4-5 October 2022
The New Yorker, 481 Eighth Ave., New York, 10001

00
Days
00
Hours
00
Minutes
#SSFUSA

Agenda

09:00
  -  
09:05
Presentation

Speakers

Chief Development Officer,
Trianon Power
09:05
  -  
09:15
Presentation
09:15
  -  
10:00
Panel Discussion

-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?

Speakers

Chief Development Officer,
Trianon Power
Senior Advisor,
US Dept. of Energy's Loan Programs Office
Vice President - Energy Market Operations & Resource Planning,
Austin Energy
10:00
  -  
11:00
Panel Discussion

-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?

Speakers

Executive Director,
New Energy Jersey Coalition
11:00
  -  
11:30
Networking
11:30
  -  
12:30
Panel Discussion
  • At what point will imports and markets return to normal deal flows?
  • Will the decision to waive imports buffer rising prices and stave off inflation in project costs?
  • What does this suspended status mean for longer term industry growth?
  • What is likely to become of the department of commerce anti-circumvention investigation?
  • Will this 2 year hiatus give the US market a head start on creating domestic supply chains?

Speakers

Chief Financial Officer,
Soltage
Vice President - Energy Market Operations & Resource Planning,
Austin Energy
Editor in Chief,
Solar Media
Managing Director, Infrastructure/Renewable and Sustainable Energy,
The Carlyle Group
Partner,
Global Infrastructure Partners
12:30
  -  
14:00
Networking
14:00
  -  
14:30
Presentation

-What are PPAs developers facing?

-Does insurance on PPA contracts work?

-How can projects be de-risked?

-Will the PPA market find equilibrium again

Speakers

Chief Commercial Officer,
8minutenergy Renewables
14:00
  -  
14:30
Presentation

-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?

14:30
  -  
15:30
Panel Discussion

-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?

Speakers

Senior Vice President Energy and Infrastructure Investing,
Pacolet Milliken
Partner,
Energy Impact Partners.
Chief Development Officer,
Trianon Power
Chief Investment Officer,
EDPR
14:30
  -  
15:30
Panel Discussion

-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?

Speakers

SVP, Finance & Capital Markets,
Convergent Energy + Power
Senior Vice President of Storage Development,
Soltage LLC
15:30
  -  
16:00
Networking
16:00
  -  
16:30
Presentation

-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?

16:00
  -  
16:30
Presentation

-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

Speakers

Managing Director,
Javelin Capital
16:30
  -  
17:00
Presentation

-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

Speakers

CEO,
Barrego
16:30
  -  
17:00
Presentation

-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

Speakers

Founding Partner ,
Caerus Commodities
17:00
  -  
18:00
Presentation

Speakers

Chief Development Officer,
Trianon Power

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