1-4 December, 2026
Istanbul, Türkiye
Host Sponsor
The need for policy flexibility dominated discussions on energy security, demand access, and coal displacement.
Supply forecasts may be straightforward, but demand elasticity at lower prices remains uncertain.
The influence of US policy was noted, with investment agencies positioned to fund downstream infrastructure to unlock demand.
Investors are showing greater willingness to underwrite merchant exposure in the upcoming supply wave.
Speculations persists on Russian volumes re-entering the market. Is a peace deal realistic, and what would it mean for supply and prices?
Concerns about tightening shipping markets are growing, alongside expectations of increased liquidity and trading churn driven by new supply.
