Engie North America

The program spans project execution, nuclear energy, and grids, AI, and infrastructure. Sessions address financing and delivering the U.S. energy buildout; grid capacity, interconnection, transmission, reliability, and cost allocation; and the effects of data-center and industrial demand on power planning. Nuclear topics include power for data centers, first-of-a-kind project cost and delivery, nuclear finance, HALEU and fuel supply, utility choices among large reactors, SMRs, and microreactors, and pathways to SMR deployment. Other sessions cover LNG security, trade, and investment; energy storage and grid-edge technologies; AI in energy operations; and project bankability, permitting, policy, supply-chain, and delivery risks. The program also includes executive roundtables, a project-execution clinic, and an energy startup pitch competition.

The program combines a shared market program with concurrent Capital, Markets & Deal Strategy and Energy Innovation & Investment tracks. Sessions address capital availability, tax equity and credit transfers, private credit, project bankability, investment risk, insurance, and the effects of policy and market changes on project finance. Topics include macroeconomic and geopolitical forces affecting U.S. energy investment; capital deployment across renewables, gas-fired generation, storage, transmission, and digital infrastructure; financing firm power amid rising electricity demand; and project-finance trends and capital sources. The innovation track covers emerging energy asset classes, post-tax-credit renewable and storage economics, AI and data-center power demand, permitting and commercialization barriers, small modular reactor economics, construction risk, geothermal, long-duration storage, and distributed energy. Closing discussions consider which energy technologies and business models may scale by 2030, what makes infrastructure bankable, and investment lifecycle strategies including M&A, value creation, and exits.