Agenda

We are seeing a divergence between the fortunes of the offshore wind and onshore wind markets in Europe.

In offshore wind, we have seen a string of exciting developments in 2020 and 2021. Multi-gigawatt projects are reaching financial close, emerging markets are opening up, turbines are growing, and oil giants are moving in. It is a time of great optimism.

In onshore wind, however, the future is less clear. The market is active – turbines of 8.2GW were ordered onshore in 2020 – but more must be done if onshore wind is to be a key part of Europe’s ‘green recovery’ from the Covid-19 crisis. Developers and investors are facing tortuous permitting processes and uncertain growth pipelines.

In Financing Wind Europe 2021, we will talk to the leading players in European wind to find out the strengths and weaknesses of the industry in the post-Covid world.

Breakfast Networking - Roundtable: Wind investment trends

9:00 AM

NETWORKING

Key questions are likely to include:

1. What difference will the new oil and gas majors make to offshore wind?
2. How to de-risk floating projects for financiers and investors?
3. With onshore wind is it more useful to argue for stable prices or learn how to manage uncertainty?
4. Are there any important new onshore markets in Europe, or should we focus on unblocking the established markets?
5. What are the fundamental drivers behind the power-to-X revolution, can they overcome the major cost and performance challenges behind the hype?
6. How does the power-to-X revolution really fit in, alongside improving electricity transmission and storage?

Speakers to include:

• ‍Andy Strowbridge (Moderator), Associate Director at BVG Associates

Organiser’s Welcome Keynote Presentation

9:30 AM

KEYNOTE

• ‍Adam Barber, Managing Director at Tamarindo Group

FWEU Headline Sponsor’s Welcome Keynote Presentation

9:50 AM

KEYNOTE

Financing Wind Europe in association with UL

• ‍Christos Kolliatsas, Director, Global Offshore Wind at UL

Panel Discussion: Onshore wind in Europe

10:35 AM

PANEL

This discussion focuses on the prospects for wind investors in Europe as they seek to take advantage of green recovery policies while facing challenges with permitting and project profitability.

Key questions are likely to include:

• How can we ensure onshore wind is central to Europe’s green recovery?
• What is the best that wind companies can expect from the COP26 talks?
• Are tortuous permitting processes the biggest problem for wind investors?
• Which are the most exciting markets for investors in the next three years?
• How can investors unlock more value from projects in a squeezed market?

Speakers to include:

• Andy Kinsella, Board of Directors Chair at NBT
• Anne Lapierre, Global Head of Energy at Norton Rose Fulbright LLP
• Bob Psaradellis, President & CEO at Renewable Power Capital
• Ruben Devogelaer, Loan Officer, Project Finance and Regulated Operations Western Europe at European Investment Bank
• Julia Rhodes-Journeay, Director - Renewable Power Group at BlackRock

Wind Investment Awards Headline Sponsor’s Welcome

10:45 AM

AWARDS

Wind Investment Awards in association with Vestas

• ‍Adam Barber on behalf of Vestas, Managing Director at Tamarindo Group

Wind Investment Awards Presentations

10:55 AM

AWARDS

• Investor of the Year
• Financial Innovation Award
• Financial Advisory of the Year

Fireside Chat: Institutional investment

11:25 AM

FIRESIDE CHAT

This discussion will look at how institutional investors in the wind industry in Europe will need to change strategy over the next 3-5 years in response to trends we have seen since the start of the Covid-19 crisis.

Key questions are likely to include:

• How will a potential influx of oil giants influence project finance strategies?
• Is the composition of investors in wind changing as project risks reduce?
• Will growing appetite for renewables drive a fresh wave of corporate M&A?

Speakers to include:

• Mark Jones, CEO at Ventient Energy
• Richard Heap, (Moderator) Editorial & Content Lead at Tamarindo Group
• Karl Smith, Managing Director at Macquarie Infrastructure and Real Assets, Green Investment Group

Wind Investment Awards Presentations

11:35 AM

AWARDS

• Lender of the Year
• Onshore Deal of the Year

Networking Coffee Break – Roundtable: Unlocking inward investment: What does European wind need to do to attract more investment from overseas?

12:05 PM

NETWORKING

Sponsored by DLA Piper

Key questions are likely to include:

• Investment from outside Europe will be needed to meet the huge risk and capital demands of meeting European governments’ net zero targets. Is there are a particular stage(s) of the lifecycle of a project where such investment is most needed?
• Despite being a world leader in offshore wind investment, what is holding back inward investment so far? Are they technical or regulatory concerns, or overly high yield demands from inward investors?
• Is the inward investment deficit more prevalent in equity or debt?
• What role can inward investment take in the future of offshore wind – in particular floating wind and grid upgrades?

Moderators to include:

• Fredrik Lindblom, Partner at DLA Piper
• Bruce Chen, Of Counsel at DLA Piper

Wind Investment Awards Presentations

12:15 PM

AWARDS‍

• Technical Advisory of the Year
• Developer of the Year

Panel Discussion: Offshore wind in Europe

1:00 PM

PANEL‍

This discussion focuses on the fast-growing offshore wind market in Europe, where we are seeing high demand from oil giants and rapid change in turbine sizes, project sizes and fees. How will this affect investment.

