How is the outcome of US Presidential election likely to affect the energy sector? Has the focus of IRA shifted from power generation concerns to the enabling of manufacturing industry, and how will IRA related strategies change going forward? Exploring the key factors influencing the value of energy assets. What are the top trends driving investment in the energy space? Transitioning to growth: what challenges are posed to the US and Europe as electricity demand growth returns after 20 years of decline?

Analysing the endless supply of energy in the red states and insatiable demand for energy in the blue states. With increasing climate change and CO2 emissions concerns, has the time come for a Grand Carbon Bargain? Exploring how if carbon capture, if made to scale, could be a windfall for big tech in blue states and energy producers in red states. Could this be a healing win-win compromise that could lessen political polarization and the risk of national turmoil?

What do LPs view as a more financially beneficial investment decision based on their risk/return profiles: traditional energy, renewables or energy transition? Where does energy transition fit within the investors’ portfolio: infrastructure, growth equity, early-stage investing, VC or all of the above, and does it really matter? Analyzing the liquidity of existing private equity portfolios in energy. Benchmarking: is there one benchmark that make sense, and how does one judge non-financial returns?

A GPs’ take on current pressures, risks and opportunities in terms of portfolio management. How do find managers find and generate alpha in their portfolio company investments to obtain an edge over competition? How are GPs and their portfolio companies navigating IRA and recent supply chain disruptions? What is considered to be a more forward-thinking investment approach amongst GPs to accelerate global decarbonization at a sufficient pace? What are the most reliable sources of financing energy projects?

How “investable” are renewables today? What are the return expectations given the rise in interest rates? Exploring hottest trends, growth drivers and investment opportunities. Renewable fuel in the spotlight. What is behind the challenges of financing certain types of alternative power generation projects, and how can they be overcome? As we bring more renewable energy online, how can we mitigate their intermittency to ensure they don't destabilize the grid?

Exploring regulatory challenges related to infrastructure financing and investments. Tackling supply chain and resource management issues. Shining a spotlight on grid integration and energy storage.

Analyzing a renewed interest in traditional energy within the LP community. How much capital will really be needed going forward to meet the demand: is what we have enough, or do we need more? Addressing how the expected E&P cost reduction is likely to spur on the development of conventional energy asset class and analyzing its impact on the energy market, energy supply dynamic and energy transition. Examining the quality of shale inventory.

Analysing the role of critical materials in energy transition and decarbonization. Addressing the competition for clean energy manufacturing and for supplies of critical minerals and metals. How quickly can supply react to the increased demand in raw materials and manufacturing, and how market balance can be achieved in terms of supply, demand and prices?

Analyzing the role of AI in the energy sector. How can AI spur on the transition and make the energy market more efficient? Understanding the power demand created by AI. Analyzing how vast energy needs of AI and data centers may keep fossil fuels, particularly natural gas, in the mix much longer than expected. How can investors capitalize on the AI revolution and predict where to place their bets?

Exploring the evolution of energy transition since the first “public appearance” in private equity in 2017. How does the investment community define energy transition today? How far does it span and how is it financed? With so many energy transition funds out there, how do you differentiate? US vs. Europe v. ROW: comparing the investment trends, approaches, risks and opportunities.

Has the ESG wave crested as it relates to making it an investment strategy in and of itself? Given a wide range of ways that ESG is currently defined and measured, how can a coherent ESG investing strategy be formulated? Looking at how impact is being measured and reported. What solutions can private equity provide to avoid box-ticking and greenwashing?

1. Hydrogen
2. Natural gas & LNG
3. Nuclear power
4. Energy storage

Uncovering the likely paths for oil and gas demand and the growth of clean energy and debating the likelihood of various future scenarios. Have we hit the peak of the demand, and if not, how do we ensure that sufficient investment continues to be made to avoid the suffering insufficient energy supplies? How rapidly and drastically do we think the future of energy is likely to change? Can an active investment approach that recognizes the reality of the world’s energy demands and pairs traditional with alternative sources create superior investment outcomes?