Steen Jakobsen delivers a blunt macro wake-up call on why the AI economy is set to collide with the physical power grid. He will connect data-centre demand, grid constraints, slow permitting, bond-market funding risks and the erosion of the Nordic power surplus, before closing with five outrageous predictions for energy, AI and macro to 2030. Includes Q&A.

Louise Hahn gives a frank buy-side view on whether today’s energy market design still serves consumers and supports real-economy investment. Drawing on Mind Energy’s work with commercial and industrial consumers, she will address why full spot exposure is rarely optimal, why forward liquidity matters, and how fragmented bidding zones can weaken effective hedging. Includes Q&A.

Jerry de Leeuw and Tamas Rietdijk examine how AI is changing the trader’s edge in energy and commodity markets. They will separate hype from practical use cases, explore where models can support forecasting, execution and risk monitoring, and challenge whether autonomous systems create new governance, model-risk and flash-crash concerns. Includes Q&A.

The EU carbon debate is shifting with targeted reform of the EU ETS, the launch of ETS2 and a growing focus on using carbon revenues to support industrial decarbonisation. At the same time, the question of how European carbon policy connects to emerging global compliance markets is back on the table. Ingo Ramming will explore whether the move to verified, increasingly compliance-driven markets can create a deeper and more liquid global carbon market. Includes Q&A.

The Nordic power market is at an important turning point, with demand becoming the decisive question for the next phase of the transition. After years where supply growth has often outpaced consumption, electrification, industrial demand, data centres and flexible load could reshape the market balance. Riku Merikoski will give a status of Nordic power fundamentals with a particular focus on the demand side. Includes Q&A.

As renewable forecast errors, intraday volatility, balancing needs and portfolio complexity grow, the relationship between physical flexibility, short-term market decisions and forward hedging is becoming increasingly important. Tim Kummerfeld will explore how trading and portfolio management may need to adapt as short-term optimisation increasingly feeds into longer term risk management and futures trading decisions. Includes Q&A.

In a more fragmented and volatile world, the energy transition is no longer only about adding more renewables. It is about reinventing the energy and power system while maintaining security of supply, competitiveness and trust in markets. Torben Brabo will explore how BESS, VPPs, storage and flexibility can accelerate the transition, but only if market design, regulation, grid infrastructure and data frameworks make these assets investable. Includes Q&A.