National Energy Outlook and Impacts

Geopolitics, Grid Demand and the Business Impact for Texas

The Dallas Business Club is pleased to present an upcoming panel discussion focused on the Texas energy outlook and the implications of recent geopolitical developments for business leaders across the region.

In light of the recent outbreak of war involving Iran and the resulting disruptions in the Strait of Hormuz, this timely discussion will explore how global instability may affect energy supply, pricing, investment decisions and broader economic conditions. Against that backdrop, our panel will examine what these developments may mean for Texas, Dallas and the national business environment.

Dallas Business Club convenes senior business leaders from across the Metroplex for substantive discussions on the issues shaping today’s business climate. Our events consistently attract a high-level executive audience, including approximately 20% C-suite executives, 13% vice presidents and 17% directors.

  

Discussion Topics

Panelists will address several issues shaping the energy outlook for business leaders at the National, Texas and Dallas levels, including:

• Grid reliability and rising electricity demand in Texas, particularly the growing impact of AI and data centers
• The 2026 outlook for oil, gas, nuclear energy and other strategic inputs such as fertilizers and helium
• Business implications of the conflict involving Iran and disruptions in the Strait of Hormuz for pricing, investment and economic conditions

  

Our Panelists 

Garrett Golding

Assistant Vice President for Energy Programs, Federal Reserve Bank of Dallas

Mr. Golding brings deep expertise in energy markets, grid reliability, geopolitics and the forces shaping Texas and U.S. business conditions. His work focuses on the intersection of energy and the economy, with particular insight into market shifts, policy and infrastructure trends. He offers an informed perspective on grid reliability, rising electricity demand from AI and data centers, the outlook for key energy and strategic inputs, and the business effects of geopolitical disruption.

 

Nikki Morris

Executive Director, Ralph Lowe Energy Institute, TCU

Ms. Morris brings deep experience in energy markets, strategy and industry leadership, with prior senior roles at TotalEnergies spanning business development, portfolio strategy and major upstream projects. She offers valuable perspective on grid reliability, rising electricity demand, key energy and strategic inputs, and the business implications of geopolitical disruption.  She brings practical insight into how energy market shifts, investment trends and policy developments create both risk and opportunity for business leaders.

  

Moderator

Ellen Conley

Partner and Co-Chair of Hayes Boone Energy Finance Practice Group

Ms. Conley brings deep expertise in energy finance, oil and gas transactions and the legal frameworks that shape investment across the sector. As a partner at Haynes Boone, she advises banks, private capital providers and energy companies on financing, acquisitions, divestitures and other complex transactions. Her experience offers valuable perspective on how grid demand, capital investment, commodity markets and geopolitical disruption affect the energy outlook for business leaders in Texas and beyond.

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Date:  Wednesday, May 7th
 

BREAKFAST

7:00 AM – Doors Open

• Networking reception and Green room

7:45 AM – Program Begins

• Welcome remarks followed by panel discussion

8:45 AM – Post-Event Reception

• Continue the conversation and expand your network

  

Location

Haynes Boone, LLP

• 2801 N Harwood Street, Suite 2300, Dallas

Parking

• Located across the street, North East of the building

  

Registration

• Inner Circle Members: $20
• Guests: $55

Join us this morning for timely analysis, meaningful discussion about the energy and raw material outlook as we examine one of the most important issues facing Texas business leaders and the nation today.