challenge to
survival. How do NOCs view the challenges of today and tomorrow?
The global energy industry has an imperative to deliver health, safety, and environmental (HSE) performance while maintaining operational integrity. Today, all companies face a common challenge. How will they maintain adequate resource
levels to ensure that their operations run safely and productively while managing the implications of a cost-constrained
world? And what role will technology play in supporting ever-tightening resource availability? This session will explore
strategies that integrated energy companies and their suppliers are using to achieve asset reliability, greater productivity,
and reduced risk of HSE incidents.
Mexico’s landmark changes to its upstream industry are an important and ongoing development for the world oil industry.
The dynamism of the North American upstream industry altered the course of the global oil market. Upstream market dynamics in 2016 are much more challenging. But market and competitive conditions never stand still. What does the future hold for the North American upstream industry to 2020 in terms of investment, industry structure, and growth?
Over the past several years, the previously differentiated business models of larger international oil companies (IOCs),
independents and North American pure players have been on a convergent path. While all companies are cutting costs and
reviewing organizational processes, the issue of competitive differentiation in the future remains. This panel will discuss how
various IOCs are positioning for future success.
The Middle East, North America, and parts of Asia are home to increasingly vital refining centers for the global oil industry. New, large scale refineries combined with well-established sophisticated refinery capacity are turning regional downstream competition into a global race. Will refining centers increasingly dominate global trade—or are there opportunities for refineries outside of these clusters?
Access to capital was an essential driver of the great revival of US oil production. In today’s market, is access to capital changing? And who will provide the capital for upstream investment in the years ahead?
Information technology companies are seeking new roles in the transport industry that could disrupt the nature of personal
mobility—changing consumer preferences for when to drive, what to drive, and how to drive. At the same time, automotive incumbents are aggressively working to stay competitive and meet consumers’ high expectations. Battery advances, autonomous vehicles, and mobile software also point to the possibility of a transport future very different from the past. With big changes ahead, this session will explore what implications this may have for both the automotive and energy industries.
Many of the relationships that defined the Middle East for the past several decades are in transition—or do not even exist anymore. The bloody war in Syria, the Iranian nuclear deal, the fight against ISIS, and the impact of lower oil revenue are shifting the playing field but clouding outcomes. What lies ahead for the Middle East?
Should we expect oil prices to remain low for many years—or is a move to higher prices in the offing? OPEC policy, world oil demand, and the impact of lower upstream spending on supply are among the major question marks.
IHS Expert Discussions provide presentations and outlooks by IHS analysts, followed by interactive discussion in an informal setting. Each session provides insight on strategies, risk, and opportunities in a key energy area. Sessions follow Chatham House rules.
US fuel economy standards are pushing automakers to achieve a 50 mpg new vehicle fuel economy target by 2025. With low oil prices on the horizon, will US consumers value fuel economy and alternative vehicles enough to enable OEMs to achieve this target? This discussion will look at consumer feedback from Strategic Vision and discuss the likelihood of the 2025 CAFE targets being met in a low oil price world.
The price of oil is a fraction of what it was less than two years ago, and possible future price paths are many. In this environment, assessing the outlook for the cost of developing new supply to meet demand growth and offset production declines can shed light on how oil prices may evolve over the longer term. What factors will help shape upstream costs—and oil prices—in the coming years?
Navigating the water-energy nexus is a critical issue for every segment of the energy value chain. In the upstream, it comes into play in helping manage costs in the current low oil price environment and securing a long-term license to operate. Likewise, in the power sector new regulations and competition from other sources of demand has made water use a key area of focus. This panel explores the role that entrepreneurs play in stimulating breakthrough technologies and business models to meet these challenges.
OPEC’s November 2014 decision to not cut production pushed prices lower. Yet the Organization and its members continue to hold the markets attention, and with good reason. This discussion will center on what could drive a decision, and if a post-OPEC world is possible.
Following on COP21, this expert briefing will explore the potential implications for North American climate policy to impact
the upstream oil and gas sector. What policies have advanced in North America so far, and what are the prospects for and
implications of future climate policies on Canadian and US oil production?
What have governments done in reaction to lower oil prices? To what degree are fiscal or other regulatory changes being considered or implemented?
