COORDINATING THE TRILLION DOLLAR BUILD OUT—THE NEXT POWER PLAY IN PHYSICAL-TO-DIGITAL INFRASTRUCTURE

Rebecca Minghella, CEO of Clarity AI, opens a discussion on the physical to digital infrastructure power play, emphasizing the rapid acceleration of global electricity demand. Joe Bamford from HICAP Group highlights the challenges of energy transition, particularly finding markets and delivering subsidy-free solutions. Torbjörn Cesar of FACTIS points out the mismatch of supply and demand in growth markets, where investment opportunities outweigh available capital. Laurent Germain, CEO of Aegis Group, addresses the resource shortage, especially the lack of engineers, impacting infrastructure project implementation. Sylvie Jehano, CEO of Dalkia, stresses the importance of energy efficiency and decarbonization, advocating for consuming less and consuming better. The panel explores renewable energies, emerging markets, and the need for political will and investment in education. They discuss integrated solutions, balancing different energy sources, and eco-designing infrastructure. The speakers remain optimistic about closing the energy gap by 2050, emphasizing the role of technology, private sector involvement, and transparent regulatory frameworks.