Registration & Check-In
Research Keynote: Demystifying Mexican Large-Scale Renewable Development in the AMLO Era

With this keynote research presentation co-presented by Wood Mackenzie’s Latin America solar and wind experts, we will break down the implications of the auction cancellation, measuring how its shockwaves will condition investment and project finance in the short-and-mid-term (in current project portfolios).

The presentation will include our forecasts for solar and wind project pipelines past 2020. #showall

Leila Garcia Da Fonseca, Wind and Solar O&M Senior Manager, Americas, Wood Mackenzie Power & Renewables

Panel: Against the Tide - The State of Renewable Project Finance in Mexico

On this keynote panel, key Mexican financial stakeholders will evaluate the impact of the auction cancellation in investor confidence and perceptions of risk in the Mexican renewables market. With the AMLO administration pushing to bring power back to CFE as the National Utility in Mexico and has signaled solidifying baseload through thermal and hydro generation as a priority over PV and wind.

However, Mexico is still on the hook for clean generation targets for 2021 (30%), 2024 (35%) and 2035 (50%). So how are all these factors impacting investor appetite for renewable projects in Mexico?

Expert finance stakeholders will share their thought on available pools of capital, most optimal finance mechanisms and risk assessment for corporate PPA and merchant PPAs. In the case of the latter, they will break down the challenges vs. opportunities of selling renewable-generated power directly into wholesale markets daily, factoring long-term price predictions for these spot markets, with the aim of getting an answer to the following question: ‘Can these projects be justified in an extremely volatile market?’ Different risk profiles will be evaluated. #showall

Lilian Alves, Director of Strategic Planning, Mitsui & Co. Power Americas
Leopoldo Rodríguez Olive, Deputy Director General, Energía Eléctrica BAL
Guillermo Chávez Canales, Senior Manager, PwC

Moderator: Leila Garcia Da Fonseca, Wind and Solar O&M Senior Manager, Americas, Wood Mackenzie Power & Renewables

Networking Lunch
A New Dawn – Restrategizing Large-Scale Renewable Development in Mexico
Mexican Appetite for Corporate Renewable and Merchant PPAs: Deciphering Current Regulatory Frameworks and Energy Buyer Needs

This panel discussion will present an overview on Mexico as an industrial and manufacturing global powerhouse and how the country is therefore posed to become a land of opportunity for renewable corporate PPAs, even under current market headwinds.

Energy buyers and developers will break down key industrial sectors currently contracting PV and wind, as well as the potential impact of trade tensions and other macroeconomic factors on future demand.

The discussion will also offer an understanding of what are these industrial customers’ priorities and needs in terms of service, contract structures and operational management, comparing these opportunities with those brought by merchant PPAs. #showall

Alejandro Moreno, Vice President and General Manager, Latin America, Canadian Solar
Jorge Landa, Senior Sales Manager, Onshore Wind, GE Renewable Energy
Sérgio Monaro, Senior Project Finance Specialist, HPL

Moderator: Vignesh Gulasingam, Head of Americas Power & Renewables Consulting, Wood Mackenzie

Research Presentation: Delineating Future Power Price Trends in Mexico, and How These Will Impact Solar & Wind Development

Brett Blankenship, Research Director, Wood Mackenzie

Beyond Mexico's Southern Border
Closing Fireside Chat: Further Renewable Development Opportunities Across Latin America

With Colombia issuing its first action for utility-scale PV and wind, developers are starting to shift their attention towards the South American country. Additionally, Chile -LATAM’s most mature solar market- is coming back strong, and Argentina, Brazil and the Caribbean region look particularly promising in the next 5-to-10 years.

Catalina Delgado, Manager, Government & Regulatory Affairs, Invenergy

Moderator: Anthony Logan, Senior Analyst, Wood Mackenzie Power & Renewables

Networking Reception