Energy demand trends are evolving differently than in the past—and could even be on the precipice of dramatic change. Key interest is focused on the largest markets in Asia (China and India), which are expected to be key drivers of the world’s future energy demand growth. In addition to changing economic outlooks, growing social and political concerns about climate change and pollution are key drivers of future demand around the world, abetted by falling costs for renewable energy and signs that batteries could play a growing role in both power and transport. We will use the IHS scenario framework to discuss the future of energy demand in China, India and the world.
The US has become a major exporter of natural gas liquids. Is the US also the “balancer “of the global NGLs market? If so, what are the implications for US and international prices?
Despite the various opportunities, managing the decline and growth will be critical for Latin America’s upstream strategies. Indeed, each play has its own technical, commercial and above-ground risk challenges in the context of various above ground risks in a low price environment. What is the right balance?
The recent fall in oil and gas prices has created uncertainty within the sector that extends not only to operators, but to
investors and capital providers as well. The consequences can be seen in the large reductions to upstream capital budgets,
the lack of global M&A activity, and limited capital flowing into the sector. What is the impact across differing business
models, how are companies going to survive and position themselves to take advantage of the downturn, and what are the
catalysts for M&A activity?
Meeting tomorrow's energy demand will require some $50 trillion in infrastructure investment over the next two decades. The
majority of this investment will be in non-OECD countries with limited access to investment capital. Meeting these needs will
require innovation – including adoption of digital technologies, new financing models and policy leadership. This session will
explore the interplay of these, and the challenges and opportunities ahead for energy companies: What steps are required
to transform energy infrastructure to be more globally integrated? How will the digital transformation enable step changes?
How will large scale infrastructure investment be financed? How can policymakers, technology providers and financial
institutions better collaborate to accelerate infrastructure development?
Heating and cooling in buildings is the main use of energy in the residential and commercial sectors, accounting for over
60% of energy consumption in most developed markets. Despite its importance it has long been the Cinderella sector with
attention focused on other areas, most notably power. This is now changing as technology offers new solutions to provide
high levels of comfort while lowering GHG emissions and as policy makers and market participants seek to exploit the
emerging synergies between the heat and power sectors. In this session we will discuss the future of the heating and cooling
sector, how it can help support global climate objectives and the implications for market participants.
Technology has been a game changer for the upstream industry. In the face of low prices, new regulation and changing
market dynamics, this need is even more critical. What role do entrepreneurs and investors play in stimulating breakthrough
technologies to meet these challenges?
The relative cost of coal and gas has shifted radically creating a rivalry to serve power generation demand. The logistics
of the two fuels are somewhat different and while this shift has provided benefits and opportunities, it also has introduced
new dynamics, complexities, and risks to the fuel delivery systems and optionality/reliability of the power grid. How will the
growing role of natural gas in power generation create structural and operational challenges for gas buyers, focusing on
pipeline and storage capacity contracting and operations?
The continuing growth of gas-fired power, at levels of around 10% per annum in many Gulf countries together with
commitments to new gas-intensive industries and to upstream use swelled by enhanced oil recovery projects, has left many
countries in MENA facing gas shortages. Several are now importing LNG to balance demand, and others are curtailing LNG
exports or industrial use. However, many new gas production initiatives are under way albeit often at much higher costs
than for conventional gas, and policy moves to improve efficiency and to reduce subsidies are expected to slow the rate of
demand growth. Power generation diversification away from gas (and oil) is also underway with nuclear, coal and large-scale
solar projects poised to impact the scene – much of the capacity now potentially interconnected via the GCC Grid and other
inter-country transmission. How will all these developments interact to underpin the future of LNG and pipeline gas imports
and exports in the region?
Natural gas is a growing component of Latin America’s energy mix. A significant gas supply potential exists in the region
while energy demand continues to grow region-wide at accelerated rates. However, the challenges remain. LNG is now a
permanent fixture in Latin America’s energy plans. What is the region’s potential future gas demand and supply mix?
With the global LNG industry is poised for significant expansion, new players are keen to carve out exposure to the business.
A growing spot market and the advent of innovative contracts terms has attracted buyers that had not considered LNG just
a few years ago. The discovery of several new gas resources basins also provides opportunities for companies to unlock new
LNG supply. Despite this emerging dynamism, the industry faces difficult headwinds in the coming years as foundational LNG
demand shows signs of weakness. What role will new LNG entrants play in the future of global LNG balance.
