Main Conference Day TwoWednesday, 19 March 2025

Power demand for carbon-free electricity to power AI applications are creating opportunities for nuclear operators to serve data center loads (Microsoft case in the spotlight). What are the best strategies to take advantage of this development? Is there a commercial market for small molecule nuclear reactors? What new lucrative technologies are emerging in this sector? Will we see more nuclear fusion or more conventional nuclear? Can the government support shorten the length of nuclear projects, especially conventional ones?

Exploring AI’s power consumption and its demand on the grid. How can we ensure a sufficient investment into modernising the grid and making it stable? How long will it take? What are mechanisms for harnessing private capital to get into this highly regulated section of the energy market?

Exploring the investor appetite and key considerations for investing in battery storage. Large scale battery concept: how to invest in this? What solutions are there for a long duration energy storage? Discussing battery storage deployments and other technologies like hydro storage and localised Peaker plants. Distributed storage and battery sector: what is the more investable, batteries or pipes?

What are some of the new developments in climates and cleantech? Examining the risk profile of emerging technologies. Is innovation likely to come from the more traditional, older and well-established businesses or from the new companies? How are the new innovating tech market players overcoming the challenge of scaling up to a commercial level, where they can have a real output? How to finance these technologies?

Can natural gas serve as a short-to-medium term power supply for data centers, reduce the burning of coal and come a principal growth fuel of the energy system? How is US going to envelop the resources for natural gas and where is that money going to come from? Do we see more small private PE firms getting back into the game, and what are their climate pledges? Exploring the impact of LNG demand and exports on natural gas and the mid-stream market. Analysing how investments in RNG production provides a path to achieving methane emission reductions. It’s time for utilities to accelerate investment in RNG?

How do we define energy transition with an “all the above” perspective? How does energy transition impact the demand profile? Exploring risk and return of the investment in these projects. An allocator perspective: where does it fit and how are investors considering the commitment to ET? Whas it just a trend, is it fundamental, is it based on pricing? Is it a long-term strategy or just a fad? Looking at energy efficiency as the “first fuel” in clean energy transitions. Addressing energy transition funding gap between early-stage VC funding and later stage growth equity.

What has been driving an increase in CVs popularity? How are LPs view this development, and what do GPs think about it: pros vs. cons? Is it a more meaningful exit vehicle and do they provide more liquidity? Who are the players in this space and how are they doing that? Single vs. multiple asset CVs.

Investing in carbon capture for higher returns: challenges and opportunities. Can CCUS be integrated within midstream value chain, and how can it lower carbon intensity of fossil fuel value chain? Is there a commercial case for carbon sequestration?

Highlighting innovation in the recycling businesses and anti-environmental pollution platforms. Examining the role of green hydrogen and biofuels.

Uncovering the investment potential and changing market dynamics of Latin America. Could better equity market conditions in the region drive an uptick in activity? Exploring opportunities in the fintech and digital sectors. Analysing the investor appetite for power and electricity. What is on the horizon for Latin America?