At the RBC Energy Transition Conference 2025, Biraj Borkhataria, Global Head of Energy Transition Research at RBC, moderates a panel on energy security, reliability, and affordability.

While carbon capture has long promised to transform industrial emissions, deployment has been hampered by cost and scalability challenges. Svante aims to change that with its solid sorbent technology and ambitious manufacturing plans. CEO Claude Letourneau discusses the company's strategy to capture 15 million tons of CO2 by 2030 with RBC's Rob Nicholson, Managing Director and Head of the Canadian Power Utility and Infrastructure Group, in this episode of RBC Capital Markets' Powering Sustainable Ideas podcast.

Natural gas markets are experiencing structural shifts as demand from power generation and data centers creates new growth opportunities. Industry leaders are adapting their capital strategies to capitalize on these trends while managing financial complexity.

CFO Jeremy Knop shares insight on EQT Corporation’s transformation, the company's innovative $3.5 billion midstream joint venture with Blackstone and how integrated business models are transforming investment strategies in the natural gas sector.

www.eqt.com

Jeremy Knop Bio

EQT Announces $3.5Billion Midstream Joint Venture with Blackstone Credit & Insurance

With over a century of power generation behind it, TransAlta Corporation is redefining its legacy for the energy transition era. The Canadian utility has cut its emissions dramatically while positioning for AI-driven demand growth and grid reliability challenges. CEO John Kousinioris explains how the company is balancing decarbonization with reliability, pursuing data center co-location opportunities, and navigating policy uncertainty in this episode of RBC Capital Markets' Powering Sustainable Ideas podcast.

Amid soaring electricity demand and the imperative for decarbonization, energy companies are also being expected to deliver reliable and affordable supplies. Emera has both goals in hand, according to Scott Balfour, CEO and President of the Canada-based utilities provider. In this episode of RBC Capital Markets’ Powering Sustainable Ideas podcast, he sets out Emera’s strategic vision and recent milestones on the path to sustainable growth.

What happens when you design a carbon removal business around the needs of real industries and real customers – rather than new tech? CO280’s Natalie Khtikian and Jon Rhone explain how their project development approach is transforming pulp and paper mills into high-quality, high-volume CDR hubs. Speaking with Jonathan Sisto, Managing Director at RBC Capital Markets, they share why unlocking private capital, not just public support, is central to their model – and to the future of CDR.

Despite political headwinds, targeted climate transition investments continue to show resilience while broader sustainable equity funds face challenges. Meanwhile, energy security concerns are reshaping exclusion policies and nuclear power is gaining acceptance.

Sara Mahaffy, Head of Global Sustainability Strategy Research at RBC Capital Markets, explains the evolving investment landscape and identifies where opportunities might emerge in the future.

How does a traditional oil and gas producer position itself to be simultaneously a leader in carbon capture and storage technology? In this episode of RBC Capital Markets’ Powering Sustainable Ideas podcast – CFO Clio Crespy explains how California Resources Corporation aims to do just that. CRC has gained the go-ahead for the first project of its CCS business, but what does that mean for its finances?

Australia's energy landscape is experiencing a transformation as unconventional gas development moves from exploration to commercial production. How are pioneering companies adapting proven U.S. shale technologies while meeting stringent net zero requirements?

In this episode, Joel Riddle, CEO of Tamboran Resources, discusses the company's integrated strategy for developing the Beetaloo Basin, strategic partnerships with U.S. service providers, and innovative approaches to low-carbon gas development in Australia and the Asia Pacific region.

Tamboran Resources - https://www.tamboran.com/

Joel Riddle Bio - https://www.tamboran.com/team/mr-joel-riddle/

At RBC’s 2024 Carbon Conference, Sarah Thompson, Global Head of Sustainable Finance at RBC Capital Markets, sat down with Lee Hodgkinson, Head of Sustainability and Technical Services, Dream, and Maxime Cossette, SVP, Kruger, to discuss their roles in the net zero community, Zibi.