REFF Europe 2019

8:15AM Registration and refreshments

8:50AM IJGlobal’s welcome address and analysis of the European market - indispensable data for the region’s investors and financiers

To open the conference, a senior member of our editorial team will provide a detailed analysis of the European energy and infrastructure finance market, based on IJGlobal’s exclusive data to frame and contextualize the following discussions.

9:10AM Keynote interview: Celebrating 20 years of REFF Europe

As renewable energy dominates power sector investment this keynote interview reflects on the 20 year rise and looks ahead to the next 20 year future

9:40AM Energy transition panel: Strategies to facilitate and support Europe’s low carbon future

• Policy developments around energy mix and market design
• Perspectives on investment sources and volumes required to achieve decarbonisation objectives
• Developments to facilitate and support investment around new renewable energy projects and technologies
• Evolution of risk – technology and geopolitical consequences for the global energy transition

10:30AM Refreshment break

11:00AM Industry leaders state of play panel: Opportunities and trends in technology deployment and investment

• What type of investors are most active in the European market?
• Are we concerned as too much capital chases too little supply?
• Where do we see the most exciting markets and emerging opportunities?
• Risks and upheavals that await in the next 5 years
• New technologies that will create fundamental change
• Forward looking scenarios – what will Europe’s energy mix look like in the next 5 years? 

11:45AM Industry insight panel: Adapting to merchant risk

• Changes in commercial perspectives, competition and pipelines of investors and developers
• Role and strategies of the off-takers
• PPA structures and market solutions available to manage and allocate merchant risk
• How do you get lenders on board?

12:30PM Lunch

1:30PM Quick-fire case studies: Floating offshore wind – a game changer for offshore wind?

• Status of current projects and technology
• Favourable and supportive regulatory environments
• How will projects get done in today’s environment and what needs to happen to achieve commercialization of floating wind?
• Understanding and managing investment risks

2:15PM Market focus: Poland – ready to fly?

• Market update – from total shutdown to market driven rebound
• Financing and bankability of projects in current regulatory and political environment
• Polish CfD Auctions – distraction of path to grid parity or display of true support for renewables
• Development of Corporate PPA market – escape from support schemes and subsidies
• Future of PV in Poland – from micro to industrial scale

3:00PM Refreshment break

3:30PM Market focus panel: Advancing PPAs

• Considerations and motivations for a corporate when formulating and developing a renewable energy sourcing strategy
• Innovations in PPA structures to allocate risk satisfactorily between corporate off-taker and developer
• Assessing and structuring pricing mechanism options
• Selecting the best offtake agreement to optimise the value of the project

4:15PM Raising profitability by calculating and mitigating unpriced risks in energy projects

• Why so many energy projects are unprofitable
• Unpriced risks are typically 40% of all risks
• A new approach to risk management in energy projects throughout all phases of a project´s lifecycle

5:00PM Chairperson’s summary and end of day 1 conference

5:15PM Evening drinks reception

8:30AM Deep dive breakfast briefing - Value for Risk VfR in infrastructure: The nitty-gritty of calculating un-priced risks in infrastructure projects

This special roundtable session takes yesterday’s conference presentation a few steps further, presenting how you can use Value for Risk VfR to support your projects, whether you are conducting the due diligence on a new project, assessing whether to invest in an infra project, valuing infrastructure assets, or working the legal aspects of an infrastructure project.

9:30AM Keynote investor insights panel

• Where do you see the best opportunities and most attractive sectors? What are the emerging themes and trends?
• Benefits of investing via different access routes (funds vs direct investments or co-investments)
• Investments in different geographies and jurisdictions – difference and similarities             
• What major technological trends will shape renewable energy investing in coming years?
• What are the main blockers to investment?
• Key market risks in Europe to navigate

10:15AM Maximising value for investors in a changing market

• How is the investment landscape changing and how attractive is the European market in a global context?
• How can investors and developers co-operate to ensure success of subsidy free projects?
• What do revenue models look like in a transitioned energy world?

11:15AM Refreshment break

11:30AM Case study: Repowering renewables to bring new capacity and efficiencies to the grid

• New technology developments central to repowering and improving capabilities
• Balancing developments in renewable technology with political and environmental considerations
• Outlook for repowering opportunities across Europe

11:50AM Emerging technologies fireside chat: Supporting Europe’s clean energy transition

• How does sustainability fit within a renewables investor’s investment universe?
• What new technologies can best drive sustainability and therefore decarbonisation
• How are cities integrating renewables into their smart city plans and how will this impact technology deployment in the future?
• Where are the investment opportunities in battery energy storage?
• What does the future decarbonised energy landscape look like?

12:30PM Chairperson’s closing remarks followed by networking lunch