2024 Agenda

The 2024 U.S. elections are poised to impact the trajectory of solar and storage deployment in the country. Regardless of who takes control of the White House, House of Representatives and Senate, US energy & climate policy is set to shift. This session presents an opportunity to explore how the opportunity landscape for US solar and storage could shift post-election and how leaders across the value-chain are currently managing future risk.

• What implications are ahead for the Inflation Reduction Act and current incentives for the solar and BESS post-election? Should the sector expect a continuation, expansion or rollback ahead?
• How could a change in administration impact supply chains, import/export and domestic manufacturing? How are industry leaders responding to possible disruption?
• What would different results across the House, Senate and White House races mean for future direction on energy, climate and environmental policy?

Since the passage of the Inflation Reduction Act, 1.2 TW of renewables has requested interconnection which includes 500 GW of solar and 540GW of storage according to the latest figures from the Lawrence Berkley Lab.

In the context of scaling solar and storage project pipelines, this keynote panel brings together key financiers, investment partners and leading advisors to explore the emerging opportunities and headwinds presented by the capital requirements of a terawatt solar and storage pipeline in the United States.

• Which modules, inverters and software packages secure the best results for project profitability?
• What technologies should solar and storage project owners adopt today to enhance their asset’s performance, reliability and profitability?
• What new materials are revolutionizing the construction, performance and efficiency of solar panels in newer projects?
• What predictive maintenance, monitoring software and automatic fault detection capabilities are driving increased profitability in assets?

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• How is the growth in data centers affecting the investment in BESS vs gas assets?
• Which markets are seeing the highest demand growth for renewables?
• Which BESS operators are outperforming the market on realized revenue?
• Hybridization strategies across various markets and technology types.

Join us for an illuminating conversation on solar and storage project refinancing. While often overlooked, refinancing offers a unique opportunity to optimize financial performance and unlock hidden value in established assets.

• Perspective from capital providers and asset owners on the merging opportunities in refinancing
• Refinancing strategies that are driving significant savings and enhancing profitability
• What are capital providers looking for from asset owners when considering refinancing opportunities?

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As the day’s discussions draw to a close, unwind and indulge in an evening of relaxed networking at the 2024 Solar and Storage Finance Drinks Reception proudly sponsored by Orennia.

Whether you’re looking to deepen existing relationships or spark new collaborations, we invite you to mingle with peers, experts, and thought leaders in an informal and convivial environment in the heart of the Big Apple.

• Are we currently experiencing a buyer or seller’s market? Is this expected to change in the coming years?
• How has the appetite for solar, collocated storage and standalone storage assets and portfolios evolved?
• Are we observing a shift away from greenfield projects to offloading existing projects
• How are inflationary pressures on capital and equipment affecting the M&A market?

• How are others building up their capability to forecast performance and asset revenues?
• What predictive maintenance, AI forecasting and automatic fault detection capabilities can asset managers acquire to minimize downtime?
• What unique repowering strategies are asset managers deploying to supercharged capacity, performance at relatively minimal costs?

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In a competitive M&A environment, we highlight some of the lessons learned on key development milestones which can streamline the sale process and maximize valuation.

• In the current capital market, how competitive is renewable infrastructure in comparison to private credit, private equity, bond and stocks?
• How far down the value chain do investors need to go to capture optimal risk-adjusted returns?
• What do fund managers want to see downstream to build greater confidence in solar and storage investment?
• What do investors want to see from developers seeking to raise capital from projects?

• What would a change in administration mean for solar supply chains going forward?
• What value-add and de-risking opportunities does a growing domestic solar and storage supply chain present?
• As non-Chinese modules increase in market share, how should they be assessed, insured and tested?
• What value add opportunities does domestically sourced equipment present asset owners?

• How are rising interconnection costs and delays impacting the economics of solar and storage projects?
• What interconnection and transmission developments should developers, capital providers and project owners keep watch for in 2025?
• How are developers factoring market saturation and power market dynamics into their siting strategies to maximize project profitability?
• What challenges and opportunities are presented by areas with weak grid connections?
• What strategies are developers deploying to navigate interconnection delays more effectively?

Closing remarks from Solar Media’s Head of Finance Content.