Agenda
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08:30
Registration Opens | Networking and Refreshments
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09:10
Introductory Remarks & Market Analysis
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09:30
Panel 1 - PPA/offtake market
- Risk allocated between power generation and offtaker
- Size of the offtake opportunity for data centres and other potential load sources
- Latest developments in PPA negotiations and contracts
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10:45
Networking Break
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11:15
Panel 2 - Pan-European developer panel
- Obstacles and solutions to getting projects built in different countries
- Grid reforms and resulting impact on project development
- Repowering opportunities
- Developer’s business models amidst volatile cap ex costs
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12:15
Networking Lunch
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13:30
Panel 3 - Battery storage
- Pros and cons of tolling agreements
- New revenue models for German BESS projects
- Oversaturation concerns about the German BESS market
- The impact that Italy’s MASCE’s model has had on attracting infra investors and whether other regimes will look to copy it
- Update on Spanish regulatory developments for battery storage
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14:30
Networking Break
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14:50
Panel 4 - Capital markets
- Impact that high interest rates and low power prices have had on getting European deals done
- The pursuit of IPPs for debt raise to support pipeline development over equity
- Scaling of renewable platforms and its effect on smaller players
- Update on the project finance markets
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15:50
Panel 5 - Data Centres
- The size of the opportunity for generators
- The grid question – a competition for connections or an opportunity for collaboration?
- How AI-ready data centres may be poised to create a renewables boom
- Consolidation and vertical integration among renewables and data centre developers
- The role for battery storage and 24/7 power
- Which European markets are providing the most opportunities?
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16:50
Closing Remarks
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17:00
Networking Drinks Reception
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