As geopolitical uncertainty, rising energy demand and accelerating electrification reshape the global energy system, energy security can no longer be separated from affordability, competitiveness and decarbonisation. Governments, investors and energy companies are being forced to rethink how today’s energy needs can be met while building more resilient and lower-carbon systems for the future.

Dr Ma Jun, President of the Institute of Finance and Sustainability and Chairman of the Hong Kong Green Finance Association, explores how China’s rapid expansion of renewables, electric vehicles and green finance is influencing the transition, and what other markets can learn from that experience. Aurélien Hamelle, President, Strategy & Sustainability at TotalEnergies, brings the perspective of a global energy company, examining how changing demand, electrification and capital allocation are reshaping long-term investment decisions.

Together with host Patrick Odier, they discuss the evolution from green to transition finance, the importance of credible frameworks, and how capital can support an energy transition that remains secure, affordable and economically viable.