The next generation of integrated power businesses with Molly Morris

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 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 focuses on transmission and power markets, bringing together finance, technology, and utility leaders. Sessions include: • “1920s Vision: Is Grid Planning Ready for the Future?” — transmission planning reforms under Order No. 1920, expansion efforts, implementation results, and where transmission is being built. • “Capacity Markets: Diagnosing a Chronic Condition” — whether current energy and capacity-market constructs can be rehabilitated or require an overhaul. • “Power Struggle: Paying for the Grid of the Future” — funding interregional transmission, grid grants, price-collared compensation structures, the Transmission Facilitation Program, a proposed transmission investment tax credit, and transmission’s capacity value. • “Gridmaxxing: ATTs and the Art of Doing More With What You've Got” — deployment of advanced transmission technologies, implementation barriers, line-loss savings, and resilience benefits. • “Cost Allocation: An Immovable Object Meets an Unstoppable Force” — cost allocation for large loads, jurisdictional disputes, co-location and proximate resources, broader grid expansion, curtailable large load, clean energy, and storage. Named speakers include Laura Rauch of MISO; Aftab Khan of PJM; Suzanne Glatz of Glatz Energy Consulting LLC; Katie Siegner of RMI; David Lapp of the Maryland Office of Peoples Council; Evelyn Robinson of MAREC; Jennie Chen of RAP; Joshua Macey of Yale Law School; Madeline Gould Laughlin of Grid United; Brooke Keene of Southwest Power Pool; Zach Zimmerman of Grid Strategies LLC; Theodore Paradise of CTC Global; Georg Rute of Gridraven; Carla Pinzon of Expand Power Technologies, Inc.; Bryn Baker of CEBA; Jeff Bladen of Verrus; Matt Christiansen of Wilson Sonsini; Morgan Sipple of the Data Center Coalition; and Craig Sundstrom of Amazon Web Services.

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.

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.

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 covers solar and storage alongside energy efficiency, beneficial electrification, and heat pumps, with a broader focus on decarbonization in the Mountain West. Programming is described as expert panels and thought-leadership sessions addressing policy, market trends, technology innovation, market development, emerging technologies, and business realities across the clean energy ecosystem.

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 symposium examines oil, gas, and LNG markets; AI-driven power demand; tariffs and the gas supply chain; critical minerals in the energy supply chain; geothermal opportunities; and changing global energy trade flows. The program includes a panel on the 2027 energy economy outlook, a session on gas-fired generation and AI data centers, and sessions on LNG and tariffs, critical minerals, geothermal, and energy trade.