Insightful perspectives at the Qatar Economic Forum 2024 on utilizing the entire spectrum of renewable energy solutions from ExxonMobil Chairman & CEO Darren Woods and the important energy transition role of gas as a cleaner fuel for baseload generation vs. coal by TotalEnergies Chairman & CEO Patrick Pouyanné, after H.E. Sheikh Mohammed bin Abdulrahman Al-Thani, Prime Minister & Minister of Foreign Affairs of Qatar, delivered a very well received opening address. More than 500 GW of global renewable capacity additions in 2023 were not yet enough to meet all incremental global energy needs – with residual needs still being met by fossil fuels.
Excellent insights on latest global investing trends and the future of the U.S. economy by global hedge fund titan Citadel Founder, CEO & Co-Chief Investment Officer Kenneth C. Griffin, and on putting geopolitical risks into business context by Bridgewater CEO Nir Bar Dea and by BDT & MSD Vice Chairman & President Dina Powell McCormick.  EQT Partners’ CEO & Managing Partner Christian Sinding seeks to leverage megatrends into actionable investment theses in key investment areas, e.g., robotics, AI, agrotech, etc. Although Christian Sinding worked mostly in PE and EQT also invests in VC, he sees Infrastructure investments currently as the best asset class among the three. He also shared his favorable view of the IRA vs. the Green Deal (GD) – a perspective that we at SDI share – as the IRA offers cash vs. credits (GD), less regulation, and provides incentives faster. We at SDI support our clients in understanding the details of the IRA, the Green Deal, and other key incentives – helping our clients identify how to capture resulting energy business opportunities.