Debrief at the summit
New Energies
Rapid growth in renewables and low carbon fuels meets real world constraints. Watch concise debriefs on grid connections, AI driven demand, green hydrogen, biofuels and where developers can move first.
Debrief at the summits / Supply Chain
New energies are moving from pilot phase to large scale deployment. At the same time, project developers face real constraints in grids, supply chains, financing and regulation. Data centers and AI add strong new loads, while policy and interest rates influence investment decisions. This New Energies Debrief page brings together key videos from the Rystad Energy Americas Summit and EMEA Summit. They cover the realities of building new energy projects, the business case for green hydrogen and biofuels, and how renewables and AI intersect with energy security.
Watch the videos:
Financing the transition with green hydrogen and biofuels
The realities of new energies
Renewables, AI and energy security
The debrief sessions
In the new energies sessions, the debrief host Noah Brenner speaks with Rystad Energy experts and industry leaders about scaling renewables, connecting new load to the grid and financing green fuels. Expect clear takeaways on interconnection queues, data centers, hydrogen, biofuels and project execution.with Noah Brenner
Financing the transition with green hydrogen and biofuels
External guest Luc Steuns describes how patient capital and long term strategy are shaping investments in green hydrogen, biofuels and e fuels. He introduces Moeve's "Positive Motion" strategy and how it positions the company as a European player in low carbon fuels.
The discussion addresses the tension between short term public market cycles and the decades long horizon needed for large energy infrastructure. Luc explains why location, integration and industrial expertise are critical success factors for hydrogen and biofuel projects and how upcoming IMO regulations could accelerate demand for low carbon fuels in shipping and aviation.
Featuring external speaker: Luc Steuns, Head of Strategy and Sustainability, Moeve
Host: Noah Brenner, Rystad Energy
Event: The Debrief, EMEA Summit 2025
The realities of new energies
Fredrik Ellekjaer provides a clear view of the current realities facing new energy projects as the world shifts from molecules to electrons. He explains how cost inflation and system constraints are reshaping project economics and why speed to connect can matter more than the absolute lowest cost in data center and load heavy hotspots.
The video looks at how regional grids and interconnection queues are deciding near term winners and under what conditions enhanced geothermal could scale if drilling costs and decline curves improve. Fredrik also points to a broader conversation that connects power, water, fiber and data security and shows why integrated planning will be essential for future energy infrastructure.
Speaker: Fredrik Ellekjaer, Head of New Energies, Rystad Energy
Host: Noah Brenner, Rystad Energy
Event: The Debrief, Americas Summit 2025
Renewables, AI and energy security
External speaker Kunal Chandra explains how renewables contribute not only to decarbonization but also to energy affordability and independence in Europe. He discusses how AI driven data center growth is reshaping power demand and why renewables remain the fastest way to add new capacity.
The video also examines how higher interest rates and inflation affect investment decisions in renewables and grids, and how companies like RWE think about balancing security of supply, cost and climate objectives. For investors and policymakers, the session offers a realistic view of the opportunities and constraints at the intersection of AI, renewables and energy security.
Featuring external speaker: Kunal Chandra, Chief Strategy and Sustainability Officer, RWE
Host: Noah Brenner, Rystad Energy
Event: The Debrief, EMEA Summit 2025