With Asia Gas prices expected available at dramatically lower price levels over the medium term, what sources of new demand can be developed? How will small-scale LNG, CHP, and gas for solar integration feature to deliver demand growth, and what policy actions are needed for it to materialize?
Industry has enormous capital and “strategic intent” invested in the deepwater, deeper plays, HPHT (high pressure, high
temperature), other hostile environments, and isolated discoveries divorced from existing infrastructure. Similarly, the
business models for many E&P companies are founded on higher risk and often high cost exploration activity. Adding in huge
exploration cuts, all higher cost, higher risk developments are in question with respect to remaining viable strategic choices
for E&P. Industry must advance cost reduction, project restructuring and de-risking enough in the next five years to foster a lower cost new generation of offshore developments. What new strategic opportunities will this restructuring present for
companies to enhance and build portfolios – if they are willing to invest?
Venting and flaring of natural gas occurs throughout the oil and gas supply chain, but several initiatives and regulatory
programs are underway to limit these practices which can release large amounts of methane and carbon dioxide into the
atmosphere. These initiatives aim to reduce waste and improve operational emissions during a time when industry is facing
increased scrutiny of their climate and environmental impacts . What strategies and technologies will be employed to reduce
The decline in crude oil prices has raised uncertainties regarding the near term impact in global chemical markets. How
future price trends evolve in the coming 12 to 24 months will have a significant impact on regional competitiveness and
future decisions regarding new capital investments in the chemical value chain. The decline in crude oil prices over the past
year provided welcome competitive relief for the European, Latin American and Asian petrochemical industries, although it
also brings with it a number of challenges. Falling crude oil prices reduce feedstock costs for the predominantly naphtha fed
industry, however, while lower inputs costs were welcomed, savvy buyers of products and intermediates see the direction of
crude and delay buying decisions causing volatility in pricing in many markets. In North America and the Middle East, how
will lower crude oil prices impact overall company profitability? Ethane or gas based petrochemical investments in North
America do not carry the same high profile ROI as seen in the past five years. How will this impact the pace of approving new
investments in North America (and other regions)?
Fuel supply choices are being made differently in the well-established markets of Japan and Korea - contrasted with those in developing markets of South and Southeast Asia. Does the coming global gas surplus more widely enable policies for gas to
effectively balance power systems and compete with abundant regional coal resources?
Major strides in drilling and completion efficiency have proved to be a potent counterweight as drilling activity has dropped
in response to plunging oil and gas prices over the past two years. How has the greater effectiveness of drilling, improved
efficiency of fracking and recompletions, and greater success in identifying sweetspots, reduced costs and enabled
production growth in an era of low prices?
The current low oil and gas prices have introduced new challenges for the financing of gas upstream and midstream
projects—while also potentially giving rise to new opportunities. In addition, low oil-linked LNG prices have cast a shadow
over prospective liquefaction projects in North America and globally. Meanwhile capex budgets are being slashed across the
industry, and the sovereign financing capability of key gas-producing countries is also reduced by the low price environment. This situation could create new opportunities for financial investors able to develop financing structures suitable for this environment—and those willing to take on higher levels of risk. What new strategies will evolve to finance tomorrow’s
The long-anticipated LNG supply glut is now becoming a reality and global gas market players are expected to face many
commercial challenges over the medium term. History has shown that it becomes increasingly difficult for gas buyers to
honour some contractual commitments in a weak market environment with the result that some key contract terms such as
price, destination/resale flexibility and volume obligation will come under intense scrutiny. Industry stakeholders will need
to achieve some form of compromise if the longer term development of the international gas business is to be assured. This
session will examine the scope for compromise amongst key industry stakeholders and the parameters under which future
gas pricing and contract terms can be developed.
The current liquefaction boom which started in 2009 initiated the largest capacity build-up in the history of LNG, but it was
also accompanied by a steep increase in liquefaction construction costs. In order for LNG to remain competitive against other
fuels and gas supplies, these costs have to come back down. Although there may be no silver-bullet, what innovative options
deserve further examination?
Demand for gas in Europe may not grow significantly in the future, but Europe will still remain an attractive market for gas suppliers. Indigenous production will continue to decline, and therefore the need for imports will continue to rise in the future. What is the future of European gas and what is the strategic choice for suppliers and buyers?
