Main Conference Day TwoTuesday, 9 June 2026

Traditional energy sources remain indispensable to global energy security and supply, a reality underscored by recent geopolitical tensions. Making the financial and strategic case for private equity investment in the hydrocarbon sector. How do these assets provide critical stability and returns in a volatile market?

As energy systems decentralise, private investors are increasingly financing and owning assets once dominated by utilities. This keynote explores how clean infrastructure – like solar, storage, and grid-edge solutions – is becoming an investable real asset class, and how capital allocation decisions today shape the future impact of the energy transition.

Identifying investment opportunities and navigating persistent hurdles in the renewables sector. What are the current investment trends in renewables and what key challenges are determining success in a dynamic and policy-driven market? How can we bridge the gap between ambitious climate goals and bankable, scalable renewable energy investments?

Why is CCUS no longer an optional extra, but a critical component for achieving net-zero emissions, particularly in heavy industries where alternatives are limited, such as cement, steel, and chemicals production? This exclusive interview will provide private equity investors with a strategic roadmap for deploying capital into this burgeoning sector in 2026.

Why private credit is becoming increasingly central to financing large-scale energy transition assets as bank balance sheets retrench and equity capital becomes more selective. How long-dated, flexible private capital can support deployment at scale across renewables, grids, storage, and broader transition infrastructure. The importance of repeatable, institutional-grade credit structures that deliver attractive risk-adjusted returns while accelerating decarbonisation. The role of transition credit in providing LPs with durable cash yield and downside-protected returns.

Exploring the critical and growing recognition of "molecular" energy sources like Liquefied Natural Gas (LNG), hydrogen, and their derivatives (such as ammonia) as indispensable components of the energy transition.

What sophisticated storage solutions are private equity investors are targeting? What are the challenges of integrating these assets into existing grid infrastructure? Offering insights for investors seeking to bridge the gap between burgeoning energy demands and the infrastructure required to deliver a reliable clean energy future.

Water infrastructure has emerged as a critical, yet often overlooked, investment frontier at the intersection of energy production and the exponential demand from data centres and AI. How is private equity navigating the vital link between secure water resources, operational resilience, and the sustainability of modern infrastructure?

Exploring how private equity and infrastructure funds can effectively deploy capital to achieve meaningful emissions reductions while generating superior returns in hard-to-abate sectors. What strategies and scalable solutions do investors use to solve core financial and technological challenges of industrial decarbonisation?

Exploring the changing landscape for nuclear investment and examining the growing enthusiasm for both traditional, large-scale reactors and the innovative potential of Small Modular Reactors (SMRs) in the 2026 market. Where can public policy and private capital align to accelerate the deployment of nuclear energy infrastructure?

1. Scaling solutions: decarbonisation technologies and climate tech investment

2. Beyond mitigation: private capital and the climate adaptation imperative

3. The rule makers: how private equity navigates policy and regulation in energy transition

4. The invisible gigawatt: unlocking value through energy efficiency investments