UPCOMING Webinar /// How to plan for successful operations in the changing Mexican solar market?
Tuesday 25th June, 6 PM CEST // 11 AM Mexico City
The sleeping giant in Latin America has awaken to its solar potential without return. Since 2017, annual demand has eclipsed the rest of the region, with the 3GW mark being reached this January. However, the Mexican solar fairytale hasn’t come without hardship. With record low awarded tariffs in the past tenders, solar operators have faced a hyper competitive LCOE environment. Amidst recent regulatory and policy changes and a pause on grid modernization plans , the industry is reinventing itself to become a global market leader in the years to come.
- Key challenges and ongoing transformations in the Mexican solar market.
- Market appetite for bilateral PPAs and the merchant model.
- Hidden hurdles in financial models and sources of OPEX underestimation
In this webinar, the experts will reflect on the ongoing dynamics in the Mexican solar market and how these are shaping the course of the opportunities for solar in a competitive landscape. Furthermore, the focus will be on how to make financial models work to ensure long-term ROI under squeezed margins while reflecting on arising early operational issues.
|DANIEL ESPINOSA ACEVES /// HEAD OF ASSET MANAGEMENT - BALAM FUND|
|Cuenta con más de 9 años de experiencia en desarrollo, análisis y modelaje financiero de proyectos de infraestructura energética tanto de fuentes renovables como de no renovables.
En los años previos a su incorporación a Balam Fund, Daniel ha trabajado tanto en Planeación y Análisis Financiero como en Desarrollo de Negocios en importantes empresas del sector energético. Su experiencia incluye el desarrollo y revisión de modelos financieros de plantas generadoras eléctricas (solares fotovoltaicas, eólicas y de ciclo combinado con múltiples turbinas), manejo de relaciones con proveedores del sector y análisis de calidad crediticia de offtakers potenciales de energía eléctrica. En InterGen, empresa generadora de energía eléctrica, ha participado en la toma de decisiones operativas y financieras estratégicas para maximizar el desempeño financiero de diversos proyectos al igual que ha participado en el proceso de venta de los activos de LATAM a Actis. Anteriormente, se desarrolló profesionalmente en Water Capital, grupo financiero enfocado en proyectos de tratamiento de aguas residuales, generación renovable y eficiencia energética, en donde participó en la estructuración de proyectos energéticos, así como la selección de proveedores y negociación de los principales contratos requeridos para la operación de cada proyecto.
DANIEL ESPINOSA ACEVES
HEAD OF ASSET MANAGEMENT /// BALAM FUND
|MICHAEL BAX /// CEO - CENTAURO ENERGIA (MACQUARIE) /// FOUNDER|
|CEO of Macquarie owned renewable energy platform Centauro Energia in Mexico since May 2019. Previously CEO of Thermion Energy, a renewable energy development company in Mexico from September 2017. Previously Director of Development and Acquisitions from 2011 through 2017 at InterEnergy, a Latin American regional power company involved in development, acquisition and operation of power projects in nine regional markets.
Highly experienced executive in the development, construction, financing and operation of power projects. Broad experience of private equity funding experience at CEO, COO and Director level, having led multiple $100m+ transactions to succesful conclusion including managing large teams of staff and advisors. Have led >$2.5bn in transactions as lender or borrower with every mulitlateral and bilateral development bank operating in Latin America and many of the most prominent regional lenders. Recent work almost exclusively in the renewable space including projects in wind, solar PV, biomass, hydro and geothermal as well as participation in LNG terminal development and LNG delivery mechanisms through the region.
CEO - CENTAURO ENERGIA (MACQUARIE) /// FOUNDER
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PAST Webinar /// Building O&M strategies in nascent markets around sophisticated data solutions
Tuesday 11 September 2018, 6pm CEST // ( 11 am Mexico City)
Understanding portfolio and plant data is critical in creating an effective O&M strategy. It isn’t enough to simply monitor a plant’s uptime and address issues that arise. O&M solution providers must employ both real-time and predictive data analysis to minimize operating expenses wherever possible. Carefully examining dynamic plant conditions like soiling and module degradation with sophisticated data analytics create the opportunity for O&M providers to optimize a custom maintenance schedule, further securing the long-term profitability of the plant.
Join us in this webinar to discuss how effective data gathering, organization and presentation are enabling a more efficient O&M strategy.
Ben Hansen & Zach Kreifels (SMA):
How real-time analytics are being used to detect issues that are unbeknownst to plant operators, mitigating costly downtime and lost production.
Why forward-looking O&M strategies using predictive analytics are critical in minimizing operational expenses.
How optimizing a plant’s maintenance schedule utilizing predictive data analytics can have a profound impact on profitability.
What sophisticated new data gathering and analysis solutions are used to determine if/when equipment may need to be repowered.
