Solarplaza Summit | Asset Management North America

Monday 5 April 2027

Educational Day

Emerging Leaders Program

On 5 April, the Emerging Leaders Program brings together the next generation of renewable energy professionals for a dedicated day of learning, exchange, and exposure to senior industry voices.



Tuesday 6 April 2027


Session 1

Commercial realities & system stress

08:00

Registration & welcome coffee

08:45

Opening & welcome by Solarplaza

presentation

25 min.


09:10

The macro outlook: data centers, demand & 24/7 power

presentation

25 min.

For the first time in decades, US electricity demand is skyrocketing. Driven by the explosive growth of AI, data centers, and the electrification of industry, asset managers are operating in a fundamentally altered macro environment where power is scarce and the grid is strained.

  • Quantifying the AI load surge and its impact on regional US power markets.
  • How hyperscaler demand is shifting the balance of power back to asset owners.

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09:35

The future of PPAs and hourly matching

presentation

20 min.

The traditional pay-as-produced energy contracts are quickly becoming a thing of the past. As corporate buyers push for clean power that matches their exact hourly consumption, asset managers must adapt to new structures that place the risk of intermittency squarely on their shoulders.

  • Understanding the mechanics of hourly matching and the new operational burdens it creates.
  • Upgrading data architecture and tracking systems to prove clean energy delivery around the clock.
  • Balancing the financial risks and rewards of these next-generation corporate contracts.

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09:55

Adapting commercial asset management to serve ‘Big Tech’ off-takers

panel

45 min.

Serving them requires asset managers to evolve from passive operators into dynamic energy traders and structural problem-solvers.

  • Navigating the complexities of firming guarantees and downside risk allocation.
  • What tech buyers expect regarding asset visibility, ESG reporting, and operational transparency.

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10:40

Morning networking break

Session 2A

Overcoming grid bottlenecks and extreme volatility

11:30

Evolving network fees and late-stage interconnection strategies

presentation

20 min.

The handoff from project development to commercial operations is increasingly fraught with costly surprises, largely driven by the transition to cluster studies and new network cost allocation frameworks. This session equips operational asset managers with the tactical playbook needed to audit sudden upgrade fees, adapt to shifting queue dynamics, and safely guide late-stage projects into profitable operations.

  • Managing the complex operational transition from the development queue to the commercial asset management team.
  • Understanding how the shift to "first-ready, first-served" cluster studies and proportional impact methods is changing the allocation of network upgrade costs.
  • Exploring "Energy-Only" interconnection status paired with fast-responding battery storage to bypass full capacity delivery studies.

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11:50

Strategies for localized congestion and risk swaps

presentation

20 min.

With grid upgrades lagging years behind renewable deployment, local congestion is destroying project economics through severe basis risk. This presentation dives into the financial realities of regional bottlenecks.

  • Predicting and surviving nodal basis risk in highly congested markets like ERCOT and PJM.
  • Evaluating physical hedges (co-located BESS) versus financial hedges (basis swaps).

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12:10

Data-driven dispatching and active curtailment strategies

panel

40 min.

Curtailment has moved beyond being a localized issue to becoming a structural reality of the grid. Asset managers must move from accepting curtailment as a loss to actively managing it via software.

  • Integrating trading desks with technical operations to execute split-second dispatch decisions.
  • Automating responses to negative pricing and deciding when to programmatically curtail versus when to charge co-located batteries.
  • Moving from passive loss to algorithmic, data-driven dispatching.
  • Using AI-driven weather and grid-congestion modeling to predict curtailment events 6 to 24 hours in advance, allowing for smarter day-ahead bidding.

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Session 2B

Revenue stacking in the real world

11:30

Tax credit transferability: Navigating the booming secondary market for ITC/PTCs

presentation

20 min.

The IRA's transferability provisions have created a massive, albeit complex, secondary market for tax credits. Asset managers must understand how to monetize these credits while managing the associated recapture risks.

  • Current pricing trends for transferred ITCs/PTCs in 2026/2027.
  • Managing the risk of IRS audits and structuring indemnification protocols.

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11:50

Optimizing capital stacks for aging operational portfolios

presentation

20 min.

As portfolios age and interest rates fluctuate, asset managers have unique opportunities to restructure debt, refinance, or bring in new tax equity partners to unlock trapped capital.

  • Identifying the right time to refinance operational merchant or contracted assets.
  • Leveraging operational track records to secure better debt service coverage ratios.

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12:10

Mastering IRA compliance, prevailing wage, and stringent reporting requirements

panel

40 min.

The financial upside of the IRA comes with a heavy operational burden. Failing to maintain prevailing wage and apprenticeship (PWA) requirements during O&M can result in severe financial penalties and tax credit recapture.

  • Building the internal reporting infrastructure to track PWA compliance across subcontractors.
  • Navigating the domestic content adders and the operational realities of supply chain tracing.

