PowerUp Data Centers - Investment

Brings together storage developers, tax equity investors, capital and debt providers, tax advisors, market analysts, and offtakers. Topics include contract negotiations, revenue streams and costs; tax equity and credit markets; FEOC and Material Assistance; augmentation; M&A and merchant transactions; procurement plans, supply-chain risk, and domestic equipment availability; opportunities across ISO, RTO, and bilateral markets; extracting value from projects and portfolios; and adapting storage finance to political risk and new market signals.

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 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.

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.

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 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.

A clean energy finance conference for participants across banking, private equity, asset management, project development, manufacturing, and corporate purchasing.

The program covers power-generation operations, grid reliability and security, project development, and changing electricity demand. Keynote sessions address supply, demand and the next build cycle; securing the grid amid AI-related threats; and reliability, readiness and the performance gap. Technical sessions include gas-turbine fleet performance and upgrade potential; advanced reactors and TRISO fuel; carbon-capture integration; battery storage and capacity-market accreditation; data-center power demand and flexibility; long-duration storage; nuclear digital modernization; renewable integration; and power-project delivery. Additional program areas include CHP, cybersecurity, grid planning, emissions, and operations and asset reliability.

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