Energy Transition Finance

The energy industry is undergoing substantial changes as it navigates an increasingly complex and dynamic landscape. Long-term structural shifts – such as the growing urgency of addressing climate change, the rising importance of climate risk, and the global push for decarbonization – are driving a fundamental transition toward renewable energy sources. At the same time, short-term disruptions, including heightened volatility in energy markets and shifts in the global political and regulatory environment, are adding further complexity to strategic decision-making within the sector.

This interactive program is designed to equip participants with the knowledge and analytical tools needed to understand and respond to these evolving challenges. Through a combination of lectures and in-depth discussions of real-world business cases, attendees will gain valuable insights into the forces shaping the future of the energy industry.

How you will benefit

• Develop a framework for assessing climate risk
• Gain an understanding of valuation tools needed to valuate energy projects
• Explore the value drivers in highly volatile energy markets
• Investigate the challenges of implementing project finance in energy markets

Day 1 | Assessment, Valuation and Strategy

Assessing climate risk

• The financial impact of climate risk: is climate risk affecting the cost of capital, and how?
• Is there a measurable climate risk-premium?

Valuation of energy projects in a changing landscape

• Energy projects require valuation tools that go beyond the traditional Discounted Cash Flow (DCF) approach
• What are the value drivers in highly volatile energy markets?

Climate risk and financial strategy

• How should energy companies develop financial and risk management strategies in response to climate uncertainty?
• Managing energy transition and dealing with stranded-asset risk

Day 2 | Finance and ESG

Energy financing

• The challenges of implementing project finance in energy markets
• The role of Public-Private Partnerships (P3)

Climate finance and ESG considerations

• How is climate risk affecting corporate strategy?
• The role of green bonds and the perils of green-washing

Financing renewable energy

• Does the financing of renewables require a fundamental rethinkin of valuation and financial-strategy approaches?

Program preparation

There is some preparatory work required for this program. Pre-reading materials will be made available on a password protected webpage a few weeks prior to the program.