This Reuters Editors’ Briefing examines how global energy markets are being reshaped by geopolitical conflict, shifting trade dynamics, and policy uncertainty. Drawing on recent Reuters reporting, the discussion explores conflict-driven supply risks, shipping disruptions, sanctions and tariff regimes, and the strategic adjustments underway as energy companies and utilities plan for chronic instability. Throughout the session, Reuters journalists will offer insight into how they verify maritime disruption, interpret ship-tracking data, navigate conflicting accounts, and identify signals of tightening supply, market stress, and long-term investment pressure in an increasingly volatile global landscape.
Rich Valdmanis, Energy & Commodities Correspondent, Reuters
Liz Hampton, U.S. Energy Editor, Reuters
Laila Kearney, Energy Correspondent, Reuters
Moderated by: Gavin Maguire, Global Energy Transition Columnist, Reuters
As the global energy system enters a new phase shaped by AI, electrification, industrial policy and geopolitical realignment, the central question is shifting. It is no longer simply whether we can generate enough power, but whether we can deliver it at speed, at scale, and with certainty.
The next energy race will be decided by how effectively we align the full system: land, infrastructure, permitting, water, communities, capital and network flexibility.
- Examine how energy leaders are reframing delivery as a system challenge, requiring earlier coordination across infrastructure, stakeholders and capital.
- Explore how “site readiness” is emerging as a source of competitive advantage, as data centres, AI, advanced industry and electrification compete not just for megawatts, but for viable, de-risked locations.
- Understand what distinguishes “site-ready” environments, and how developers can accelerate readiness to attract investment and secure first-mover advantage.
Frank Goossensen, Global Growth Director, Resilience, Arcadis
With electricity demand in the U.S. forecasted to grow at its fastest pace in decades, utilities are facing a "dual mandate" to modernize infrastructure while maintaining customer affordability.
- Explore the benefits of leveraging customer relief funds and energy efficiency programs to build a powerful ‘affordability toolkit’ that protects families and small businesses from rising costs.
- Evaluate an ‘all-of-the-above’ energy supply strategy to secure a reliable power flow and close the gap between surging demand and current supply limits.
- Discover new energy equity models and learn collaborative strategies to unite regulators and industry partners in building a resilient grid that ensures high-quality reliability remains affordable for every customer.
Calvin Butler, CEO, Exelon
Global electricity demand is accelerating as industry, transport, and digital infrastructure electrify at scale. Meeting this growth will require unprecedented investment in energy infrastructure and closer coordination across utilities, industrial energy users, technology providers, and capital markets. Deloitte’s 2026 Energy Industry Outlook estimates nearly $3 trillion in global grid and energy infrastructure investment will be required by 2035- reshaping capital allocation, risk profiles, and competitive advantage across the energy and industrial landscape.
- Gain insight into how CEOs and boards are rethinking energy infrastructure planning, ownership models, and capital deployment to support electrification while balancing reliability, affordability, and shareholder returns.
- Explore leadership perspectives on modernizing grids and enabling firm capacity at scale, highlighting partnerships among utilities, industrial customers, technology providers, and infrastructure investors.
- Discuss how advanced analytics, AI, and digital platforms are being used to increase infrastructure resilience, improve capital efficiency, and support faster, more informed executive decision-making across complex energy systems.
Victoria Ossadnik, Chief Operating Officer, E.ON
Brian Savoy, Chief Financial Officer, Duke Energy
Matt Neal, President, North America, Siemens Energy
Marco Berardi, SVP and Head of Grid & Power Quality Solutions and Service, Hitachi Energy
Moderated by: Andrew Swart, Global Energy, Resources & Industrial Leader, Deloitte Global
Tyler Goodspeed, Chief Economist, ExxonMobil
Dan Burns, U.S. Economics Editor, Reuters
This session is hosted by a Reuters journalist under the Reuters Trust Principles.
With global LNG demand forecast to rise by up to 60% by 2040, the rapid scaling of LNG is reshaping geopolitical power structures and the global energy map. Recent conflict in the Middle East and rising risks to critical maritime chokepoints have reinforced LNG’s role not just as a transition fuel, but as a cornerstone of energy security and system resilience. How can global leaders navigate heightened geopolitical volatility to ensure security of supply, long‑term market stability, and affordability worldwide?
