Large energy users: on-site generation, cleaner energy, lower bills, self-sufficiency….what’s not to like? Our panel of large energy users will tell you what their sticking points are on renewables during this session!
The implications of Base Erosion Anti-Abuse Tax (BEAT) provisions in the Senate Tax Cuts and Jobs Act on the solar and storage industry in America. Solar Media and PV-Tech will follow developments closely and will work together with panellists to enable a useful and constructive discussion on-site. Example topics for debate (as of 18 December 2017) are as follows:
What are the implications of the Bill for international investors?
How would production and investment tax credits be affected?
Implications for the scale of tax equity investment for new projects?
The impact on existing investments and the value of current tax equity investments
Discussion about the impact on tax equity
How might the yield which tax equity investors require change?
What can smaller developers do in a more competitive market to attract the attention of investors?
If corporation tax is slashed from 35% to 21%, what impact do we expect this to have on tax equity appetite?
The trade case is set to close on the 26th January 2018. Once this has happened, this panel discussion will be developed to address the fallout of the decision. Example topics for debate (as of 18 December 2017) are as follows:
Predictions have been made of a 50-70% drop in US PV demand if the proposals go through - how accurate are these predictions in reality and what will the impact be to new project development?
Within the US PV industry, which are the most vulnerable market sectors?
How would this affect grid parity across the USA?
A state-by-state comparison
Module supply and the impact on smaller developers' ability to source equipment
How sound are PPAs that were signed before the onset of this case, what's the real liklihood that they could be re-negotiated?
How much ground can be made up by reducing BOS cost?
Deal innovators: the best innovation will be awarded the 2018 Innovation Award and this session will showcase some of the most interesting deal structures from 2017. Attendees will be able to understand how it came together, what led to an innovation in structure, stakeholders’ expectations and how the deal was closed. To submit a deal for consideration, please send the following information to Jo Wilkinson
Outline of the deal (size and description of project)
Attendees can select two round tables from the topics below. Refreshments will be served throughout.
What are your greatest frustrations in solar and storage transactions?
Investors’ wish-list: how are investor mandates changing and what do they need from the market? What macro trends are impacting them and how are they using investments to meet their goals?
Capital innovation: what kind of new providers are entering the market? How are transactions coming together? Where is capital coming from – geographically and by investor type? What else is on the table?
Commercial and industrial deals: nailing the pitch and getting a PPA to close
Global opportunities: where are the next gigawatt markets and how can you play in them?