5:30 – 5:55PM
Nuclear energy is coming up more and more frequently in conversations across Wall Street. As new types of investors look to gain exposure to nuclear energy and new business models emerge for developing and deploying these power plants, the question of how the next generation of nuclear plants will be capitalized has been thrust into focus. This session will examine the current interest in new nuclear from the financial sector, what may drive future investment, and the changing role of private capital in nuclear financing.
Benton Arnett, Senior Director, Markets and Policy, Nuclear Energy Institute
Isaac Sine, Managing Director, Public Finance Banking, JPMC
Julie Kozeracki, Strategy Director, Loan Programs Office, U.S. Department of Energy
Chad Cramer, Associate Partner, McKinsey & Company
6:00 – 6:25PM
Bioenergy with carbon capture and storage (BECCS) is the only carbon dioxide removal approach that can also provide energy. It currently accounts for 2Mt of biogenic CO2 capture per year, with projections to scale to 60Mt by 2030 based on projects currently in early or advanced stages of deployment. Despite its unique offering to remove carbon while providing clean base load power, BECCS projects face challenges in deploying at scale. This session will convene perspectives across BECCS suppliers, carbon credit buyers, and project investors to discuss the critical role BECCS can play at the intersection of carbon markets and power markets.
Ross McKenzie, Chief of Staff and SVP Corporate Affairs and Business Development, Elimini
Cindy Jia, Head of Sustainable Finance – Americas, ING
Dr. Jane Flegal, Market Development & Policy Lead, Stripe Climate and Frontier
Noah Deich, Senior Advisor, Office of Fossil Energy and Carbon Management, U.S. Department of Energy
6:30 – 6:55PM
Sustainable Aviation Fuel (SAF) is the only viable near-term solution to meaningfully decarbonize the aviation sector. The recently published Pathway to Commerical Liftoff Report on SAF determined that there are three key pillars to achieving liftoff: supply with 8-12 commercially operational production facilities, demand with normalized 10+ year offtake agreements, and supportive, robust supply and demand side policy in the US and abroad. This panel session will cover the present and potential future impacts of SAF policies across the value chain. Expert panelists representing stakeholders from SAF production to procurement to offtake will speak to the impacts of SAF policy and provide their view on the best path forward to accelerate SAF deployment at scale.
Leke Egiri, EVP, Gevo
Adam Penque, VP Business Development
Philip Moore, Senior Federal Affairs Director, Southwest Airlines
Seabron Adamson, VP of Energy, Charles River & Associates
Campbell Howe, Senior Advisor, Loan Programs Office, U.S. Department of Energy