CERAWeek Insight Dinners provide a relaxed and informal opportunity for discussion among industry peers and experts.
Each dinner centers on a key theme and features thought provoking remarks by distinguished commentators, followed by
moderated discussion and Q&A with dinner participants. CERAWeek Insight Dinners are open to all CERAWeek delegates, but
seating at each is limited and on a first come first served basis. These sessions are closed to the media.
This year’s IHS CERAWeek speakers and attendees include women who lead energy company upstream and downstream
operations, government agencies, and financial entities. Yet women still represent only a small minority of board members
and a smaller fraction of CEOs. The panel will explore the role of women as leaders in the energy industry. Who are they? How
do they lead? And what opportunities will there be for women leaders in the future?
What challenges will the 2016 election year present for U.S. energy policy, globally and domestically, what role will it play inthe election campaign and for the new US President?
The pace of urbanization around the world is accelerating by the minute. By 2050, about 70% of the world’s population
is expected to live in urban areas. Over 60% of the land projected to become urban by 2030 is yet to be built. Reducing
the resource intensity of urbanization presents one of the biggest opportunities to tackle climate change while enabling
economic growth. In parallel to growing urbanization, the accelerating trend towards integration of the “virtual” with the
“physical” due to the advent of new technologies could provide cost effective solutions to improve quality of life, meet the
needs of the residents and help reduce carbon footprint. This dinner will explore the convergence of new technologies and
urbanization to understand the customer of the future, and what this means for energy.
The energy industry is adopting connected technologies and artificial intelligence systems at a rapid pace. At the same time, greater connectivity and integration of assets is exposing the industry to ever greater threats from cyber attacks. This dinner will address the promise and peril of digital transformation, and how companies are approaching the new challenges presented by the connection world of the future:
The United States Supreme court ordered a stay of the EPA Clean Power Plan implementation on February 9th. Four possible
scenarios capture what is likely to happen next. First, the courts may simply delay CPP implementation by a couple of
years. Second, the EPA may have to reformulate its electricity sector CO2 emission regulations and roll out new proposed
rules a few years down the road. Third, limited Federal regulation of electric sector CO2 emissions may take a back seat
to a patchwork of state initiatives. Fourth, the limits on EPA actions may force new Federal climate legislation. This dinner
discussion will explore these possible pathways and assess the impacts on the pace of change in the fuels and technologies
employed to supply US electricity demands.
New additions of solar PV capacity worldwide have increased for ten consecutive years. This session will explore the emerging frontiers for solar growth -- from utility scale to distributed generation to off-grid electrification -- and the implications for energy and geopolitics.
Strategic Dialogues provide insights and presentations on key strategic topics; followed by interactive discussion among the
presenters and between session participants and panelists.
Over 266 GW of renewables capacity have been added in Europe since 2000 and the region is expected to add more than
309 GW over the next 16 years led by wind and solar technologies. This will be over twofold the capacity added in the US
within the same period. By 2030, renewables including hydro will account for over 45% of the region’s total power generation,
compared to 18% in the US. Intermittent renewable generation on this scale will require all sections of the power system—
distribution, generation and transmission— to become much more flexible. The IHS base case planning scenario expects
the transformation to cost almost US $1 trillion through 2030. This session will focus on the opportunities and challenges
associated with this ongoing build out of capacity by exploring: How will incumbent players adapt to this new reality? How will
transmission and distribution system operators integrate a significant amount of distributed and intermittent generation in
flat demand growth markets? How will mature renewables technologies compete with conventional generation sources? How
will this energy transition be financed?
The relative cost of coal and gas has shifted radically creating a rivalry to serve power generation demand. The logistics
of the two fuels are somewhat different and while this shift has provided benefits and opportunities, it also has introduced
new dynamics, complexities, and risks to the fuel delivery systems and optionality/reliability of the power grid. This strategic
dialogue will consider how the growing role of natural gas in power generation has created structural and operational
challenges for the railroads, coal buyers and sellers, and for power generators trying to ensure firm fuel supply and a reliable
Consumer behaviors often reveal consumer preferences that differ from the conventional wisdom. This session will focus on consumer actions regarding the willingness to pay more for clean energy, the desire to access real time consumption information and value of reliability in electric service.
