2019 Programme

08:30

REGISTRATION AND COFFEE

Attendees will be able to collect name badges and enjoy tea and coffee whilst fitting in some early morning networking.

09:00

OPENING REMARKS AND WELCOME ADDRESS

Speaker:
Filinto MartinsChief Investment OfficerSmartenergy Invest AG
09:10
Format:
Presentation

KEYNOTE OPENING ADDRESS: WELCOME TO PORTUGAL

Speaker:
João GalambaSecretary of State for EnergyPortuguese Government
09:30
Format:
Panel Debate

PANEL DISCUSSION: EUROPEAN PV FROM AN INVESTOR’S POINT OF VIEW

  • How comfortable are funds with subsidy free projects?
  • What level of returns are they expecting and will those expectations be met?
  • Which locations in Europe are most attractive for deals?
  • Are funds comfortable yet with solar+storage? If not, what are their concerns with these types of projects?
  • Feedback from asset owners: what do HNWI and pension funds expect in terms of risk/return?
  • The economics behind subsidy free – how can investors help to make it work?
Moderator:
Filinto MartinsChief Investment OfficerSmartenergy Invest AG
Speakers:
Giovanni d’AndriaDirector - Real Assets: Renewable Power GroupBlackrock
Ricardo PineiroPartnerForesight Group
Anthony DohertyGroup Corporate Finance DirectorNTR
Jan LibicekInvestment DirectorBluefield Partners LLP
Julia GubarInvestment ManagerPlatina Partners
Lorena CicirielloMD, Head of Debt FinancingNextEnergy Capital
Andrew WojtekSenior Investment Manager | Energy & Infrastructure EMEA, Head Solar & Wind IberiaAquila Capital
10:30
Format:
Presentation

CHALLENGES AHEAD FOR RENEWABLES: A TECHNOLOGICAL PARTNER POINT OF VIEW

  • Challenges ahead for renewables
  • Solar Trends to watch
    • Solar PV + Storage
    • Technology & Innovation
  • Impact of new players in the market
  • Technology & Expertise as drivers for value creation
Speaker:
Fernando VazMember of the Board of Directors: Energy, Environment & Industry and TransportationEfacec Power Solutions
11:00

NETWORKING REFRESHMENT BREAK

11:30
Format:
Panel Debate

PANEL DISCUSSION: HOW ARE PPAS EVOLVING?

  • Different offtakers coming to the market
  • How generators are changing their offerings
  • New PPA models – could we see a rise in Europe of synthetic PPAs?
  • How to engage differently with offtakers
  • Hedging merchant risk
  • The impact that the Renewable Energy Directive (RED II) and subsidy roll-backs have had on accelerating the corporate PPA market
  • Allocating balancing risk in the right way
  • Overview of strengths and weaknesses of different EU markets
Moderator:
Felicity JonesPartnerEveroze
Speakers:
Raphaël LanceManaging Director | Energy Transition FundsMirova
Tomas TuominenVice President, European PPA LeadGreen Investment Group Limited | Macquarie Capital
Conor McGuiganBusiness Development Director for EuropeLightsource BP
12:10
Format:
Presentation

GRID PARITY IS REAL!

  • In this presentation you will learn lessons from the 175 MWp subsidy-free Don
    Rodrigo project in Spain, the history and future of Solar LCOEs and the art of
    structuring a 15-year PPA
  • Further you will learn about the idea and history of this project and about the
    specific system design.
Speaker:
Dr. Benedikt OrtmannHead of Business Entity Solar ProjectsBayWa r.e.
12:30
Format:
Presentation