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12:50

Networking lunch break

Session 3A

The underperformance & remediation masterclass

14:30

Root cause analysis of solar underperformance

40 min.

Workshop

A hands-on deep dive into identifying the technical drivers eroding project IRRs. This workshop is your guide to evaluating raw SCADA data and drone thermography to isolate hardware issues and system bottlenecks. Understand critical drivers such as DC/AC clipping, thermal derating, and PID/LID degradation, and use site-specific soiling and snow-loss modeling to optimize wash schedules.

  • Translating raw data and digital twins into actionable corrective maintenance plans.
  • Mitigating specific module-level and inverter-level defects to recover lost yield.
  • Quantifying the financial impact of component degradation to justify the cost of interventions.

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15:10

Maximizing performance: remediation strategies across assets

panel

40 min.

Despite multiple advances in O&M technology and analytics, underperformance remains a persistent challenge for solar assets. This panel moves from diagnosis to resolution, bringing together O&M leaders to discuss practical field strategies and hardware retrofits that close the gap between projected P50 models and actual operational yield.

  • Evaluating the ROI of corrective maintenance versus early component replacement.
  • Bridging the gap between predicted P50 models and actual operational yield.
  • Aligning technical O&M workflows with commercial performance guarantees.
  • Integrating AI diagnostics into legacy workflows.

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Session 3B

Extreme weather resilience & the insurance crisis

14:30

O&M best practices for protecting assets in an increasingly unpredictable climate

40 min.

Workshop

With extreme weather events testing the limits of solar infrastructure, passive O&M strategies are no longer sufficient. In this hands-on workshop, attendees work through real-world weather-crisis scenarios, evaluating the tactical and financial decisions required to protect assets during high-risk events such as Texas hailstorms and California wildfires.

  • Coordinating the split-second operational response between weather-tracking software, tracker APIs, and remote control centers.
  • Stress-testing hardware durability limits and analyzing real-world tracker response times to ensure successful defensive posturing.
  • Calculating the cost-benefit analysis of preventative vegetation management versus the financial impact of wildfire damage and severe ash soiling.

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15:10

Navigating skyrocketing insurance premiums and uninsurable risks

panel

40 min.

The rising frequency of severe weather events has caused a hard insurance market, with premiums soaring and deductibles for natural catastrophes (NatCat) reaching project-threatening levels.

  • How operational excellence and preventative mitigation can lower premium costs.
  • Exploring alternative risk transfer models and captive insurance solutions.

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15:50

Afternoon networking break

Session 4

Solar f*ckups

16:30

Solar f*ckups

panel

45 min.

Asset management is messy. In this highly popular, off-the-record format, senior leaders share their most expensive mistakes, operational disasters, and the hard-won lessons that followed.

 

  • Catastrophic equipment failures and warranty disputes.
  • Contractual oversights that destroyed project IRRs.
  • The "if I knew then what I know now" survival guide.

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17:15

Closing day 1 & preparing for day 2

presentation

15 min.


17:30

Networking drinks

Wednesday 7 April 2027


09:00

Opening by Solarplaza

presentation

10 min.


Session 5

Operational excellence & the hybrid future

09:10

BESS operational realities: state of charge, cycling degradation, and maintaining complex warranties

presentation

20 min.

Batteries shouldn’t be simplified to "solar that dispatches later” but should be recognized as complex chemical assets with strict operational limits that dictate their financial lifespan.

  • Balancing depth of discharge (DoD) against long-term cell degradation.
  • The operational tightrope of maximizing revenue without voiding stringent OEM warranties.

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09:30

Smart dispatching: strategies for energy arbitrage and participating in ancillary service markets

presentation

20 min.

Utility-scale batteries must stack revenues to pencil out. This requires sophisticated software to decide whether to bid into day-ahead markets, real-time energy, or frequency regulation.

  • Decoding the dispatch algorithms: Who decides when the battery discharges?
  • Navigating the shifting value pools in ISO ancillary service markets.

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09:50

From reactive to predictive: using AI to forecast equipment failures before they happen

panel

40 min.

Unplanned downtime is the enemy of IRR. By utilizing machine learning models trained on vast telemetry datasets, operators can replace components just before they fail.

  • Moving beyond basic SCADA alerts to true predictive thermal and acoustic monitoring.
  • Calculating the ROI of predictive AI software vs. traditional corrective truck rolls.

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10:30

Morning networking break

Session 6A

AI and cybersecurity in data-driven operations

11:15

Operating hybrid assets: balancing strict technical limits with aggressive revenue optimization

panel

45 min.

The commercial team wants to cycle the battery twice a day to capture price spikes; the technical team wants to preserve battery health. Managing hybrid assets requires harmonizing these seemingly conflicting incentives.

  • Establishing internal protocols between traders and technical asset managers.
  • Managing ITC compliance constraints for hybrid assets (if retrofitted before IRA changes).

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12:00

Digital infrastructure, software integration, and cyber resilience

panel

50 min.

