Reuters Events: Energy Transition Summit 2025

Reuters Events runs a focused C-suite-and-investor energy-transition summit each year in London. 2025 ran 25-26 November at the InterContinental London — The O2.

Format + audience

Two days, plenary-heavy, smaller exhibition footprint than SPE events. Audience tilts:

• CEOs / CFOs / Chief Strategy Officers of major operators
• Energy-focused investors (PE, infrastructure funds, climate VC)
• Policy + regulatory attendees (DG ENER, BEIS-equivalents, national energy agencies)
• Technology vendors at the booth + sponsor level

Why we monitor it

Reuters Energy Transition is the venue where operator investment narratives get tested. The morning plenary speakers set the tone for the year's IR-style messaging from the super-majors — what they'll say in earnings calls, what they'll fund in their CapEx plans, what they'll deprioritise.

For EarthScan, this translates to read-the-room intelligence on:

• Which operators are actually investing in subsurface AI vs. giving lip service
• Which jurisdictions are loosening / tightening the operator regulatory environment
• Where the smart money is flowing in upstream tech

2025 takeaways

• AI in upstream got serious financial attention for the first time — multiple infrastructure funds named subsurface AI as an active thesis
• Carbon storage is the operators' favoured transition story; every super-major presented a CCS pipeline
• Biomass / biofuels got dismissive treatment from the finance side — viewed as scale-limited

We didn't speak; we listened.