Set the scene with an Exile Intelligence and data-driven look at the forces reshaping export, project, and development finance over the medium to long term. This session provides a concise trends analysis covering geopolitical fragmentation, rising defence and security priorities, and the restructuring of supply chains as governments and corporates shift from globalisation to de-risking and strategic diversification. It highlights the accelerating demands of the energy transition, the intensifying competition for critical minerals, grid capacity, storage, and digital infrastructure, and the persistent tension between long-term climate ambition and near-term energy security.