The next phase of Asia’s power market expansion will significantly impact plans for energy resource developments worldwide
and long term climate goals. As global fuel markets face structural oversupply, a sizeable quantity of LNG and coal will be
looking to compete for existing as well as uncontracted Asian power demand. The growing appetite for renewables, concerns
over air quality, and the need to manage generation costs and subsidies present further challenges. What are the evolving
power business models, market structures, policies, and technology options across Asia’s established and most promising
power markets; and the opportunities, challenges, and risks for fuel marketers, project developers and investors?
Texas leads the nation in transitioning its power system for the future. Environmental regulations, renewable resources, and ensuring the reliability of the electrical grid are key issues confronting the region. This session will engage policymakers and stakeholders directly involved in shaping the future of the region’s power market.
The US EPA issued the final rule for power plant carbon emissions in August 2015, known as the Clean Power Plan (CPP).
Twenty seven states have filed lawsuits opposing the new rule; eighteen have filed arguments supporting it. Despite the
uncertainty of its final disposition, many states are working with stakeholders in preparing State Implementation Plans. On 9
February 2016, the US Supreme Court ordered a stay of the CPP implementation until the completion of the judicial review.
Panelists from state regulatory agencies and major utilities will discuss their strategies and actions in managing the CPP amid
legal uncertainties, possible evolution of the CPP, what state and federal policies may be implemented beyond the CPP, and
how the power generation mix, fuel consumption, and carbon emissions may evolve over the coming decades.
Latin America has long been defined as one of the least carbon intensive power markets. Strengthened clean energy policies
in Chile, Mexico, Colombia, Argentina, and Brazil point to continued renewables growth across the region. Meanwhile, many
of the region’s most hydro dependent markets including Brazil and Colombia have struggled with the impacts of prolonged
droughts and are looking at innovative approaches to attract more investment in dispatchable thermal resources to stabilize
their power system. How will each market balance meeting its clean generation goals while also attracting sufficient thermal
investors? Which technologies and development strategies are best positioned? Does a renewables boom drive the need for
additional thermal investments or emerge as a competitor for share in the generation mix?
Coal markets have slumped into recession of a depth not seen since the 1990s, raising the hopes of some opponents to coal that the industry is at last moving into terminal decline. However, there will remain a vibrant and growing market for coal, while there are already signs emerging of the recovery that is to come. This session focuses on the causes of the industry’s current ills and on what is already being done to address them, providing a guide to the survival of price recession that many players in the oil and gas industries might find useful for their future planning.
The falling cost of wind, solar, battery storage, and energy management technology signals an era of change for power
system planning and operations. Renewables introduce more variability into a system which must be carefully balanced at all
times; batteries and automated demand management devices offer the possibility of much more granular, precise control.
This session will focus on the coordination requirements emerging as transmission and distribution networks incorporate
more demand-side management, distributed generation and storage technologies.
When it comes to addressing climate change, the power sector is widely expected to do much of the heavy lifting. Recent
improvements in the cost and performance of wind, solar, and battery storage, as well as a proliferation of new IT-enabled
demand-side technologies are reinforcing that view and prompting additional questions. What’s next on the technology
horizon? How are models of innovation evolving in the face of new market realities like low fuel prices and reduced risk
tolerance? And what are effective company strategies for evaluating and adopting emerging technologies? This session will
explore these questions and provide an on-the-ground perspective from a panel of leading practitioners, including members
of the 2016 Class of Energy Innovation Pioneers.
Flexibility is one of the most valuable things about electric power. Just about anything containing energy can be turned into
electricity—coal, oil, natural gas, uranium, wood chips, sunlight, wind, ocean waves, biomass, trash—even used tires. Around
the globe countries with abundant or scarce resources face challenges balancing multiple objectives when managing power
generation mix. Panelists from Japan, UAE, and the US will discuss their power generation mix issues and targets, key
uncertainties, policies and market structure deployed in managing the mix, and lessons learned.
North American power systems are responding in a variety of ways to the challenge implementing the right mix of market forces and regulatory processes to shape power sector outcomes. This session will compare and contrast the evolution of power industry structures in the North America.
As wind and solar costs fall, policymakers are setting more ambitious targets for renewables growth. This session will focus
on the drivers and challenges of scale for the renewable power sector. What are effective policies and regulatory frameworks
for stimulating renewables investment? What are the changes that renewable power expansion is forcing in the operation of
power systems? What are the implications for fuel competition on a global scale?
