CLIMATE INVESTMENT THEATRE

Connecting capital, partnerships, and policy to accelerate climate infrastructure growth and build resilient, scalable clean energy systems

Global investment in the energy transition is entering a new phase as capital increasingly focuses on accelerating clean energy deployment, strengthening infrastructure and supporting large-scale transformation. According to the IEA’s World Energy Investment 2026 report, global energy investment is projected to reach around USD 3.4 trillion in 2026, with clean energy expected to account for approximately USD 2.2 trillion. However, rising energy demand, geopolitical uncertainty and infrastructure constraints are reshaping investment priorities, highlighting the need for stronger financing models, policy certainty and collaboration across the public and private sectors.

The transition now depends not only on advancing technologies, but on mobilising the capital required to bring projects to market and deliver critical infrastructure at pace. From climate infrastructure funds and institutional investment to carbon markets, transition finance, project finance and innovative commercial models, investors and industry leaders are navigating new pathways to accelerate deployment, manage risk and create long-term value.

The Climate Investment Theatre will bring together financiers, utilities, developers, policymakers and technology leaders to examine how capital can be mobilised more effectively across the energy transition. With a focus on climate finance, carbon markets, project finance, infrastructure investment, regulation, partnerships, grid investment, industrial decarbonisation, hydrogen, nuclear and energy storage, the theatre will provide a platform for practical dialogue, showcasing investment opportunities, commercial models and approaches that accelerate the flow of capital into resilient, scalable and low-carbon infrastructure.

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KEY TOPICS COVERED

CLIMATE INFRASTRUCTURE FINANCE

CLIMATE INFRASTRUCTURE FINANCE

  • Climate infrastructure funds 
  • Institutional investment 
  • Sovereign wealth funds 
  • Climate venture capital 
  • Development finance 
  • Climate tech scale-up funding 

CARBON MARKETS & TRANSITION FINANCE

CARBON MARKETS & TRANSITION FINANCE

  • Voluntary and compliance carbon markets 
  • Carbon pricing & ETS 
  • Carbon credits and offsets 
  • Transition finance 

COMMERCIAL MODELS & CAPITAL ALLOCATION

COMMERCIAL MODELS & CAPITAL ALLOCATION

  • Green bonds 
  • Sustainability-linked finance 
  • PPAs ​
  • Renewable Energy Certificates (RECs) 
  • Contracts for Difference (CfDs) 
  • Project finance 
  • Infrastructure investment 
  • Energy transition M&A 

INVESTING IN UTILITY INFRASTRUCTURE

INVESTING IN UTILITY INFRASTRUCTURE

  • Transmission investment ​
  • Distribution modernisation ​
  • Grid resilience ​
  • District energy ​
  • Multi-utility infrastructure ​

SUPPLY CHAINS & INDUSTRIAL COMPETITIVENESS

SUPPLY CHAINS & INDUSTRIAL COMPETITIVENESS

  • Critical minerals, Rare earths ​
  • Supply chain resilience ​
  • Local manufacturing ​
  • Procurement strategies ​

COMMERCIALISING EMERGING TECHNOLOGIES

COMMERCIALISING EMERGING TECHNOLOGIES

  • Hydrogen investment ​
  • Nuclear project finance ​
  • Energy storage business models ​
  • Renewable project financing ​
  • Gas transition strategies ​
  • Circular economy investment ​

POLICY & REGULATION

POLICY & REGULATION

  • Energy market reform ​
  • Regulatory frameworks ​
  • Investment incentives ​
  • Utility regulation ​
  • Market design ​

PARTNERSHIPS & COLLABORATION

PARTNERSHIPS & COLLABORATION

  • Public-private partnerships ​
  • Government-to-government collaboration ​
  • Cross-sector partnerships ​
  • Utility-investor collaboration ​
  • International cooperation ​

FUTURE UTILITY BUSINESS & WORKFORCE

FUTURE UTILITY BUSINESS & WORKFORCE

  • Utility business models ​
  • Workforce transformation ​
  • Leadership ​
  • Change management ​
  • Diversity & inclusion ​
  • Customer participation ​
  • Corporate decarbonisation ​
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