THE ROLE OF PORTUGUESE DSO IN RES INTEGRATION

Speaker:
Ângelo SarmentoExecutive Board MemberEDP Distribuição
13:00

NETWORKING LUNCH BREAK

14:00
Format:
Panel Debate

PANEL DISCUSSION: TECHNOLOGY THAT WILL INCREASE REVENUE

  • What technologies are really driving solar forward?
  • Innovation in IT – is this the next growth area for PV?
  • Co-location of solar, storage or EV charging networks – what’s the reality of delivering a project?
  • How would the returns for a project built in 2019 differ from older projects?
  • Which advancements are really improving margins?
Moderator:
Arthur Arrighi de CasanovaPrincipal: Energy Transition practiceCapgemini
Speakers:
Pierre-Jerome DesmarquestHead of O&M and Asset ManagementVoltalia
Levent GunCEOAmpt, LLC
Nuno MarquesGeneral ManagerAEROPROTECHNIK
Jean RappeCEO, SolarEngie
Ezio RavacciaChief Financial OfficerSolar Ventures
14:40
Format:
Panel Debate

PANEL DISCUSSION: HOW IS THE ROLE OF DEVELOPERS CHANGING?

  • How are developers approaching new projects now?
  • Review of recent projects: lowering cost without reducing quality
  • How is risk mitigation changing, and who’s taking it now?
  • How are contracts and contract terms changing?
Moderator:
Filinto MartinsChief Investment OfficerSmartenergy Invest AG
Speakers:
Andrea FontanaManaging Director EuropeFotowatio Renewable Ventures
Guy AugerChief Executive OfficerGreensolver
Éric ScottoChairman & Co-founderAkuo Energy
Pablo BurgosGeneral Manager & Co-FounderSolarpack
15:20
Format:
Presentation

THE HEADACHES OF BEING AN INTEGRATED SOLAR PLAYER

  • Can Project Development and Trading cooperate?
  • How to play on all ends of the PPA?
  • The advantages of understanding the full value chain
  • Making it match: Flexibility and intermittency
Speaker:
Stefan-Jörg GöbelSenior Vice President Wind & Solar ContinentalStatkraft
15:40
Format:
Panel Debate

PANEL DISCUSSION: THE POWER MARKET IN EUROPE: HOW TRADITIONAL BUYERS AND SELLERS ARE EVOLVING?

Speaker:
Berto MartinsDeputy Director of Energy MarketsEDP - Energias de Portugal Sa
16:10
Format:
Presentation

STOCHASTIC ANALYSIS OF PRODUCTION AND EXPOSURE TO MARKET VOLATILITY OF LARGE-SCALE PV PLANTS

Speaker:
Xavier DavalPresidentSER-SOLER
16:30
Format:
Interactive Round Table Discussions

COUNTRY-SPECIFIC ROUND TABLES

  • Spain
  • UK
  • Republic of Ireland
  • Italy
  • Netherlands
  • France
  • Portugal
  • Germany
  • Turkey
  • Rest of Europe
Speakers:
Jose DonosoDirector GeneralUNEF
Michael MooreDevelopment ManagerElgin Energy
Xavier DavalPresidentSER-SOLER
Paolo Rocco ViscontiniPresidentItalia Solare Association
Marc RechterCo-FounderEnercoutim
18:30

CLOSE OF DAY ONE

09:10
Format:
Presentation

BEYOND 2020: HOW WILL EU POLICY FOR SOLAR EVOLVE?

  • The end of subsidies in the EU – what mechanisms will governments use to maintain growth in the industry?
  • How will state aid regulation continue to develop?
  • What will the EU’s 2030 plans involve?

 

Speaker:
Paula Abreu MarquesHead of Unit, Renewables and CCS policyEuropean Commission, DG ENER
09:30
Format:
Panel Debate

HOW ARE DEBT PROVIDERS APPROACHING UNSUBSIDISED PROJECTS, DOES IT MAKE A DIFFERENCE TO THEIR APPETITE?