- Analyse how the rapid expansion of LNG is shifting geopolitical power and market dynamics, enabling countries to reduce exposure to regional conflict, chokepoint disruption, and politically constrained pipeline dependencies while supporting long‑term affordability
- Explore LNG’s indispensable role as a system enabler, providing flexible, dispatchable power generation that stabilises grids and enables deeper integration of intermittent renewable energy
- Examine how LNG’s mobile shipping and portfolio flexibility creates a strategic safety net, allowing cargoes to be rerouted in response to conflict, sanctions, or infrastructure outages, and helping markets maintain stability despite price volatility and supply chain disruption
Abby Weaver, Chief of Staff & Vice President of Business Operations and Strategy, Entergy Texas
Borys Budka, Chair of the Committee on Industry, Research and Energy (ITRE), European Parliament
Chris O’Shea, Group Chief Executive Officer, Centrica
Nathaniel MacAdams, Vice President Commodities, EQT
In this fireside chat, explore how electrification has evolved into a cornerstone of national economic strategy. Discover how the diversification of domestic energy supply and the surging demand from "Big Tech" are redefining the geopolitical and economic landscape of the Asia-Pacific region.
-Analyze the shift toward the "Electrostate" model, where clean energy independence serves as a primary driver for national economic competitiveness.
-Discover how EDP Renewables is supporting regional energy security by diversifying domestic supplies and scaling renewable infrastructure across diverse APAC markets.
-Examine the transformative impact of Big Tech and data centers on power demand, and how these consumption patterns are accelerating the transition to a 24/7 carbon-free grid.
Miguel Fonseca, Chief Executive Officer, EDP Renewables APAC
With 40% of Europe’s power grids now over four decades old, the European Commission projects that €584 billion in grid investment will be required by 2030 to meet surging energy demand and enable the energy transition. North America faces a similar challenge: comparable levels of spending will be essential if the region is to maintain reliability and remain globally competitive.
- Examine innovative financing structures and risk-sharing models to enable capital-intensive infrastructure development.
- Explore cross-sector partnerships and utility collaboration to deliver integrated, future-ready grids.
- Discuss strategies to balance affordability with reliability in scaling infrastructure for growing demand.
Moderator: Sheri Givens, President and CEO, Smart Electric Power Alliance (SEPA)
Sarah Orban Salati, Chief Commercial Officer, National Grid
Daniel Feign, Head of Project & Infrastructure Finance (North America), Managing Director, Crédit Agricole CIB
Doug Adams, Chief Executive Officer, NTT Global Data Centers
Heather O’Neill, President & CEO, Advanced Energy United
For US utilities and developers, supply chain resilience has become a national priority as grid expansion accelerates and geopolitical risks persist. Reshoring and diversification strategies are critical to ensuring reliable, affordable power delivery across the country.
Assess current vulnerabilities in US grid supply chains and the impact of geopolitical and economic pressures on project timelines
Explore reshoring strategies and regional manufacturing hubs to reduce dependency on single-source suppliers
Evaluate diversification approaches and partnership models to strengthen resilience while maintaining cost competitiveness
Jim Murphy, CEO and Co-Founder, Invenergy
Tim Cawley, Chief Executive Officer, Con Edison
Moderated by: Laila Kearney, Energy Correspondent, Reuters
This session is hosted by a Reuters journalist under the Reuters Trust Principles.
Advanced technologies are unlocking hidden grid capacity and boosting resilience without the need for costly conventional upgrades. As demand accelerates, ensuring grid stability while creating new revenue streams has become mission critical.
- Discover how AI-driven real-time optimization can unlock latent capacity in existing global transmission infrastructure to enable the reliable integration of renewable energy volumes without costly conventional upgrades.
- Deep dive into how decentralized microgrids and BTM solution are creating energy independence to enhance resilience for critical infrastructure during extreme weather and drive local economic development across diverse global communities.
- Understand how advanced battery technology and grid-former inverters are shifting the role of storage and creating new market revenue streams and accelerating grid stability during the global transition away from baseload fossil fuels.
Melody Birmingham, Group President of Utilities and Vice President, NiSource
Felek Abbas, Chief Technology Officer, SPP
Gene Alessandrini, Senior Vice President, Energy, CyrusOne
Amit Naryan, CEO, GridCARE
As utilities move beyond isolated AI pilots, leaders are confronting a new reality: copilots alone will not deliver enterprise‑wide impact. Unlocking real value requires an AI‑native, agentic operating model that embeds intelligence directly into daily utility operations.
