Energy SIG

While artificial intelligence is often discussed in terms of productivity and jobs, recent macroeconomic research shows that its near-term economic impact is being driven primarily by capital investment—particularly data centers, power infrastructure, and energy-intensive equipment. Drawing on Moody’s AI macroeconomic scenarios, this session examines how AI is reshaping growth through physical investment, how rising infrastructure […]

Geopolitical tensions, inflation, monetary policy, and shifting global supply and demand continue to shape the outlook for oil and gas. Featuring perspectives from the Federal Reserve and energy investment sector, this discussion will explore how these forces are influencing commodity prices, capital markets, and the broader economy—and what finance leaders should be watching as they […]