1-2 February 2023 | Leonardo Royal Hotel Tower Bridge, London UK    #SFIEurope

Days
Hours
Minutes

Aldo Beolchini

Managing Partner & CIO
NextEnergy Capital
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09:10
 - 09:50
Keynote Panel Discussion
COMMODITIES, CAPEX, CAPITAL & CONFIDENCE: HOW HAVE 2021 HEADWINDS AFFECTED THE INDUSTRY?

2021 saw global headwinds have a direct and expensive impact on the solar industry as supply chain constraints and materials prices rose dramatically. This has led to some project delays and investors re-working the economics in their projects. In this panel, we ask specifically what impact this has had on investor confidence.

  • Hindsight is 2021 but what have we learnt?
  • Volatility was everywhere in 2021 and we saw gas and oil prices rise alongside other key commodities and – crucially – equipment and services for projects, what is the long-term outlook and how have these changed project economics?
  • Are we ready if interest rates increase?
  • There is often talk about a “wave” of capital and we have seen the relationship shift between investor and developer – where is this wave headed and how can developers ensure ongoing access to capital?
  • Has the cost of capital or investor expectations changed?

Moderated By

, Partner
, EY
, CFO
, Sonnedix
, CIO
, Blue Elephant Energy
, Partner
, Everwood Capital
, Managing Partner & CIO
, NextEnergy Capital
, Managing Partner
, Bluefield