- Explore why the next phase of AI in energy demands more than point solutions, and how the concept of a “utility brain” enables more proactive, contextual, and action‑oriented decision‑making.
- Examine how modular, governed agents that are grounded in enterprise context and knowledge‑led orchestration can shift utilities from reactive operations to anticipatory performance at scale.
- Build a practical adoption roadmap for leaders, outlining how to move from high‑friction processes today to the platforms, governance, and AI Factory capabilities needed to power an agentic future.
Rahul Mahajan, Global CTO, Nagarro
Joteep Mahato, Global Business Head, Nagarro
The AI revolution runs on energy at a scale few predicted and a pace that will challenge the current energy system. Chevron is on both sides of the AI equation - building the energy infrastructure powering data centers while deploying AI across its own operations faster, smarter, and at greater scale.
- Understand how AI-driven demand is redefining the energy landscape, with data center power requirements surging and creating a structural shift in global energy needs
- Explore how co-located power solutions, including natural gas plants, can deliver reliable, scalable energy directly to data centers
- Get insight into how Chevron is harnessing AI across exploration, production, and commercial operations, cutting exploration planning time, improving forecasting, and supporting more timely and efficient decision-making, especially critical during global energy disruptions.
Jeff Gustavvson, President of Chevron New Energies, Chevron
As global energy markets evolve, producers face a critical question: where do we have the right to win, and how do we expand strategically? Building a resilient portfolio requires balancing legacy assets with emerging technologies, while aligning with market signals, regulatory shifts, and stakeholder expectations.
- Assess portfolio strengths and identify growth opportunities across renewables, low-carbon fuels, storage, and digital solutions.
- Engage in strategies for balancing risk and return while meeting stakeholder targets and investor expectations.
- Discuss practical approaches to diversification and innovation that position energy producers for long-term resilience and competitive advantage.
Rudy Garza, Chief Executive Officer, CPS Energy
Jose Antonio Miranda, Chief Executive Officer, Avangrid
Ingmar Ritzenhofen, Chief Commercial Officer, RWE Americas
Scott Lang, President & Chief Executive Officer, Anterix
Moderated by: Ann Scheuerman, Vice Chair and US Energy, Resources & Industrials Industry Leader, Deloitte Tax LLP
Fireside Chat: Leading the Trilemma: Why Security and Affordability Now Drive the European Energy Agenda
In an era of surging global demand and decarbonization, infrastructure is the engine of the energy transition.
- Gain insight into the leadership strategies required to manage Europe’s largest gas distribution network, focusing on how market consolidation creates the scale necessary to fund large-scale decarbonization and infrastructure modernization.
- Explore the technical and economic benefits of transforming existing gas grids into multi-molecule carriers, enabling the immediate injection of biomethane and long-term readiness for hydrogen to maximize asset value.
- Discover how a "Network Tech" approach - utilizing AI and advanced automation - optimizes energy flows, reduces methane emissions, and provides the agility needed to balance production and demand in a volatile global market.
Paolo Gallo, CEO, Italgas
The future of nuclear energy will not be decided by technology breakthroughs alone. Success in next generation nuclear will hinge on the ability to execute endtoend, integrating reactor design, regulatory pathways, and manufacturing into a unified, scalable energy platform.
- Explore why AI infrastructure and data center requirements fundamentally change the nuclear equation, demanding compact, high-reliability systems capable of delivering continuous, firm power at or near demand centers
- Understand the technological shift behind advanced reactor architectures, including subcritical, source-assisted alongside thorium-based fuel approaches
- Examine why manufacturing-led deployment is the key to speed, cost, and scale, and how integrating design, fuel, regulatory pathways, and factory-based production into a single product platform will determine which developers move fastest Speakers
Brian Matthews, CEO, AMPERA
As utilities face mounting complexity from digitalization, AI offers transformative potential, but only if deployed strategically and collaboratively. This panel explores how co-innovation and industry-specific solutions can accelerate progress.
- Discover how edge computing and advanced metering can turn millions of data points into actionable insights for real-time asset management
- Explore why generic AI falls short for utilities – and how domain-specific models delivery accuracy and trust
- Learn why co-innovation reduces cost, accelerates deployment, and unlocks global value beyond single-utility pilots
Maria Pope, Chief Executive Officer, PGE
Mary Kipp, Chief Executive Officer, Puget Sound Energy
Steve Hochman, Americas Partner, Managing Director, Nagarro
Matthieu Courtecuisse, Founder & Chief Executive Officer, SIA
John Russell, Chief Technology Officer & Vice President, Dominion Energy
As AI and data center growth accelerate, nuclear energy is cited as a potential solution for large-scale, continuous power- but how realistic is this vision? What will it take for nuclear to move from promise to practical deployment, and how do timelines and risks shape its role in meeting digital infrastructure demand?
