The future of energy

Join, learn from and network with a lobal delegation focused on investment opportunities in renewables and the energy transition.

The Forum will bring together more than 400 participants including institutional investors, fund managers, utility firms, project developers, investment banks and many more to discuss the biggest global investment opportunity of the century.

 

Infrastructure Investor New York - advance your fundraising

Advance your fundraising

Connect with a global audience of investors with an interest in renewable markets and benefit from focused networking with the right people.

Gain peer-to-peer insights

Explore global perspectives on the energy transition as the world moves to net zero, generating risk-adjusted returns in an ultra-competitive market, EV charging in infrastructure and much more.

Infrastructure Investor New York Forum - build your network

Save time building your network

Create and nurture sustainable relationships with infrastructure’s elite at the event and on our sophisticated networking platform.

One Summit. Seven Forums.

The Infrastructure Investor Energy Transition Forum is part of the industry leading Infrastructure Investor Global Summit. Taking place across four days, the Summit has something to offer everyone involved in infrastructure.

The private infrastructure industry’s annual general meeting

Scaling emerging market investment in a post-pandemic world

Investing in assets which provide essential services

The role of infrastructure in the route to net-zero

Building the inclusive digital economy of the future

From pandemic-resilience towards sustainable growth

Sponsorship opportunities

The Infrastructure Investor Global Summit offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for infrastructure investment professionals.

For more information on available sponsorship opportunities contact Alexander Jakes, alexander.j@peimedia.com, +44 (0)203 862 7498

 

Day 1
View agenda page

Agenda

Day 1 - Thursday 21st

Energy Transition Forum
08:45 - 08:50

Introduction from Infrastructure Investor

08:50 - 09:00

Welcome from the chair

09:00 - 09:45

Global perspectives on the energy transition as the world moves to net zero

  • How far are we from the net zero targets?
  • What does the new Biden administration mean for renewables in the US/globally?
  • What are the new opportunities from the UK’s “build back better” agenda?
  • Maintaining the momentum in Europe’s green advancements
  • Investment opportunities in Asia in a frothy market
09:45 - 10:30

Generating risk-adjusted returns in an ultra-competitive market

  • What is a ‘fair’ return for renewables and is there further yield compression to go?
  • Will capital allocations to renewables and the energy transition continue to increase?
  • Are funds getting crowded out of some parts of the market? How to differentiate
  • How much development risk are funds/investors taking on projects?
  • Hedging strategies: price risks, tech risks, credit risks
  • Optimising the Value chain: what to internalise, what to outsource
10:30 - 11:00

Offshore wind: is there a danger of an asset bubble as valuations continue to increase?

  • Where are opportunities to invest in offshore wind as large utilities and oil majors move in?
  • EU vs USA vs Japan
  • How to maximise the opportunities from developers “farming out”
  • How joint ventures can give European investors access to other markets
  • Taking on development risk in offshore wind
11:00 - 11:30

Coffee & networking

Energy Transition Forum
11:30 - 12:10

Why green hydrogen is key to realising ambitious net zero targets

  • Why green hydrogen is attracting more attention from infrastructure investors
  • What is the level of regulatory support for hydrogen?
  • How does green hydrogen blend into/modify traditional value chains?
  • What are the new business models around green hydrogen?
  • Will hydrogen live up to the hype or are their cheaper alternatives?
12:10 - 12:30

Why solar remains competitive with other forms of generation

  • Comparing the risk/return profile to other renewable technologies
  • Finding sites in more developed markets
  • How can solar be integrated better into the power system?
  • Challenges to combining with storage to make projects more profitable
  • Potential/progress on roof solar
12:30 - 13:00

Case study

13:00 - 14:00

Lunch

Energy Transition Forum
14:00 - 14:40

EV charging infrastructure: is the market ready to deliver the necessary infrastructure?

  • What risk are being taken on this infrastructure
  • Considering different business models & revenue streams
  • What disruption may be impacting EV charging rollouts?
  • How long will it take to renew the car park to EV and what is the J-curve looking like for EV infrastructure?
  • Dealing with traffic trends and obsolescence risk
14:40 - 15:20

Investor perspectives on renewables and the energy transition

  • What role does the energy transition play in investors’ portfolios?
  • To what extent are investors increasingly more attracted to Energy Transition strategies beyond wind and solar?
  • How are investors dealing with merchant risk in their portfolios?
  • Are investors comfortable with managers’ risk appetite in renewables?
  • Views on new technologies and geographies that fund managers’ are moving into
  • Do investors expect to increase allocations into renewables and other energy transition assets?
15:20 - 16:00

The electrification of energy and building a grid fit for the 21st Century

  • Avoiding regular blackouts caused by renewables’ grid frequency problems
  • Distinguishing between distribution and transmission grids
  • The role of battery storage in supporting the grid
  • Why has battery storage not scaled up much to date and what is the outlook?
  • Where are opportunities for infrastructure investors?
16:00 - 16:30

Development of battery technology and what it means for infrastructure

  • Outlining the business model for investors
  • To what extent are batteries relevant to infrastructure investors today?
  • Why are volumes not increasing as quickly as might be expected?
  • The future of storage beyond lithium ion
16:30 - 16:30

Close of conference