2022 Agenda
7th June
8th June
09:00
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09:10
Presentation
Speakers
09:10
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10:00
Panel Discussion
- As we continue to decarbonise and move away from centralised power plants, what energy mix do policy-setters need to enable?
- How will balancing mechanisms and incentives for balancing need to change?
- As more renewables come online, how will flexibility and storage be rewarded?
- How might power prices shift in response to these changes?
- What long-term challenges does the move to net zero pose for the grid?
Moderated By
Speakers
10:00
-
10:20
Presentation
- Managing merchant risk through markets is becoming a necessity. Can it also be an opportunity?
- How do electricity markets work?
- Short-term portfolio optimisation, long-term investment signals and risk management
- Renewable PPAs and guarantees of origin
- How are recent policy interventions to deal with the high electricity prices impacting renewable energy producers?
Speakers
Director, Market Integrity and Renewable Electricity,
European Federation of Energy Traders (EFET)
10:20
-
10:40
Presentation
Speakers
11:10
-
12:00
Panel Discussion
- Have we moved beyond the eponymous duck curve (the downward trend we’ve seen in some markets to negative pricing)?
- How have renewables impacted wholesale markets – are markets ready for intermittency?
- What’s your power worth? Now and over the long term?
Moderated By
Speakers
12:00
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12:20
Presentation
- Demand for PPAs is skyrocketing in the EU
- The PPA market has experienced significant increases during the last 4 quarters, why is this happening?
- Are we on a seller's or a buyer's market?
- What PPA price offer are you expecting to see throughout EU and how is this compared to the value of the PPA for the customer?
Speakers
12:20
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13:10
Panel Discussion
- Is the corporate offtake market for renewables really booming in Europe as some claim?
- How do off-takers view power prices changing in the short and medium term?
- How are PPA structures and tenures changing – are we ready for shorter PPAs?
- What’s the demand for debt in these new structures or will it all be infra funds?
Moderated By
Speakers
Managing Director, Head of Structured Finance, SCIB UK,
Santander Corporate & Investment Banking
14:25
-
15:15
Panel Discussion
- How has the value of ancillary services been affected by increases in intermittency?
- How are asset owners with collocated batteries improving margins?
- Trading energy with a battery
Moderated By
Speakers
15:45
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16:45
Panel Discussion
IPPs/renewable asset owners will discuss current issues in the market.
- Does the volatility of energy trading match institutional investors’ mandates when it comes to owning generation?
- How are investors viewing unsubsidised projects and merchant risk?
- The role of batteries in improving outcomes
- How will curtailment affect generators?
- How are asset owners mitigating cannibalisation - which technologies and markets are most exposed?
- How are renewable asset owners preparing for a normalisation of power prices?
- How can technology improve outcomes for asset owners?
Moderated By
Speakers
09:20
-
09:45
Presentation
War in Ukraine is exacerbating gas prices, along with rising LNG prices and a lack of storage across Europe. This has had a knock-on effect in the power sector, how might these headwinds play out and what does this mean for renewable energy asset owners?
Speakers
09:45
-
10:10
Presentation
- How do utilities and traders’ price PPAs?
- The impact of market events on utility PPA pricing
- How are corporate PPAs typically priced?
- Utility PPAs vs Corporate PPAs: key differences
Speakers
10:10
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10:35
Presentation
- How prepared are renewable and battery asset owners when it comes to data acquisition, interpretation and usage?
- How can renewable and battery asset owners get access to the right data at the right time to optimally monetise their assets?
- How to reduce risk through open SaaS solutions without compromising on having a competitive edge?
- How can digital solutions enhance your human expertise and empower teams to deliver results at a greater scale?
Speakers
11:10
-
12:10
Panel Discussion
- Large energy buyers, traditional commodities traders, boutique trading businesses and large oil and gas companies are coming into the power space but who will the winners and losers be in this ever-more competitive world?
- The impact of markets being more globally connected
- Technology and automation of trading activities
- Risk and volatility, leading to increasing margin calls
- Reduced timespans and the move towards real-time tradin
Moderated By
Speakers
13:40
-
14:40
Panel Discussion
- In recent years, we have seen traditional trading houses building up capacity and appetite for renewables - what are their mandates and how are they achieving the targets they need?
- Renewables were predicted to drive prices down however, 2021 and 2022 saw huge price increases - is this a blip? How has this affected appetite and returns?
- Do renewables offer enough optionality for traders?
- How can back-offices keep up with pricing fluctuations?
Moderated By
Speakers
14:40
-
15:40
Panel Discussion
- How are asset owners dealing with the merchant model?
- Are lenders open for business on merchant deals?
- What strategies are most effective in reducing risk?
- Are PPA volumes going to continue to keep up?
- Do renewable energy generators have the scale to market power and de-risk energy sales?