- Explore the role of nuclear in delivering consistent baseload power for data centers and critical infrastructure.
- Assess advancements in nuclear fuel cycles to enable flexible, cost-effective deployment.
- Understand realistic timelines and case studies for nuclear deployment to assess when and how it can become a dependable source amid current uncertainties.
Leigh Curyer, President & CEO, NexGen
With 73% of industry leaders expecting North American investments to decline due to policy decisions, how can projects secure capital in a rapidly changing environment?
- Assess global investment flows and regional dynamics- where are opportunities emerging as capital shifts toward Europe and the Middle East, and what competitive advantages remain in North America?
- Explore strategies to de-risk long-term capital commitments amid regulatory uncertainty, supply chain challenges, and evolving tax equity structures.
- Debate scalable financing models and partnerships and explore how public-private collaboration and innovative structures unlock capital for projects facing execution and policy risk.
Daniel Carter, Managing Director, Aramco Ventures
Daniel Feign, Head of Project & Infrastructure Finance (North America), Managing Director, Crédit Agricole CIB
Bart White, Global Head of Energy Structured Finance, Santander
Simon Irish, Chief Executive Officer, Terrestrial Energy
Viral Amin, Co-Chief Risk Officer, HASI
This Reuters Editors’ Briefing examines how global energy markets are being reshaped by geopolitical conflict, shifting trade dynamics, and policy uncertainty. Drawing on recent Reuters reporting, the discussion explores conflict-driven supply risks, shipping disruptions, sanctions and tariff regimes, and the strategic adjustments underway as energy companies and utilities plan for chronic instability. Throughout the session, Reuters journalists will offer insight into how they verify maritime disruption, interpret ship-tracking data, navigate conflicting accounts, and identify signals of tightening supply, market stress, and long-term investment pressure in an increasingly volatile global landscape.
Rich Valdmanis, Energy & Commodities Correspondent, Reuters
Liz Hampton, U.S. Energy Editor, Reuters
Laila Kearney, Energy Correspondent, Reuters
Moderated by: Gavin Maguire, Global Energy Transition Columnist, Reuters
As the global energy system enters a new phase shaped by AI, electrification, industrial policy and geopolitical realignment, the central question is shifting. It is no longer simply whether we can generate enough power, but whether we can deliver it at speed, at scale, and with certainty.
The next energy race will be decided by how effectively we align the full system: land, infrastructure, permitting, water, communities, capital and network flexibility.
- Examine how energy leaders are reframing delivery as a system challenge, requiring earlier coordination across infrastructure, stakeholders and capital.
- Explore how “site readiness” is emerging as a source of competitive advantage, as data centres, AI, advanced industry and electrification compete not just for megawatts, but for viable, de-risked locations.
- Understand what distinguishes “site-ready” environments, and how developers can accelerate readiness to attract investment and secure first-mover advantage.
Frank Goossensen, Global Growth Director, Resilience, Arcadis
With electricity demand in the U.S. forecasted to grow at its fastest pace in decades, utilities are facing a "dual mandate" to modernize infrastructure while maintaining customer affordability.
- Explore the benefits of leveraging customer relief funds and energy efficiency programs to build a powerful ‘affordability toolkit’ that protects families and small businesses from rising costs.
- Evaluate an ‘all-of-the-above’ energy supply strategy to secure a reliable power flow and close the gap between surging demand and current supply limits.
- Discover new energy equity models and learn collaborative strategies to unite regulators and industry partners in building a resilient grid that ensures high-quality reliability remains affordable for every customer.
Calvin Butler, CEO, Exelon
Global electricity demand is accelerating as industry, transport, and digital infrastructure electrify at scale. Meeting this growth will require unprecedented investment in energy infrastructure and closer coordination across utilities, industrial energy users, technology providers, and capital markets. Deloitte’s 2026 Energy Industry Outlook estimates nearly $3 trillion in global grid and energy infrastructure investment will be required by 2035- reshaping capital allocation, risk profiles, and competitive advantage across the energy and industrial landscape.