How monitoring solutions are enabling O&M providers a greater level of accessibility and analyzation to create effective action plans.
|BEN HANSEN /// SENIOR MANAGER, GLOBAL O&M SERVICE SOLUTIONS - SMA|
|Ben Hansen is the Senior Manager for Global O&M Service Solutions at SMA America, the U.S. subsidiary of SMA Solar Technology AG. In this role, Hansen leads project management efforts to design the O&M solutions that SMA offers around the globe. Prior to joining SMA, Hansen worked extensively in the construction and technology industries with companies such as AT&T and Cisco Systems. He holds a master’s degree in Business Administration from Regis University and a Project Management Certificate from The George Washington University.|
SENIOR MANAGER, GLOBAL O&M SERVICE SOLUTIONS /// SMA
|ZACH KREIFELS /// O&M PERFORMANCE & ANALYTICS PRODUCT MANAGER - SMA|
|Zach Kreifels is the O&M Performance and Analytics Product Manager at SMA. In this role he works with sales and operations to develop, price, and market new solutions ensuring each facility managed by SMA performs optimally. Prior to joining SMA, Zach’s career has been focused in the energy industry with First Solar and Black & Veatch. He received his Bachelor of Science in Mechanical Engineering from Iowa State University.|
O&M PERFORMANCE & ANALYTICS PRODUCT MANAGER /// SMA
Alexander Wolf (meteocontrol):
What distinguishes professional monitoring from data visualization?
The importance of irradiance data for performance analytics.
Conclusions from KPIs and variance analysis.
|ALEXANDER WOLF /// GENERAL MANAGER - METEOCONTROL CENTRAL AMERICA|
|Alexander Wolf is the General Manager of Meteocontrol Central America, subsidiary of meteocontrol Germany, the leading global provider of independent solar monitoring systems. Mr. Wolf is in charge of the operations in the region of Mexico, Central America and the Caribbean, covering sales, technical support as well as independent engineering services, like yield forecasts, technical due diligence, and energy and weather data analytics. With members of his team located in Central America and Mexico the organization has the right set-up to satisfy customer demands for more and more sophisticated monitoring and O&M solutions in the whole region. Mr. Wolf worked in the renewable energy and energy efficiency sector for more than ten years, being one of the pioneers to establish and promote innovative technologies in El Salvador and the neighboring countries. Previously, Mr. Wolf gained vast international experience while working for several years in business development at Siemens Industry Sector in Germany and living in Scandinavia, South America, the United States and Australia. Mr. Wolf holds an engineering degree from Mittweida University of Applied Sciences in Germany.|
GENERAL MANAGER /// METEOCONTROL CENTRAL AMERICA
PAST Webinar /// First learnings on the Mexican O&M marketplace: Planning for efficient long term operations
18 July 2018 - 11 am Mexico City (CDT) // 6 pm CEST (RECORDINGS NOW AVAILABLE)
With many large utility-scale PV projects entering operations during the course of 2018 alone, and over a handful of GWs in the development pipeline, Mexico is set to become one of the most prominent solar markets globally.
Early planning for operations at the first development stages is of crucial importance to guarantee an efficient and cost-effective performance on the long run and to mitigate associated risks.
Hector Olea, president of ASOLMEX and CEO of Gauss and Alejo Lopez, Sr. Sales Director for Mexico & LATAM at NEXTracker, reflected on the first operational learnings in the Mexican PV market and shared lessons learnt.
Why design matters for O&M
Commissioning: starting operations with the right foot
Risk management: common operational risks and mitigation strategies
How to deal with unpredictable severe weather conditions
|HECTOR OLEA /// PRESIDENT - ASOLMEX|
|With more than 23 years of experience in the Mexican energy sector, Hector Olea has actively participated in the promotion and development of renewable energy in the country. Since 2004, Hector Olea is President and CEO of Gauss, a business development firm specialized in the energy sector. Gauss activities are focused in the identification, development and structuring investment opportunities in renewable energy projects, which accounts for more than US$700 million in greenfield projects. Before, he acted as CEO of Suez in Mexico, where he led its transformation into a nationwide energy company. From 1995 to 2000, Mr. Olea acted as Chairman of the Mexican Energy Regulatory Commission (CRE). He is President of the Asociación Mexicana de Energía Solar Fotovoltaica (Asolmex) and Chairman of the Mexican Section of the Mexico-US Business Energy Council. He is an economist from ITAM (Mexico) and earned his Master and PhD in Economics at Rice University (US). In 1989, he was distinguished with the Banamex Economics Award.|
PRESIDENT /// ASOLMEX
|ALEJO LOPEZ /// SR. SALES DIRECTOR MEXICO & LATAM - NEXTRACKER|
|As Sr. Director of Sales, Alejo Lopez leads NEXTracker’s business development and sales team for Mexico and Latin America. He is responsible for building NEXTracker’s market share in Mexico, having closed over a gigawatt of business since his tenure at the Company. Alejo is a subject matter expert in Latin American energy markets where he has worked extensively for over a decade. Prior to joining NEXTracker in 2016, Alejo was Country Manager for Hanwha Q CELLS in Mexico, with primary responsibilities of project development, M&A and PPA sales. Alejo was also a key member of Siliken USA Distributed Generation managing project development and structured finance after working as an advisor with cutting-edge clean-tech ventures including Combined Power, ElectraDrive and other well-known venture firms in Silicon Valley. He currently sits on the board of the Asociación Mexicana de Energía Solar Fotovaoltaica (ASOLMEX), Mexico’s premier solar association.
Alejo, a native of Argentina, started his career running large numerical models, fracking wells as a Reservoir Engineer in Patagonia. He left the oil and gas industry after 6 years to pursue an MBA in Finance at the University of San Francisco where he graduated with honors. Alejo also holds an MSe in Petroleum Engineering from UNC Argentina and currently lives in Mexico City.
SR. SALES DIRECTOR MEXICO & LATAM /// NEXTRACKER