Programme Preview

08:30

REGISTRATION AND REFRESHMENTS

09:00

WELCOME FROM SOLAR MEDIA & AUDIENCE LIVE POLLS

This 5-minute kick-starter session will initiate a business card swap and use slido to crowdsource the hot button issues from the audience to inform discussion for the event.

09:05

OPENING REMARKS FROM THE CHAIR

This short introduction will provide a quick update on discussion points for the day and logistics for round tables and networking activities.

09:15
Format:
Keynote

TRILLIONS AND TERAWATTS

HOW DO WE RAMP UP INVESTMENT INTO SOLAR?

Trillions of dollars are needed if we are to hit our climate change mitigation goals. In addition to that, the power sector is undergoing a fundamental shift as generation becomes more decentralized, storage matures and comes down in cost and more technologies hit the sector. These factors create a huge opportunity for investors but the industry needs to provide comfort that the risks are low to attract more institutional funds. This session is designed to explore:

  • Returns from solar and storage – an analysis of what to expect
  • Asset owners speak back – concerns with solar/storage as an asset class
  • Thoughts from institutional asset owners about how the industry can attract long term capital to the market
  • How to increase deal value and project size
  • What became of securitization? From the YieldCo to Bonds, how effective have these been at attracting investors with low risk appetites?
  • Macro issues affecting investor risk appetite: economics, politics and climate change
10:00
Format:
Panel Debate

UNDER NEW OWNERSHIP?

SECONDARY MARKETS AND M&A – WHO’S BUYING, WHO’S SELLING AND WHAT’S BEING BOUGHT AND SOLD?

These two separate panels will give the audience an update on assets changing hands, and the M&A landscape in the USA. We will look at where capital and buyers are coming from, how to win investment and how the trends 2019 has presented might continue. Discussion points include:

  • Secondary markets – deal flow in 2019, are we trading on a project-to-project basis or portfolios and companies?
  • What will the approach of traditional energy companies be to the market? Will we see a continuation of company acquisitions or projects?
  • Do investors see oil and gas companies as competitors, capital providers or partners?
  • What are we seeing in terms of valuations?
  • How are O&M and Technical Asset Managers supporting deal values?
11:00

REFRESHMENTS AND NETWORKING

11:30
Format:
Panel Debate

EVOLUTION IN CAPITAL: DEBT, EQUITY AND TAX EQUITY

KEEPING UP WITH EVOLVING TECHNOLOGIES, PROJECT DESIGN AND THE ITC PHASE-OUT

This session will look at how traditional capital providers to the sector are evolving their offerings to deal with increased complexity in project design. We will look at co-located solar and storage case studies to ask whether the economics are there yet and what project developers can do to work more effectively with partners.

  • How is the project finance market evolving and how are debt providers working on more complicated project designs?
  • How does the cost of capital compare for solar, co-located solar and storage, and stand-alone storage?
  • Are we in a lithium bubble or are capital providers ready for other storage technologies?
  • How are lenders dealing with complicated capital stacks?
  • How has the tax equity market moved in 2019? What kind of deal sizes have we seen and are corporate providers still active?
12:30

LUNCH BREAK AND NETWORKING

13:30
Format:
Fireside Chat

PPAs

HOW TO GET THE BEST VALUE FROM YOUR PPAS

This session will outline how the PPA market is evolving and how companies have negotiated the best value from their PPA.

  • Different offtakers coming to the market
  • How generators are changing their offerings
  • How to engage differently with different kinds of offtakers
  • Hedging merchant risk
  • Allocating balancing risk in the right way
  • Overview of strengths and weaknesses of different markets
14:00
Format:
Interactive Round Table Discussions

100% RENEWABLES: MOVING FROM TALK TO ACTION

STATES, CITIES AND CORPORATES DRIVING UPTAKE WITH 100% RENEWABLES TARGETS

This afternoon session will feature a deep dive into how we can drive uptake for renewables at a state level, a city level and through corporate energy buying.

We will host three short panel discussions where energy buyers will outline their challenges and concerns with renewables, then the audience will have the ability to break into two round tables of their choice and will be able to meet with both buyers and industry.

