Powering Sustainable Ideas

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 some point to culture wars and range anxiety, the real story behind the electric vehicle (EV) slowdown may lie in the used car market. Tom Narayan, Lead Equity Analyst for Global Autos at RBC Capital Markets, reveals how a surprising pricing dynamic is reshaping consumer behavior and forcing a revised outlook for EV adoption over the medium term.

While nuclear energy has long been recognized for its potential to deliver clean and reliable power, its adoption has faced challenges. Ontario is addressing these hurdles through refurbishment programs and a strong local supply chain.

In this episode, RBC's Sabahat Khan, Industrials Analyst, moderates a panel discussion with Aaron Johnson (SVP, Nuclear at Aecon), James Scongnack (COO, Bruce Power), and Theresa Dekker (VP, Nuclear Growth & Sustainability at Ontario Power Generation) that explores Ontario’s leadership in nuclear energy, the future of Small Modular Reactors (SMRs), and the funding models and collaborative frameworks driving the industry forward.

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?