As the global energy system evolves, investors face growing constraints around grid infrastructure, supply chains, and resource availability. These emerging chokepoints are likely to shape energy security, influence the pace of the transition, and create new risks and opportunities for investors.
In this session, “Navigating Chokepoints and Building Portfolio Resilience”, our panel will explore the key bottlenecks reshaping the global energy and resource landscape, the potential winners and losers as energy security priorities evolve, and how investors can build more resilient portfolios in an era of heightened geopolitical, supply-chain, and resource constraints, including opportunities beyond dedicated clean energy and renewables exposure.
