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

Days
Hours
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Tim Kallas

CIO
Blue Elephant Energy
Tim Kallas

Tim Kallas was born in 1980 in Willich. He graduated with a degree in business administration, successfully completed executive education programs in America and obtained the EACVA certification as a valuation analyst. He began his career as an Analyst at Deutsche Bank AG in 2007, moving to Capital Stage AG (now ENCAVIS AG) in the same year. Since 2012, he worked there as an Investment Director for renewable energies. In 2016, Tim Kallas became CIO of Blue Elephant Energy.

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