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

Moderator: Matt DaPrato, Product Suite Director, Wood Mackenzie Power & Renewables

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

Kim Oster, Interim Chief Strategy Officer, Cypress Creek Renewables
RJ Johnson, Vice President of Origination, NextEra Energy Resources
Phil Bartlett, Chairman, Maine Public Utilities Commission
Audrey Louison, Chair, Project Development & Finance Practice, Mintz

Moderator: Emma Foehringer Merchant, Writer, Greentech Media

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

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

Networking Lunch
Case Study: The Missing Puzzle Piece - The Energy Efficiency Layer of C&I's Path to Sustainable Energy

This presentation will showcase how Redaptive and CBRE are helping a Fortune 1000 global leader in storage and information management services achieve their RE100 goal by complementing their wind and solar procurement with programmatic portfolio-wide energy efficiency upgrades.

In four years, this large-scale energy user is well ahead of its plans and has already achieved a 69% ratio of renewables out of its total energy consumption. #showall

John Rhow, Co-CEO, Redaptive

Moderator: Julian Spector, Staff Writer, Greentech Media

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
Jimmy Chuang, Chief Capital Markets Officer, Strata Solar
David Kirkpatrick, Director, Marathon Capital
Todd Glass, Partner, Energy and Infrastructure, Wilson Sonsini Goodrich & Rosati

Moderator: Daniel Finn-Foley, Head of Energy Storage, Wood Mackenzie Power & Renewables

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

Scott Elliott, Senior Manager, Wind Assets, Portland General Electric
Jeff Gibbs, General Executive, Renewable Development, Ameren

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

Networking Break

Sponsored By:

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

John Lichtenberger, Senior Vice President, Core Solar
Kent Miller, Sr. Vice President, Shoals

Moderator: Ravi Manghani, Head of Solar, Wood Mackenzie Power & Renewables

Closing Roundtable: U.S. Carbon Pricing Legislation in 2020-2022: Point of No Return?

Just last year, there were only 5 pieces of carbon pricing-related initiatives being debated across the U.S. That number increased to 17 this year and is expected to ramp up to 20-to-25 different carbon pricing pieces of legislation in 2020. But can this exponential growth trend be expected to continue after 2020? Will we see these initiatives consolidate and become the new normal? And how can this legislation potentially impact the energy landscape?

This discussion will break down the impact of updates to the Energy Trading System (ETS) and carbon tax mechanisms at a federal and state level (in California, Massachusetts or Washington, among others), drawing lessons from similar international examples. #showall

Tom Erb, Partner Relations Coordinator, Carbon Pricing Leadership Coalition, The World Bank
Catrina Rorke, Vice President, Climate Leadership Council

Moderator: Michael Green, Executive Director, Climate XChange

Networking Reception

Sponsored By: