Event Agenda

Speakers

Asper Investment Management, Emma Tinker, Chief Investment Officer
Augusta & Co, Charlie Hodges, Director
Bluefield, Neil Wood, Group Finance Director
DLA Piper, Natasha Luther-Jones, Partner and Global Co-Chair, Energy and Natural Resources
DLA Piper, Giovanni Ragnoni, Partner
Encavis, Mario Schirru, Executive Vice President Operations & IT
Engie, Isabel García, Chief Sales and Energy Solutions Officer, Spain
EY, Phil Dominy, Director, Corporate Finance- Energy & Infrastructure
Foresight Group, Diomidis Dorkofikis, Director
Greengate, Brandon Bowen, Director
Green Investment Group | Macquarie Capital, Eric Bjonerud, Senior Vice President
Lactalis Group, François Belair, Group Energy Buyer
Lightsource BP, Zosia Riesner, Head of Corporate PPA
Mirova, Raphael Lance, Managing Director
Nord/LB, Heiko Ludwig, Global Head of Structured Finance
NSG Pilkington, Chris Dye, Category Specialist - Energy & Energy
PexaPark, Luca Pedretti, COO and Co-founder
Pöyry Management Consulting, Matt Brown, Energy Vice President
Re:cap Global Investors, Thomas Seibel, CEO
Shell Energy Europe, Unsal Al, Head of Power Business Development & Origination
Solarcentury, Dr. Peer Piske, Business Development Director
Statkraft, John Puddephatt, Head of Long Term Origination
Voltiq, Ubaldo Yáñez, Director

Registration and networking breakfast

• Prof. Marco Dell’Aquila, Chairman, inspiratia
• Maritina Kanellakopoulou, Senior Analyst, inspiratia
• Omolola Coker, Senior Analyst, inspiratia

Keynote presentation – Sponsor slot / Corporate offtaker

Development on a subsidy-free basis will remain the norm for the vast majority of the UK onshore wind and solar markets, regardless of the return of contracts for difference from 2021. Thankfully a strong offtake environment has been developed and capital remains abundant. But what challenges remain and how can the market grow to meet the country’s decarbonisation goals?

Speakers:
• BayWa
• RES
• Capital Dynamics (Simon Eaves / Barney Coles)
• Solarcentury (Archie Fraser / Peer Piske)
• Lightsource BP (Nick Boyle / Paul McCartie)
• Banks Renewables
• SSE Renewables (Pavel Miller `{`also good for CfD panel`}`)
• Red Rock Power (Massive Inch Cape project underway)

Moderator: inspiratia

European countries such as Germany and the Netherlands have virtually inaugurated the offshore wind subsidy-free era, sprouting big expectations from the sector. Is the industry ready to embrace this reality for good? What are the challenges of zero or very low strike prices? What should we expect from the long-awaited German auction next year? Is it going to be zero-subsidies or nothing? Can PPAs save the day? And what are the challenges of securing offtakers for such large volumes?

• Green Giraffe
• Copenhagen Infrastructure Partners
• Orsted
• Olivia Breese, Orsted
• Mark Giulionotti, GIG
• Equinor
• SSE
• Statkraft (as offtaker?)
• Shell / Eneco – Hollandse Kust Noord victory focus

Moderator: inspiratia

Coffee & Networking

Corporate PPAs have proven to be critical revenue stabilisation mechanisms in the rollout of new renewable energy capacity in a post-subsidy world. The next step will be to open up the market to smaller offtakers with lower credit ratings via aggregation structures, while some investors will seek out deals with merchant elements in a bid to eke out higher returns.

12:30 - 13:30

Luca Pedretti, COO & Co-founder, Pexapark

• Isabel García, Chief Sales and Energy Solutions Officer Engie Spain, Engie
• François Belair, Group Energy Buyer, Lactalis Group

Spain and Italy represent the bedrock of Europe’s subsidy-free markets with multiple gigawatts of capacity financed in 2018, and expectations of a similar scale to come in 2019. The dynamics are somewhat different to the Nordics, with fewer corporate offtakers but a greater role for utilities and traders – while certain projects are being structured on a pure merchant basis.

15:00 - 15:30

Matt Brown, Energy Vice President, Western Europe, Middle East and Americas, Pöyry Management Consulting

Gigawatts of new subsidy-free projects will require billions of euros of capital. With PPA counterparties limited, investors and banks will increasingly be exposed to merchant risk, with new structures likely to emerge to shield them from market volatility.

17:00

Please note the agenda is subject to change