Finding the best AI software and buying advanced analytics is only half the battle; successfully embedding software into legacy workflows while protecting connected infrastructure from cyber threats is the real challenge. This panel explores how asset managers can bridge the IT/OT gap, clean up dirty data stacks, and secure connected inverter and storage networks against escalating cyber risks.

  • Overcoming "alert fatigue" and organizing dirty telemetry data across acquired or legacy portfolios.
  • Bridging the IT/OT divide: Change management strategies to help field operations teams trust digital tools.
  • Protecting connected inverter, SCADA, and BESS networks from escalating grid cybersecurity threats and meeting emerging NERC CIP compliance demands.

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Session 6B

Operations, people, and vendor management

11:15

Bridging the skills gap: sourcing, training, and retaining specialized O&M technicians

panel

45 min.

The US is facing a critical shortage of high-voltage technicians and BESS-certified specialists. Asset owners must rethink how they recruit and retain operational talent.

  • The impact of the IRA's prevailing wage and apprenticeship requirements on labor availability.
  • Strategies for standardizing safety protocols and technical training across multiple states.

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12:00

The great repositioning: from pricing to "owning the monitoring stack"

panel

50 min.

As sophisticated asset owners push to control more of their operational data and integrate O&M into their bespoke systems, the traditional vendor relationship is rapidly transforming. This panel explores the new commercial reality of solar and BESS O&M, addressing why "owning the monitoring stack" doesn't necessarily mean owning the response time.

  • Uncovering the hidden costs and operational friction of reverse-integrating third-party O&M providers into proprietary asset owner platforms.
  • Shifting from transactional, piece-rate maintenance toward preventative checks and performance-based models.
  • Evaluating how O&M providers are pricing risk to account for highly customized, data-heavy owner demands.

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12:50

Networking lunch break

Session 7A

To repower or not to repower?

14:30

Identifying financial triggers for repowering and adding BESS

40 min.

Workshop

As early-generation US solar assets approach years 10-15, asset managers must decide whether to continue repairing degrading components or to initiate a full repowering.

  • Building the financial model: Calculating the IRR of replacing 250W modules with 500W bifacials.
  • Navigating interconnection constraints and PPA renegotiations when increasing site capacity.

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15:10

Managing the midlife crisis of assets beyond reactive O&M

panel

40 min.

As North America’s utility-scale and commercial solar fleet matures into years 7 through 15, asset managers face a quiet reckoning: non-linear component degradation, expiring warranties, and an ever-increasing burden of corrective maintenance. This panel confronts the "midlife crisis" of solar head-on, moving beyond simple truck rolls to explore how leading operators reframe aging infrastructure through proactive checks, performance guarantees, and smarter field execution.

  • Identifying the non-linear inflection points where aging components (inverters, trackers, wiring) fail, and mitigating the compounding cost of reactive maintenance.
  • Shifting the commercial narrative away from apologetic "fleet aging" toward active performance optimization.
  • Determining the exact financial tipping point where ongoing corrective O&M ceases to be viable, signaling the need for repowering or component retrofits.

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Session 7B

End-of-Life management, and the circular economy

14:30

Decommissioning economics: modeling the true cost of asset retirement

40 min.

Workshop

Decommissioning bonds are often underestimated during project development. This workshop provides a clear-eyed look at the actual costs and logistics of taking a solar plant offline.

  • How to accurately estimate labor, logistics, and land-restoration costs in 2027.
  • Understanding the salvage value of steel, copper, and aging modules in the secondary market.

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15:10

Module recycling in North America: current logistical realities and future regulatory mandates

panel

40 min.

The tidal wave of end-of-life solar panels is here. However, the logistics of reverse supply chains and the economics of recycling remain incredibly challenging in the US.

  • Who pays for the truck? The crippling cost of transporting glass and aluminum.
  • Preparing for state-level extended producer responsibility (EPR) regulations.

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15:50

Afternoon networking break

Session 8

The future of asset management in North America

16:30

Fast-forward scenario planning for the next era of asset management

presentation

40 min.

To close the summit on a visionary, high-energy note, this session puts senior leaders in the hot seat. Rather than looking back, panelists are forced to navigate hypothetical yet highly probable market scenarios over the coming years.

  • The "What If" Game: The moderator presents rapid-fire scenarios (e.g., "It's 2030. Curtailment in ERCOT hits 40%. Grid buildout is still stalled. AI load has doubled. What is your commercial strategy?").
  • Debating the final evolution of the asset manager: Will AI fully automate the role, merge completely into energy trading desks, or redefine physical grid constraints?

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17:10

Closing remarks

presentation

10 min.


Got questions?

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Domenica Rodà
Senior Event Manager

For questions about the program and content of the event:

[email protected]

Victor Georgescu
Event Manager

For questions about the program and content of the event:

[email protected]

Ward Schuuring
Business Development Team Lead

For questions regarding partnership opportunities:

[email protected]