New York

Days
Hours
Minutes

2022 Agenda

If you would like to discuss a potential speaking opportunity at our upcoming Wind Power Finance & Investment USA Summit, please contact Jo Wilkinson

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08:00
  -  
09:00
Networking
09:00
  -  
09:05
Keynote Plenary shared with Solar & Storage Finance Summit

Speakers

Chief Development Officer,
Trianon Power
09:05
  -  
09:25
Government Keynote

A multi-gigawatt renewables tender is on the cards for New York State with the announcement that NYSERDA is planning a minimum of 2GW of large-scale energy storage, solar and wind. Eligible projects will see 20-year subsidy contracts from the state. This pushes the state closer to its goal of 70% of power from carbon-free sources by 2030 and will see almost $3bn in fresh investment.

Speakers

President and CEO,
New York State Energy Research and Development Authority (NYSERDA)
09:25
  -  
10:05
Keynote Plenary shared with Solar & Storage Finance Summit
  • In an inflationary environment, how are investors and lenders viewing the industry?
  • How are investors and lenders keeping up with evolving technologies?
  • If aspects of projects need to be renegotiated (e.g. supply agreements or PPAs) what impact is this having on the cost of capital and investor appetite?
  • How is the tax equity landscape changing?
  • Which emerging opportunities are investors ready to back in the USA and why?
  • Is it time to move beyond the project-by-project approach to project finance?

Speakers

Director,
BlackRock Alternative Investors
Head of Renewables and Energy Transition North America,
Investec
Senior Vice President, Finance & Capital Markets,
Invenergy
Partner,
Global Infrastructure Partners
Partner,
Energy Infrastructure Partners
10:05
  -  
10:50
Panel Discussion
  • How has the Inflation Reduction Act been received by investors?
  • How quickly will we see the impact of the IRA?
  • At what point will imports and markets return to normal deal flows?
  • What further policy is required to meet net zero targets? How to build domestic supply chains for renewable energy?
  • What tax credits, if any, will make it through the senate? How might the direct pay option change the market?
  • What will renewable energy policy for 2023 look like post midterm elections?

Speakers

Partner,
McDermott Will & Emery
Senior Advisor,
US Dept. of Energy's Loan Programs Office
Director, Energy & Market Operations,
Austin Energy
Chief Financial Officer,
Soltage
10:50
  -  
11:10
Keynote Plenary shared with Solar & Storage Finance Summit
  • The impact of decentralized energy resources and ESG on global specialty insurance markets 
  • The dramatically increasing demand for advocacy as opposed to agency models of insurance risk capital distribution 
  • Identifying actionable changes in project development, project finance and due diligence processes which leaders have already implemented and laggards need to consider to be successful. 

Sponsored by Marsh

Marsh

Speakers

US Power & Renewables Industry Leader,
Marsh
11:10
  -  
11:40
Networking

The event will split into three streams and, in addition to the content represented on this site, attendees will also be able to attend the collocated Solar & Storage Finance Summit.

11:40
  -  
12:40
Panel Discussion
  • Which states are providing the best opportunities for future developers?
  • How are state incentives influencing investment decisions?
  • What states are leading the way for offshore or onshore wind?
  • Which regions have the best capacity factors?
  • Onshore, offshore, floating…new avenues for US wind power

Speakers

Senior Advisor,
Bureau of Ocean Energy Management (BOEM)
Managing Director & Head, Renewables & Asset Finance,
Wells Fargo
Founder and CEO,
Verdonck Partners
Head of Development,
Nova Clean Energy
11:40
  -  
12:00
Presentation

As the Director of Portfolio Analytics at Ascend Analytics, Mr. Sahay regularly interfaces between project financing, project sponsors, and offtake. In this session, Mr. Sahay will describe current and emerging financial structures that are employed by equity and debt providers for hybrid and standalone storage financings. Mr. Sahay will provide overviews of typical financing “quilts” inclusive of 7x16 block structures, insurance-secured asset finance products, forward retail hedges, and the respective revenue components securitizing debt inclusive of Energy, RECs, and Resource Adequacy.

Speakers

Director of Portfolio Analytics, BatterySIMM,
Ascend Analytics

 

12:00
  -  
12:20
Presentation
  • Benefits and drawbacks of a standalone tax credit
  • How else might storage be supported by government/federal policy?
  • Can storage realistically flatten the duck curve?
  • How might an alternative to tax credits look in order to get the most from storage assets

Speakers

Director, Energy Markets,
8minute Solar Energy

 

12:20
  -  
13:00
Panel Discussion
  • What real estate and land use needs to be redeveloped and redesigned?
  • How can we work together to ensure the highest fire safety standards?
  • How are financiers looking at this area of the market?
  • Where along the value chain does your business sit?

Speakers

Development Director, Solar & Energy Storage,
Convergent Energy + Power
Development Director, Solar & Energy Storage,
Convergent Energy + Power
Manager, California Regulatory Affairs,
California ISO (CAISO)
SVP, Transmission & Markets,
REV Renewables
Senior Vice President of Storage Development,
Soltage LLC
12:40
  -  
14:00
Networking

 

 

13:00
  -  
14:00
Networking
14:00
  -  
14:40
Panel Discussion

In 2021, the total value of M&A transactions in the global wind space almost doubled; from $106 billion in 2020 to $210 billion. How did 2022 compare?

