CONFERENCE DAY 1
8 October 2019

Simultaneous translation offered throughout the conference

09:00 Registration & Welcome coffee


10:00 Welcome words by chairman


Session 1 - Opening

10:15 Dissecting one year of government energy policy in Mexico

  • • Regulation reforms in the solar energy space: The What and the Why
  • • Tangible and predicted medium-term effects on the solar industry
  • • Key synergies between institutions and private enterprises to bolster growth

10:45 An evolving business model for solar operators

  • • What opportunities have arisen from recent changes in market conditions?
  • • How does this impact the Asset Managers?
  • • Which are the opportunities and challenges across the value chain?
11:15 - 12:00 AM BREAK

Session 2

12:00 First signs of distressed assets: The market experience
  • • Impact of build quality on OPEX: Quantifying shortcomings and financial effects
  • • Component sourcing strategies and activation of warranty claims: Challenges and lessons
  • • Options for retrofitting underperforming assets and current market limitations
12:45 O&M strategies come in different sizes
  • • Investment strategy variables: In-sourcing vs outsourcing your O&M
  • • Characteristics of a good O&M contractor
  • • Reflection on KPIs, guarantees and pricing of current O&M contracts in Mexico and the region

Deep-dive Workshops

12:00 A - Financing Merchant Solar
  • • Leverage ratios applied to merchant solar models
  • • Lenders profile in the Mexican solar market
  • • Hedge mechanisms for price volatility mitigation
  • • The combination of a PPA with a merchant tail
12:45 B - Energy Trading
  • • Forecasting wholesale electricity and certificate prices
  • • Effects of grid modernization plans and the transforming energy mix on node prices
  • • Adjusting Asset Management strategies to merchant scenarios
13:30 - 14:45 LUNCH BREAK

Session 3

14:45 Unlocking the benefits of solar digitalization
  • • Solutions for cost-effective and scalable technology deployment
  • • Zooming into labour cost and plant maintenance schedule optimizations
  • • Mitigating challenges related to remote conditions
15:30 Risk management and mitigation in a maturing industry
  • • Identifying common sources of OPEX underestimation
  • • Spare part management and OEM bankruptcy risks
  • • Dealing with uncertainty in performance models
  • • Available protection strategies in the solar marketplace

Deep-dive Workshops

14:45 C - PV project development
  • Environmental, social and technical considerations for project development in the region. From land acquisition to permitting to commissioning
15:30 D - Operations of distributed generation
  • • Key safety standards and protocols
  • • The role of training and certification in achieving the highest standards of quality
  • • Benefits of module-level monitoring
  • • Rapid shutdown solutions
16:15 - 17:00 PM BREAK

Session 4

17:00 Harmonization of solar operations with local communities

  • • Key factors for creating an effective social responsibility policy
  • • Benefits for solar operators to work with and to empower local communities
  • • Reflection on key challenges and current efforts

17:45 NETWORKING DRINKS
19:00 END OF DAY 1
CONFERENCE DAY 1
8 October 2010