EPIC 5 Investment Plan Workshop - Day 3

California’s growing demand for power, flexibility, and speed-to-power is placing pressure on energy systems. The event covers effects on transmission and distribution infrastructure, and strategies and policies to address transmission hurdles, interconnection bottlenecks, and reliability challenges. Panel topics include energy demand from data centers, EV infrastructure, and electrification; grid access and infrastructure needs in the San Diego region; battery energy storage as critical infrastructure and how to meet storage demand; and political challenges and state and local efforts related to clean-energy leadership.

“Collaborative Capital: The Multiplier Effect for Clean Energy” frames a working forum on coordinating investment across public, private, and philanthropic sectors and addressing systemic clean-energy financing challenges. The program combines plenary discussions, facilitated small-group problem solving, and breakouts. Small-group topics include state policy blueprints, low- and moderate-income financial access, tax-credit monetization, the clean-energy capital stack, virtual power plant valuation, local alignment to reduce soft costs, financing data-center growth, solar finance in low-incentive markets, resilience and outage avoidance, first-of-a-kind project financing, turning small projects into investable portfolios, liquidity for CDFIs and green banks, Indigenous and rural capital access, early-stage geothermal exploration, and utility capital for flexible capacity with equitable benefits. Breakouts address how state and local green banks use public seed funding to attract private lenders; philanthropic impact investing and program-related investments; community ownership and retaining wealth locally; philanthropic guarantees and credit enhancements; financing grid modernization, battery storage, and microgrids in disaster-prone regions; and clean-energy finance amid AI-driven growth. The program also includes innovation spotlights. David Crane, CEO of Generate Capital, gives the opening keynote; Amir Kirkwood, CEO of Justice Climate Fund, gives a keynote; and Elizabeth Mahony, Commissioner of the Massachusetts Department of Energy Resources, gives the closing keynote. The forum follows the Chatham House Rule, and solicitation of funding is not permitted.

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 examines Texas power policy, market design, infrastructure development, project investment, and operations. Shared plenary sessions address the 90th Legislative Session and SB 6, PUCT rulemaking, ERCOT’s Batch Zero large-load interconnection process, load growth, data-center power supply, 765-kV transmission, siting and permitting, and local engagement. Headline speakers include State Representative Todd Hunter of the Texas House of Representatives (District 32) and Commissioner Courtney Hjaltman of the Public Utility Commission of Texas. Day Two has concurrent ERCOT Market Reforms and Investment & Asset Optimization tracks. Topics include resource adequacy, transmission cost allocation beyond 4CP, data-center development, battery state-of-charge rules, cybersecurity and energy security, renewable project strategy, dispatchable generation, electricity affordability, demand response, distributed energy resources and ADER, and inverter-based resource ride-through requirements. Other sessions examine battery project economics, powered-land siting factors such as water and cooling, and strategies for optimizing assets in changing market conditions. The closing plenaries cover advanced nuclear, geothermal and other low-emission dispatchable generation; project finance amid tax-credit, FEOC/PFE, procurement, interest-rate, EPC-cost and tariff risks; and energy-asset M&A and deal trends.

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 conference focuses on the customer-utility interface, including planning, demand management, distributed energy resources, storage, DERMS, energy efficiency, interconnection, standardization, scalability, AI, data center growth, and next-generation loads. The program includes tutorials, technical tours, welcome and opening remarks with a keynote, breakout sessions, exhibits, stage presentations, startup lightning pitches, a poster session, and a closing session. Super Sessions address generation mix and grid reliability; data center growth and the AI economy; flexible load management; AI for planning, operations, and reliability; and asset management for an affordable grid. The program also includes an invite-only Innovation Challenge and brings together utility engineers, planners, consultants, developers working on large-load interconnections, AI and data-center leaders, DER providers, policymakers, regulators, and researchers in data, cybersecurity, and grid-edge systems. PacifiCorp is the host utility.

The symposium focuses on accelerating deployment of transformative clean-energy technologies and policies for the public good, forging cross-sector alliances, and renewing leadership commitment to clean-energy innovation. The agenda includes a fireside chat; sessions on battery innovation and battery research; an emerging leaders panel; “Learning from Hundreds of Millions of Experiments in a Single Afternoon”; “Life Science Lessons”; and “High-Throughput Materials Science for Solar.” An innovation ecosystems panel and closing address round out the program.

A member-focused policy program combining legislative meetings with panels on state energy and cleantech policy. Possible panel topics include policies supporting large-scale campus decarbonization efforts and workforce development. Panel 1 addresses Big Things on the Move: Policies to Consider for Current and Emerging Energy Projects, with Dave McCormack, CEO, Clean Energy Supplier Alliance; Julianne Mattecheck, Fabrication Salesperson, UMC, Inc.; and Ryan Calkins, Commissioner, Port of Seattle. Panel 2 addresses Carbon Management and Growing Energy Demand, with Steven Schueneman, Manager, Emerging Technologies and Sustainability, Puget Sound Energy; Meghan Gavin, General Counsel and Director, Carbon Containment Lab; and Mike Robinson, Co-Founder, PacClean. Innovation cluster insights and moderation are provided by Mel Clark, President & CEO, CleanTech Alliance, and Cassie Losey, Director of Governmental Affairs, Port of Benton. Reception remarks are provided by Nora Hawkins, Interim Energy Policy Director, Washington State Department of Commerce. The program includes legislator meetings with Sen. Sharon Shewmake, Rep. Alex Ramel, and Rep. Clyde Shavers.

The program covers residential, commercial and industrial, and utility-scale solar and storage, with discussion of tax-credit deadlines, tariff and sourcing rules, permitting reform, interconnection, storage financing, and data-center-driven demand. The keynote “State of the Industry: A Candid Look at Where Solar and Storage Stand” examines policy volatility, tax credits, tariffs, and market consolidation. Another keynote features a live recording of the Energy Empire podcast about forces reshaping America’s clean energy buildout. “Designing Commercial-Scale PV: Three-Phase, the NEC, and Interconnection” addresses service configurations, conductor and overcurrent-protection sizing, and Article 705 interconnection. “The Mid-Market Interconnection Bottleneck” considers delays for mid-sized projects, utility perspectives, and possible reforms. “The New Rules for EPCs, Post-ITC” examines compressed schedules, supply constraints, milestone risks, and the post-safe-harbor landscape for utility-scale and C&I projects. Storage and grid topics include FEOC requirements, OEM and warranty structures, augmentation, and revenue assumptions in project financing; FERC Order 2222 and state virtual power plant mandates; and BESS fire-safety planning under UL 9540A and NFPA 855, including early engagement with authorities having jurisdiction. Other sessions address peak-demand revenue from capacity, ancillary services, demand response, and arbitrage; ERCOT load growth and large-load interconnection; and financing, interconnection, and construction for data-center power projects. Workshops cover commercial PV fundamentals and O&M practices including NFPA 70B, infrared thermography, and PV ground-fault troubleshooting. Roundtables address operational and business challenges involving supply chains, policy, financing, and market access. Conference passes cover sessions, roundtables, keynotes, and Braindate; workshops require separate purchase, while Exhibit Hall Only passes include access to keynotes.