  • What drove deals in 2022 and will we match 2021’s volumes?
  • Utilities, SPACs, Sovereign Wealth Funds…Are new investors coming to the table in greater numbers to meet ESG and decarbonization goals?
  • How accurate are valuations?

Speakers

Partner,
Deloitte & Touche LLP
Power, Utilities & Infrastructure | Vice President,
Jefferies LLC
Vice President of Power, Utilities & Infastructure,
Jeffries LLC
Head of Corporate Finance, North America,
SSE Renewables
CEO & Co-founder,
Clir Renewables
14:00
  -  
14:30
Presentation

Overview with current battery storage procurement, pricing, and commercial trends.

Speakers

CEO ,
Fractal Energy Storage Consultants
14:40
  -  
15:00
Presentation
  • Will we see a future of wind co-located with storage?
  • What other investments make sense with wind?
  • What risk is involved with hybrid wind projects, how would the project finance look?

Speakers

Director of Origination,
Quinbrook Infrastructure Partners
14:30
  -  
14:50
Presentation
  • Why storage cannot reach its highest and best use as a supporting asset
  • The importance of forward-thinking siting
  • How intelligent optimization can make or break profitability
  • How to incorporate merchant exposure into your asset portfolio

Speakers

Founding Partner,
Caerus Commodities
15:00
  -  
15:20
Presentation

Clean power producers lose up to 30% of revenue from curtailed energy they can’t sell back to the grid. The Inflation Reduction Act will add an unprecedented amount of renewable energy to the grid, but our transmission and storage capacity will lag far behind. While we wait for transmission build-out, flexible demand from data centers offers an immediately available and scalable solution to increase revenue for wind projects and prevent clean energy from going to waste.

This talk will give an overview of batchable computing and what benefits it can bring to wind farms.

  • How can data centers serve as a flexible route-to-market for wind developers?
  • What is batchable or flexible computing, and how does it differ from battery storage as a demand response solution?
  • How much revenue does the average wind project lose due to forced curtailment?
  • How does co-locating a data center impact the insurance and bankability of a project?

Speakers

CEO,
Soluna Computing
15:00
  -  
15:30
Presentation
  • What does the financier look for when investing?
  • Meeting regulatory requirements of capacity §
  • What are the economics of load supply and development costs vs sharing facilities
  • Using current investment tax credits to your advantage

Speakers

Managing Director,
Javelin Capital
15:10
  -  
15:30
Presentation

Overview of current battery storage procurement, pricing and commercial trends.

Speakers

CEO,
Fractal EMS
15:20
  -  
16:00
Networking
15:30
  -  
16:00
Networking
16:00
  -  
16:30
Panel Discussion
  • How are banks and investors viewing the pros and cons in offshore development?
  • What are the turn-ons and turn-offs to financing offshore, and where’s the capital coming from?
  • Barriers to entry for wind financiers: are the current project finance models sufficient considering the scale of the projects?
  • How to make projects still viable given rising costs and supply chain constraints?
  • How does tax equity for offshore wind work

Speakers

Partner,
Barclay Damon
Principal,
Global Infrastructure Partners
16:00
  -  
17:00
Panel Discussion
  • Modeling the impact of changing CAPEX
  • How long-term are power price fluctuations?
  • Should extra time be banked into projects to allow for supply challenges and increased equipment costs?
  • With the above in mind, how can you make storage pencil out and which use-cases are most attractive?

Speakers

Managing Director, Trading,
Spearmint Energy
Founding Partner,
Caerus Commodities
Senior Director, Infrastructure Investments,
John Hancock
Partner & Senior Managing Director, New York,
CohnReznick Capital
16:30
  -  
17:00
Panel Discussion
  • Are we on track to have 30GW of offshore wind deployed by 2030?
  • What further support is necessary, at state and federal levels?
  • Which states are providing the best opportunities to meet this goal?
  • How can we solve for the unknown costs associated with grid connection?

Speakers

Global Director of Grid Solutions,
UL Solutions
VP Transmission Policy & Compliance,
Eversource
Senior Renewable Energy Advocate, Climate & Clean Energy Program,
Natural Resources Defence Council (NRDC)
CEO,
Peninsula Clean Energy

 

17:00
  -  
17:40
Keynote Panel With Drinks

As we see a shift in renewable power revenue models, there has been an emergence of novel approaches expanding access to new players. We have seen investor appetite grow with institutional investors much more willing to back projects at an early stage now than previously. We’ve also seen M&A activity as investors targeted a range of company types, sometimes avoiding assets exposed to power price risk. What’s next? To sustainably scale in this industry, revenue models must evolve to both account for growing demand and to future-proof against dynamic variables including fuel pricing, supply chain challenges, policy changes and local resistance. Hear from a panel of experts from across the spectrum who will challenge the audience to think about how to evolve their business models to build in more resiliency and show why business as usual won’t get the industry to the next stage.

Speakers

Chief Development Officer,
Silicon Ranch
CFO & EVP Structured Finance ,
BayWa r.e Solar Projects LLC
Partner,
Norton Rose Fulbright US LLP
Partner & Co-Head of Sustainable Infrastructure,
Denham Capital
17:40
  -  
19:10
Networking

Shared drinks reception with attendees from the collocated Solar & Storage Finance Summit

Share a drink with us, build relationships and meet new partners with an opportunity to discuss the day's events and digest the information delivered by speakers.