Utility Scale Solar Summit 2011
  場所: San Diego, California, 米国
電話:
+1 818 8884444
FAX:
+1 818 8884440
E-mail:
mailinfocastinc.com
  ウェブサイト: www.infocastnetwork.com/index.php/conference/509
  開始日: 2011年09月13日   終了日: 2011年09月15日
  フォーカス: 太陽光発電   国際/国内: 国際
  前回出展者数:   開催回数: 3
  前回展示会の訪問者数:   ブースコスト/m2:
  前回会議の参加者数:   会議チッケト費用: €2,597
  説明: Ⅰ. Septemper 13, 2011 -- Utility Scale Solar Technology Forum

In this rapidly expanding industry, it is critical to keep abreast of solar technology developments and cost trends. This Forum provides a perfect opportunity to learn about the hottest solar technology landscapes for PV panels, the various tracking systems, as well as the energy storage and grid integration solutions.

1. MODULE PRICE FORECAST

This presentation will review the price forecast for solar PV modules:

»» What is the cost per watt and the cost trends for the future?
»» Difference in power production
»» Supply vs. Demand

2. CRYSTALLINE LEVELIZED COST OF ENERGY

This session will introduce and analyze different crystalline silicon technologies and discuss how those technologies compare. The key innovations in crystalline silicon system design will also be discussed.

»» Reducing LCOE
»» Standardized BOS
»» Regions and climates
»» Bankability

3. THIN FILM LEVELIZED COST OF ENERGY

This session will introduce different thin film technologies and discuss how manufacturers compare those technologies, their key advantages, their cost roadmap, and Innovations in system design, including standardized balance of systems.

»» Reducing LCOE
»» Standardized BOS
»» Regions and climates
»» Bankability issues

4. CPV LEVELIZED COST OF ENERGY

This session will bring together different concentrated PV technology manufacturers to discuss how their technologies compare, their key advantages, and their cost roadmap.

»» Reducing LCOE
»» Track record and status on operating sites
»» Regions and climates
»» Bankability issues

5. TRACKING SYSTEMS

This session will explore state of the art tracking systems and the issues relating to recent high profile tracking acquisitions to understand when the advantages of these systems justifies the additional costs.

»» Single axis vs. dual axis trackers
»» Energy gain vs. increased capital cost

6. INVERTERS, STORAGE, INTEGRATION AND OPERATIONAL ISSUES

»» Inverter technology and micro-inverters
»» DC conversion battery integration
»» Replacement and refurbishment of inverters
»» Managing downtime

Ⅱ. Septemper 13, 2011 -- Utility Scale Solar Project Development Briefing

1. MARKET OPPORTUNITIES FOR THE NEXT WAVE OF UTILITY SCALE PROJECTS

Where will the new market opportunities for utility scale solar development come from? This session will discuss the prospects for new project opportunities in New Mexico, Texas, Louisiana, Florida, New Jersey and the Midwest.

2. PPA AGREEMENTS

This session will report on the current trends in today’s PPA market and discuss optional strategies for getting the PPA.

»» Understanding how to get a PPA through the bilateral negotiation or QF/PURPA process and whether it may be right for your utility scale solar project.
»» Negotiating with utilities outside the RFO process for “shovel – ready” projects. What is the best strategy?
»» Pricing trends in PPA agreements
»» PPAs for PV vs. CSP

3. THE EVOLVING PERMITTING LANDSCAPE

This panel explores recent developments in regulations and policies that directly impact the time and cost of permitting large-scale solar projects. The panelists will offer their views on how the permitting process will continue to evolve, with a focus on emerging trends that are likely to change the dynamics of that process. Key discussion items include: the recent trends in litigation and the risk this poses, approaches taken by leading industry developers to navigate the process, and lessons learned. The panel will also discuss major policy actions such as the Solar Programmatic EIS and how these might impact the development and approval process.

4. PROJECT DESIGN AND ENVIRONMENTAL MITIGATION REQUIREMENTS

This panel will explore how design engineers interface with the permitting process and how mitigation requirements influence the design process and discuss how they view design changes required by mitigation measures when evaluating project risk.

5. THE DUE DILIGENCE PROCESS: A REPORT FROM THE FRONTLINES

The due diligence process for utility scale solar projects has become deeper and more involved. What issues are being raised in this process and what steps are being taken to address them? This panel will provide a report from the frontline.

