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The BNEF Summit provides the ideas, insights and connections to formulate successful strategies, capitalize on technological change and shape a cleaner, more competitive future. 

If you’re interested in getting involved, please email [email protected], submit a speaker via the speaker submission form or join the conversation using #BNEFSummit. 

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Power price cannibalization and curtailment are increasingly common for onshore renewable energy projects in key US markets like CAISO, ERCOT and MISO. The impacts are already evident in major US markets where renewable energy penetration levels exceed system demand on a more frequent basis. On top of this, rising renewables is leading to more curtailment both for economic reasons and due to system congestion. How are developers rethinking the revenue streams for their projects in this changing environment? What role do power purchase agreements play in a market with more-frequent negative power prices? What do future natural gas prices mean for the viability of these projects and how does exposure to specific power nodes affect site selection or asset value? How do these various factors around revenue impact equity owners in a higher-interest rate environment? 

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The most knowledgeable minds in clean energy join ACP’s CLEANPOWER event to chart the future of this powerful industry and discuss the opportunities ahead. This is the must-attend conference of the year. CLEANPOWER grows businesses by gathering key decision makers and stakeholders across the wind, solar, storage, hydrogen, and transmission industries for discussion, deal making, networking and a whole lot of fun. 

We’re calling all manufacturers, construction firms, owner operators, utilities, financial firms, corporate buyers and sector members to join our landmark event. Mark your calendar to join us next year in Minneapolis, MN May 6-9 at the most anticipated clean energy trade show of the year. 

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Infocast’s Solar + Wind Finance & Investment Summit in 2023 gathered an unprecedented number of leading industry players to network, make deals, and get fully briefed on the renewables markets. This exceptional event is back to once again gather a who’s who for phenomenal deal-making and strategizing opportunities.

Join us for 2024’s summit March 11-13, with an exclusive pre-summit evening of Keynote sessions followed by a welcome reception on March 10.

Mark these dates in your calendar and get ready for the most powerful networking place for top-level renewables and financial executives and capitalize on today’s booming renewables market!

One year into the Inflation Reduction Act and the industry is still figuring out the new normal, with lingering supply issues, inflation, and interest rate hikes on the one hand and expanded tax credits, transferability, and long-term policy certainty on the other. This is a particularly critical year to attend Solar + Wind Finance and Investment Summit for a deep dive into how IRA guidance is affecting assumptions and how the emerging transferability market is creating a whole new outlook on financing possibilities. You’ll get insider tips on how to successfully navigate these waters, capitalize on the booming opportunities of the future, handle the lingering difficulties of the present, and meet everyone you need to know to take maximum advantage of your opportunities to develop, finance, and invest in today’s renewable energy projects.

Mingle with other C-Suite executives at the preeminent networking event for leaders in finance, solar, wind, and storage, top-rated by attendees as the place where deals and valuable business connections are made. Get the latest update on the finance and investment landscape, gain prescient insights into market trends, and network with the “highest quality of industry participants on the conference circuit.

Panel Discussion: Adding Up the Adders

The IRA adder provisions and IRS guidance are changing how deals are getting done. However, since usage of many adder provisions is still new, the risks are high, particularly domestic content. How are stakeholders getting comfortable doing transactions in this space, and who’s taking on what new risks? This session will provide a deep dive into the IRA adders: 

How are adders being used in practice, what’s good, what’s not, and what potential curveballs could still pop up? Are investors, financiers and developers finding ‘favorite’ adders? 

Are the qualifiers, applications, and maps out for adders (brownfield sites, energy communities, environmental justice credit) and other provisions adequate? Are there discrepancies? 

Insurance on adders: If one project tries for multiple adders, is insurance necessary to take on that additional risk? Does the IRA de-risk projects less than 5 MW on a comparative level? 

What’s needed for domestic content to be workable? How can developers convince suppliers to give information documenting domestic content when they’re worried about trade secrets, what’s enough for the IRS? How hard it is to figure out domestic content unless you’re 100% US? 

Meet a Member of Our Team at the Conference!

Roger Johanson

Roger Johanson

VP of Project Finance

john larkey

John Larkey

VP of Power Marketing

Drew Terwilliger

Drew Terwilliger

VP - Commercial

Sanjay Bhasin

Sanjay Bhasin

VP of Origination

Michelle Arrawawella

Michelle Arawwawela

VP of Investments & Portfolio Management

Patrick Smith

Patrick Smith

Senior Director of Project Delivery

Joe Twaddle

Joe Twaddle

Manager – Investments & Portfolio Management

Peter Cooper

Peter Cooper

Senior Director of Business Strategy

Patrick Cheney

Patrick Cheney

Associate – Investments & Portfolio Management

Ksenia Elistratova

Ksenia Elistratova

Senior Director of Project Finance

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The largest reforms in the history of ERCOT will be implemented over the next two years. Multiple market and rule reforms will bring enormous changes to how power sales will be rewarded, introduce new products and services to increase reliability and resilience, and, potentially, will initiate a loan guarantee and grant program aimed at jump-starting investment in dispatchable generation, BTM energy assets, and transmission infrastructure. And the potential remains for more drastic energy legislation to impact the ERCOT market in the future.

At the same time these multiple reforms will be implemented in ERCOT, a series of external shifts and challenges will be hitting the Texas power sector as well. Massive additions to load, an avalanche of new storage and generation capacity, more extreme weather, and growing price volatility will increase risks, open new opportunities, and create headaches for power asset owners, developers, wirecos, QSEs and investors. How will these changes impact market participants, and how are they planning to deal with the ongoing policy and market uncertainties?

Infocast’s ERCOT Market Summit will provide an unparalleled deep dive into these impending changes, and provide serious insights into the directions they will drive the market. A stellar group of policymakers together with utility, solar, wind, IPP, finance, and trading executives will explore the tumultuous future of this massive power market, and examine the impacts on resource adequacy, power prices, project siting and bankability, and how to best meet the shifting needs of commercial, industrial, and retail customers.

Panel Discussion: Financing Projects in ERCOT in the Post-IRA Era

Uri fundamentally changed the project finance market in ERCOT, and the Inflation Reduction Act tax provisions are likely to have even more profound effects. The project terms that sponsors, equity investors, tax equity and lenders are seeking are extremely different now. This panel will examine what makes a project financeable in the market today, including:  

  • Where is the capital flowing? How are IRA incentives helping various types of projects pencil out?
  • What changes can be expected in the tax equity market?
  • What impacts are the new transferability provisions in the Act having on financial structures?
  • Where does the transferability market for tax equity stand today?
  • Will financiers have an increased appetite for standalone storage projects?
  • Will standalone storage projects in ERCOT have difficulties penciling out for construction loans?
  • Are balance concentration issues affecting lender appetite?
  • Are changes in credit structures being seen as a result of the changing tenor of offtake agreements?

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