The energy transition was previously powered by rapid cost declines, policy tailwinds, and relatively straightforward project risk, but now the focus is large-scale infrastructure build-out, system integration, and longer-term capital commitments. Investors and industry leaders will explore the changing value chain, the pricing and allocation of risk, and the implication for returns, liquidity, and portfolio construction.

• Why the transition has entered a more complex, capital-intensive phase

• From renewables rollout to systems thinking: storage, grids, industry, data

• What this means for investors, developers and lenders through the 2030s

• How are rising interest rates, supply-chain pressures, grid constraints, and permitting altering energy transition risk profiles?

• What role will balance-sheet deployment and blended capital play?
  

• Key trends in project finance and lending. What’s working, what might not be working? Where from here etc.?

• How are risk allocation and capital structures shifting?

• What is the impact of policy support and new technologies

• How are financial institutions adapting to support net-zero objectives at the requisite scale? How will the latest trends impact bankability, pricing, and deal execution across renewables, storage, hydrogen, and other transition assets?

• Where are the emerging opportunities and constraints?

The energy transition is now entering a more disciplined phase, with the result that investors are re-evaluating where, and how, they deploy capital. The discussion will focus on capital allocation strategies across renewables, energy storage, grid infrastructure, and emerging climate technologies.

• How investor strategies are evolving beyond pure-play renewables

• Storage, grids, power-to-X and data-linked infrastructure as capital magnets

• Where the biggest funding gaps sit — and what innovative financing looks like

• Competing for power: data centres vs traditional demand

• In what way are return expectations, cost of capital, and risk appetite evolving in response to market volatility, uncertainty regarding policy, and the maturation of technologies?
• What are the latest trends in: deal structures, portfolio rebalancing, exits, as well as the increasing divide between bankable assets and early-stage innovation?
• What are the most important metrics to consider when making an investment decision? Where will capital flow next given the focus of the energy transition is changing from rapid growth to long-term value creation?

While institutional investors will play a vital role in financing the global energy transition, their approach to risk, returns and timing is evolving. What is their assessment of transition risks and opportunities across energy and infrastructure markets? This session will look at institutional investors’ views on portfolio strategies, policy and geopolitical uncertainty, balancing near-term performance and long-term decarbonisation goals.

• How large pools of capital are thinking about the energy transition in the 2030s

• Shifts in risk appetite, return expectations and asset allocation

• What needs to change (policy, structures, revenue certainty) to unlock scale

Investor sentiment toward wind and solar energy used to be primarily influenced by policy incentives and long-term climate commitments. However, investment decisions are now increasingly shaped by market fundamentals, technological maturity, challenges posed by grid integration, as well as risk-adjusted returns.

• Offshore wind: cost pressure, supply chains and the path back to bankability

• Onshore wind and solar as “mature” assets — still investable or structurally challenged?

• New commercial models, hybridisation, and co-location with storage

• How developers can rebuild investor confidence

• How are capital allocation strategies for wind and solar changing in today’s economic and geopolitical environment? What factors are driving renewed investor interest in renewables and, conversely, what’s giving investors pause for thought?

• How are investors now assessing project risk and return profiles, and where are the emerging opportunities in different markets and technologies?
• What impact is inflation, interest rates, supply chain dynamics, power market volatility, and changing regulatory frameworks having on investors’ approaches – and what does this mean for the large-scale deployment of wind and solar?

Energy storage is no longer confined to a supporting role in the energy transition. Instead, it is now a distinct, investable asset class. This session will explore why energy storage is now capturing the attention of institutional investors, while also examining how energy storage’s operational and financial characteristics are reshaping investment strategies.

• Why energy storage has become a standalone investment class

• Duration, technology selection and merchant exposure

• How investors assess risk in increasingly volatile power markets

• What market, regulatory, and technological trends are impacting its valuation as a standalone asset?

• This session will explore the evolving economics of energy storage and the revenue stacking opportunities

• What are the risk-return profiles that differentiate storage from more traditional generation assets?

• What strategies are investors adopting for scaling storage portfolios?
• How are policy and market frameworks enabling storage to thrive independently?

What are the emerging trends in battery and storage technologies, and what market opportunities are presented for investors? This session will explore the role storage can play in enabling grid stability, peak load management, and decarbonisation goals.

• Revenue stacking, grid services and long-term cashflow visibility

• Regulatory design, market access and bankability challenges

• Where the most compelling storage opportunities are emerging in Europe

• How storage underpins renewables, grids and industrial electrification

• Attendees will gain practical insights into how strategic investments in energy storage can: unlock new revenue streams; drive sustainable growth; and accelerate the shift to a low-carbon economy
• Join us to understand why energy storage is powering the future of energy—and why it demands the attention of forward-looking investors today

Global demand for cloud computing and data storage is rocketing, with the result data centres are driving unprecedented pressure on power grids. This session will look at how we can build resilient, scalable, and sustainable grid systems that can support data centre growth.

• What emerging technologies and smart-grid solutions will help to enhance capacity and reliability?

• Explosive load growth from AI and digital infrastructure

• Grid constraints, aging assets and climate resilience

• Cybersecurity, system stability and AI-driven grid management

• How utilities and investors can monetise resilience and flexibility

• What emerging technologies and smart-grid solutions will help to enhance capacity and reliability?

• What are the major investment opportunities in energy infrastructure to support data centre expansion?

• What are the regulatory and policy considerations shaping grid modernisation?
• What strategies help to balance rapid data centre growth with sustainability and resilience?

In what ways will the energy transition investors of the future have to be more strategic, agile, and impact-oriented? This session will explore the factors that will impact the decisions of the energy transition investors of the future. It will also debate how the investors of the future will balance financial returns with sustainability goals.

• How policy reform and technology shifts will reshape capital deployment

• Managing regulatory uncertainty and transition risk

• Scaling infrastructure while protecting returns

• What “best-in-class” investment strategy looks like heading to 2040
• What are the emerging trends in capital allocation, technology adoption and risk management?

• Key themes from the day

• What investors, developers and policymakers must do next

• Where confidence — and capital — can be deployed now