-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
-What states are currently offering the most attractive benefits for solar and storage developers?
-What effect do these policies have on the consumer?
-What government loans are currently available for financing and developing solar projects
-Will solar be the main energy stack of the future in the US and can storage solve our grid issues?
-Are tax incentives for co-located solar and storage projects really worth it?
-What is the cost opportunity for co-location vs a stand alone storage asset?
-Are hedges still the solution or are financing parties looking for something different like PPAs?
-Is the current market policy squeezing out the ability to develop small scale projects?
-When is it worth taking the merchant risk vs a PPA contract?
-Do alternatives to PPA require storage and what do the cash flows look like?
With many energy management, tracking softwares, virtual power plants and even energy management products available today we have created a dragons den style pitch offering in which we will choose 6 companies to come and give a 5-10min pitch to our audience who will act as the collective dragons using Slido.
-How to make a clear revenue model in such uncertain times
-How tight are the margins now with the supply chain issues
-Are developers still making money and what can be done to de-risk and reduce costs on projects?
-How to judge what an asset is really worth?
-Which underperforming assets are worth the risk?
-Are rising commodity prices and inflation priced into future valuations?
-How are offtake agreements affected?
-How has the M&A market been affected by the supply chain issues?
A case study look at the ongoing work and partners involved in the hydrogen hub project
-Where is the cheap energy behind the meter?
-Is land topography and geographical resources more important than permitting and interconnecting when making a site choice?
-Are the current interconnection policies driving up the size and scale of projects?
-Experiences of ancillary services, balancing and capacity and unknown costs
-How to find a balance for co-location and get a good site choice for power producing asset & battery
-Explanation of project design based on constraints and aims of the developer
-Intermission and grid connection decisions
-How are asset owners balancing new projects and repowering projects?
-How significant are the gains of repowering older technologies?
-What does repowering finance look like?
-When are permitting/new assessments required and is it better to avoid tax equity investor buy outs?
-What can alternatives offer that lithium ion cant?
-What are the possibilities for better grid management and co-location with wind projects?
-Which utilities are looking at long duration, how would the market change with long duration capabilities?
-Where is fast ramping and inertia more favourable from a long duration asset?
-Are electrochemical batteries the best options for long duration currently?
-What needs to happen before long duration is commercially viable?