11:55AM
Session 3: Utilities and Corporate offtakers
A panel for Corporate offtakers, equity investors, debt providers and utilities
Presentation: 3 top PPA Models: Private wire PPA, Sleeved PPA and Synthetic PPA.
Nithin Rajavelu, Partner, Everoze Partners
- What is driving large corporates to purchase long-term power?
- How much of a procurement is going to occur on behalf of the corporates and what are the implications? What will the effect on wholesale pricing be?
- Who is going to procure and who is going to own?
- What do non-utility equity groups offer traditional equity partners?
- What are the risks now for offshore wind equity?
- Do utilities still have the balance sheet capacity for new renewables projects?
- What have we learned from first financed corporate PPAs’ cost of capital?
- What can be the winning financing structures?
- Investors’ views on merchant risks, shorter debt tenors and deals
- Lenders’ risk profiling and credit analysis
11:55 Presentation (10 min)
12:05 Panel Debate (30 min)
12:35 Discussions at the round tables (20 min)
12:55 Q&A (10 min)