Yana Popkostova

Founder & Managing Director at European Centre for Energy and Geopolitical Analysis

Keynote

Yana Popkostova works at the intersection of geopolitics, energy systems, and industrial transformation, bringing a systems-level perspective across policy, trade, and cross-commodity market dynamics. Her work examines how decarbonisation is reshaping the nature of geopolitical risk - from fuels to supply chains, infrastructure, and industrial systems - with direct implications for energy security, capital allocation and long-term market stability.

She advises governments, investors, and multinational companies on these dynamics, providing forward-looking risk analysis and tailored strategic foresight to enable resilience-building across regulatory frameworks, industrial strategies, and investment decisions.

Previously, she led the environmental and energy security portfolio at the European Union Institute for Security Studies, advising EU institutions and Member States. Popkostova also co-led the UNDP Advisory Group on Critical Raw Materials Governance, was a Policy Leaders Fellow at the European University Institute, and served as an expert reviewer for the IPCC 1.5°C Report. She sits on the board of the World Energy & Meteorology Council. She is the author of The Power Shift: The impact of the low-carbon transition on the Oil & Gas Economy (2023), Europe’s Energy Crisis Conundrum: Origins, Impacts and Way Forward (2022), and a co-author of IRENA’s Geopolitics of Energy Security (2024)