With oil prices softening and upstream production growth slowing, investors face tough choices in allocating capital across an increasingly uncertain energy landscape. This session will feature leading voices in energy finance discussing how they’re reassessing risk, value creation, and return expectations in the current environment. Panelists will explore how volatility, capital discipline, and evolving demand signals are shaping capital flows, deal structures, and lending appetite. From dry powder deployment to debt terms and portfolio rebalancing, this discussion will provide a candid look at what’s next for capital allocation in oil and gas—and what it means for operators seeking funding in 2025.