6. INTEGRATION OF UTILITY SCALE SOLAR PROJECTS

This session will provide an update on the latest information about trends and developments in interconnection and system integration for utility scale solar projects. The session will provide an understanding of how integration charges and utility curtailments may affect the profitability and financeability of utility scale solar projects.

Ⅲ. September 14-15, 2011 -- Utility Scale Solar Finance & Investment Summit

The Summit is the best opportunity for project developers, technology providers, utilities, investors, lenders, EPC contractors and other influential industry players to exchange market intelligence, share perspectives, build a mutual understanding and discuss what is necessary to finance the growing pipeline of utility scale solar projects. The 4th Annual Utility Scale Solar Summit is the number one gathering place for the industry and financial communities to get utility scale projects financed. The Summit provides an exceptional networking forum between industry players and the financial community where they can meet in one place, build relationships and capitalize on new opportunities that will lead to successful deals.

1. THE UTILITY SCALE SOLAR INDUSTRY: WHAT’S NEXT?

The utility scale solar industry has witnessed some notable accomplishments over the past year. A number of projects have entered construction and their financings have closed. Financings have been closed. Several DOE loan guarantees commitments have been made. The California Energy Commission and BLM have issued a number of project approvals. Is the industry positioned to harvest the fruits of its recent efforts or are new challenges ready to rise up in the coming year? What’s next for the industry? The opening panel will provide their insights into what lies ahead for the industry.

»» What impacts will the direction of government policy and incentives have on the industry?
»» What happens if the tax grant expires?
»» What does the California 33% renewable law mean for the industry?
»» Where will new project opportunities come from?
»» What is the significance of getting projects under construction?
»» Will there be more new entrants into the market or a consolidation of existing players?
»» What role will strategic alliances and joint ventures have in shaping the future of the industry?
»» What are the prospects of finding solutions to transmission constraints and environmental roadblocks?

2. GOVERNMENT POLICY AND INCENTIVE BRIEFING

Both at the White House and in Congress, energy policy and legislation are a top priority— although there is anything but a unified vision on the goals and plans. From the extension of the tax grant program and other tax benefits to the future of the DOE Loan Guarantee Program, there are a number of legislative provisions at stake that will impact the future of the utility scale solar industry. This briefing will provide the latest information and insight on what is at stake and what to expect.

3. DEVELOPING AND FINANCING UTILITY SCALE PV PROJECTS

Utility scale PV is unquestionably gaining momentum. Utility scale PV installations more than tripled in 2010 and at the start of 2011 there were over 700 MW of utility PV already contracted and expected to be completed in 2011. For utility scale PV, are all systems a go? How much new utility scale PV can be expected and what resources and financing will be needed to support its continued growth? This panel of developers will share their perspectives on developing and financing utility scale PV.

»» What will be the key factors driving the growth of future utility scale PV projects?
»» How are PPA prices influencing the utility scale PV pipeline?
»» What factors will determine the size of future projects?
»» What has been learned from the recent growth of installed projects?v »» How have these projects been financed?
»» What are the financial challenges PV project developers are experiencing in the current market and what strategies are they using to overcome these?
»» What happens if the cash grant expires?
»» Why are some projects relying on the DOE Loan Guarantee program in order to achieve project financing—why can't they be financed by private sources?

4. UTILITY SCALE PV CASE STUDY: THE LONG ISLAND SOLAR FARM

At 32MWac in size, the Long Island Solar Farm is the largest U.S. solar photovoltaic project outside of the southwestern United States. Located at the U.S. Department of Energy, Brookhaven National Laboratory in New York, this landmark project is already under construction and is scheduled to be operational by the end of 2011. This case study provides insight into utility-scale development in the eastern U.S., and a closer look at this innovative project and the challenges successfully overcome during its development.

5. UTILITY SCALE PV CASE STUDY: SEMPRA GENERATION COPPER MOUNTAIN SOLAR 1

»» 48 MW solar facility in Boulder City, Nevada
»» Completed construction in December 2010
»» Located adjacent to Sempra Generation's El Dorado Solar and El Dorado Energy (CCGT) facilities
»» Developed, owned and operated by Sempra Generation
»» Utilized First Solar thin-fi lm PV modules and EPC services
»» 20-year PPA with PG&E
»» Estimated annual production of 105,000 MWH
»» Interconnection to Nevada Power's 230 kV Merchant substation

6. UTILITIES' LATEST PERSPECTIVES ON UTILITY SCALE SOLAR

Utilities continue to gain more experience with utility scale solar and with the development community. How is the experience being incorporated into their plans for the future? This panel of utility executives will share their latest perspectives on their options and approaches to utility scale solar.

