The New Map: Energy, Climate, And Charting The Future

byInnovation Agora @ CERAWeekThe Innovation Agora @ CERAWeek fosters energy innovation and advancessolutions to the world’s greatest energy and sustainability challenges. TheAgora provides an open marketplace for ideas, dialogue, new experiences,and connections. We are proud to host this exciting community of start-ups,technologists, investors, academics, energy companies and governmentofficials – all dedicated to shared learning and exploration.The program features unique formats, interactive dialogue,and conversations:– Decarbonization Pathways– Clean Power Technologies– Digital Transformation Technologies– Innovation and Digital Workforce– Mobility and the Built Environment– New Models of Finance andInvestmentOur Virtual Agora Studios and Voices of Innovation included thought leaders,executives, and technologists driving change in the industry.15

byAGORA-XQuick StatsSessions:95Speakers:197Partners:25Session views:14,000 Key Themes– Decarbonization Pathways: Hydrogen, CCUS, nuclear, storage, more– Digital Transformation Technologies: Technologies, analytics, AI,ML, and cyber security– Mobility & Built Environment: Vehicles, buildings, city of the future,and mobility– Innovation and Digital Workforce: Diversity and inclusion, talent,and building innovation ecosystems– Clean Power Technologies: Advanced technologies, renewablesintegration, and new supply chains– Models of Finance and InvestmentAgora StudioHow Will the Energy Innovation Ecosystem Evolve?(from left) Timothy Gardner (Chair), Vice President,Power and Gas Consulting, IHS Markit;Barbara Burger, President, Chevron TechnologyVentures, Chevron Corporation;Ashley Grosh, Vice President, Breakthrough Energy; andIlan Gur, Chief Executive Officer, Activate16

byKey Innovation Agora Speakers (select)Susan HockfieldErnest J. MonizWalter IsaacsonPresident Emerita& Professor ofNeuroscience, MITPresident & ChiefExecutive Officer, EnergyFutures InitiativeAuthor and Professorof History, TulaneUniversityBarbara BurgerNoubar AfeyanEmily ReichertPresident, ChevronTechnology Ventures,ChevronCo-Founder &Chairman of Modernaand Founder & CEO,Flagship PioneeringChief Executive Officer,Greentown LabsNasir Hj DarmanPratima RangarajanAlan NelsonChief TechnologyOfficer, PETRONASChief ExecutiveOfficer, OGCI ClimateInvestmentsChief Technology Officer,Abu Dhabi National OilCompany (ADNOC)17

byKey Innovation Agora Speakers (select)Dr. Sunita NarainAhmad O. Al-KhowaiterKarl Johnny HersvikDirector General,Centre for Science andEnvironment (CSE)Chief Technology Officer,Saudi AramcoChief Executive Officer,Aker BP ASAShalanda BakerCraig HaymanBhushan IvaturiProfessor of Law, PublicPolicy and Urban Affairs,Northeastern UniversitySchool of Law, Co-Founder& Co-Director, Initiative forEnergy JusticeChief Executive Officer,AVEVASenior Vice President,Technology & ChiefInformation Officer,Enbridge Inc.Maria ZuberDiego Díaz PilasRandy MacEwenVice President forResearch & E. A. GriswoldProfessor of Geophysics,MIT and Co-Chair,President’s Council ofAdvisors on Science andTechnology (PCAST)Global Head ofVentures & Technology,IberdrolaPresident & ChiefExecutive Officer, BallardPower Systems Inc.18

byKey Innovation Agora Speakers (select)Demosthenis PafitisMorag WatsonJon HirschtickChief Technology Officer,SchlumbergerVice president & Chiefdigital innovationofficer, bp p.l.c.Executive Vice President,General ManagerOnshape and Atlas, PTCJennifer HolmgrenLaura AndersonJordan RamerChief Executive Officer,LanzaTechSenior Vice President,Controls and Digitalization,Siemens EnergyFounder & ChiefExecutive Officer,EV ConnectMichl BinderbauerDr. Shahidah MohdShariffMaria KorsnickChief Executive Officer,TAE TechnologiesHead, TechnologyResearch & Chief ExecutiveOfficer, PETRONASResearchPresident & ChiefExecutive Officer,Nuclear EnergyInstitute19

