2025 Agenda

A year after our last discussion on market saturation, how will arbitrage values shift as more assets come online this year, and how will the June 89^th legislative session alter rules, procedures and economics for BESS?

• DRRs and RTC: what can the industry expect from ancillary services, is Texas still an energy only market?
• What are the evolving dynamics of the energy grid?
• Will Performance Capacity Mechanisms (PCM) reshape the market in relation to capacity contracts, and will this enhance the project economics of BESS?
• With a surge in data centers and an impending manufacturing boom, how does the forecasted increase in load growth affect project assumptions?
• The potential for long-duration technologies in the ERCOT market

Answering your interconnection and transmission questions.

• Overcoming delays to queues: what's changes since our discussion in 2024? How are others now overcoming these delays and which markets are affected?
• Impact of potential transmission and interconnection reform on the energy storage industry
• How do grid operators look at charging energy going forward?
• Assessing the impact in the long and short term, of large numbers of new additives on the US grid system
• Differing market dynamics and future potential

Meet with investors and developers directly in this structured roundtable session. We will begin with quick-fire pitches from each investor on investment opportunities and partnerships they’re currently seeking. The audience will then split into smaller roundtable discussion groups where investors and developers can discuss business 1-2-1. Each round table will be hosted by an investor and developers will move around the room. Registration is only available to developers and investors.

Hosted by Energy Storage Canada, join us to discuss the evolving energy storage market in Canada and the unique economics of energy storage projects.

• Comparative Economic Analysis: distinguishing factors, policies, and trends between Canada and the United States
• Provincial policy, requirements, and frameworks, including discussion on recent tender announcements such as the IESO energy storage procurement target of 1.8 GWs
• Provincial front-runners in energy storage deployment, recent deal structures, and active participants

With a 6GW by 2030 energy storage target for NY alone, how far do regional mechanisms support storage bankability and what will this market look like in the near and long term?

In this collaborative session, you can expect to interact directly with representatives from regional ISOs and RTOs, Developers, and utilities, focusing on operability and dispatch issues, advanced storage modelling capabilities, market design and project bankability. We will begin with a scene-setting panel discussion, and delegates will then be able to join a market-specific discussion table to brainstorm problems around operability, lessons learned from existing deployments and products, modelling capacity and more. If you are want to find out more about different jurisdictions and compensation for storage assets, this is the session for you.

Interconnection constraints in the PJM market are currently limiting project economics and delaying projects until 2025. However, high corporate demand could make PJM a more attractive market in the long run. In contrast, SPP and MISO have been slow to add new projects, but activity is starting to increase with larger projects as progressive clean energy targets, like Michigan's energy storage procurement package, set a precedent for other utilities to follow suit. Which market will ultimately win the hearts and minds of those looking to diversify into new regions? Vote for the winner in this debate.

• Near and long-term investment predictions
• Regional case studies
• Deployment best practice and revenue opportunities

The tax equity market is currently in a state of dynamic change, with an emerging mix of new transfer deals and traditional equity transactions As credit sales inject fresh liquidity into the market, its evolution is becoming more apparent. How is the market shaping up and what are the biggest concerns for private equity investors, tax equity investors, and tax credit buyers in 2025?

• What does current best practice look like and what is predicted in the short and long term?
• How are investors valuing assets, and how are issues like grid deployment and political instability influencing investment sentiments?
• What are the trends in merchant or hedging options in variable revenue markets? How many deals have closed, and what do they look like?
• How are others allocating risk, from project timelines to meeting domestic content requirements?
• What trends are emerging in the volume of traditional vs transfer deals?
• How are new provisions like bonus qualifications, incentives, and direct pay working in practice, and how should projects document compliance?

Join us for this interactive networking session led by influential women in the energy sector with a focus on celebrating the women who are already driving forward storage deployment across the USA.

Currently, there is no single standard model for tax credit deals, as the market is exploring various structures to accommodate the needs of different projects. This panel will offer perspectives on the key advantages and disadvantages of these emerging structures and their impact on sourcing tax credit investments. We'll also address concerns related to forming capital stacks and cash flow management.

• Are there any differences in the handling of PTC and ITC deals?
• What are the latest lending trends given longer development and construction timelines?
• Assessing the addition of add-ons, risk, and cost of capital on project bankability in 2025
• Accessing the transferability market
• How are the new tax credits changing project valuations and contract terms?
• What measures are being considered to improve the ease of future tax credit transactions?

