Continental Breakfast & Check-In
GTM Research Breakfast Briefings

Trends in Solar Technology and System Prices and The State of Corporate Procurement: Offsite and Distributed Solar

Scott Moskowitz, Director of Strategy and Market Intelligence, Hanwha Q CELLS America
Michelle Davis, Senior Analyst, Solar, Wood Mackenzie
Colin Smith, Senior Analyst, Solar, Wood Mackenzie

Live Podcast: Political Climate

A live recording of GTM's new podcast on clean energy news and politics, from a bipartisan perspective.

Terry Tamminen, CEO, Leonardo DiCaprio Foundation
Brandon Hurlbut, Co-Founder & Partner, Boundary Stone​ ​Partners
Shane Skelton, Partner, S2C Pacific

Moderator: Julia Pyper, Contributing Editor, Greentech Media

Day 2 Theme: Charting the Course for New Solar Markets

Sponsored By:

Keynote Interview with SMA

What does it mean to be an inverter company in an age where solar is rapidly disrupting the energy paradigm? As software, AI and other digital trends change the way energy is managed and consumed, inverter suppliers must look beyond selling hardware and into a whole host of new services and markets. Looking to lead the charge, solar power electronics companies are increasingly shifting into service-driven markets and utilizing the PV inverter as a platform for technology integration and digitized energy. Hear Pierre-Pascal Urbon, CEO of SMA Solar Technology, speak to the coming transformation to the solar power electronics space and how global companies like SMA must respond.

Pierre-Pascal Urbon, CEO, SMA

Moderator: MJ Shiao, Director of Community Solar, Arcadia Power

Bringing Scale, Profitability & Value to the Distributed Solar Market

For distributed solar providers in the U.S., achieving scale and turning a profit has been the industry's equivalent of having your cake and eating it too. In this panel, we'll discuss which types of installers and developers are actually profitable. Within that discussion, we'll assess (and debate) what parts of the value chain make sense to be vertically integrated, and which types of companies and business models will drive the next wave of distributed solar over the next several years.

Jonathan Doochin, CEO, Soligent
Ted Fawcett, Vice President, Sales, Mosaic

Moderator: Cory Honeyman, Director of Business Development & Strategy, AES Distributed Energy

Networking Break

Sponsored By:

Emerging States for Distributed Solar

Join us for a discussion about new and emerging markets for distributed solar in the U.S. We'll be covering new policies and incentive programs and the strategies and best practices to address these opportunities.

Andrew Christensen, Director, Markets & Regulatory Affairs, Vivint Solar
Caroline Golin, Regulatory Director, Vote Solar
Suzanne Leta, Global Market Strategy, SunPower
Eric Luesebrink, Senior Vice President of Development, SoCore Energy

Moderator: Austin Perea, Senior Analyst, Wood Mackenzie

Where & When Will We See Distributed Solar-Plus-Storage Flourish?

"The storage market is ____ years behind the solar market” is a popular refrain when discussing the storage market today. But where is the solar-plus-storage market today in terms of size and success, as well as geographical growth? And when will we see the market become “mature?” Come for a rousing discussion of the distributed market’s future, and learn what states and regions will provide the next opportunity for growth.

Ani Backa, Director, Regulatory Strategy & Utility Initiatives, Sonnen
Polly Shaw, Vice President, Regulatory Affairs & Communications, Stem
Doug Staker, Vice President, CarbonQuest

Moderator: Ravi Manghani, Head of Solar, Wood Mackenzie

Solar to the Rescue? Solar's Role in Disaster Relief & Energizing Remote Communities

2017 was a tumultuous year as hurricanes rocked Texas, Florida and the Caribbean. As of December, three months after Hurricane Maria devastated the island, half of all Puerto Ricans were still in the dark. The incredible damage to the nation's electric infrastructure - even on the mainland - resulting from these hurricanes serves as a wakeup call to the resilience of the grid. With the possibilities for rapid, modular deployment at rapidly decreasing costs, can clean distributed technologies like solar and energy storage provide relief and even long-term sustained power during future disasters? Learn from panelists that are actively working on relief efforts in Puerto Rico and helping keep communities energized.

Meghan Nutting, Executive Vice President, Government Affairs, Sunnova
Nick Smallwood, Senior Director, Business Development, Sunrun

Moderator: MJ Shiao, Director of Community Solar, Arcadia Power

Lunch
Research Presentation: The Outlook for North American Power Markets

Robert Whaley, Principal Analyst, Americas Power & Renewables Research, Wood Mackenzie

Beyond the RPS: IRPs, QFs & CCAs - the New Alphabet Soup of Utility Solar

The primary drivers of US utility PV are shifting. Solar is decreasingly driven by policy drivers like renewable portfolio standards and PURPA and instead is predominantly driven by the economic completeness of utility PV. Join our discussion of how different market drivers will shift over time and where how this change will create development opportunity across the U.S.

Bret Sowers, President of Development & Strategy, Southern Current
Geoffrey S. Underwood, Director, Eastern U.S. Markets, 174 Power Global
Julia Zuckerman, Senior Manager, External Affairs, Clearway Energy Group

Moderator: Colin Smith, Senior Analyst, Solar, Wood Mackenzie

Community Solar: Beyond the Hype

Community solar had its biggest year in 2017. Growth has taken place predominantly in state markets with policy mandates for community solar. But what’s community solar’s future beyond those booming state markets? How are companies thinking about growth strategies?

Richard DiMatteo, Principal, Blue Mountain Power, LLC
Melissa Kemp, Director of Policy, Northeast, Cypress Creek Renewables
Paul Spencer, Founder & CEO, Clean Energy Co

Moderator: Michelle Davis, Senior Analyst, Solar, Wood Mackenzie

The Wild West of Solar (plus Storage)

“Fast is fine, but accuracy is final” Wyatt Earp, the famous gunfighter, is believed to have said. Like the era of Earp’s heyday, the modern solar-plus-storage market is moving quickly but is filled with uncertainty. This session will dive deep into the solar-plus-storage market of today, looking at The Good, The Bad, and The Ugly: its successes, struggles, and failures. The discussion will also center on the future of the solar-plus-storage market, exploring how market players will succeed with innovation and True Grit, as well as what opportunities will emerge thanks to policy and business models.

Thomas Koch Blank, Principal, Rocky Mountain Institute
Steven Chan, CEO, Sungrow USA
Steve O’Rourke, Managing Partner, Capitas Energy
Mike Toomey, Director, Development, Recurrent Energy

Moderator: Ravi Manghani, Head of Solar, Wood Mackenzie