Japan’s Energy Security

In A Multipolar World

TOKYO, JAPAN

Jefferies & SMBC will bring together 200+ Japanese corporates and investors in Tokyo on Oct 30, 2026, to explore Japan’s energy security in a multipolar world.

Across seven sessions and four breakouts, practitioners will share hands-on lessons on capital markets and corporate strategy, including:

  • How geopolitics is redrawing global energy supply
  • What AI and data centers mean for power demand
  • Where nuclear, renewables and carbon management can create commercial opportunities
  • How global investors are positioning in Japan and Asia

Key companies we will hear from include Shell, Energy Aspects, JERA, Microsoft Japan, Equinix, KKR, NuScale Power and M&G Investments. They will be joined by former Dallas Fed President Richard Fisher and senior leaders from SMBC Group and Jefferies.

  • Session 1: Welcome Remarks
  • Session 2: A View from Washington
  • Session 3: Shell Scenarios—Energy Security, Technology and the Future of Growth
  • Session 4: Global Energy Outlook—A Market Perspective
  • Session 5: Energy Security for Japan in a Multipolar World
  • Session 6: Power Supply–Demand in the Era of AI & Data Center Expansion
  • Session 7: Outlook for Next-Gen Energy Solutions
  • Session 8: Fireside Chat: Investment Opportunities for Japan’s Energy Security
  • Session 9: Concluding Remarks – Energy, Technology and Growth—SMFG Perspective

Watch the highlights from the 2025 SMBC-Jefferies Conference

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