  • Is debt the best way to finance a new project?
  • How are providers finding comfort in the absence of subsidies, or do they provide markets where mechanisms are still in existence?
  • What’s the cost of debt, and how will it change?
  • What do banks expect of different PPAs and merchant structures?
  • How is the equity landscape changing?
  • How comfortable are investors with unsubsidised projects?
  • Overall, which markets are providers keeping an eye on?
  • What’s the outlook for co-location – PV/storage?
Moderator:
Filinto MartinsChief Investment OfficerSmartenergy Invest AG
Speakers:
Nicolas GourvitchCo-FounderGreen Giraffe B.V.
Lisa McDermottExecutive Director, Corporate & Institutional Banking, Project FinanceABN AMRO Bank N.V.
Stirling HabbittsSector Lead Project Finance LondonTriodos Bank
10:30

NETWORKING REFRESHMENT BREAK

11:00
Format:
Presentation

EVERYTHING YOU NEED TO KNOW TO DO SOLAR BUSINESS IN SPAIN

  • Insight into the current state of the Spanish market
  • How are the 2017 tender winners progressing
  • How might the next 10-years evolve for solar?
Speaker:
Jose DonosoDirector GeneralUNEF
11:20
Format:
Panel Debate

FOCUS ON IBERIA

  • How market dynamics are changing in the region
  • Winning business with the rise in merchant PPAs
  • Developing projects with no subsidy
  • Investor appetite for these projects: transaction case studies and insight into what investors are looking for
  • Finding out which projects can secure a grid connection
Speakers:
José González BujandaRenewables Origination DirectorIberdrola
James SibonyCEOEsparity Solar
Pablo BurgosGeneral Manager & Co-FounderSolarpack
José Antonio UrquizuPartnerEverwood Capital
12:20
Format:
Interactive Round Table Discussions

ROUND TABLE DISCUSSIONS

The audience can select a table to attend during this session. The discussion will run for 50-minutes and the tablecloths will be made from paper, allowing attendees to take notes and draw plans. At the end of the session, we will ask a spokesperson from each table to report back to the room and that spokesperson will pose a set of challenges for the whole audience to contribute towards solving.

TECHNOLOGY

  • What technologies are really driving solar forward?
  • Innovation in IT – is this the next growth area for PV?
  • Co-location of solar, storage or EV charging networks – what’s the reality of delivering a project?

OWNERSHIP & CUSTOMERS

  • Who owns European solar and who’s in buying mode?
  • How well is the industry really doing to meet the needs of large energy buyers?
  • Why is the PPA market slower than expected?
  • What’s slowing PPAs down in the eyes of energy buyers?

GOVERNMENT SUPPORT

  • Beyond subsidy: how should governments encourage a strong solar industry?
  • Tax, robust regulation, high power prices: what drives deals in the absence of a subsidy?
  • What lessons have been learnt which could apply to markets with a support mechanism
13:00

NETWORKING LUNCH BREAK

14:00
Format:
Presentation

HOW IS THE FLOATING SOLAR MARKET EVOLVING?

  • Global opportunities for floating solar – insight from a developer
  • The specific differences of delivering an off-shore project
  • Are there any lessons from the wind industry?
  • Getting to financial close
Speaker:
Bard JohansenCFOOcean Sun
14:30
Format:
Panel Debate

SECONDARY MARKETS IN A POST SUBSIDY WORLD

  • How are investors assessing post-subsidy projects?
  • Do they offer the returns that investors need?
  • Where are investors looking for projects to acquire?
  • Does it make sense for investors to get involved at construction stage and to have a greater input into the project’s economics?
Speaker:
Judith Nuñez SalgadoHead of Renewable Energy Transactions (Spanish and French speaking countries)Global Capital Finance
15:00
Format:
Presentation

MAXIMISING REVENUE FROM CO-LOCATED SOLAR & STORAGE

  • What are the use cases for stand alone storage, and how the focus is now merchant trading rather than ancillary services/FFR
  • How the economics work for merchant storage stand alone, and what revenues and returns are possible
  • Why solar+storage makes sense: the co-location value drivers
  • What an optimal storage+solar configuration could look like: ratio of storage to solar to grid, battery duration etc.
  • Risk and financing considerations
Speaker:
Ben IronsCo-FounderHabitat Energy
15:30
Format:
Interactive Round Table Discussions

UNDER THE MICROSCOPE: INVESTMENT INTO EUROPEAN GRIDS

  • Capacity
  • Flexibility
  • Availability
  • Installed PV and storage currently
  • The next wave of integration: EV charging networks
  • Preparing for more modern energy markets
16:30

CLOSE OF CONFERENCE AND REFRESHMENTS

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