Programme

08:30
 - 09:00
Networking
REGISTRATION AND REFRESHMENTS
09:00
 - 09:10
Presentation
OPENING REMARKS FROM THE CHAIR
, Partner, Global Co-Chair of Energy and Natural Resources
, DLA Piper
09:10
 - 09:55
Panel Discussion
INVESTORS PANEL DISCUSSION: SOLAR ASSET OWNERSHIP FOR A NEW DECADE
As we enter a new decade, this session will look at how asset ownership is changing. The industry is maturing, assets are aging but asset owners and asset managers are getting more skilled at understanding how to get the best out of their portfolios. That being said, the business of solar is changing and will become more competitive and 2019 saw fund raising scaling up. Price cannibalisation is a potential issue as is the changing nature of how energy is sold. This session will discuss all of that and ask how is the business of solar asset ownership changing?
, Director | BlackRock Real Assets | Renewable Power
, BlackRock
, Global Power & Utilities Corporate Finance Leader
, EY
, Partner
, Greencoat Capital
, Founding Partner
, Glennmont Partners
, Managing Partner
, Bluefield
, Managing Director, Infrastructure
, KGAL
, Fund Manager, British Strategic Investment Fund Head
, Gresham House New Energy
09:55
 - 10:40
Panel Discussion
MERCHANT RISK: DEALING WITH A DIFFERENT WAY OF SELLING POWER IN A SUBSIDY-FREE WORLD

The infamous "duck curve" which shows negative power prices in California has been presented at least once in every conference since 2017 but is this a sign of cannibalisation of prices and will it be the future of selling power? We are seeing shorter terms for PPAs and, particularly in the corporate off-taker space, a reluctance to take on too much risk from buyers, how can project sponsors de-risk? What mechanisms are available to hedge merchant risk, and how will financial instruments and technology evolve to assist?

  • Power prices moving forward – is solar cannibalising itself?
  • Financial hedges to merchant risk are they a good solution?
    • Bank Hedges
    • Synthetic PPAs
    • Electricity Forward Contracts
    • Proxy Revenue Swaps
  • Is merchant risk overpriced in some markets such as Spain?
  • How could newer players (e.g. companies familiar with trading commodities) to the renewables sector assist in absorbing risk?
  • Regulatory risk vs. market risk – is market risk more acute or just newer to investors?
  • The role of PPAs in the future and how PPAs are changing
, Principal Banker, Energy EMEA
, European Bank for Reconstruction and Development
, Executive Director in the Power & Renewables Infrastructure Industry Group
, Natixis
, Head of Origination
, Nephila Climate
, CEO and Founder
, Alexa Capital
, Investment Director
, Octopus Investments
10:40
 - 11:20
Panel Discussion
BEYOND PPAS – TRADING SOLAR ENERGY
  • How the UK over-the-counter electricity market operates
  • The challenges of trading intermittent power to achieve a 100% hedge
  • How are trades being executed?
  • Trading short term power vs long term power
  • Different hedging strategies to optimise exposure
  • How is liquidity in the market going to change as renewables become the dominant energy source?
  • Do we need a futures exchange market for intermittent power?
, Head of Origination and Trading
, Engie GEM UK
, Senior Principal Consultant
, AFRY Management Consulting
, Head of Business Unit Cross-commodity Trading & Origination
, Alpiq
, Partner
, Our New Energy
, Head of Energy Sales
, Next Energy Capital
11:20
 - 11:50
Networking
NETWORKING REFRESHMENT BREAK
11:50
 - 12:10
A NEW WAY TO ASSESS BANKABILITY OF MODULES
PV-Tech research set to reveal investment grades for global PV module suppliers and outline a new methodology for assessing bankability of modules.
, Head of Market Research
, Solar Media
12:10
 - 12:30
Presentation
TRENDS IN ENERGY PRICING

This session will look at some of the pricing trends seen in 2019. We will look at closed PPAs across various European markets to assess what happened in 2019 in terms of power pricing.

, COO & Co-Founder
, Pexapark
12:30
 - 13:00
Panel Discussion
KEYNOTE CONVERSATION STARTER: LET’S SCALE UP AMBITION! TERAWATTS AND TRILLIONS

As we move past the 500 GW stage of the industry, towards the first terawatt of solar PV, this closing keynote panel will inspire the audience to push towards terawatts of installations and trillions of Euros of investment. We will close the session by discussing 5 challenges that the industry needs to work to solve to mature to the next level:

  • Helping governments and voters to push for effective support mechanisms as part of a wider decarbonisation strategy Educating institutional investors with deeper pockets and longer-term horizons
  • Working with large energy buyers effectively
  • Integrating storage, low carbon generation and EVs into the wider offering
  • Digitising technology and ensuring that equipment and services costs reduce in line with high-quality being achieved
, Chair
, Energy Transitions Commission
, Freelance Journalist, Ex-Energy Editor, The Guardian and Author of Forthcoming Book Crude Britannia
,
, Founder and Director
, Solarcentury
13:00
 - 14:00
Networking
NETWORKING LUNCH BREAK

Stream One

Stream Two

No data was found
14:00
 - 15:30
Panel Discussion
PORTUGAL – WHAT TO EXPECT IN THE 2020 TENDER

10GW worth of bids were tabled for the 1.4GW PV tender, with 64 projects competing for 24 auction lots and the deadline was extended for a week with winners expected to be announced on the 10th August 2019. This session will examine the results, especially the pricing of the winning bids, and next steps in the process. With a storage tender expected in 2020. Portugal is one of the most active markets in Europe but do the economics work for investors?

, Chief Strategy Officer
, SMARTENERGY
, Structured Finance Director
, Lightsource BP
, Partner
, Everoze
, CEO
, APREN (Renewable Energy Association, Portugal)
, Director
, Foresight
15:30
 - 16:00
NETWORKING REFRESHMENT BREAK
16:00
 - 16:20
Panel Discussion
KEY O&M CHALLENGES FOR SOLAR ASSETS IN AUSTRALIA
  • What should investors in the Australian market expect? 
  • What are the different operational aspects project owners will need to bear in mind with Australian assets? 
  • What are the learnings from O&M in other countries to handle key challenges for O&M excellence?
, Head of International O&M
, BELECTRIC Solar & Battery
16:20
 - 17:00
Panel Discussion
INSIGHT INTO LARGE ENERGY BUYERS
, CEO
, SDCL
, Senior Strategy Manager for Commercial Energy
, Transport for London
, Senior Policy Advisor
, SolarPower Europe
17:40
 - 19:00
Networking
NETWORKING DRINKS RECEPTION SPONSORED BY GCL

Please join us for a drink, kindly sponsored by GCL.

19:30
 - 23:30
Networking
SOLAR FINANCE & INVESTMENT EUROPE NETWORKING DINNER

Sponsored by Huawei

 

 

Solar Finance & Investment Europe Networking Dinner

Simpson’s in the Strand

Wednesday 5th February 2020 Drinks from 7:30 PM, Dining from 8:00 PM

 

Simpson’s is connected to the Savoy Hotel and has been a British dining institution since 1828 and has counted George Bernard Shaw and Charles Dickens as regulars. The restaurant is famed for serving British classics in a unique and traditional setting in the heart of London’s West End.

 

The dinner will be hosted in partnership with Nth Degree, a private dining club lead by Robert Walton MBE, who is the President of the Restaurant Association of Great Britain.

 

Strict capacity of 130 seats, tickets must be bought for £149 in addition to your conference pass.