  • The interplay between Federal policy-making and state-level policy-making in driving the market forward
  • Review of states with a 100% renewable target – is the infrastructure and the capital there to support it?
  • From cities to corporates – how are large energy users increasing their investment into solar and wind – did we reach the 6.4 GW* highs from the corporate market predicted in 2018?
  • How are PPAs evolving? What new mechanisms are available to hedge risk? What is the relationship between generation, energy buyers and networks now?
  • What is the size of the corporate PPA market?

* EY identified Corporate buyers entered into over 6 GW of power purchase agreements (PPAs) in the USA in 2018

15:30
Format:
Presentation

MAXIMISING REVENUE FROM CO-LOCATED SOLAR & STORAGE

  • What are the use cases for stand alone storage, and how to define your area of focus
  • How the economics work for merchant storage stand alone, and what revenues and returns are possible
  • Why solar+storage makes sense: the co-location value drivers
  • What an optimal storage+solar configuration could look like: ratio of storage to solar to grid, battery duration etc.
  • Risk and financing considerations
16:00

REFRESHMENTS AND NETWORKING

16:30
Format:
Panel Debate

REGULATION AND POLICY

This session will provide a deep dive into the policy landscape in the USA and provide insight into what panelists and the audience expect in 2020, how a Green Deal could play out, the impact that FERC Order 841 has had and how to prepare for a future without subsidies.

  • What could the New Green Deal mean for the industry
  • A NON-PARTISAN analysis ahead of the 2020 election – what can we infer from candidates’ support of renewables?
  • FERC Order 841 – what have the results been for deployment of storage?
  • Audience vote: where would they like policy to move in 2020?
  • Post subsidy era – what mechanisms would be useful to the industry in the absence of subsidization?
  • Is there a need for policies aimed at energy buyers?
  • Dealing with the ITC phase out
17:15
Format:
Interactive Round Table Discussions

ROUND TABLES WITH BEER

It works: great minds, great beer (or wine) and the chance to get your own questions answered: our ROUND TABLES WITH BEER are always a huge success.

Suggested topics include:

  • Locations for new development – where are people prospecting for business?
  • The economics of solar + storage – when do attendees think they will work?
  • Community projects – accessing one of the hottest markets in the USA
  • Utilities’ role in the industry – how do we overcome the barrier of what utilities can own and what role can private companies play in building and leasing storage assets?
  • Is lithium-ion the best technology? How are longer-duration batteries maturing and what are their economics like?
18:00

DRINKS RECEPTION AND NETWORKING

18:30

CLOSE OF DAY 1

08:30

RE-REGISTRATION & REFRESHMENTS

09:00

OPENING REMARKS FROM THE CHAIR

09:15
Format:
Panel Debate

LIFE WITHOUT THE ITC

HOW ARE COMPANIES READYING THEMSELVES FOR LIFE WITHOUT THE ITC?

This session will look at what developers are doing to prepare for the ITC phase-out. We will look at this at a company level in terms of business models, technology level in terms of project design and the uplift provided by novel technologies or improvements in tech. We will also look at cost of capital and how capital providers can assist.

  • From a developer perspective: how are we preparing for life without the ITC?
  • Are there lessons from European markets? What has been effective in the move towards parity?
  • What part will technology play? How quickly will we enter a solar + storage market as the norm? What are the barriers?
  • Improvements in technology – how do newer PV projects compare with older counterparts?
  • Is the industry ready to embrace digitization, what ROI can it provide?
  • Cost of capital 2019: what is it and is there any room for manoeuvre?
  • Working with partners: how are developers working more effectively with their supply chains, lenders and investors?
  • How will the ITC phase-out affect different parts of the PV industry?
10:15
Format:
Dragon's Den

COMPONENTS – COST AND IMPROVEMENTS

Find out how the supply chain can assist in reducing cost as well as how technologies are improving. This session will look at:

  • What technologies are really driving solar forward and providing the most gains?
  • Focus on: trackers and bi-facial panels – 2019’s buzz-words, but what difference do they make?
  • Innovation in IT – is this the next growth area for PV?
  • How could the returns for a project built in 2019 differ from older projects?
  • What is the audience genuinely excited about and which technologies might be “hot air”
10:45

REFRESHMENTS AND NETWORKING

11:15
Format:
Speed Networking

SPEED NETWORKING

Like speed dating but with less awkward outcomes, this fast-paced session will help you meet more of the audience. So how does it work?