Calculating the role of AI and software innovations in the modern BESS industry, focusing on effective integration with hardware, decision-making between in-house development and contractors, and the evolving standards and future landscape of the sector

• How to effectively integrate AI with hardware
• In-house or contractor considerations
• Current Industry standards and the future sector landscape

Tired of Expos? Meet directly with the BESS value chain in this structured roundtable networking session. The audience will be split into smaller roundtable discussion groups where individuals can discuss business 1-2-1. Registration required.

Behind-the-meter systems for large commercial and industrial users represent a smaller segment of the market, but interest in this area is steadily growing.

• Why hasn’t the market expanded faster? (considering market policy and permitting constraints)
• In regions like ERCOT, where distribution grid connections are possible, other markets are also beginning to open up for this type of activity. How can investors and developers make the most of these opportunities?

Diversification is fast becoming buzz word for those seeking higher revenue returns. How are assets performing across diverse US markets in 2025? From new asset management approaches to implementing advanced analytics tools, realizing revenue goals has become more important than ever to stay competitive.

• Techniques for risk mitigation and proactive revenue assurance
• Optimal strategies to make sure you are guaranteeing your revenue
• ERCOT vs CAISO vs diverse markets
• How are owners and operators using data to maximize revenues and manage risks?
• The availability aspect: how are developers making use of availability and strategies for optimal discharge?

Join us in this break-out interactive workshop to ask our experts the ins and outs of energy procurement. As state-level energy storage procurement targets continue to increase, the policy framework has significantly improved, making it easier for utilities to integrate energy storage resources into their portfolios. Join us for this session where we’ll explore the impact of procurement targets and the opportunities they present for the sector.

• What are the current needs and opportunities for utilities in the energy storage industry?
• End of life considerations, from augmentation and repowering, and recycling to a decommissioning plan
• Technology selection process in detail
• How are procurement targets for storage evolving, and how have policies influenced these changes?

Permitting continues to be a blockage to asset deployment going into 2025. With many calls from communities to halt, stall, or completely shut down energy storage projects due to safety concerns, what more can the industry do to help educate the public when it comes to BESS, and what strategies should developers put in place to speed up the permitting process?

• Assessing current permitting hurdles, market differences, and regulatory What strategies are developers deploying to engage key stakeholders?
• How is is perceived anti-renewables sentiment affecting land origination?
• When in the development process should these strategies be considered, and how has this approach changed since 2024?

A key consideration of BESS performance lies in the calculation of the state of charge.

• What are the key drivers of differences in reported SoC and usable energy?
• How does the SoC impact operations and market participation?
• Warranty, degradation, and insurance implications

Join us for this interactive session, where we’ll delve into the latest innovations in battery technologies and their potential applications in energy storage. Participants will have the opportunity to showcase their storage business case to the audience and our panel of expert judges with a quickfire 10-minute presentation. Each opportunity will then undergo an in-depth discussion to evaluate its merits, ultimately leading to the selection of one lucky winner.  If you would like to participate in this session reach out to our team at energystorage@solarmedia.co.uk

PPAs and more, in this panel we will be keeping you up-to-date on the latest market trends for structuring offtake agreements.

• How can batteries provide the maximum value to an offtaker?
• What are the need-to-knows before entering an agreement?

Over a lifecycle, the costs of dealing with degradation must be considered in the project's base case. To do so, we must consider the balance in trade-off between near term and long-term costs.

• When is the best time during a battery's lifecycle to start thinking about end-of-life strategies?
• Project overbuild versus additional capacity
• Pragmatic strategies for augmentation, how to plan for them during project development and associated costs
• Impact of sizing and risk appetite
• Degradation analysis and the impact on the project’s financial model

Podcast host, Doug Lewin, a foremost Texas energy expert, will provide a voice of reason on this special edition of the Energy Capital Podcast. Joined by a special guest, the podcast will keep you up to date on the complicated world of Texas energy. 

Achieving an ROI, requires the consideration of a number of asset risks.  Join us to explore the below challenges in detail.

• Insurance premium profiles
• Understanding weather risk
• Safety and thermal runaway

The renewables first approach: How do battery economics reflect the hybrid model?

• DC vs AC coupling
• How does collocating reduce capacity risk?
• Which markets currently make sense?
• Project considerations in hybrid vs standalone assets
• Citing best practise for hybrid projects