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

08:45 - 09:00

09:00 - 09:15

• Chara Georgiades, Senior Data Analyst, inspiratia

The Nordics continue to show huge potential for onshore wind, boasting impressive resources and declining capex costs. This has driven deal volumes to historic highs, with corporate and industrial offtakers making up for the market’s loss of subsidies. The Nordics are already home to the world’s longest and largest corporate wind energy PPAs, but with several larger developments set to be financed, the region looks set to break its own records in 2019.

10:45- 11:15

Coffee Break

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