ANU Energy Update 2026: Beyond Hormuz - Australia and the new energy geopolitics

The closure of a narrow stretch of water in the Middle East known as the Strait of Hormuz has led to the largest energy supply shock in the history of the world. Millions of barrels of oil that would normally pass through the Strait on any given day have been drastically restricted. And conflict in the region, the root cause of the trade route restrictions, does not look set to stop anytime soon. This is no blip on the landscape. It is a turning point that represents a new era of energy geopolitics. Countries across the world are reviewing their energy strategies against the backdrop of a new global energy landscape. What does this mean for Australia and its trading partnerships and for the clean energy transition? Energy Update 2026 will bring together energy experts to explore some of the implications of this new energy landscape. There will be two panel discussions. The first will provide a selection of international perspectives and the second will focus on Australia's electrification agenda, with specific attention on transportation. The annual ANU Energy Update is a highlight on the ANU Institute of Climate, Energy and Disaster Solutions' (ICEDS) calendar, bringing together energy researchers, policymakers, industry and the public to discuss the latest in energy research and analysis. Agenda Welcome Aidan Muirhead, Manager, Institute for Climate, Energy & Disaster Solutions, ANU Energy Update Llewelyn Hughes, Director, Institute for Climate, Energy & Disaster Solutions, ANU Keynote presentation: From the Bridgewater canal to the Strait of Hormuz - 265 years of increasing energy trade by ship. It ends here. Paul Binsted, Chair, Stanwell Corporation, 2020-2025, and Chair, Energy Corporation, 2024-2026 Panel Discussion 1 & audience Q&A International perspectives on the energy crisis Panel members: • Budy Resosudarmo, Arndt-Corden Department of Economics; Head, ANU Indonesia Project, Crawford School of Public Policy, ANU • Yixiao Zhou, Arndt-Corden Department of Economics; Director of China Economy Program, Crawford School of Public Policy, ANU • Melanie Pill, Honorary Senior Lecturer, Fenner School of Environment and Society, ANU Moderated by Jessie Moritz, Senior Lecturer, Centre for Arab and Islamic Studies, ANU Morning Tea Panel Discussion 2 & audience Q&A Australia’s electrification agenda with a focus on transportation Panel members: • Laura Jones, Energy Systems Specialist, ANU Centre for Energy Systems, ANU • Kristian Handberg, Head of Future Business, Jet Charge • Sarah Boddington, Research Fellow, School of Regulation and Global Governance, ANU Moderated by Jon Sibley, Director, enX Consulting About the keynote speaker Mr Paul Binsted studied economics, accounting, finance and law at the ANU where he earned Bachelor’s degrees in Economics and Law. He worked as a junior lawyer in the late 1970s. In 1981 he moved to Investment Banking where he specialised in Corporate Finance and Mergers & Acquisitions and held Managing Director and Head of M&A positions with both Salomon Smith Barney/Citigroup and Lazard. Paul retired from executive roles in 2009. A list of Board roles he has held is below. He has been fully devoted to electrification and decarbonisation since 2012. He was an inaugural Board Member of the Clean Energy Finance Corporation (CEFC) from 2012-2017. He was Chair of Stanwell Corporation, Queensland’s largest and Australia’s second largest electricity generator from 2020 until October 2025. Paul was Chair of Energy Corporation of NSW from 2024 until August 2026. In these roles Paul became deeply interested in power systems. Board positions: • Paringa Mining & Exploration Co PLC 1989-1990 • Sydney Ports Corporation NSW 1995-1998 • State Rail Authority of NSW (Chair) 1998-2002 • Sydney Ports Corporation (Chair) 2006-2009 • Donaldson Coal Holdings 2008-2012 • Australian National Maritime Museum 2010-2016 • Clean Energy Finance Corporation 2012-2017 • Moorebank Intermodal Company 2013-2019 • Stanwell Corporation (Chair) 2020-2025 • Energy Corporation (Chair) 2024 -2026. Following Energy Update: Australian Energy Social Science Workshop 2026: Policy Discussion, 2 - 5pm, 17 September 2026 Designed to support informed dialogue on policy and implementation challenges this session follows ANU Energy Update 2026 (same venue). This will be an interactive session consisting of presentations, panel discussions and audience Q&A. Find out more and register to attend the Australian Energy Social Science Workshop here. More information • This will be a hybrid event with the option to attend either in-person at The Australian National University campus or online. Morning tea will be provided for in-person participants (please BYO mug or keepcup!). • The event will be recorded and made available online. • Information on getting to our events is available here. • If you require accessibility accommodations or a visitor Personal Emergency Evacuation plan please contact [email protected] • By registering for this event you are also subscribing to the ANU Institute for Climate, Energy & Disaster Solutions mailing list. You can unsubscribe at any time by clicking on the unsubscribe button at the bottom of correspondence. All information collected is governed by the ANU Privacy Policy.