- Gain insight into how CEOs and boards are rethinking energy infrastructure planning, ownership models, and capital deployment to support electrification while balancing reliability, affordability, and shareholder returns.
- Explore leadership perspectives on modernizing grids and enabling firm capacity at scale, highlighting partnerships among utilities, industrial customers, technology providers, and infrastructure investors.
- Discuss how advanced analytics, AI, and digital platforms are being used to increase infrastructure resilience, improve capital efficiency, and support faster, more informed executive decision-making across complex energy systems.
Victoria Ossadnik, Chief Operating Officer, E.ON
Brian Savoy, Chief Financial Officer, Duke Energy
Matt Neal, President, North America, Siemens Energy
Marco Berardi, SVP and Head of Grid & Power Quality Solutions and Service, Hitachi Energy
Moderated by: Andrew Swart, Global Energy, Resources & Industrial Leader, Deloitte Global
Tyler Goodspeed, Chief Economist, ExxonMobil
Dan Burns, U.S. Economics Editor, Reuters
This session is hosted by a Reuters journalist under the Reuters Trust Principles.
With global LNG demand forecast to rise by up to 60% by 2040, the rapid scaling of LNG is reshaping geopolitical power structures and the global energy map. Recent conflict in the Middle East and rising risks to critical maritime chokepoints have reinforced LNG’s role not just as a transition fuel, but as a cornerstone of energy security and system resilience.
How can global leaders navigate heightened geopolitical volatility to ensure security of supply, long‑term market stability, and affordability worldwide?
- Analyse how the rapid expansion of LNG is shifting geopolitical power and market dynamics, enabling countries to reduce exposure to regional conflict, chokepoint disruption, and politically constrained pipeline dependencies while supporting long‑term affordability
- Explore LNG’s indispensable role as a system enabler, providing flexible, dispatchable power generation that stabilises grids and enables deeper integration of intermittent renewable energy
- Examine how LNG’s mobile shipping and portfolio flexibility creates a strategic safety net, allowing cargoes to be rerouted in response to conflict, sanctions, or infrastructure outages, and helping markets maintain stability despite price volatility and supply chain disruption
Abby Weaver, Chief of Staff & Vice President of Business Operations and Strategy, Entergy Texas
Borys Budka, Chair of the Committee on Industry, Research and Energy (ITRE), European Parliament
Chris O’Shea, Group Chief Executive Officer, Centrica
Nathaniel MacAdams, Vice President Commodities, EQT
In this fireside chat, explore how electrification has evolved into a cornerstone of national economic strategy. Discover how the diversification of domestic energy supply and the surging demand from "Big Tech" are redefining the geopolitical and economic landscape of the Asia-Pacific region.
-Analyze the shift toward the "Electrostate" model, where clean energy independence serves as a primary driver for national economic competitiveness.
-Discover how EDP Renewables is supporting regional energy security by diversifying domestic supplies and scaling renewable infrastructure across diverse APAC markets.
-Examine the transformative impact of Big Tech and data centers on power demand, and how these consumption patterns are accelerating the transition to a 24/7 carbon-free grid.
Miguel Fonseca, Chief Executive Officer, EDP Renewables APAC
With 40% of Europe’s power grids now over four decades old, the European Commission projects that €584 billion in grid investment will be required by 2030 to meet surging energy demand and enable the energy transition. North America faces a similar challenge: comparable levels of spending will be essential if the region is to maintain reliability and remain globally competitive.
- Examine innovative financing structures and risk-sharing models to enable capital-intensive infrastructure development.
- Explore cross-sector partnerships and utility collaboration to deliver integrated, future-ready grids.
- Discuss strategies to balance affordability with reliability in scaling infrastructure for growing demand.
Moderator: Sheri Givens, President and CEO, Smart Electric Power Alliance (SEPA)
Sarah Orban Salati, Chief Commercial Officer, National Grid
Daniel Feign, Head of Project & Infrastructure Finance (North America), Managing Director, Crédit Agricole CIB
Doug Adams, Chief Executive Officer, NTT Global Data Centers
Heather O’Neill, President & CEO, Advanced Energy United
For US utilities and developers, supply chain resilience has become a national priority as grid expansion accelerates and geopolitical risks persist. Reshoring and diversification strategies are critical to ensuring reliable, affordable power delivery across the country.
