From its founding to its 250th anniversary, America's tradition of innovation and entrepreneurial spirit has made American energy leadership essential to global security and prosperity. Today, rising electricity and industrial demand, fueled by AI and data center growth, the reshoring of U.S. manufacturing, a renewed focus on energy security and continued emphasis on the need for lower-carbon energy, is creating a once-in-a-generation opportunity for American companies to deploy reliable, affordable, lower-emissions technologies at scale. The challenge for industry and government is how to translate that demand into lasting American advantage by innovating faster, building at-scale and competing globally.
Returning to New York Climate Week for its fifth consecutive year, the Carbon Innovation Forum, presented by the American Petroleum Institute (API) and ClearPath, will explore how energy systems have evolved throughout the nation’s history and the key technological advancements and policy developments of the last five years. Convening industry leaders, emerging innovators, financial stakeholders and government officials, the Forum will showcase American-made, low-carbon technologies, identify the partnerships and capital needed to accelerate commercialization and advance the policy and infrastructure priorities required to strengthen U.S. energy security, industrial competitiveness, emissions reductions and global leadership.
At a time when countries around the world are competing to shape the future of energy, the Carbon Innovation Forum will highlight how American innovation, investment and policy can work together to unlock the next generation of energy technologies and reinforce U.S. leadership in the global economy.
As global demand for reliable and affordable energy continues to rise, the U.S. energy sector, with its abundant oil and gas reserves, advanced nuclear fleet, world-leading geothermal capacity and innovative minerals industry, is uniquely equipped to grow our economy, restore American manufacturing leadership, and win the AI arms race with China. This fireside chat will explore how the National Energy Dominance Council is driving federal efforts to accelerate American energy innovation, reduce reliance on foreign imports, and cut regulatory red tape.
Executive Director; National Energy Dominance Council
1:30 – 1:45 pm: Powering Allies, Reducing Emissions: The Rise of U.S. LNG
In less than a decade, the U.S. went from launching its first LNG export cargo to becoming the world’s largest LNG exporter, proof that when American innovation, capital and policy align, the country can build a globally dominant energy industry from a standing start. This fireside chat will explore how U.S. LNG became a cornerstone of global energy security, providing allies in Europe and Asia with reliable energy while helping reduce global emissions. The conversation will dive into the U.S. LNG story, examining how America’s legacy of innovation at home helped unlock a major global energy advantage, and how that blueprint can inform the deployment of other cleaner energy technologies.
1:50 – 2:20 pm: Wires and Pipes: Modernizing America's Energy Infrastructure
Surging electricity and energy demand is outpacing our infrastructure. AI and data center growth are driving unprecedented power needs, creating an urgent need to modernize and expand the grid and pipeline networks needed to deliver that energy. This is the defining infrastructure challenge of the demand era. This panel will explore how developers, regulators and hyperscalers driving that demand are working together to modernize the grid, expand pipeline capacity and build at the pace the moment demands.
2:20 – 2:50 pm: Digging Deeper: Advancing American Energy and Critical Mineral Security
Strengthening America's energy security starts with producing more at home, onshoring key supply chains, and reducing reliance on foreign resources. Panelists will examine how the U.S. can unlock more from its energy resources, including enhanced oil and gas recovery techniques that support the production of lower-carbon energy and strengthen the competitive advantage of American-made energy and materials in global markets. The conversation will also explore how American energy companies are applying that same subsurface expertise to strengthen domestic critical mineral supply chains, which are essential to low-carbon energy technologies and energy security. Panelists will discuss the infrastructure, policy and partnerships needed to leverage American energy resources and materials for global leadership and energy independence.
2:50 – 3:05 pm: Networking Break
Experts explore the transformative potential of hydrogen as a cleaner energy solution and the deployment hurdles that need to be overcome. They’ll dissect the challenges of the “three pillars” (hourly matching, deliverability and incrementality), opportunities to scale-up, production, distribution, and utilization, and how to maximize existing federal support. Through a focus on innovation, decarbonization, and global impact; this panel offers a comprehensive outlook on how hydrogen is poised to shape the future of energy.
Amy Harder, CipherClimate – Moderator
Leia Guccione, Hydrogen Demand Initiative
Joseph Majkut, Center for Strategic and International Studies
Kerry Duggan, Founder and CEO, SustainabiliD
3:05 – 3:10 pm: Return to Room
The National Petroleum Council (NPC), a federally chartered and privately funded advisory committee, was established by the Secretary of the Interior in 1946 with the purpose of advising, informing, and making recommendations to the Secretary of Energy and the entire Executive Branch on matters relating to oil and natural gas or to the oil and gas industries. This session offers critical insights into the NPC’s most recent report, the evolving landscape of the energy sector, emerging trends, challenges, and opportunities. It also covers how innovative tools such as greenhouse gas monitoring facilitate energy security, sustainability, and technological innovation in ever-changing geopolitical dynamics.
Kelly Coppola, ExxonMobil
3:10 – 3:40 pm: The Energy Exchange
This interactive session will feature a fast-paced, rotating discussion where a lineup of speakers respond to rapid-fire questions. Over the course of 30 minutes, participants will rotate on and off the stage for brief exchanges, offering candid perspectives and practical insights on the opportunities, challenges and decisions shaping U.S. energy leadership.
3:40 – 3:55 pm: Fireside Chat: The Evolving Energy Narrative in Media and Politics
Energy policy has moved to the center of the national political conversation, shaping debates over affordability, reliability, sustainability, America's role in global energy markets, U.S. national security and more. This fireside chat will take stock of how energy and climate are being framed across today’s media and political landscape, what arguments are resonating with policymakers and where the conversation may be headed next. The discussion will offer an assessment of the narratives shaping the national energy debate and the political and media dynamics likely to influence it in the months ahead.
3:55 – 4:25 pm: Mobilizing American Capital: From Venture Bets to Public Markets
Public markets are starting to bet big on next-generation energy technologies. Recent public offerings are early signals that capital markets see next-generation nuclear and geothermal not as speculative bets, but as investable, scalable answers to surging electricity demand. This panel will examine what's driving that shift: how investor priorities are evolving amid surging electricity demand, what it takes for an emerging energy technology to go from private financing to public markets and how public-private partnerships and federal financing can help the next wave of companies make that same leap.
With corporations working to meet their decarbonization goals, carbon markets have emerged as a critical tool for reducing greenhouse gas emissions and incentivizing the development of innovative solutions like carbon dioxide removal (CDR) across industries. This panel will explore the multifaceted landscape of carbon markets, examining their potential to support the deployment of high-quality emissions reduction projects in the US, as well as how they tie into international rulebooks like Article 6 and the Science Based Targets initiative (SBTi).
Michael Leitch, XPRIZE Carbon Removal – Moderator
Marisa Buchanan, bp
Fredrik Ekstrom, Nasdaq
Allister Furey, Sylvera
For questions or an event invite, please contact Lauren Fookes, Senior Events Manager, ClearPath (fookes@clearpath.org)
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