29 October
30 October
08:30
- 09:00
Networking Area
Networking
Registration and refreshments
09:00
- 09:10
Grand Ballroom - Stream 1
Opening remarks from the event chair
09:10
- 09:35
Grand Ballroom - Stream 1
Welcome from New York State
New York State is leading the charge in the move to transition its energy mix into a low carbon era. With the recent passage of the Climate Leadership and Community
Protection Act, a 70% target for solar as a source of power generation, several successful RFPs, this session will look at why the State of New York is one of the best places to develop projects .
09:35
- 10:25
Grand Ballroom - Stream 1
Panel Discussion
Terawatts and Trillions
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 and how to keep them high
- Asset owners speak back: solar, solar+storage and storage as asset classes – how do they compare with other infrastructure investments?
- Thoughts from institutional investors about how the industry can attract long term capital to the market
- How to increase deal value and project size – examples from recent deals
- How effective has securitization been at attracting investors with low risk appetites?
- Macro issues affecting investor risk appetite: economics, politics and climate change
10:25
- 11:00
Grand Ballroom - Stream 1
Presentation
Dispatchable Solar on the Rise - Solar & Storage Outlook
The future of solar and storage industries are intertwined, as dispatchable solar becomes a new normal. In 2018, the U.S. added nearly 10GW of solar and 300MW of storage. This year, almost 2GW of solar-plus-storage projects have been announced to be delivered over the next four years. Developers seek to deliver both technologies, and investors are trying to understand the risks involved. More than a trend restricted to sunny states with arbitrage opportunities, join to hear BloombergNEF’s take on:
- U.S. solar market update: how new capacity and price declines will fare as tariffs distort supply
- How solar-plus-storage contracts are structured to value different services, and how these contracts are evolving.
- With a new solar-plus-storage contract announced each month, who are the players to watch?
- The changing landscape of solar development – portfolio acquisitions, and new market entrants
- What are the drivers for the drop in energy storage costs?
- What is the technology evolution underlying the growth in energy storage?
- Why is there a dominance of lithium-ion, and will that change?
11:00
- 11:30
Networking Area
Refreshments and networking
11:30
- 11:50
Grand Ballroom - Stream 1
Presentation
Establishing bankability for storage and solar+storage products
- Increasing confidence levels for bankers § Finance structures for storage/solar+storage
- Providing transparent KPIs and operational metrics that deliver on the results financiers are modelling
- Risk scores which can analyse the risk characteristics of a storage project giving a quantitative metric for a specific project
11:50
- 12:10
Grand Ballroom - Stream 1
Presentation
Encouraging additional financing into the 200KW - 10MW size projects for C&I and urban rooftop community solar
12:10
- 13:00
Grand Ballroom - Stream 1
Panel Discussion
Evolution of capital: debt, equity, and tax equity
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 to attract capital to a project – what do you need to do to work with providers in the future?
- 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?
12:10
- 13:00
Crystal Ballroom - Stream 2
Panel Discussion
100% Renewables: moving from talk to action
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.
- 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 can you work with large energy users?
- Did we reach the 6.4 GW* highs from the corporate market predicted in 2018 – what can the industry do to improve this?
- 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 in 2020?
* EY identified corporate buyers entered into over 6 GW of power purchase agreements (PPAs) in the USA in 2018
, Director, Office of Environmental and Energy Programs
, Port Authority of New York and New Jersey
, Deputy Director, Infrastructure and Energy
, New York City Mayor’s Office of Sustainability
13:00
- 14:30
Networking Area
Lunch
Lunch break and networking
16:00
- 16:40
Networking Area
Networking
Refreshments and networking
16:40
- 17:15
Grand Ballroom - Stream 1
Panel Discussion
Residential storage: aggregation models to scale up investment opportunities
This session will look at how residential storage is scaling to a size that larger investors could work with. We will feature a cross-section of speakers from different verticals to assess recent deals.
16:30
- 16:45
Crystal Ballroom - Stream 2
Refreshments and networking
17:15
- 18:00
Grand Ballroom - Stream 1
Roundtable Discussions
Roundtables with beer and wine
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?
- Storage as a low-carbon alternative to peaker plants, and ageing infrastructure
17:15
- 18:00
Grand Ballroom - Stream 1
Roundtable Discussions
Roundtables with beer and wine
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?
- Storage as a low-carbon alternative to peaker plants, and ageing infrastructure
19:15
- 00:00
End of first day of the conference