- Assess current vulnerabilities in US grid supply chains and the impact of geopolitical and economic pressures on project timelines
- Explore reshoring strategies and regional manufacturing hubs to reduce dependency on single-source suppliers
- Evaluate diversification approaches and partnership models to strengthen resilience while maintaining cost competitiveness
Jim Murphy, CEO and Co-Founder, Invenergy
Tim Cawley, Chief Executive Officer, Con Edison
Moderated by: Laila Kearney, Energy Correspondent, Reuters
This session is hosted by a Reuters journalist under the Reuters Trust Principles.
Advanced technologies are unlocking hidden grid capacity and boosting resilience without the need for costly conventional upgrades. As demand accelerates, ensuring grid stability while creating new revenue streams has become mission critical.
- Discover how AI-driven real-time optimization can unlock latent capacity in existing global transmission infrastructure to enable the reliable integration of renewable energy volumes without costly conventional upgrades.
- Deep dive into how decentralized microgrids and BTM solution are creating energy independence to enhance resilience for critical infrastructure during extreme weather and drive local economic development across diverse global communities.
- Understand how advanced battery technology and grid-former inverters are shifting the role of storage and creating new market revenue streams and accelerating grid stability during the global transition away from baseload fossil fuels.
Melody Birmingham, Group President of Utilities and Vice President, NiSource
Felek Abbas, Chief Technology Officer, SPP
Gene Alessandrini, Senior Vice President, Energy, CyrusOne
Amit Naryan, CEO, GridCARE
The AI revolution runs on energy at a scale few predicted and a pace that will challenge the current energy system. Chevron is on both sides of the AI equation - building the energy infrastructure powering data centers while deploying AI across its own operations faster, smarter, and at greater scale.
- Understand how AI-driven demand is redefining the energy landscape, with data center power requirements surging and creating a structural shift in global energy needs
- Explore how co-located power solutions, including natural gas plants, can deliver reliable, scalable energy directly to data centers
- Get insight into how Chevron is harnessing AI across exploration, production, and commercial operations, cutting exploration planning time, improving forecasting, and supporting more timely and efficient decision-making, especially critical during global energy disruptions.
Jeff Gustavvson, President of Chevron New Energies, Chevron
As global energy markets evolve, producers face a critical question: where do we have the right to win, and how do we expand strategically? Building a resilient portfolio requires balancing legacy assets with emerging technologies, while aligning with market signals, regulatory shifts, and stakeholder expectations.
- Assess portfolio strengths and identify growth opportunities across renewables, low-carbon fuels, storage, and digital solutions.
- Engage in strategies for balancing risk and return while meeting stakeholder targets and investor expectations.
- Discuss practical approaches to diversification and innovation that position energy producers for long-term resilience and competitive advantage.
Rudy Garza, Chief Executive Officer, CPS Energy
Jose Antonio Miranda, Chief Executive Officer, Avangrid
Ingmar Ritzenhofen, Chief Commercial Officer, RWE Americas
Scott Lang, President & Chief Executive Officer, Anterix
Moderated by: Ann Scheuerman, Vice Chair and US Energy, Resources & Industrials Industry Leader, Deloitte Tax LLP
In an era of surging global demand and decarbonization, infrastructure is the engine of the energy transition.
- Gain insight into the leadership strategies required to manage Europe’s largest gas distribution network, focusing on how market consolidation creates the scale necessary to fund large-scale decarbonization and infrastructure modernization.
- Explore the technical and economic benefits of transforming existing gas grids into multi-molecule carriers, enabling the immediate injection of biomethane and long-term readiness for hydrogen to maximize asset value.
- Discover how a "Network Tech" approach - utilizing AI and advanced automation - optimizes energy flows, reduces methane emissions, and provides the agility needed to balance production and demand in a volatile global market.
Paolo Gallo, CEO, Italgas
The future of nuclear energy will not be decided by technology breakthroughs alone. Success in next generation nuclear will hinge on the ability to execute endtoend, integrating reactor design, regulatory pathways, and manufacturing into a unified, scalable energy platform.
- Explore why AI infrastructure and data center requirements fundamentally change the nuclear equation, demanding compact, high-reliability systems capable of delivering continuous, firm power at or near demand centers
- Understand the technological shift behind advanced reactor architectures, including subcritical, source-assisted alongside thorium-based fuel approaches
- Examine why manufacturing-led deployment is the key to speed, cost, and scale, and how integrating design, fuel, regulatory pathways, and factory-based production into a single product - platform will determine which developers move fastest Speakers
Brian Matthews, CEO, AMPERA
As utilities face mounting complexity from digitalization, AI offers transformative potential, but only if deployed strategically and collaboratively. This panel explores how co-innovation and industry-specific solutions can accelerate progress.
