Fireside chat: Crisis and change — energy after the shock

The closure of the Strait of Hormuz has upended long-held assumptions about energy security and market stability, forcing governments and industries to reassess the future of the global energy system. Bringing together two leading voices on the future of energy, this conversation will examine how the current crisis could reshape investment priorities, energy strategy, and the balance between security, affordability, and transition in the years ahead—and whether this moment represents a temporary shock or the start of a broader reordering of the global energy landscape. Speakers Bob McNally Founder and President, Rapidan Energy Group Jigar Shah Host, Energy Empire and Open Circuits Podcast Session Chair Landon Derentz Vice President for Energy & Infrastructure, Morningstar Chair for Global Energy Security, and Senior Director, Global Energy Center, Atlantic Council