byAgora Program HighlightsAgora Studios– What Color Is My Hydrogen?– The Future of AI & ML in the Oil & Gas Industry– CCUS: Can it scale?– What Happens to Mobility in the Post-pandemic World?– Conversations in Cleantech: Powering the energy transition– New Technologies for Measuring & Reducing Methane– Utility-scale Batteries & Storage: What’s ahead?– Robots in the Energy Value Chain: What’s ahead?– EV Charging Infrastructure: Conquering range anxiety– How Will the Energy Innovation Ecosystem Evolve?– Digital Innovation & Grid Resilience– Is Fusion Ready for Prime Time?– New Frontiers for Manufacturing in a Low-carbon World– How Is the Acceleration of Digital Technology Transforming Energy?– Powering Decarbonization Through Artificial Intelligence20

byAgora StudiosNew Technologies for Measuring & Reducing Methane(from left) Eleonor Kramarz (Chair), Consulting ExecutiveDirector, IHS Markit;Steve Hamburg, Chief Scientist, Environmental Defense Fund;Daniel Droog, Vice President, Energy Transition, ChevronCorporation; andStéphane Germain, Chief Executive Officer, GHGSat Inc.Utility-scale Batteries & Storage: What’s ahead?(from left) Julian Jansen (Chair), Associate Director,Consulting – Clean Technology & Renewables, IHS Markit;Johannes Rittershausen, Chief Executive Officer,Convergent Energy Power;Andrew Tang, Vice President, Energy Storage &Optimisation, Wärtsilä; andRoger Lin, Board Director, ESA21

byAgora Pods — Featuring exciting technologyand innovative solutions– The Future of Work & Safety with AI– Rapid Manufacture of Perovskite PV Cells– Global Emissions Monitoring from Space– Harvesting the Coldness of the Universe– Hydrogen Evolves from Promising to Possible– Remote Autonomous Operations– Chemistry Enables the Future of MobilityABB The Future of Work & Safetywith AIPresented by Matilda SteinerArvidsson, Global Digital ProductManager, ABB Inc.PETRONAS Remote AutonomousOperationsPresented by Shah Rizal Dahlan,Head, Group Technical Solutions(GTS) & Head, Planning & CorporateServices (P&CS), PETRONAS22

byLyceum Labs — Interactive learning sessionswith thought leaders and innovators– Faster, Cost-effective, Renewable Energy Development– How AI & ML Are Transforming Industrial Operations– SPACS: Funding the future of energy innovation?– Cybersecurity: Protecting the digital energy ecosystem– A Clean Energy Future: Modeling using open sourcedata & modelsSPACS: Funding the future ofenergy innovation?Presented by John Traugott,Managing Director, Credit SuisseFaster, Cost-effective,Renewable Energy Developmentthrough Transition & LeveragingTechnologyPresented by Mary Quaney, GroupChief Executive Officer, MainstreamRenewable Power23

byPrivate Programs: Leadership Circle SummitsInvitation-only opportunities to Partners for executive dialogue and engagement. These eventsare open to CERAWeek delegates according to partnership, seniority, and relevance and arecarefully curated to maintain a high level of seniority and targeted programming. The PrivatePrograms include Leadership Circle Summits & Forums, Energy Partner Informal Conversations(EPIC) meetings, and Private Partner Briefings.24

byThe CERAWeek Leadership Circle is a series of private, interactive dialoguesfor senior-level executives that meet under Chatham House Rule. Through thisseries of dialogues, industry executives have an opportunity to participate infocused, highly interactive, off-the-record discussions tackling critical issuesshaping the energy future.The Leadership Circles include:CleantechCleantechSummitSummitClimate &ESG SummitCleantech Summit explored differentviews on future development of cleantechnologies and their role in supportingthe decarbonization of the economy.Climate & ESG Summit discussed whatis meant by “Paris-aligned” strategiesand metrics, shortcomings of existingmethodologies, and how energycompanies can help financial institutionsaccurately assess climate and ESG-relatedrisks and opportunities.DownstreamDownstreamSummitSummitGas & LNGSummitsDownstream Summit discussedchallenges faced by the downstreamindustry as well as how to plan ahead asthe energy transition accelerates.Gas & LNG Summits included lessons ofthe COVID crisis for the gas industry andthe evolution of the commercial modelfor project developments.25

byMobilityMobilitySummitSummitPowerPower streamTechnologySummitMobility Summit explored how theworld’s net-zero ambitions drive changethroughout the mobility/transportationsector from the perspective of the widermobility drivers of change beyond theelectric vehicle.Power & Renewables Summitdiscussed the role of consumers inpower markets along with the tug of warbetween utility-scale and distributedresources.Upstream Summit addressed strategiesfor the future of the Upstream businessas well as the factors that will define anddrive those strategies.Upstream Technology Summitexplored aspirations to rapidly develop,deploy, and scale up solutions to delivermaterial impacts over the short tomedium term and identified areas offurther umsDigital Forum discussed digitalizationacross energy and how to drive ongoingefficiencies, lower emissions, and easethe energy transition to ensure its successgoing forward.Energy Innovation Forum discussedhow energy innovation becomestransformative: exploring the range ofprivate and public initiatives needed tomove from innovation to transformationof energy systems.Energy Investment Forum discussedthe new capital market reality that’semerging for energy investors alongwith capital markets because of theaccelerated decapitalization of the oil andgas industry.Regional Forums focused on regionalenergy issues through the Africa Energy& Economy Forum, Asia-Pacific EnergyMinisterial Forum, and the Latin AmericaForum.26

