2021 agenda

08:20
 - 08:50 Eastern Standard Time (EST)
Networking

Use our fantastic speed networking platform to host meet and greets with 3 other delegates for 4 minutes. These brief intro sessions are an excellent way of meeting new partners, networking and having a bit of fun ahead of the event opening.

09:30
 - 10:40 Eastern Standard Time (EST)
Panel Discussion

With polysilicon prices at a high, huge demand in the US and other countries for new solar modules, we will also discuss the impact of higher materials costs in 2021 and how they have affected project economics. At SNEC 2021, reporters from PV-Tech spoke to many of the major manufacturers who predicted that by the middle of next year – at the latest – supply and pricing will have eased.

We ask the panel do they think this will bear out? We will also look at how the supply chain will scale to meet demand, we will explore investor needs across the asset lifespan, how manufacturers will support continued growth of the industry and how they are partnering across the supply chain to ensure high quality standards are maintained. 

  • Are there examples of contracts not being fulfilled? What impact has this had on project delivery times and procurement plans?
  • If developers need to hit timelines to get the ITC, what impact is this having on project timelines for more mature projects in development?
  • When does the investment, lender and developer community think these constraints will ease, how are they adjusting project models to accommodate price increases?
  • The state of manufacturing today – how much additional module assembly capacity will be required to meet demand in a broader global context and the US market
, VP of Strategic Development
STS
, Editor-in-Chief
PV-Tech
, Founder and Company Head
Bernreuter Research
, EVP, Global Head Engineering & Construction
Sonnedix
10:45
 - 11:30 Eastern Standard Time (EST)
Panel Discussion

This session will provide insight to investors about how they can utilize the latest technologies to increase yield and improve LCOE. We will look at characteristics of financeable technologies and manufacturers and how the industry is balancing the rapid evolution of technology with the need to provide confidence for owners and investors. In addition, we will address the necessity and complexity of bankable energy assessments and performance testing for newer PV technologies. We ask how to really maximize the data you are collecting at a project and a portfolio level and how manufacturers are scaling up to meet demand as the industry grows.

This panel will consider:

  • Current trends towards bifacial and ultra-high power PV modules
  • Leading-edge energy assessment tools and techniques to accurately predict gains at a project level
  • PV trackers and algorithms: main trends and challenges
  • What are your inverters telling you? How to really utilize your inverters effectively
, Vice President of Development
Estuary Capital Partners
, Director of Technology & Technical Services
Wells Fargo Renewable Energy & Environmental Finance (REEF)
, Global Head of Integrated PV Solutions
Lightsource bp
, Head of Department, Solar Independent Engineering & Technology
DNV
, Director
LONGi Solar
11:30
 - 12:00 Eastern Standard Time (EST)
Presentation
  • We will discuss the current state of solar and storage supply chains through recent commodity price hikes, logistics challenges and other policy overhangs
  • The presentation will touch upon the emerging concerns of supply chain traceability
  • The presentation will provide an overview of promising solar module and lithium-ion technological innovation
, Director, Market Intelligence
Clean Energy Associates
12:00
 - 12:30 Eastern Standard Time (EST)
Presentation
, Head of Market Intelligence
Solar Media Limited
12:45
 - 13:30 Eastern Standard Time (EST)
Panel Discussion

A zero-emission electricity sector by 2035 will require huge amounts of new, low carbon, often intermittent power to connect to the grid. 462GW of solar capacity was seeking grid interconnection across the US as of May 2021 and 200 MW of storage at the end of 2020.

This session will delve into these queues, and the broader question of how networks could evolve as new low carbon generation is built.

  • How could America plan networks of the future?
  • With rules set in the days of fossil generation, do we need to adjust them to accommodate net zero with a focus on solar, wind and storage?
  • How can we as an industry work with federal, state, and local policy makers?
  • Where will the investment come from for improvements?
  • Can developers work together to lower costs of connection?
  • Are more DER the answer?
, Director Interconnection Policy
Borrego Solar
, Director of the Electricity Law Initiative
Harvard Law School Environmental and Energy Law Program
, Partner & Chief Strategy and Impact Officer
Energy Impact Partners
, Founder and President, Founder and President
Grid Strategies LLC
, Senior Vice President
Starwood Energy
13:30
 - 14:15 Eastern Standard Time (EST)
Panel Discussion

This session is designed to examine debt providers of the future. We will discuss the possible limits of the traditional project finance approach, how newcomers are bringing novel offerings to the market, the impact on cost of capital and niches which are starting to emerge as storage becomes more ubiquitous and we see a rise in non-standard project design.

, Project Finance Attorney
Vinson & Elkins
, Director
Crayhill Capital Management LP
, Director, Renewable Energy and Specialty Finance
Celtic Bank
, Partner, GIP Credit
Global Infrastructure Partners
, Managing Director
Leyline Renewable Capital, LLC
14:15
 - 14:45 Eastern Standard Time (EST)
Presentation
  • Fundamentals of early stage finance and investment for utility scale projects
  • Outline of capital requirements
  • Example project(s)
  • Useful resources for financial modeling for early stage due diligence
, President
Solar Ranch Development Company
15:00
 - 15:45 Eastern Standard Time (EST)
Panel Discussion

As we know, huge amounts of solar and storage sit in interconnection queues waiting for approval, and advertised "pipeline" is only part of the story for potential investors to consider. That said, a huge amount of deployment awaits smart investors in 2021 and beyond. We will look at how to evaluate the quality and feasibility of solar and storage project pipelines so that you can pick the winners, discount risky projects, and maintain a competitive investment bid. Case studies will illustrate our discussion points, taken from successful activity in the market and we will discuss:

  • Attractiveness of different markets
  • Availability of portfolios
  • Solar only or collocated solar and storage?
, Managing Director
Javelin Capital
, Managing Director Energy Transition Investments
KKR
, Principal Engineer: M&A, Energy Systems
DNV
, Senior Associate, North America Solar
BloombergNEF
16:00
 - 16:45 Eastern Standard Time (EST)
Panel Discussion

Developers are once again the Cinderella of the industry, being chased by suiters with capital to spend. We’ve seen an increase in M&A transactions but how to acquire the right development platform? This session will look at the nuts and bolts of what to look for when you’re acquiring another company. How can you ensure the pipeline is robust, the company is sound and - longer term - that the expertise the company has built sticks with you, rather than jumping ship?

, Partner — Energy Transactions & Projects
Vinson & Elkins LLP
, Principal
Basalt Infrastructure Partners
, Executive Vice President, Structured Finance
Cypress Creek Renewables
, Director
EQT Partners
, Managing Director
CohnReznick Capital