Stanford Energy Seminar | Powering What’s Next: Real Estate’s Role in the Energy Transition | Susan Uthayakumar, Prologis

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.

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 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.

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 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.

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.

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 covers electricity demand from data onshoring and options for expanding grid generation and infrastructure; agrivoltaics combining cattle grazing with solar; and collaborative, technology-neutral ways to meet Tennessee’s demand for reliable, affordable power. A panel on the Nuclear Lifecycle Innovation Campus focuses on research, industry collaboration, technology development, and resource recovery across the nuclear lifecycle. Power Moves discussions highlight advanced-energy projects, technologies, and investments, including work by Centrus Energy, Kairos Power, and Type One Energy. Power Pitches are grouped around the future of energy, nuclear materials, advanced materials, and manufacturing. The event also presents the Thomas B. Ballard Advanced Energy Leadership Award and includes a featured address on energy innovation and U.S. energy security.

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.