byRegional ForumsAsia-Pacific Energy Ministerial ForumOn March 2, 2021, IHS Markit convened senior officials from business and government for the first Asia-Pacific EnergyMinisterial Forum as part of CERAWeek 2021. Leaders from government and the energy industry exchanged high-levelinsights on policy and strategy and probed challenging issues around the future of energy in the world’s most economicallydynamic and fastest-growing region. The Forum supported the vision of Asia-Pacific countries to develop net-zero pathwaysto 2050 and to collaborate on policy, technology, and financing solutions to achieve them.Ministers:Hon. Angus TaylorDr. Tawfiq-e-ElahiChowdhuryHon. Shri DharmendraPradhanAdviser to the Hon’blePrime Minister for Power,Energy and MineralResources, BangladeshMinister of Petroleum &Natural Gas and Ministerof Steel, IndiaH.E. Arifin TasrifH.E. Udaya GammanpilaMinister of Energy andMineral Resources,IndonesiaMinister of Energy,Sri LankaH.E. Dr. Victor daConceição SoaresMinister for Energy andEmissions Reduction,AustraliaMinister of Petroleum andMinerals, Timor-Leste27

byRegional ForumsLatin America ForumOn March 3, 2021, IHS Markit held a Latin America Forum with participants active in the region. Attendees includedministers and other senior government officials, regulators, presidents, CEOs, and senior representatives ofinternational energy companies and financial institutions. The discussion was divided into two parts: publicpolicies for energy transition in Latin America and the role of the private sector in achieving competitiveness andsustainability in the region. The goal was to capture the vision – and critical differences – among the gatheredenergy leaders for the future of energy transition in Latin America.Participating government officials included:Hon. Iván Duque MárquezPresident, Republic ofColombiaMinister BentoAlbuquerqueMinister of Mines andEnergy, BrazilH.E. Rocío Nahle GarcíaMinister of Energy, MexicoH.E. René OrtízMinister of Energy andRenewable NaturalResources, Ecuador28

byRegional ForumsAfrica Energy and Economy ForumOn March 3, 2021, IHS Markit convened the Africa Energy and Economy Forum for a private, interactive discussionbetween public and private sector leaders about the energy transition and how it relates to Africa. Participants includedministers, presidential advisors, and C-suite executives across Africa. The Forum, held according to Chatham House Rule,was divided into two parts: public policies targeting the hydrocarbon sector for the energy transition, and the alignmentof the energy development imperative with a post-COVID recovery and broader economic transformation.Key questions discussed included:– How to promote low-carbon energy initiatives while protecting jobs and revenue that theregion’s hydrocarbon sector generates?– What technologies can be deployed to meaningfully address the region’s pervasive energyand economic poverty?– How are ESG concerns affecting access to finance for strategic projects?– How will African Continental Free Trade Area (AfCFTA) impact the region’s energy sector?What can governments do to improve competitiveness and drive investment post-COVID andin alignment with an energy transition?– What strategies can governments adopt so that energy sector development andindustrialization initiatives complement and reinforce one another?29

byRegional ForumsAfrica Energy and Economy Forum (continued)Akim DaoudaChief Executive OfficerGabonese SovereignWealth Fund (FGIS)Omar Farouk IbrahimPhD. Secretary GeneralAfrican Petroleum Producers’Organization (APPO)Osam IyahenSenior Director & Head ofNatural Resources AfricaFinance Corporation (AFC)John LewisManaging DirectorAggreko AfricaHon. Gabriel M. ObiangLimaMinister of Mines &Hydrocarbons, EquatorialGuineaOmar MitháEconomic Advisor, AdvisoryCouncil to the President,Filipe Nyusi MozambiquePapa N’DiayeHead of the Regional StudiesDivision in the Africa DepartmentInternational Monetary Fund30

