Global Power Markets Conference

Presented by S&P Global Energy

Artificial intelligence and data center expansion are redefining the power landscape, driving one of the most significant load growth cycles in decades. But despite surging demand, an emphasis on power reliability, accessibility and affordability continues to be at the forefront. How are utilities working with industry to prepare the grid, overcome regional constraints, permitting, infrastructure timelines, and strategies for integrating new generation and transmission at scale. 

The grid is evolving under mounting demand and growing intermittent generation; dispatchable resources have re-emerged as critical to system stability and long-term investment confidence. Strength through diversity has emerged more important than ever as power providers expand portfolios from natural gas and nuclear to emerging technologies such as carbon capture, geothermal, and long-duration storage. How are evolving market designs, reliability standards, and capital frameworks shaping the next wave of dispatchable supply, and how the industry can secure reliable power while advancing decarbonization and affordability goals.

Economic shifts are impacting renewable energy projects, including inflation, supply chain disruptions, and regulatory changes. How can renewables meet the need for energy security while navigating shifting priorities to be energy independent?

Energy supply is a critical limiting factor for the growth of data centers amid concerns about energy costs, reliability, and environmental impact. How are data  centers incorporating renewable energy into their growth plans?

Learn about the latest technical advances and innovations in battery storage, including longer duration storage.  Adoption of energy storage is leading to major transformations in power systems across the US.

As demand for reliable power grows, capacity markets are under increased scrutiny.  Hear about the impact of renewable energy integration on capacity pricing, challenges of grid reliability, and new frameworks being considered.

Geothermal energy is experiencing a boom across North America. Developers and investors discuss the growth of geothermal energy and its future role.

AI and data centers are driving unprecedented load growth, accelerating the need for new generation, transmission, and regulatory solutions. This panel explores what developers require from the grid and how the industry is planning, building, and financing the infrastructure to meet this demand, including regional differences and evolving interconnection policies.

U.S. LNG export capacity is expanding with multiple terminals under construction and more sanctioned, while new long-distance pipeline projects remain constrained by permitting, siting, and regional opposition. What does this imbalance mean for supply growth, regional pricing, and the long-term U.S. natural gas outlook?

Carbon capture projects are expanding across the U.S.   How can CCS help meet rising demand for reliable and clean power?

The nuclear industry is seeing renewed optimism, with nuclear as an attractive carbon-free choice. Small modular reactors are in development, and old plants are being brought back online.  What role will nuclear play in US power markets?

What is the outlook for M&A?  Hear discussion with leading experts and analysts on the opportunities and risks in the current, rapidly evolving environment.

With the potential upside for data centers, how are investors balancing higher business uncertainty with the potential to participate in a historic build-out?  

Behind the meter innovation is reshaping how energy is produced, financed, and consumed. Corporate and industrial users are deploying on-site generation, battery storage, and microgrids to manage costs, improve reliability, and meet sustainability goals. New business models are emerging as developers, utilities, and investors rethink ownership structures, offtake agreements, and risk allocation. The rise of flexible load management and distributed assets is transforming the customer-utility relationship and redefining the path toward true power independence.

Private capital is reshaping the U.S. power sector as investors pursue growth across renewables, storage, and dispatchable generation. Large infrastructure funds, institutional investors, and private equity platforms are driving new deal structures and partnerships that balance long-term returns with policy risk and market volatility. The investment landscape is evolving rapidly as financing costs rise, tax credit markets mature, and competition for quality assets intensifies. How capital is deployed over the next decade will determine which technologies, regions, and business models define the future of power.

*For training delegates only