Solarplaza Summit | Future Electricity Price Europe

Wednesday 27 November 2024

Program


08:30

Registration & welcome coffee

45 min.

Session Topics:
09:15

Welcome by Solarplaza

15 min.

Edwin Koot

Solarplaza

Session Topics:

Session 1

Increased intermittency & growing power demand

09:30

Outlook on growing power demand the next decade

presentation

20 min.

Sylvain Cognet-Dauphin

S&P Global Commodity Insights

Session Topics:
  • The status of the European energy transition
  • Where does power demand stand? A review of recent trends
  • From electrification and data centers to efficiency: what are the perspectives for power demand?
09:50

Renewables on the rise: how Europe’s energy mix will transform by 2035

presentation

15 min.

Aurora Energy Research Representative

Aurora Energy Research

Session Topics:
  • How will Europe’s electricity mix have evolved by 2035, given current trends and ambitions?
  • What impact will the rising share of renewables have on prices and market dynamics over the next decade?
  • How do forecasting models shape our view of future markets, and what key factors should we look out for?
10:05

Outlook on the energy storage and flexibility markets' coming decade

panel

55 min.

Florian Mayr

Apricum

Jon Ferris

LCP Delta

Aurora del Valle

Aquila Capital

Session Topics:
  • Short-term changes to ensure storage can contribute to the problems caused by oversupply of electricity
  • The economics of stand-alone storage and co-located storage and their development status
  • Where does the opportunity lie in the mid- to long-term for asset owners and operators
11:00

Morning networking break

Session Topics:

Session 2

The bigger picture: Geopolitics & Europe's policies

11:45

Geopolitical developments impacting the power market

presentation

20 min.

Gerard Reid

Alexa Capital

Session Topics:
  • What can we learn from the Russia-Ukraine war from a market design perspective?
  • China: How the 'Global West' has fumbled their lead and what can we learn from China?
  • US elections: The spillover of the IRA and the road ahead with the new administration
  • Lasting unrest in the Middle-East and its implications for the European energy system
12:05

Baseload phase-out or not? A perspective on the state of European nuclear energy

presentation

20 min.

Yves Desbazeille

nucleareurope

Session Topics:
  • Development of nuclear power capacity in the coming decades
  • The role of nuclear in the future energy system and a stable energy supply
  • The impact on electricity prices and system design in the long-run by nuclear power
12:25

Managing risks when financing new RE projects

panel

35 min.

Pablo Ruiz

Rabobank

Jan-Phillip Kock

Encavis

Session Topics:
  • How commercially unviable PPAs are pushing owners to merchant structures
  • Business model innovation versus limiting market exposure
  • Strategic conflict between most promising sales strategies and investors’ needs (long-term, stable, secure cashflows)
  • Future of non-recourse financing in a merchant-dominated world – will financing happen on a corporate level only?
13:00

Lunch break

Session Topics:

Session 3

Grid and trading

14:30

The European electricity grid in 2035

presentation

25 min.

Session Topics:
  • What will the European grid capacity look like in 2035?
  • New European Interconnections and their impact on the electricity market
  • Bottlenecks for the road to a resillient grid and progress across Europe
  • The grid operators perspective on storage and the future enery system
14:55

The outlook and impact of the market for natural gas on the price of electricity

presentation

25 min.

Peter Thompson

Baringa

Session Topics:
  • European outlook for natural gas: supply, demand, and pricing
  • The European gas market in the global context - key factors driving future gas prices
  • The future of natural gas in Europe and its influence on power prices
15:20

The future of curtailment & development of negative- and low electricity prices

panel

40 min.

André Bosschaart

Montel Analytics

Kim Keats

k4kadvisory

Session Topics:
  • The changing importance of the wholesale market and PPA valuations
  • The increasing amount of negative price hours and its implications
  • The evolving landscape of energy trading and the changing role of off-takers
16:00

Afternoon networking break

Session Topics:

Session 4

Final forecasts from key stakeholders

16:45

Energy utilities' view on the changing dynamics of the electricity market

presentation

20 min.

Wilko Schuijff

Eneco Energy Trade

Session Topics:
  • Strategic perspectives on the current and future leaders of the electricity market
  • Utility perspective on hedging for the long-term risks of volatility
17:05

The impact of the 2035 European power market on investment decisions today

panel

45 min.

Alfonso Rancano

Shell Group

Dr. Paul Nillesen

Strategy&

Session Topics:
  • Discussing long-term business case viability in a market of everpresent low- and negative electricity prices
  • Market design and policy changes required for a sustainable and financially healthy industry
  • Transforming risk profile of RE projects and their implications on the business case
17:50

Closing networking drinks

Session Topics:

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