»» How much more utility scale solar is needed and how do they see future project build out?
»» What will be the life cycle for the build out?
»» What will be the mix between build/transfer and PPAs?
»» What factors are driving utilities' approaches to new PPA agreements?
»» What are utilities' biggest concerns about utility scale solar?
»» How much value do utilities place on energy storage for intermittent facilities?
»» Under what conditions are utilities willing to participate as tax equity investors?
»» Are they considering new forms of participation in this sector?

7. CSP PROJECT BRIEFING 392 MW IVANPAH SOLAR ELECTRIC GENERATION SYSTEM (TOWER PLANT)

CSP developers are moving forward utility scale projects that will be the largest solar projects ever built. Significantly, last year the BLM granted approvals for six major CSP projects. Yet, financing, permitting, environmental concerns and approvals continue to present serious challenges to the CSP pipeline. This session will feature briefings on the most notable CSP project leading the CSP charge. This briefing will discuss the strategies used to move projects though the development process and to obtain financings and report on the construction underway.

8. Equity Investors’ Perspectives on Financing Utility Scale Solar

Tax equity is a staple of solar project financing. Moreover, with the tax grant set to expire, the availability of tax equity may become an issue in financing future project growth. Yet, infrastructure funds have entered the market and are exploring equity investments in projects. Representatives from both investor groups will provide their latest viewpoints on equity investing in utility scale solar projects.

»» How do utility scale solar projects stack up against other solar and renewable projects?
»» What projects are financeable?
»» Are CSP projects financeable? If so, under what circumstances?
»» What deal criteria make a transaction work?
»» What challenges are investors seeing with the deals that have come to market?
»» What will be the capacity to finance good projects in a non-grant financing environment?

9. THE CURRENT ENVIRONMENT FOR RAISING DEBT FOR UTILITY SCALE SOLAR PROJECTS

The environment for raising debt has improved dramatically. There are a number of lenders interested in entering the market with a healthy appetite for utility scale solar deals. Many lenders are marketing increasingly aggressive structures. Yet, at the same time, the concern with risks is at a high level and the due diligence process more circumspect. This panel of lenders will report on the current debt market.

»» What types of opportunities and project characteristics are lenders looking for?
»» What needs to be in place to make a project financeable?
»» Are CSP projects financeable? If so, under what circumstances?
»» How do risks considerations drive lending negotiations? What risks are at the top of lending negotiations? What are the issues requiring the most negotiation? What types of project changes are typically required?
»» What is currently being offered for construction debt and how might this change in non-grant environment?
»» What is the outlook for loan terms—pricing, term, leverage, and covenants?

10. RISK ALLOCATION AND PERFORMANCE GUARANTEES

One of the areas still being sorted out in the market is the allocation of risks and the provision of performance guarantees related to the construction of utility scale solar projects and the performance of the project’s equipment. This panel will discuss the issues involved and the solutions being explored and adopted in the marketplace.

»» What types of long-term warranties, guarantees and long-term service agreements are necessary to attract both equity and debt into utility scale projects?
»» How long do they need to last: 1 year, 5 years, or 10 years?
»» How do you deal with catastrophic failures?
»» What is the gap in the expectations of equipment suppliers, EPCs, developers, and equity and debt providers?
»» What solutions are being adopted to solve these issues involved?

11. M&A AND VALUATIONS

A number of industry players in the solar market have adopted strategies that involve the buying and selling of assets, including, project pipelines and individual projects that are operational or in development. This session will discuss the forces influencing these transactions and the expectations of buyers and sellers.

»» What is driving M&A transactions and who are the players?
»» What is the appetite of strategic and financial investors for holding utility scale projects long-term?
»» What types of assets do they find attractive?
»» What is the necessary stage of project development to attract buyers' interests?
»» How do valuations change at different stages of development?
»» What factors most influence valuations?
»» What are the options for structuring and financing these transactions?

  最後更新: 2011年08月03日
 
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