24 June | London Climate Action Week

Carbon Tracker and Confluence Philanthropy welcome you: 

Join us during London Climate Action Week for a timely discussion on the global shift away from fossil fuels – and what it means for investors navigating an increasingly volatile energy landscape. 

Limited space in-person, to register please email hannah.besly@tracker-group.org or join us online 

Investors are at a critical inflection point. Recent geopolitical tensions and market shocks have underscored the fragility of the global fossil fuel system. At the same time, clean energy and electrification are scaling rapidly, reshaping long-term oil and gas demand. International climate dialogues, including those from the recent Santa Marta process, are also sending increasingly clear signals about the direction and pace of fossil fuel phaseout. 

The session will explore how shifting demand and global policy alignment are reshaping fossil fuel markets and redefining risk, returns and capital allocation. 

This session will unpack: 

•  Key takeaways from the Santa Marta process and what they signal for policy and capital markets 
  • Official conference takeaways can be found here 
• The latest evidence on the global scaling of clean energy 
• How Middle Eastern stakeholders are navigating the transition and what this means for global supply, pricing and risk 
• What structural shifts in fossil fuel demand mean for investors and capital allocation 

Speakers:  

• Sandrine Dixson-Declève, Club of Rome 
• Jules Kortenhorst, Energy Transitions Commission 
• Patricia Fuller, The International Institute for Sustainable Development (IISD)
• Harjeet Singh, Fossil Fuel Treaty Initiative
• Mark Campanale, Carbon Tracker Initiative