TBA 2023 | Sheraton Austin Hotel at the Capitol, Austin, Texas

Days
Hours
Minutes

#LSSUSA

2022 AGENDA

Please note that all times are in CDT.

08:30
  -  
09:15
Networking
09:15
  -  
10:00
Panel Discussion

The solar industry is growing larger year by year as governments drive the transition towards net-zero targets and opportunities for renewable generation become increasingly attractive for investors, what can be expected from this maturing industry in a new solar decade?

  • Diversified routes to market: best practices for your business
  • Tackling price cannibalization and value erosion for future projects
  • Managing increasing scale and expectations from the market

Speakers

Partner,
McDermott, Will & Emery
Director, Energy Market Operations,
Austin Energy
Managing Director, Investment Banking,
Keybanc Capital Markets
General Manager, Utilities of the Future,
ConEdison
Vice President, Development,
Primergy
10:00
  -  
10:20
Presentation

As grid connections for solar projects without storage become non-existent, we unpack the cost benefits of adding storage and how co-located and hybrid projects enable solar to compete with more traditional energy forms.

Speakers

Director of Market Intelligence,
Ascend Analytics
10:20
  -  
11:00
Networking
11:00
  -  
11:25
Presentation

As the world installs more solar than ever, and the share of bifacial and tracker equipped solar projects grows, an increasing number of projects are underperforming their generation estimates.

We will explore how good plant design can help mitigate risks in the construction and operation of solar assets and how state of the art software developed by PVcase can boost the credibility of your projects.

Speakers

Market & Insights Analyst,
PVcase
11:25
  -  
11:45
Presentation
  • Mitigating risks before purchase contract
  • Mitigating risks after purchase contract
  • Negotiating a purchase contract in 2022

Speakers

Technical Account Manager, Solar & Storage, North America,
STS
11:45
  -  
12:25
Panel Discussion

This session will unpack the logistics of how the supply crisis has affected development and what impact the DOC investigation could have on the solar industry in the US as well as exploring what systems or solutions need to be put in place in the future to ensure more stability.

  • Project delays and contract renegotiations
  • Retroactive tariffs and module procurement
  • Supply demand imbalance

Speakers

Vice President, Strategic Development,
STS
Co-founder,
Horizon Advisory
Managing Director and Equity Research Analyst,
Raymond James & Associates
General Counsel,
Hecate Energy
12:25
  -  
12:40
Presentation
  • The Uyghur Forced Labor Prevention Act (UFLPA) represents significant risk for buyers and importers
  • Enforcement is likely to be more severe than the Hoshine WRO
  • The details of implementation could shift the solar supply chain in profound ways
  • A combination of U.S. and EU actions could both compound both supply chain pressures and accelerate a shift out of China in the ingot/wafer space

Speakers

Senior Policy Analyst,
Clean Energy Associates
12:40
  -  
13:05
Presentation
  • The impact of decentralized energy resources and ESG on global specialty insurance markets
  • The dramatically increasing demand for advocacy as opposed to agency models of insurance risk capital distribution
  • Identifying actionable changes in project development, project finance and due diligence processes which leaders have already implemented and laggards need to consider to be successful

Speakers

US Power & Renewables Industry Leader,
Marsh
13:05
  -  
13:35
Interactive Roundtable

Join us for focused roundtables to find out what those at the heart of the industry really think about the recent developments in the DOC investigation and the two-year waiver on certain tariffs. With no media and a smaller audience, you can openly discuss the outlook for the US market with other high-level executives and understand the long-term implications for the solar industry.

13:35
  -  
14:45
Lunch
14:45
  -  
15:15
Presentation
  • How big is the merchant solar investment opportunity in key markets like ERCOT?
  • What key market risks must solar investors consider?
  • How can a diversified portfolio of assets help mitigate merchant risk?
  • What are the implications of solar build out for system reliability?

Speakers

Country Lead, USA,
Aurora Energy Research
15:45
  -  
16:30
Interactive Roundtable

The long-term revenue for solar is still uncertain amid uncertain tariffs, grid changes and reliability issues. This interactive session will allow the audience to examine where asset owners are dealing with complexity and what opportunities remain attractive in the current market. Which locations across the US provide interesting markets for solar and how will this evolve?

16:30
  -  
18:30
Networking

Sponsored by PVcase