Interested in the Mexico renewables market? Join us on Monday, October 28 for Mexico Power & Renewables Forum.
Breakfast & Check-in
Bringing the Next Wave of Renewables to the Grid
Welcome & Opening Polls Session

Get to know the audience.

Multi-Practice Research Presentations: The Next Stage of Renewable Energy and the Redesign of the U.S. Power Market

We'll introduce the key questions we'll be posing throughout the conference with exclusive short presentations showcasing the fundamental challenges and opportunities driving grid decarbonization and decentralization.

Ravi Manghani, Head of Solar, Wood Mackenzie Power & Renewables
Daniel Finn-Foley, Head of Energy Storage, Wood Mackenzie Power & Renewables
Elta Kolo, Ph.D., Research Manager, Grid Edge, Wood Mackenzie Power & Renewables
Dan Shreve, Head of Global Wind Energy Research, Wood Mackenzie Power & Renewables

Keynote Fireside Chat
Networking Break
The Adaptation Phase: Cost-Competitive Renewables in a Post-Subsidy World
What 100% Clean Energy State Mandates Mean for Large-Scale Renewable Development in the Next Five-to-Ten Years

NY, CA, WA and other states across the country have adopted ambitious decarbonization targets, which represent growth opportunities for large-scale solar, offshore wind and storage development.

However, the expiration of the ITC and PTC, as well as the shadow of import tariffs for modules, turbines and other components and hostile state policy environments (like Ohio’s recent coal and nuclear bailout) could offset the near-term push of clean energy state mandates.

This discussion will measure the extent to which large-scale developers (and financiers) can capitalize on the green wave momentum. #showall

RJ Johnson, Vice President of Origination, NextEra Energy Resources
Phil Bartlett, Chairman, Maine Public Utilities Commission

Research Presentation: Feeling the Heat - Large-Scale Corporate Wind & Solar Procurement, a 2020-2024 Outlook

Colin Smith, Senior Analyst, Solar, Wood Mackenzie Power & Renewables

Case Study: A 360-Degree Look at a Corporate Solar Project

From assessing the needs of an energy buyer and its industrial load profile to understanding what contractual structures and system design strategies are most optimal (and how O&M costs can be rationalized accordingly), this case study will cover all the phases in a real-life large-scale corporate renewable project.

Networking Lunch
Adjusting to a Merchant World - The Next Chapter in U.S. Utility-Scale Renewable Project Finance

As tax credits phase out and record-low PPA prices become the norm, risk return profiles for long-term PPAs are considerably less attractive, suggesting the industry might be on the precipice of a paradigm shift in large-scale wind and solar projects financing.

But what are the implications of moving away from tax equity? What are the additional risks to revenue generation and project performance associated with merchant price volatility? And how can investors best capitalize on available pools of inexpensive debt? #showall

Conor McKenna, Senior Managing Director, CohnReznick Capital
David Kirkpatrick, Director, Marathon Capital

Assessing the Economics of Utility Rate-Based Wind as the PTC Abates

The last few years have seen an increase in utility-ratebased wind projects at the expense of utility PPAs. With the LCOE of wind decreasing, more and more PUCs are aproving utility-owned wind generation projects.

How will the PTC phaseout from 2022 to 2024 impact cost of capital for utilities betting on wind in their IRPs? How will the move away from tax equity affect rate-based wind as a strategy? To what extent will the PTC phaseout limit the volume of utility PPAs in the market in the next 5 years?

This discussion will evaluate these and other questions, reflecting on the perspectives of leading wind developers, utility resource planning and strategy executives, and investment banks. #showall

Networking Break
Securing Solar Margins in a Post-ITC World - The Technology Innovation Factor

The ITC phaseout threatens the viability of current margins for most large-scale solar projects. But unseen improvements in efficiency and operational cost optimization might represent an opportunity to not just preserve, but even grow margins past-2019.

This panel will present an overview on the latest innovations around bifacial modules and single-axis trackers, next-generation cells, and other components, and how these translate in better system performance and lower costs, allowing project margins to absorb the impact of the ITC phaseout. #showall

Case Study: Austin Energy
Closing Roundtable: U.S. Carbon Pricing Legislation in 2020-2022: Point of No Return?
Networking Reception

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