byEnergy Partner Informal ConversationsEnergy Partner Informal Conversations (EPIC) meetings provide a space for executives to engage in informaldialogue with senior public officials in a relaxed, informal setting. We hosted nine EPICs during CERAWeek.EPIC meetings were held with the following government officials:Secretary John KerrySpecial Presidential Envoyfor Climate, United StatesCommissioner Allison Herren LeeUnited States Securities andExchange CommissionCommissioner Kadri SimsonCommissioner for Energy andRepresents the European CommissionH.E. Rene Ortíz DuránMinister of Energy andRenewable Naturals, EcuadorH.E. Diego MesaMinister of Mines and Energy,ColombiaArmando ZamoraPresident, ANH, ColombiaH.E. Nurlan AskarovichNogayevMinister of Energy,KazakhstanH.E. Magzum MirzagalievMinister of Ecology,Geology and Natural Resources,KazakhstanH.E. Rodolfo SaboiaDirector General, NationalAgency of Petroleum, BrazilDr. Bruno EustáquioDeputy Executive Secretary,Ministry of Mines andEnergy, BrazilDr. Rachel McCormickConsul General, Canada31

byFuture Energy LeadersThe Future Energy Leaders (FEL) program brings promising energy professionals to CERAWeek to engage with industryleaders in real-time learning and networking opportunities. FEL candidates, chosen by virtue of their high potential asfuture leaders of the industry, are nominated by CERAWeek Partners and supporting organizations. FELs form a uniquecommunity, building relationships that last throughout their careers.Quick ina, Brazil, Canada, France, India,Malaysia, Nigeria, Norway, Spain, UAE, UK, USAProgramSessions:732

byFuture Energy Leaders - SpeakersAshley GroshKenneth MedlockVice President, Breakthrough EnergyJames A. Baker, III, and Susan G. BakerFellow in Energy and Resource Economics,Baker Institute and Senior Director, Centerfor Energy Studies, Rice UniversityRobert ArmstrongForest L. ReinhardtDirector, MIT Energy Initiative and ChevronProfessor of Chemical Engineering,Massachusetts Institute of TechnologyJohn D. Black Professor of BusinessAdministration, Harvard Business School33

byWomen in EnergyWomen in Energy (WIE) is committed to actively promoting diversity in the energy industry. CERAWeek and our Partnersembrace an inclusive environment as the foundation to strengthen the energy sector. We take pride in cultivating acommunity in which diversity can flourish. WIE identifies and celebrates Women Leaders through networking receptions,panel discussions, and conference programming in the Executive Conference and Innovation Agora.– Women’s Leaders Panel– Networking ReceptionWomen in Energy - Preeminent SpeakersWomen’s Leadership: Energy, science, technology, and governmentLeanne Todd(Chair) SeniorVice President,Upstream Energy,IHS MarkitEnoh T. EbongActing Director,U.S. Trade andDevelopment AgencyMaria PopePresident &Chief ExecutiveOfficer, PortlandGeneral ElectricMaria ZuberVice President for Research & E. A.Griswold Professor of Geophysics,MIT and Co-Chair, President’sCouncil of Advisors on Science andTechnology (PCAST)Angela McKaneVice president, technologyinsight, launchpad &ventures, bp p.l.c.Conversations in Cleantech: Powering the energy transitionEdurne Zoco(Chair) ExecutiveDirector, CleanEnergy Technology,IHS MarkitEmily ReichertChief ExecutiveOfficer,Greentown LabsKatie SloanDirector ofeMobility, SouthernCalifornia EdisonAntonia BullardSenior Associate,IHS MarkitAmanda EversoleExecutive VicePresident & ChiefOperating Officer, APIHon. Gina McCarthyNational Climate Advisor,The White House34

byCommunity PagesCommunity pages are a space where like-minded individuals discuss interests based aroundlarger and relevant topics. Eight Communities at CERAWeek 2021 hosted Meet-Ups to discussthought-provoking and engaging content.CERAWeek 2021 Community PagesClimate, ESG,SustainabilityDiversity &InclusionDownstream Oil& ChemicalsGas & LNGInnovation &TechnologyPower &RenewablesTransportation &MobilityUpstreamOil & GasTotalMeet-Ups:24These conversations are hostedby IHS Markit experts andleading industry experts. Thesesmaller, more intimate Meet-Upsallow attendees to interact inreal-time with the presenters andeach other. These communitiesalso offer several opportunitiesto further engage attendees oncurrent events occurring in therespective business lines.35

byPartnershipCERAWeek Partners help to build aculture of idea exchange, learning, andrelationship-building betwee

more than 450 speakers addressing opportunities and challenges on the road ahead—from oil and gas to power generation, renewable energy, technology, investment, and regulatory and environmental policies. CERAWeek’s Innovation Agora-X—our marketplace for ideas, sol