Key questions are likely to include:

• Which are the most exciting markets for investors in the next three years?
• What does the £6bn financial close at Dogger Bank say about the market?
• Are corporate PPAs now a central part of the European offshore wind sector?Are high ‘option fees’ now a feature of the market?
• How will investors adapt?What will the UK’s CfD auction to tell us about the maturity of floating wind?
• Will an influx of oil firms shake up European offshore in the next three years?

Speakers to include:

• Allan Baker, Global Head of Power Advisory & Project Finance at Société Générale
• Bronwyn Sutton (Moderator), Principal Offshore Wind at Clir Renewables
• Christos Kolliatsas, Director, Global Offshore Wind at UL
• Ed Northam, Head of Green Investment Group, Europe & UK at Green Investment Group
• Morten Sørensen, Head of Financial Solutions Offshore at Vestas

Wind Investment Awards Presentations

1:10 PM

AWARDS

• Start-up of the Year
• Offshore Deal of the Year

Fireside Chat: Floating wind

1:40 PM

FIRESIDE CHAT

This moderated conversation gives us the opportunity to get into greater depth about offshore wind – literally!

We will discuss the commercialisation of floating wind and the evolution of the sector as oil giants get involved.

When will we see this market opening up, and will the UK’s Contracts for Difference auction in 2021 show us the health of the sector.

Speakers to include:

• Evan Stergoulis (Moderator), Partner at Orrick
• Vincent Fromont, President of Shell-EOLFI & General Manager Floating Offshore Wind at Shell-EOLFI
• Henrik Stiesdal, Stiesdal A/S

Networking Lunch Break

2:10 PM

NETWORKING‍

Roundtable 1 (30min): The Nordic Boom – will it continue?

Key questions are likely to include:

• The Nordics has seen a tremendous growth in renewables, driven primarily by large scale onshore wind. But what’s next?
• Will investors find ways to invest in merchant markets without PPA-backing?
• Can Nordic renewables drive the development of green hydrogen production and consumption?
• Will onshore wind in the northern Nordic regions still be the dominating technology and geography?

Speakers to include:

• Tobias Nylander (Moderator), Chief Development Officer at Rabbalshede Kraft AB

Networking Lunch Break

2:40 PM

NETWORKING

Roundtable 2 (30min): Offshore Wind and Investment Opportunities in the APAC region

Key questions are likely to include:

• Where are tariff’s heading in APAC and are PPAs based project possible in the near term?
• Where will the equity and debt capital come from for the emerging Asian jurisdictions?

• Can the Asian supply chain be developed to power the offshore wind sector forward?

• Could Asia take the lead in floating offshore wind or offshore wind-to-X projects?

Speakers to include:

• Paul Battelle (Moderator), Director - Infrastructure and Energy Finance at Deutsche Bank

Wind Investment Awards Presentations

2:50 PM

AWARDS

• Asset Management Award
• Technology Innovation Award

Keynote Interview

3:20 PM

KEYNOTE‍

Jenny Blackford, Head of Project Finance Team (Energy) at EMEA - Siemens Financial Services

In conversation with Adam Barber, Managing Director at Tamarindo Group

Wind Investment Awards Presentations

3:30 PM

AWARDS

• Recruiter of the Year
• Law Firm of the Year

Networking Tea Break – Roundtable: Breaking the data deadlock

4:00 PM

NETWORKING

Sponsored by Greenbyte

• ‍Christos Kaidis, Technical Sales Engineer at Greenbyte
• In conversation with Jordi Francesch, Head of Asset Management at Glennmont Partners

Investment in digital asset management approaches is no longer a luxury for renewables funds and IPPs.  It’s a fundamental part of doing business in the face of evolving market risks.  This session will explore strategies for integrating systems to deliver on the business plan and achieve scalable growth:

• Ensuring data quality;
• Data 'deep dives' to improve efficiency and protect margins;
• Tracking and reproducing the PPA environment;
• Managing volume and price risks at the same time;
• Reporting to increasingly savvy investors.

Panel Discussion – The power-to-X revolution

4:45 PM

PANEL

We use our final session of the day to look at the power-to-x technologies that companies in the wind sector need to factor into their investment strategies.

By this, we mean technology including batteries, long-duration energy storage, and green hydrogen / ammonia.

• Is storage now a vital part of the strategies of wind companies?
• What impact is this likely to have on the portfolios of wind operators?
• How is the investment case for storage changing as the tech matures?
• Is Europe lagging the US, Australia and Asia-Pacific in the storage race?
• Is Nordic onshore wind key to producing green hydrogen at scale?

Speakers to include:

• Andrew Doyle, ‎Executive Director at MUFG
• Karsten Uhd Plauborg, Partner at Copenhagen Infrastructure Partners
• Philippe Kavafyan (Moderator), Former CEO MHI Vestas Offshore Wind
• Sarah Pirie, Head of Commercial at Red Rock Power
• Stine Grenaa Jensen, Senior Director - Green Systems at Energinet

Wind Investment Awards Presentations

4:55 PM

AWARDS

• Industry Leader of the Year
• Rising Star of the Year

Closing Remarks

5:00 PM

Event Ends

5:00 PM

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