US Development and Finance Forum 2022

Energy Transition, Origination & Acceleration

NPM’s US Development & Finance Forum 2022 will explore how big energy corporates are adjusting their energy transition strategies, including a significant investment in renewable and alternative companies and technologies. Panelists will discuss how renewable developers are leveraging energy corporate and investor support to build and accelerate their pipelines while hoping to overcome short-term obstacles such as ISO logjams and higher PPA pricing.


Tuesday 5th April

Agenda

16:15 - 16:25
CDT
16:25 - 16:55
CDT

Keynote Presentation #1 – Energy Transition

Marjorie Hong will discuss their view on the US energy transition, what policy changes are necessary and thesis for getting their own portfolio to net zero while investing in newer technologies to help accelerate these goals.

16:55 - 17:55
CDT

Panel #1 – Energy Transition Strategies

  • Will other traditional energy corporates follow Shell Renewables & Energy Solutions’ lead and invest in renewable developers
  • Will Carbon Capture be pursued more in energy transition strategies
  • With investment dollars flowing into RNG and alternate fuels, what are the risks and rewards currently 
  • How will energy transition participate in new drivers for power demand such as EV charging and data centers
17:55
CDT

Welcome Drinks Reception



Wednesday 6th April

Agenda

08:30 - 09:30
CDT

Registration

09:30 - 09:35
CDT
09:35 - 10:00
CDT

Keynote Presentation #2 – Project Development & Interconnection

A top official at an ISO or utility will look at all the issues slowing acceleration of renewable development and discuss potential solutions. The presentation will focus on ISO queue constrictions, supply chain and labor issues, and provide an update on progress at the federal and state level to remedy these issues

10:00 - 11:00
CDT

Panel #2 – Project Hurdles

  • Why are projects getting tied up in the interconnection queue and what are ISOs doing to address the issue
  • Which ISOs are getting projects built faster and why
  • How are states helping developers move projects forward particularly as they start to accelerate clean energy goals
  • With investors starting to deploy capital at earlier stages of a renewable project’s lifespan, how is this affecting the process
11:00 - 11:30
CDT

Coffee Break

11:30 - 11:45
CDT

Keynote Presentation #3 – PPA Pricing

Energy intelligence firm LevelTen will walk through their quarterly reports on PPA pricing,  in terms of the process, assumptions made once assembling the data, and provide their take on PPA pricing trends.

11:45 - 13:00
CDT

Panel #3 – Offtake & PPA Pricing

  • How is higher PPA pricing affecting the offtake market
  • Are there any incremental changes being made to PPAs in this environment 
  • What is the future of PPAs and how is this factoring into pipeline rollouts
  • How are utility PPAs looking today vs. five years ago
  • How do power buyers view PPA structures today and alternative options such as VPPAs
13:00 - 14:15
CDT

Lunch

14:15 - 14:45
CDT

Keynote Presentation #4 – Energy Storage  

With energy storage increasingly becoming a critical part of the next round of renewable   generation procurement, an energy storage executive will walk through the challenges of   getting today’s energy storage system built and tomorrow’s challenge of storage systems   backed by longer duration batteries.

14:45 - 16:00
CDT

Panel #4 – Platform Development & Financing

  • What are some of the benefits of consolidation
  • How has community solar developers been impacted by the consolidation wave
  • How are the financing markets impacting the way projects are being built
  • How are portfolio financings affecting the market
  • How is the rise of standalone storage and co-located storage impacting how a developer builds out its pipeline
  • Developers see many financing options today ranging from portfolio financings, preferred equity, and traditional non-recourse construction financing to advance projects – which of these are most effective from a cost of capital standpoint
16:00
CDT

Networking Drinks Reception



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