close

  • Keynote Speaker #1: DG executive discusses adapting DG power generation expertise supporting data center applications

  • Panel 1: DG’s Response to Surging Data Center Demand

    • Assessment of where behind-the-meter microgrids using solar, storage, and fuel cells provide advantages over utility interconnection, including speed to power, phased load buildout, and siting constraints.

    • Best practices for designing the DG reliability stack, including islanding architecture, black start capability, redundancy targets (N+1, 2N), and controls and dispatch requirements.

    • Evaluation of project economics and bankability across tolling and PPA-style structures, including fuel supply strategy, emissions compliance pathways, and allocation of availability and curtailment risk.

    • Discussion of how DG developers are evolving their strategies to compete for data center load in an increasingly competitive market, including competition from community solar and other solicitation-based opportunities.

  • Panel 2: Industry Consolidation and Repositioning for the Future

    • Impacts of industry consolidation on community solar, C&I solar developer and developer/owner platform and its impact on different counterparties such as utilities and municipalities

    • Shifts in sponsor strategy between backing community solar and C&I solar developer/owner management teams and pursuing operational opportunities to acquire and reposition older assets coming off expiring PPAs.

    • Effects of large-scale corporate lending activity in 2026 on development velocity and the relative attractiveness of different geographies.

    • Approaches developers are using to manage expiring tax credits alongside FEOC compliance requirements.

  • Panel 3: The Emerging Role of Distributed Storage

    • Overview of where value is emerging for distributed storage across DG applications.

    • Current state of the domestic storage supply chain and its implications for developer confidence, particularly for smaller platforms.

    • Origination opportunities for DG storage to support behind-the-meter storage deployments for data centers.

    • Evaluation of whether accelerated solicitations are improving outcomes for DG power generation and capacity deployment.

  • Keynote #2: Utility executive discusses balancing DG power with electrification demands

  • Panel 4: Are Accelerated DG Solicitations Creating a Path to Profitability?

    • Role of accelerated utility solicitations that incorporate DG capacity and the resulting trade-offs and benefits for developers.

    • Development opportunities and program benefits emerging in newer DG solar and storage markets such as New Jersey and Virginia.

    • Execution readiness required to compete in accelerated programs, including permitting playbooks, equipment reservation strategies, interconnection expertise, commissioning resources, and the ability to run parallel critical workstreams.

  • Panel 5: Financing Edge Expansion and Behind-the-Meter Power

    • Emerging financing structures supporting growth in edge and co-location data centers and the power infrastructure required for inference workloads.

    • Advantages and disadvantages of packaging edge and co-location data center projects under a single financing structure.

    • How edge and co-location data center owners are adapting to inference-driven demand, including evolving best practices for funding and capital deployment.