  • Participants will receive either a red or a blue card
  • Red card participants are “hosts” an will remain where they are
  • Blue card participants will move every 3-minutes when the bell rings
  • Networking will take place at stand-up cocktail tables with six people to a table: three reds and three blues
  • Bring lots of business cards and hone your elevator pitch!
12:00
Format:
Panel Debate

COMMUNITY ENERGY: ACCESSING OPPORTUNITIES IN THE SPACE

2018 saw a flurry of excitement in community energy. Has 2019 met those expectations and what could 2020 hold? This session will show the audience:

  • Overview of deals in 2019 – project sizes, locations and mix of technologies
  • Will we see growth in community energy projects in 2020?
  • Availability of aggregation programmes
  • Who’s financing projects?
13:00

LUNCH BREAK AND NETWORKING

14:00
Format:
Presentation

TRANSMISSION DEEP DIVE

INSIGHT INTO TRANSMISSION PROJECTS, UPGRADES AND WORK TO ACCOMMODATE SOLAR & STORAGE

This session will look at how transmission is evolving across the nation to accommodate solar and storage. We will look at both investments and upgrades as well as bottlenecks, helping attendees to better assess investment opportunities.

  • Overview of active projects and where power will move from/to
  • What’s stalling new transmission and how can projects be enabled to succeed?
  • Who’s willing to invest in new transmission?
  • What role will transmission play in an increasingly decentralized market?
14:30
Format:
Presentation

STATE OF THE MARKET & 2020 OUTLOOK

DEVELOPMENT & INVESTMENT OUTLOOK: WHERE TO GO, WHAT TO DEVELOP AND WHY

As the market matures, this session will look at where opportunity in 2020 will lie. We will look at what’s installed, where and where to look for new opportunity, paying attention to the different technologies available. This session will also consider the infrastructure in place to support development.

  • Review of geographical markets within North America with the right conditions for new project development
    • Solar, solar + storage, solar/wind, wind + storage and EV network plans
  • Power prices and demand forecasts
  • Infrastructure development projects
15:00
Format:
Fireside Chat

GET YOUR ASSET MANAGEMENT RIGHT

MAXIMISE YOUR RETURN ON INVESTMENT BY BUILDING A BEST-IN-CLASS ASSET MANAGEMENT PLAN

This session will look at what to do with assets once built or acquired. Using short case studies, we will look at how asset owners have nailed their asset management.

  • In-house versus outsourcing – what’s the best approach for your assets?
  • Repowering case studies: what have companies learnt from repowering? How much of an ROI can you really demonstrate?
  • How to get your asset manager on board – what’s the most effective way of avoiding downtime through managing your asset manager or team effectively?
  • Predictive maintenance – how to do this consistently
  • Improving reaction times
16:00

REFRESHMENTS AND NETWORKING

16:30
Format:
Fireside Chat

FLOATOVOLTAICS

THE UP AND COMING DARLING OF THE INDUSTRY BUT HOW TO AVOID THE PROBLEMS OFFSHORE WIND FACED?

This session will look at how the floating solar market may pan out in the USA. Using case studies from built projects, we will look at:

  • The intricacies of funding floating solar: how have projects been funded?
  • How does the design affect the due diligence process?
  • What opportunities exist in North America?
  • How can we scale-up from pilots to larger projects?
  • Lessons from the USA offshore wind industry
17:15
Format:
Panel Debate

CLOSING KEYNOTE PANEL: RAISING MONEY FOR STORAGE

This session will feature funds specifically designed to invest in storage projects. Attend this final keynote session to find out:

  • How they raised money for the funds and what investors needed to know
  • What kind of projects they’re looking to invest in and how you might work with them
18:00

CLOSE OF SUMMIT

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