- Discover how edge computing and advanced metering can turn millions of data points into actionable insights for real-time asset management
- Explore why generic AI falls short for utilities – and how domain-specific models delivery accuracy and trust
- Learn why co-innovation reduces cost, accelerates deployment, and unlocks global value beyond single-utility pilots
Maria Pope, Chief Executive Officer, PGE
Mary Kipp, Chief Executive Officer, Puget Sound Energy
Steve Hochman, Americas Partner, Managing Director, Nagarro
Matthieu Courtecuisse, Founder & Chief Executive Officer, SIA
John Russell, Chief Technology Officer & Vice President, Dominion Energy
As AI and data center growth accelerate, nuclear energy is cited as a potential solution for large-scale, continuous power- but how realistic is this vision? What will it take for nuclear to move from promise to practical deployment, and how do timelines and risks shape its role in meeting digital infrastructure demand?
- Explore the role of nuclear in delivering consistent baseload power for data centers and critical infrastructure.
- Assess advancements in nuclear fuel cycles to enable flexible, cost-effective deployment.
- Understand realistic timelines and case studies for nuclear deployment to assess when and how it can become a dependable source amid current uncertainties.
Leigh Curyer, President & CEO, NexGen
With 73% of industry leaders expecting North American investments to decline due to policy decisions, how can projects secure capital in a rapidly changing environment?
- Assess global investment flows and regional dynamics- where are opportunities emerging as capital shifts toward Europe and the Middle East, and what competitive advantages remain in North America?
- Explore strategies to de-risk long-term capital commitments amid regulatory uncertainty, supply chain challenges, and evolving tax equity structures.
- Debate scalable financing models and partnerships and explore how public-private collaboration and innovative structures unlock capital for projects facing execution and policy risk.
Daniel Carter, Managing Director, Aramco Ventures
Daniel Feign, Head of Project & Infrastructure Finance (North America), Managing Director, Crédit Agricole CIB
Bart White, Global Head of Energy Structured Finance, Santander
Simon Irish, Chief Executive Officer, Terrestrial Energy
Viral Amin, Co-Chief Risk Officer, HASI
As machine learning matures across the energy sector, leaders are now asking what comes next - and what delivers real operational returns. This session breaks down the shift from ML-driven insights to agentic AI systems that can coordinate decisions and actions across the power value chain. Attendees will learn where agentic AI is already improving grid operations, outage response, and asset coordination; how to set practical boundaries for autonomy in safety‑critical environments; and how to assess readiness from data governance, focusing on actionable lessons for scaling AI in the global power industry.
Adapting to Modern Grid Needs: How Capacity, Adequacy, and Large Load Rules are Reshaping System Design
Power systems worldwide are rewriting the rules of reliability as demand accelerates, large loads reshape planning assumptions, and traditional models struggle to keep pace. This roundtable gives participants a clear, comparative view of how capacity requirements, adequacy rules, and large‑load interconnection standards are evolving across regions, and what these changes mean for producers, investors and system planners. You will leave with practical insight into which reforms truly matter, how new rules affect investment signals and operational strategies, and what capabilities organizations must build to succeed as markets converge on a new reliability paradigm.
Caroline Mead, Senior Vice President of Power Marketing, Engie
Andre T Porter, Senior Vice President, Chief Strategy Officer & General Counsel, MISO
Remi Raphael, Chief AI Officer, VP of AI Transformation, EPRI
Raja Sundararajan, EVP & Chief Strategy Officer, Alliant Energy
Babu Jackson, VP Information Technology, ACP
In this 90‑minute session, we unveil the latest findings of our Reuters Commercial Sentiment report, highlighting where optimism is rising, where confidence is slipping, and what energy leaders see as the biggest strategic barriers in the year ahead. Attendees will move into a guided workshop designed to test assumptions, challenge interpretations and uncover where industry expectations diverge from on‑the‑ground realities. Through facilitated discussions, live polling and scenario prompts, attendees will pressure‑test the data and identify how sentiment aligns, or conflicts, with their own strategic priorities.
