GreenBiz 27

The forum brings together cleantech innovators, investors, corporates, and other ecosystem participants to address grid stability, water scarcity, waste-to-value, critical minerals, and geopolitical pressures on supply chains and energy security. The program includes a closed-door, peer-level executive roundtable and an opening plenary covering cleantech trends, capital flows, innovation, and the 2027 Global Cleantech 100. Agenda topics include nuclear fuel supply and nuclear supply chains; mineral processing, refining, recovery, and the post-mining supply chain; physical AI applications in grid construction, critical minerals, and dual-use; data-center power demand, grid capacity, water use, cooling, and wastewater resource recovery. Other sessions address heat resilience, energy efficiency for AI compute, geopolitical risk across energy and cleantech supply chains, and investor perspectives on cleantech funding. Innovation Showcases feature cleantech companies presenting technologies and business models.

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.

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.

Resources for the Future and the Alfred P. Sloan Foundation bring together researchers and stakeholders to examine energy economics, policy, and technology, with an emphasis on connecting research and decision-making. In-person attendance is by invitation only. The program includes an opening discussion on how researchers can collaborate with decision-makers amid changes in the US energy research and policy landscapes. Topical breakout sessions use lightning talks, practitioner reflections, and moderated discussion to cover energy supply chains, energy workforce transitions, industrial decarbonization, and energy system resilience. Other sessions address consumer perspectives on electricity rate design, energy efficiency, vehicle purchases, and energy policy choices; clean-energy research and deployment involving nuclear energy, geothermal technologies, carbon capture, and carbon dioxide removal; and the United States’ position in global clean-energy innovation. Facilitated networking focuses on data access, combining quantitative and qualitative research, reaching new audiences, and building communities of practice. The program also includes participant-nominated breakfast salons and a funders’ panel on emerging energy-system research needs and opportunities for impact.

Plenary and concurrent sessions examine renewable project markets and financing across solar, wind, storage, and clean firm power. Topics include tax-credit policy and compliance, tariffs, domestic-content requirements, power and PPA prices, data-center and other large-load demand, interconnection, procurement, construction, supply chains, and post-subsidy project economics. Financing sessions address tax equity, transferable credits, preferred equity, debt, development capital, lender underwriting, diligence, tax insurance, risk allocation, offtake structures, storage revenue models, sponsor equity, M&A, portfolio and asset valuation, and operating performance. The program also covers community solar and commercial and industrial projects, clean-firm and co-located generation, domestic manufacturing, and the effect of changing policy and market conditions on project execution and investment.

The program brings together energy, industrial transformation, and advanced manufacturing, with cross-cutting themes of workforce development, standards, finance, AI and digital transformation, policy, and resilience planning. Roundtables, workshops, and demos are designed to address tradeoffs involving affordability, risk, standardization, and deployment speed. Program tracks include Powering Growth, with sample sessions on data-center power and cooling, new nuclear deployment, solar cost reduction, and scaling geothermal; Industry Reimagined, covering industrial heat electrification, next-generation steel, and EPC project-delivery costs and risks; Next-Gen Manufacturing, addressing hardware investment and bankability, additive manufacturing, and sustainability tradeoffs in product design; and Future Workforce, on nuclear workforce readiness, apprenticeships, and aligning training programs with real projects. Additional sessions are in development in areas including energy storage, fusion, industrial efficiency, critical minerals, and sustainability tradeoffs. The listed sessions are samples and subject to change.

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.

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 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.