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14:55
Opening Remarks
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15:00
Keynote Speaker #1 - Safeguarding Success: Avoiding project pitfalls with domestic content and execution best practices
As the battery storage industry shifts from MW-sized projects to GW-scale portfolios, the stakes are raised on project financing, permitting, logistics, and installation. What does it take to safeguard your success in today’s environment of supply chain disruptions, fire safety concerns, policy risk, and other emerging challenges? It takes a lot! Join this presentation to hear how industry leaders are avoiding project pitfalls and de-risking their battery storage pipeline in this dynamic, ever-changing market.
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15:25
Panel #1 - Energy Storage Everywhere
Industry leaders will discuss the following topics:
• Energy storage systems’ evolution over the past year
• Battery optimization – cost impacts of building the battery, operations & maintenance
• How developers are balancing regional interconnection issues while satisfying state & local stakeholders, emergency resources, and power plant retirements
• Hedging alternatives surfacing in specific markets, and hedging benefits compared to merchant storage
• IRA impacts on development behavior from a financing perspective
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16:45
Networking Drinks Reception
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09:00
NPM Interconnection Queue Data Presentation
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09:10
Keynote Speaker #2 - Active MISO/PJM Developer
Pattern Energy’s CEO Hunter Armistead will discuss the solutions and obstacles to getting transmission line projects built and why its important to sustain the continued buildout of clean energy across the US.
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09:30
Panel #2 - Interconnection Reform and Aftermath
Industry leaders will discuss the following topics:
• ISOs or local regions developers are pursuing projects in
• Problems solved with queue reform, additional hurdles and potential solutions
• How smaller developers are adapting given financial security requirements
• Resource constraints on ISOs
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10:25
Keynote Speaker #3 - State of the PPA Origination Market
Mr. Shultzabarger will discuss the evolving dynamics of renewable energy project origination.
While public data points to recent pricing stabilization for solar panels and batteries in the US, PPA prices have remained high given scarcity of executable near-term projects, because all major interconnection queues and grid operators are backed up and in the midst of reform.
John will discuss how this dynamic has impacted utility project origination, and how the rise of major corporates and data centers have also affected the procurement market.
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10:45
Speed Networking / Coffee Break
Network with and get to know 20+ Attendees in 55 minutes! Limited to 60 people
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11:40
Keynote Speaker #4 – Building Merchant Projects in ERCOT
Eric De Caluwe of ENGIE North America will talk about building storage in today’s competitive ERCOT market, successful strategies and ongoing challenges.
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12:00
Panel #3 - Future of Merchant Power
Industry leaders will discuss the following topics:
- Dynamics driving greenfield development for merchant projects today
- Non-ERCOT markets where merchant projects may become favorable
- Merchant project funding shifts given the growing variety of revenue contracts for storage and solar contracts
- Nodes with the biggest opportunity in Texas and why
- The impacts of BESS projects in ERCOT, following Texas PUC striking down NPRR 1186
- Potential future ERCOT queue reform regulating capacity
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13:00
Lunch Break
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14:00
Panel #4 – Project Finance & Tax Equity
Industry leaders will discuss the following topics:
• Inflation impact on project finance
• Covenant language changes with credit facilities
• Industry verticals benefitting most (least) from the IRA
• Lingering concerns about Basel III impact on bank participation in the tax equity market
• Transferability as a market growth driver
• How smaller developers and nascent technologies (e.g. standalone storage), have benefited compared to August 2022 predictions
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15:00
Coffee Break
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15:30
Keynote Speaker #5 – Energy Investor Outlook
Meghan Pasricha, Managing Director & Energy Investor discusses future post-IRA strategies for investing in the energy transition.
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16:00
Panel #5 – Next Generation of Capital Investment
Industry leaders will discuss the following topics:
• Platforms investors are looking to deploy capital into in 2024
• Valuation normalization compared to 2021 and strategy shifts seen from investors
• New verticals leading energy IPPs and investors are looking to invest into
• Development brownfield strategies, advantages & disadvantages
• Investment drivers in newer technologies (e.g. green hydrogen) when they aren’t being monetized yet
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17:00
Closing Drinks Reception
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