The Visible Hand: State-Sponsored Energy Is Back Webinar

Government is becoming a defining variable in energy investment. Explore what that means for your strategy, projects and portfolio.

Watch the webinar recording for a practical discussion of how policy, industrial strategy and direct state participation are reshaping energy investment and project development.

In this webinar, Aaron Foyer, Director of Research and Analytics was joined by Robbie Donaldson, Managing Director and Keaton Horner, Managing Director to discuss the findings and themes from The Visible Hand: State-Sponsored Energy Is Back and consider how market participants can navigate this new era.

Discussion on:

• From deregulation to intervention: How the relationship between governments and energy markets has evolved.
• Energy security and supply chains: How efforts to reduce dependence on other countries and key suppliers could reshape global energy trade over the next five years.
• Policy risk and durability: How investors can think about changing industrial strategies, incentives and political cycles.
• Government as stakeholders: How public loans, equity positions, offtake agreements and project-specific support can change the investment profile of energy assets.
• What comes next: Whether the current period of intervention is likely to persist or could eventually be followed by a renewed push toward deregulation.