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.
*Agenda is subject to change and will be updated periodically as speakers are confirmed.
12:00 - 1:00 pm: Networking Lunch
1:00 - 1:05 pm: Program Begins and Welcome Remarks
Former Rep. Ryan Costello (R-PA)
1:05 – 1:30 pm: American Energy Dominance
As America marks its 250th anniversary, this conversation looks at how rising electricity and industrial demand from AI and data center growth, manufacturing reshoring, and a renewed focus on energy security can be turned into lasting American advantage. The discussion will focus on what it takes to innovate faster, build at scale, and compete globally: the policy and infrastructure priorities, the federal and private partnerships, and the capital needed to commercialize American-made technologies and reinforce U.S. energy leadership for the next 250 years.
Jeremy Harrell
Chief Executive Officer; ClearPath
Alex Fitzsimmons
Associate Deputy Secretary; U.S. Department of Energy
1:30 – 1:48 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.
Rob Jennings
Vice President of Natural Gas Markets; American Petroleum Institute
Will Jordan
Chief Legal and Policy Officer; EQT Corporation
Andy Rapp
Senior Advisor to the Secretary; Department of Energy
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.
Neil Chatterjee
Chief of Government Affairs / Former FERC Commissioner; Palmetto
Ashley Kang
Senior Director, External Affairs & Communications; Grid United
Ariel Horowitz, PhD
Data Center Energy Lead; Anthropic
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.
John Dabbar
Executive Director; National Petroleum Council
Todd Schaef
Chief Scientist; Pacific Northwest National Laboratory
Sasha Mackler
Senior Vice President, Global Head of Strategic Policy; ExxonMobil Low Carbon Solutions
Vishal Gupta
President & Manager; Oxy EOR Ventures
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 – 3:40 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 35 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.
Savita Bowman
Program Director — Advanced Manufacturing and Carbon Innovation; ClearPath
Kristian Schmidt Clausen
Director & Head of US; AIP Management
Courtney Loper
Head of Government Relations and Public Affairs; EQT Corporation
Gavin Dillingham, PhD
Executive Advisor, Federal Affairs; SLB
Cameron Halliday
Co-Founder and CEO; Mantel
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.
Josh Siegel
Energy Reporter; POLITICO
Amos Snead
Founder and CEO; The DUX Group
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.
Hillary O’Brien
Managing Director - Clean Power, Natural Resources, and Research; ClearPath
Tim Latimer
Chief Executive Officer; Fervo Energy
J. Clay Sell
Chief Executive Officer; X-energy
Jeff McClure
Senior Advisor, Office of Energy Dominance Financing; Department of Energy
Executive Director - Head of Nuclear, J.P. Morgan; J.P. Morgan
4:40 – 4:45 pm: Closing Remarks
Rebecca Winkel
Energy & Climate Policy Director; API
4:45 – 6:00 pm: Networking Reception
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)
Register Interest for the 2026 Carbon Innovation Forum
Stay informed with our weekly email roundup of clean energy policy and news.
CLEARPATH
For Information
300 New Jersey Ave, NW, Suite 800, Washington, DC 20001