New Energy Infrastructure 2019

5 February 2019 | London

in partnership with

Description

The second edition of inspiratia’s New Energy Infrastructure Conference – taking place on 5 February 2019 in London – will reflect on a year that has seen a series of landmark investment deals in EV charging and flexible generation. Market experts will dissect and debate these pathfinder transactions and analyse the future direction of the industry.

In the EV charging sector, a host of energy companies have made investments in 2018 – including E.ON, Innogy, Vattenfall, Total and BP. Most interesting was Meridiam’s acquisition of Dutch charging developer Allego – proof that there may also be a role for traditional infrastructure investors in the space. Meanwhile, the UK is set to appoint a preferred bidder in the coming weeks for its pioneering Charging Infrastructure Investment Fund.

There has also been investment activity in battery storage and the wider smart grid, including the first wave of debt financings of battery assets and two successful public listings in London by storage-focused funds. The likes of Pivot Power have shaken up the space with ambitious plans to roll out a £1.6bn network of batteries and EV chargers. Seen together, these deals highlight the significant opportunities for investors, but there remains a need to better understand how capital can be deployed in sectors dominated by new players and emerging technologies.

Bringing together the various and often disparate parties from this rapidly evolving landscape, New Energy Infrastructure 2019 will centre around four panels, which will be supplemented by a selection of keynote presentations and Q&As.

Agenda

08:00 – 09:00

Registration and networking breakfast

09:00 – 09:05

Welcome address

  • Sarah Woddis, Managing Director, inspiratia
09:05 – 09:20

EVs: a global outlook

  • Daniel Atzori, Head of Research, inspiratia
09:20 – 09:40

Q&A – Powering Europe with an ultra-fast charging network

  • Ionity, Pia Bretschneider, Country Manager, UK and Ireland
09:40 – 10:45

Panel – Evolving business models for EV infrastructure

In the burgeoning EV charging market, a wide range of technology offerings have emerged: slower chargers for homes and businesses, rapid chargers for supermarkets and other destinations, and ultra-fast chargers on motorway networks and at service stations. Yet at the same time, business models are still relatively nascent, ranging from equipment sales to the provision of charging services for a fee. And all this is occurring at a time when new companies are entering the market.

  • Which business models offer most promise?
  • What is the significance of recent moves by oil majors into the sector?
  • What role should auto manufacturers plays in the rollout of EV infrastructure?
  • To what extent will autonomous vehicles disrupt car ownership and EV charging business models?
  • How can markets for grid services be created for smart charging units?
  • Allego, Clive Southwell, Manager UK
  • E-GAP, Eugenio de Blasio, Founder and Chairman
  • Ionity, Pia Bretschneider, Country Manager, UK and Ireland
  • Next Green Car & Zap-Map, Ben Lane, Director
  • Pod Point, James McKemey, Head of Insights

Moderator: Andrew Leedom, Senior Associate, inspiratia

10:45 – 11:15

Coffee break

11:15 – 11:35

Vehicle to grid, a worldwide view

  • Nuvve, Paige Mullen, Project Manager
11:35 – 12:45

Panel – Funding EV infrastructure

2018 was a breakthrough year in the EV charging sector. A host of energy companies made significant inroads in the space – including E.ON, Innogy, Vattenfall, Total and BP. Meanwhile, deals by the likes of Meridiam, Zouk, CPPIB and GIC proved there is a role for financial investors. The sector will require billions of dollars of investment in the medium-term – but what kind of funding strategy is best suited to the sector and how will it change over time as the market matures?

  • Can EV infrastructure become a genuine asset class?
  • How, where and when might traditional infrastructure investors find opportunities?
  • What role can governments play in driving EV infrastructure, such as the UK’s Charging Infrastructure Investment Fund?
  • At what stage along the maturity curve for this sector will project finance become the main source of funding?
  • How can funds convince their prospective LPs that the cashflow attributes of EV infrastructure are no different to other infrastructure assets?
  • Downing LLP, Shane Swords, Head of Institutional Fundraising
  • Drake Star Amsterdam, Frank Verbeek, Managing Partner
  • Meridiam, Christophe Gegout, Senior Investment Director
  • Pinsent Masons, Peter Feehan, Partner
  • Zouk, Colin Campbell, Partner

Moderator: Jon McNair, Head of Analysis, inspiratia

12:45 – 13:45

Networking lunch

13:45 – 14:00

EV integration, distributed solar and second-life batteries

  • Nissan Energy, Mario Noto, Senior Legal Counsel
14:00 – 15:15

Panel – Creating a decentralised grid

Electricity is no longer the preserve of large utilities. In 2019, electricity can be generated – and stored – on a domestic and commercial scale. But what does the rise of these ‘prosumers’ mean for the wider system? And how can the grid cope with the demand from EVs?

  • Does regulation currently act as an incentive or deterrent to the creation of a decentralised energy web?
  • Can aggregated prosumers, acting as virtual power plants, avoid the need for centralised conventional power?
  • In what ways will the increasingly distributed/decentralised nature of energy change the wholesale market?
  • The fallout from the EU’s investigation into the UK’s capacity market
  • Role and impact of regulation/policy – including National Grid’s review of ancillary services
  • Electron, Paul Massara, CEO
  • Engie, Cecile Cordier, Head of Prospective Energy Management Services
  • Pivot Power, Matt Allen, CEO
  • Pöyry Management Consulting, Matt Brown, Energy Market Analysis and Design Practice Head
  • SYSTEMIQ, Irena Spazzapan, Partner, Head of Energy

Moderator: Marco Dell’Aquila, Chairman, inspiratia/Johns Hopkins University

15:15 – 15:45

Coffee break

15:45 – 16:55

Panel – Battery storage

The rapid buildout of renewable energy has brought into sharp focus the vital role of battery storage in an increasingly intermittent system. The asset class is evolving at pace and, in the absence of contracted revenues, many owners are pursuing merchant business models. Today, not only is low-risk infrastructure-type equity capital actively chasing battery deals, so too is debt. But in an ever-changing energy industry, how can investors make money while also avoiding oversaturating the market?

  • Analysis of investment landscape, fund structures and the role of debt finance
  • What is the best strategy for merchant trading and what kind of controls and software are required?
  • What are the prospects for other battery storage business models such as FFR, co-location and behind-the-meter?
  • How do batteries stack up against other forms of flexibility and storage?
  • Are lithium-ion batteries the most appropriate technology for utility scale storage, or do solid state batteries represent a better option for the future?
  • ARENKO, Rupert Newland, Founder
  • Eelpower, Mark Simon, Chief Executive
  • Gresham House New Energy, Ben Guest, Head
  • Habitat Energy, Ben Irons, Director
  • Pinsent Masons, Helen Bone, Senior Associate
  • Santander, Alejandro Ciruelos, Head of Project & Infrastructure Finance and Debt Advisory

Moderator: Alex Blackburne, Head of Renewables, inspiratia

16:55 – 17:00

Farewell

  • Prof Marco Dell’Aquila, Chairman, inspiratia/Johns Hopkins University

New Energy Infrastructure Conference 2018

Panels

Evolving business models for EV infrastructure

Funding EV infrastructure

Underwriting renewables projects

Smart grid market structure

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Storage as a standalone business

Price

  • Members: £595
  • Non-members: £695

Please contact us for sponsorship opportunities

Venue

  • St Pancras Renaissance Hotel, London NW1 2AR