2021 agenda

 - 09:30 Eastern Standard Time (EST)
 - 10:30 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
, Editor-in-Chief
Clean Energy Associates
, Founder and Company Head
Bernreuter Research
, EVP, Global Head Engineering & Construction
 - 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
, Global Head of Integrated PV Solutions
Lightsource bp
, Head of Section, Solar Due Diligence & Technology
, Director
LONGi Solar
 - 12:00 Eastern Standard Time (EST)
 - 12:45 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, asking:

  • What different operators are doing to smooth connections and expedite connection requests
  • What happens to a connection request when it’s made?
  • What difference does the addition of storage make to timelines?
  • With rules set in the days of fossil generation, do we need to adjust them to accommodate solar, wind and storage?
  • Can developers work together to lower costs of connection?
  • Where will the investment come from for improvements?
  • Are more DER the answer?
, Senior Vice President
Starwood Energy
 - 13:30 Eastern Standard Time (EST)
 - 14:15 Eastern Standard Time (EST)
Panel Discussion
, Partner, GIP Credit
Global Infrastructure Partners
, Managing Director
Leyline Renewable Capital, LLC
 - 14:45 Eastern Standard Time (EST)
, President
Solar Ranch Development Company
 - 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 Energy Transition Investments
, Principal Engineer: M&A, Energy Systems
 - 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?

, Principal
Basalt Infrastructure Partners
, Executive Vice President, Structured Finance
Cypress Creek Renewables
, Director
EQT Partners
, Principal Engineer: M&A, Energy Systems
, Managing Director
CohnReznick Capital