2027 Cleantech Forum North America

The forum examines North American power markets across renewables, conventional generation, utilities, data centers, commercial and industrial offtakers, and government. Topics include energy-policy consistency and consequential legislation; the effects of tariffs, tax-credit regulation, geopolitical conflict, interest rates, and industry consolidation on costs and demand; FERC interconnection reform and transmission investment; and whether domestic solar and storage manufacturing can compete under changing trade and incentive rules. The program also addresses data-center and AI-driven load growth, local opposition and project approvals, equipment and workforce constraints, powered land, gas paired with battery storage, battery operations and project economics, and mergers and acquisitions in power development. Other sessions examine hyperscaler nuclear strategies, clean firm and dispatchable power, long-duration storage, geothermal, small modular reactors, gas with CCS, aging renewable assets, behind-the-meter storage, large-load flexibility, and utility–data center collaboration. Roundtable topics include understanding FEOC and tariffs, overcoming local opposition, operations and maintenance, flexibility programs, EPC partnerships, and behind-the-meter projects.

An intensive workshop on projected electricity demand and expanding the supply of natural resources used to generate power. Topics include natural gas, geothermal development and repurposing oil and gas assets; hydrogen, uranium, lithium and critical minerals; and water, environmental, storage, site-selection and regulatory considerations. Program discussions cover grid shortfalls and raw materials for electricity generation, solutions for increasing electricity supply, geothermal, and technology including ORC, sensors and small nuclear reactors. Other sessions address AI prompts for grid and behind-the-meter planning; lithium direct lithium extraction (DLE) and hydrogen technologies; regulatory and legislative factors affecting geothermal, critical minerals, low-carbon energy, grids and data centers; and mining and oil-and-gas intersections, including near-surface imaging and copper for electricity transmission. The program also includes an AI prompt clinic focused on water, the environment, science and regulations.

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.

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 covers corporate sustainability strategy across finance and the business case, communications, organizational change, data and disclosure, AI tools, decarbonization, supply chains, nature, and circular systems. Its Energy and Water programs add sessions on corporate energy procurement, grid flexibility, and water stewardship. Listed sessions address battery storage and flexible power; clean-energy procurement amid uncertainty; hourly energy matching; building decarbonization; corporate AI’s carbon costs; critical-material sourcing and material recovery for supply-chain resilience; circularity’s business case; Scope 3 supplier engagement; water risk and corporate balance sheets; AI and water stewardship; and collective action on the Colorado River. Other sessions cover regenerative agriculture, nature finance, sustainability disclosure, and communicating sustainability to policymakers and markets. The event also lists a keynote, tutorials, breakouts, workshops, and an Advanced Perspectives Program.

Sessions examine natural gas market fundamentals for AI data center demand, including basin capabilities, rig activity, storage trends, pipeline bottlenecks, competition with LNG exports and other electricity demand, and commercial strategies for procurement, hedging, and risk management. The program also addresses AI and predictive analytics for pipeline nominations, forecasting, capacity management, and gas-flow optimization, plus integration with ERP, ETRM, CRM, and SCADA systems. Infrastructure discussions cover pipeline capacity, reliability and right-of-way; regional transmission, distribution and generation investment; federal-land development models; and the commercial and regulatory structures needed to advance large-load projects. Utility service challenges include pipeline limitations, public perception, permitting, capital requirements, commercial structuring, cost allocation, reliability obligations, and protecting existing customers. A developers roundtable covers demand forecasts versus speculative projects, developer qualifications, speed-to-power and behind-the-meter strategies, gas procurement, community hurdles, and regulatory and policy issues. Other sessions address mobile gas delivery and virtual pipelines, including CNG/LNG solutions for remote or capacity-constrained markets. The keynote considers AI-driven electricity demand, gas and electric utility bottlenecks, regional load growth, and nuclear energy. A Texas-focused panel examines policy, technology, research, planning, permitting, investment, and cross-sector coordination for large-load development, including data centers and advanced manufacturing.

The program examines North American advanced battery markets and technologies across grid-connected storage, electric vehicles, heavy-duty transportation, data centers, robotics, defense, and aerospace. Market briefings address light- and heavy-duty EVs, data centers and the grid, robotics, aerospace and defense applications, energy materials, and battery recycling and second-life markets. Plenary sessions cover data-center energy storage, foreign battery manufacturers in the U.S., and EV manufacturers navigating battery supply-chain gaps. Impact Sessions address non-lithium and emerging chemistries; defense batteries and domestic supply-chain security; truck, rail, and transit electrification; battery materials and the missing pCAM/CAM/AAM midstream; battery-technology financing; U.S. battery-materials mining; robotics and aerospace; domestic battery-manufacturing equipment supply chains; next-generation batteries; Chinese battery and technology supply relationships; and digitalization and AI in battery manufacturing. Other program elements include Community Action Labs, member company and research-institution presentations, and a closing roundtable on the future of battery technology. Featured program speakers include Bob Galyen, NAATBatt International’s Chief Technology Officer; M. Stanley Whittingham, NAATBatt’s Chief Science Officer and Nobel laureate; and David Hochschild, Chair of the California Energy Commission.

Explores how the US can meet rising electricity demand as AI, data centers, advanced manufacturing and electrification drive economic and technological growth. Themes include where new power will come from, how it will be financed, and whether grids and equipment supply chains can keep pace; the potential to scale storage, advanced nuclear and geothermal; and how advances in AI, chips and compute could reshape energy needs. California-focused issues include power affordability, extreme weather, grid resilience and transport electrification. The summit examines whether technology, innovation and capital can support a reliable, affordable and globally competitive power system.

The conference brings together policymakers, experts, and corporate leaders across the clean energy value chain. Topics include wind, solar, storage, transmission, and dealmaking.