Agenda
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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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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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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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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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Panel 5 - Opportunities in Central & Eastern Europe
- The continued attractiveness of the CEE region for higher returns
- Opportunities in the Polish market
- The impact that higher curtailment levels are having on solar players.
- Challenges and opportunities in the Romanian market
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