Join the New York Energy Forum and Bloomberg for an in-depth discussion on how shifting trade dynamics and policy decisions are reshaping global energy markets. As tariffs and trade tensions redefine supply chains, investment flows, and pricing structures, understanding who gains — and who loses — has never been more critical.
The session will examine the ripple effects of tariffs and sanctions on global energy flows; how shifting trade alliances are redrawing market opportunities; the intersection of geopolitics, policy, and price stability; and what today’s trade environment signals for the future of energy demand.
SPEAKERS:
Ed Morse
Ed Morse Chairs the New York Energy Forum Advisory Board and is Special Advisor at Hartree Partners. Previously, he was Global Head of Commodities Research at Citi. He held similar positions at Lehman and Credit Suisse, taught at Princeton, Columbia and Johns Hopkins, worked at the Council on Foreign Relations, served as Deputy Assistant Secretary of State for Energy Policy, and in management at Phillips Petroleum. He was co-founder of PFC Energy and former publisher at Energy Intelligence.
Richard Nephew
Richard Nephew is a senior research scholar and faculty member at Columbia University's School of International and Public Affairs and Center on Global Energy Policy, where he returned from a public service leave of absence on 1 July 2024. During his most recent leave, he was the inaugural U.S. Coordinator on Global Anti-Corruption at the Department of State (2022-2024). He was also elected as the President of the Conference of the States Parties to the UN Convention against Corruption. During his government career, he has also served as the Deputy Special Envoy for Iran (2021), Principal Deputy Coordinator for Sanctions Policy at the Department of State (2013-2015), and Director for Iran at the National Security Council (2011-2013), among other senior civil service staff roles from 2003-2011. He is the author of The Art of Sanctions: A View from the Field, published by Columbia University Press in 2018. He is also a Bernstein adjunct fellow at the Washington Institute for Near East Policy, a Distinguished Visiting Fellow at the Perry World House at the University of Pennsylvania, and operates his own consulting LLC, “Go Beyond Compliance”. Nephew holds a Masters in Security Policy Studies and a Bachelors in International Affairs, both from The George Washington University.
Stuart Paul
Stuart Paul covers the US and Canadian economies for Bloomberg Economics. He previously worked as a macroeconomist for Thiel Macro, LLC and as a policy analyst for Washington Analysis, LLC. He received his PhD in economics from George Mason University and is based in New York City.
MODERATOR:
David Doherty
David leads BloombergNEF’s oil and renewable fuels research teams, based in New York. The oil and renewable fuels research teams at BNEF analyse the fundamentals of the traded market, the impact of the energy transition on the renewable and fossil-fuel sectors, and the strategy response of oil companies. Prior to joining BNEF, David spent time as an oil trader with Citibank before joining Wood Mackenzie. David holds a BSc in Financial and Actuarial Mathematics from Dublin City University and an MSc in Finance from Imperial College London.
PROGRAM:
4:00 - 4:30 PM: Registration
4:30 - 6:00 PM: Presentation and Discussion
6:00 - 6:30 PM: Reception
REGISTRATION:
THIS EVENT IS IN PERSON ONLY AND COMPLIMENTARY FOR ALL ATTENDEES.
RSVP HERE TO ATTEND IN PERSON
QUESTIONS:
We would be pleased to answer any questions you might have about The Energy Forum, Inc. or about this session. Please contact executivedirector@nyenergyforum.org.