Columbia Global Energy Summit 2026 | Energy Markets in an Age of Disruption

The conflict in Iran and broader instability in the Middle East have triggered one of the most significant disruptions to global energy flows in decades. Threats to shipping through the Strait of Hormuz and heightened geopolitical risk have pushed oil prices sharply higher, driving volatility across global fuel markets and raising costs for consumers. In an increasingly fragmented geopolitical environment, supply risks, trade tensions, and policy shifts are reshaping how energy markets function—and how prices are set. This panel examined the outlook for global oil and gas markets, exploring how producer decisions, geopolitical conflict, and evolving policy frameworks are shaping supply, demand, and price volatility—and what it all means for the global economy. Speakers: Maria Jelescu Dreyfus (CEO and Founder, Ardinall Investment Management, Co-Chair, WIE Steering Committee) Robert McNally (Non-Resident Fellow, CGEP; Founder and President, Rapidan Energy Group) Toby Rice (President and CEO, EQT) Kaes Van't Hof (CEO and Director, Diamondback) Moderated by Carlos Pascual (Senior Vice President, S&P Global)