Liam Stoker, Market Insights Lead, Reuters Professional
In this 90‑minute session, we unveil the latest findings of our Reuters Commercial Sentiment report, highlighting where optimism is rising, where confidence is slipping, and what energy leaders see as the biggest strategic barriers in the year ahead. Attendees will move into a guided workshop designed to test assumptions, challenge interpretations and uncover where industry expectations diverge from on‑the‑ground realities. Through facilitated discussions, live polling and scenario prompts, attendees will pressure‑test the data and identify how sentiment aligns, or conflicts, with their own strategic priorities.
Liam Stoker, Market Insights Lead, Reuters Professional
As LNG capacity expands, 2026 represents a critical inflection point for market positioning. Join this roundtable to examine how the LNG value chain can align supply growth with emerging demand while managing price volatility, contract risk, and infrastructure constraints. Attendees will gain practical insights into where new LNG demand is forming, how project timelines and financing structures are evolving, and what strategies are proving effective in securing long-term offtake in global markets. The focus is on actionable decision‑making for scaling LNG profitably and competitively in the next phase of global energy markets.
Energy producers today face unprecedented pressure as rising input costs, volatile supply chains, and intensifying reliability expectations collide. This session brings energy leaders together to examine how these competing forces are reshaping operational strategy, capital planning, and risk management across the sector. Attendees will gain insight into how peers are balancing affordability constraints with security‑of‑supply obligations, where cost pressures are hitting hardest, and which approaches are proving most effective in protecting margins, maintaining system performance, and sustaining strategic delivery in 2026’s tougher operating environment.
Lesley Jantarasami, Vice President, Research and Industry Strategy, Smart Electric Power Alliance
Jen Hensley, Senior Vice President, Corporate Affairs, conEdison
Matt Steuerwalt, Vice President, External Affairs, Puget Sound Energy
Momentum behind nuclear as a pathway to a low‑carbon, energy-secure system is growing, but the reality of scalability remains far more complex. This session steps back from individual technologies to examine the broader nuclear innovation landscape, where meaningful progress is happening, where structural barriers remain, and what it will take to bridge ambition and delivery. Attendees will gain a clear, grounded understanding of the opportunities and constraints shaping nuclear’ s next decade, the differentiators between near‑term fission solutions and long‑term fusion pathways, and the strategic considerations needed to invest, plan, and participate credibly in nuclear’s evolving moment.
Nelli Babayan, US Federal AI Director, Microsoft
Mike Kramer, VP of Data Economy Strategy, Constellation
This session examines critical mineral security as an integrated system, aligning government policy, industry strategy, and digital infrastructure. Participants will explore resilience, transparency, and coordination across supply chains, identifying how data, technology, and collaboration can strengthen national and commercial competitiveness.
Kanika Singh, Director of Innovative Finance, Milken Institute
Luke Balleny, US Lead, Energy Minerals and Circularity, World Resources Institute
This session explores how investors, lenders and developers, are adapting structures, partnerships, and risk models across the energy system to adapt to rising capital needs, volatile markets and the emergence of large-load customers. We examine capital deployment, infrastructure buildout and evolving roles driving bankable, scalable energy solutions.
Ruth Kwan, Director, Acquisition & Advisory, Power New Energies, Infrastructure, SMBC Group
Shelley McCain, VP Energy Strategy, Aligned Data Centers
This hands-on hackathon brings system operators, technologists, and energy innovators together to tackle the technical and operational challenges of modernizing regional power grids. Participants will collaborate across borders to develop practical, scalable solutions that strengthen grid resilience, flexibility, and reliability in a rapidly changing energy landscape.
Melissa Stark, ex-DOE
Prof. Marzena Czarnecka, University of Economics in Katowice, Research and Energy (ITRE)
Shelley McCain, VP Energy Strategy, Aligned Data Centers
This session explores how leading organizations are using AI to transform operations—cutting costs, increasing speed, and improving decision-making at scale. Go beyond automation to see how data-driven efficiency becomes a true competitive advantage, enabling smarter, more resilient, and future‑ready businesses.
As trade alliances evolve, supply chains tighten and industrial policies compete for capital, system‑security decisions are becoming more complex. This interactive session will unpack how global movements are influencing cost of capital, equipment availability, risk exposure and long‑term planning for energy leaders that own, finance or operate infrastructure. Attendees will explore where geopolitical pressure points are emerging, how policy uncertainty is reshaping asset‑strategy decisions, and what different stakeholders need from each other to make resilient, financeable choices.
Christine Grey, Head of Capacity and Storage Origination, Engie
Gillian Rosen, Energy & Decarbonization Advisor, former US Department of Energy
