4-5 October 2022
The New Yorker, 481 Eighth Ave., New York, 10001
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-Dealing with the results of the Department of Commerce Investigation
-The golden light at the end of the tunnel: What positives and negatives might come out of the halt on solar development?
-What further policy is required to meet net zero targets? How to build domestic supply chains for renewable energy?
-What tax credits, if any, will make it through the senate? How might the direct pay option change the market?
-What will renewable energy policy for 2023 look like post midterm elections?
-Will the cost of capital change when the current supply chain storm settles?
-How are the current supply chain issues being viewed by investors? Will the tax equity market be affected?
-Will co-located storage become the norm, how does this change project finance in the future?
-Strategic owners vs financial owners, how is decision making different?
-What are PPAs developers facing?
-Does insurance on PPA contracts work?
-How can projects be de-risked?
-Will the PPA market find equilibrium again
-Benefits and drawbacks of a stand alone tax credit
-How else might storage be supported by government/federal policy?
-Can storage realistically flatten the duck curve?
-How might an alternative to tax credits look like in order to get the most from storage assets?
-Is China the only option for the supply volumes needed to grow renewable energy in the US?
-How much domestic supply needs to be built to secure a US supply chain?
-Will production in other regions such as South America expand?
-How to achieve more sustainable supply with solar projects?
-What can be done to source supply for your projects?
-Vertical integration and securing mining facility grants of JV’s to bolster domestic supply chains
-Raw materials availability from suppliers and material development
-Where along the value chain does your business sit?
-What is happening with raw materials availability? rising prices of silicon and silicon metal?
-What parts of the value chain are your projects most exposed to raw materials shortage?
-Will low emissions footprints drive demand for different materials in the future?
-Can raw material components be replaced for other components?
-What does the financier look for when investing?
-Meeting regulatory requirements of capacity
-What are the economics of load supply and development costs vs sharing facilities
-Using current investment tax credits to your advantage
-Outlining the critical decision for IPPs and project developers
-How the module you choose can have a significant impact on your project's CapEx, revenue, debt load and lifetime NPV.
-Avoiding wrong decisions on module choices and costly mistakes
-Why a pricing focused approach is not enough
-Using a holistic procurement process to make selections that maximize project NPVs
-Will storage ever be used to its full effect while it is still classed as a supporting asset?
-At what point should the battery be solving flexibility issues?
-Ancillary market participation despite the risk of volatility
-What does the business model look like at scale
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