power & renewables summit 2019

NY, CA, WA and other states across the country have adopted ambitious decarbonization targets, which represent growth opportunities for large-scale solar, offshore wind and storage development.

However, the expiration of the ITC and PTC, as well as the shadow of import tariffs for modules, turbines and other components and hostile state policy environments (like Ohio’s recent coal and nuclear bailout) could offset the near-term push of clean energy state mandates.

This discussion will measure the extent to which large-scale developers (and financiers) can capitalize on the green wave momentum. #showall

This presentation will showcase how Redaptive and CBRE are helping a Fortune 1000 global leader in storage and information management services achieve their RE100 goal by complementing their wind and solar procurement with programmatic portfolio-wide energy efficiency upgrades.

In four years, this large-scale energy user is well ahead of its plans and has already achieved a 69% ratio of renewables out of its total energy consumption. #showall

As tax credits phase out and record-low PPA prices become the norm, risk return profiles for long-term PPAs are considerably less attractive, suggesting the industry might be on the precipice of a paradigm shift in large-scale wind and solar projects financing.

But what are the implications of moving away from tax equity? What are the additional risks to revenue generation and project performance associated with merchant price volatility? And how can investors best capitalize on available pools of inexpensive debt? #showall

Market Opportunity and EV Grid Integration Case Study from Austin Energy SHINES Project

The last few years have seen an increase in utility-ratebased wind projects at the expense of utility PPAs. With the LCOE of wind decreasing, more and more PUCs are aproving utility-owned wind generation projects.

How will the PTC phaseout from 2022 to 2024 impact cost of capital for utilities betting on wind in their IRPs? How will the move away from tax equity affect rate-based wind as a strategy? To what extent will the PTC phaseout limit the volume of utility PPAs in the market in the next 5 years?

This discussion will evaluate these and other questions, reflecting on the perspectives of leading wind developers, utility resource planning and strategy executives, and investment banks. #showall

The ITC phaseout threatens the viability of current margins for most large-scale solar projects. But unseen improvements in efficiency and operational cost optimization might represent an opportunity to not just preserve, but even grow margins past-2019.

This panel will present an overview on the latest innovations around bifacial modules and single-axis trackers, next-generation cells, and other components, and how these translate in better system performance and lower costs, allowing project margins to absorb the impact of the ITC phaseout. #showall

Just last year, there were only 5 pieces of carbon pricing-related initiatives being debated across the U.S. That number increased to 17 this year and is expected to ramp up to 20-to-25 different carbon pricing pieces of legislation in 2020. But can this exponential growth trend be expected to continue after 2020? Will we see these initiatives consolidate and become the new normal? And how can this legislation potentially impact the energy landscape?

This discussion will break down the impact of updates to the Energy Trading System (ETS) and carbon tax mechanisms at a federal and state level (in California, Massachusetts or Washington, among others), drawing lessons from similar international examples. #showall