Post by RBC Capital Markets

Last week, we hosted our 4th Annual Energy Transition Conference in London. This year's conference reflected a meaningful recalibration in the industry. The conversation has shifted beyond sustainability alone to embrace the full energy trilemma: security, affordability, and decarbonisation. Investors are broadening their focus by moving capital not just into clean power generation, but into the infrastructure needed to move energy reliably at scale. Across the day, themes of grid resilience, low carbon power, critical minerals, carbon capture, and sustainable transport underscored just how wide-ranging this transition truly is. The tone throughout was clear-eyed and optimistic. Companies and investors alike are embracing new strategies to keep pace with rapidly shifting opportunities, while calling on policymakers to provide the stability that long-term investment demands. A huge thank you to our keynote speakers Francesco Starace, EQT Group, and Chris Stark CBE, UK Government for Energy Security and Net Zero, as well as all of our presenting companies and investor speakers for the quality of dialogue and candor you brought to the day. We look forward to continuing these conversations as the transition accelerates.

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