Power sector capital requirements are growing as interest rates move up from historically low levels and policy initiatives gain more traction. This session focuses on managing the risks and reward trade-offs in the future electric power investment climate.
IHS Expert Discussions provide presentations and outlooks by IHS analysts followed by interactive discussions. Each session provides insight on strategies, risk, and opportunities in a key energy area.
The world’s largest and fastest growing power markets in Asia are evolving rapidly. The region continues to depend heavily on
coal, with China building 60 GW of new coal-fired power last year alone and South Korea, Indonesia, and India alike also with
aggressive new coal programs. But with climate change obligations becoming increasingly evident for emerging Asia, where
some of the world’s largest emitters are, there are critical questions regarding future fuel choices in China, India, Southeast
Asia, and Northeast Asia. In this session IHS experts will share their latest insights on how different drivers in different
countries are leading to changes in Asia’s power sector development, and outline key risks and opportunities for project
developers, fuel suppliers, equipment suppliers, and engineering/construction companies.
The evolving shale gas resource base in North America continues to expand and drop in cost. Shale Gas Reloaded, IHS
Energy’s thorough reassessment of the resource base in the US Lower 48 and Canada, concludes that 1400 Tcf of natural gas
is recoverable at a break even Henry Hub price of $4/MMBtu or less. This represents a 66% increase from a 2010 IHS Energy
estimate that more than 900 Tcf could be produced at a $4/MMBtu breakeven price, after accounting for the 176 Tcf of gas
produced during 2010-15. This has profound long-term producer and consumer implications for North American and global
natural gas markets.
Latin American faces several power market challenges, including weakening demand, meeting renewable energy targets, and the viability of new LNG-to-wire developments across the region. This session will focus on these issues and other emerging opportunities in the gas and power sectors across Latin America.
Transformation of the US electric power sector is underway. 2015 was a record year on many fronts: a decade low in average
natural gas prices, retirement of approximately 5% of the coal-fleet, an increase of over 40% in solar PV installed capacity and several significant policy milestones. IHS Energy experts will share their views on key policies and associated implications
(including the recent extension of renewable tax credits and the fate of the Clean Power Plan) and market fundamentals that
will further shape the power sector in the decade ahead.
Energy infrastructure is increasingly at risk, particularly in the Middle East but also elsewhere. More actors in command
of more and better capabilities are generating a diverse range of security challenges for which private companies and
government organizations need to prepare. This session will assess current and emerging risks emanating from geopolitical
competitions, sovereignty challenges, non-state armed groups, emerging technologies and cyber. It will also introduce
intelligence methods and techniques useful for mitigating risks and anticipating new threats in uncertain and complex
The end of the great commodity super cycle has left excess supply across the entire energy spectrum setting up a global
race to the bottom featuring inter- and intra-fuel rivalries with significant economic and geopolitical ramifications. IHS Experts
will explore the key issues, rivalries, and price expectations for natural gas, oil, coal, and LNG globally. They will answer the
questions: How does the inter-fuel rivalry play out in Europe; Is there a future for coal?; Is the United States the global swing
supplier for oil?; Does Asia demand hold the keys to future global energy prices?; Does Henry Hub become the new global
benchmark?; Will the United States gas/oil dynamic keep global oil and gas connected?
Just as the “shale gale” reinforces the interdependence between the US natural gas and power sector, it is also reinforcing
the Mexico’s dependence on imports as a cheap alternative to power its economy. Likewise, as Mexico continues to forge
ahead with its energy reforms, the transformation of the natural gas sector will significantly influence the power markets
evolution. The challenge of this two part harmony is coordination---gas-electric coordination, and coordination between
Major technological changes are occurring in power supply for both generation and storage of electricity to magnitudes
not seen for some time. Gas turbine technology improvements are resulting in higher performance both in efficiency and
flexibility and at a lower cost per unit. Battery storage is evolving rapidly relative to pervious decades enable by the synergies with transportation applications. Solar and wind continue to experience performance improvements driven by advances in
manufacturing and innovative applications of data analytics resulting in lower electricity costs. In this session we will explore these trends and the impact it is having on transforming the power sector.
Environmental and energy policy uncertainty is a dominant risk factor in North America’s power and gas markets. In this interactive session we will outline how IHS approaches this key risk factor in the scenarios and the strategic implications for market participants.