Our highly anticipated annual review of the wind power market, including market shares and league tables, observations and predictions.

The wind industry is marshalling all its resources to deliver projects by the end of 2020—the most important year in the industry’s history. AWEA reports that the pipeline of wind farms under construction or in advanced development exceeds 33GW. Can the industry get it done? How? This session will explore these questions and assess the challenges and the strategies to overcome them in the race to deliver on the 2020 push.

A lively update on Trump Administration policies and legal and tax issues that are in play in deals and before Congress, the IRS, Treasury, and the courts plus other news

The historic level of projects racing to reach COD by the end of 2020 will put unprecedented pressure on the wind power supply chain. What challenges will the supply chain face in supporting the 2020 push? What strategies and forward planning will wind developers need to undertake to meet these challenges? Representatives from the supply chain will address these questions during this session.

Interviewee:

Tom Kiernan
Chief Executive Officer
AMERICAN WIND ENERGY ASSOCIATION

The opportunities to lock in a traditional 20-year PPA with delivery at the busbar are not sufficient to meet the market demand for renewable energy. Non-traditional offtakers are increasingly proposing more complex contract structures, with shorter contract tenors, unit contingent versus fixed-shape models, pricing collars, basis risks shifts and other elements. This new contracting environment is introducing new risks and requiring innovative financing approaches. This session will explore how the industry and the financing community are responding to these changes.

This session will explore the trends in the equity investor market and their cost of capital requirements.

For many years following the financial crisis in 2008, project pipelines were not significantly valued as investors were only willing to pay for construction ready projects. As the PTC cliff approaches with investors looking to secure projects and with the market long on safe harbor turbines, there is a return to placing a premium on pipelines. This panel will explore the issues surrounding pipeline valuations.

As the U.S. wind fleet ages, more and more owners will need to evaluate their options for their aging assets. This session will explore the available options and which options make sense and when

2021 will usher in a new phase for the wind industry. With the 100% PTC no longer available, the industry will need to recalibrate its plans and strategies to meet a new competitive landscape. During this session, the panelists will share their views on the challenges the industry will face and what it will take to succeed in this new era.

During this session, top tax equity investors will discuss what the wind industry can expect from tax equity during the rush to meet the 2020 deadline and during the post-2020 period, throughout which the industry will increasingly be participating in non-traditional offtake structures.

In this session, lenders will share their perspectives on the market and provide a financing outlook for 2020 projects and beyond.

With 2021 rapidly approaching, the wind industry is focused on cutting cost and driving down the price of wind energy. This is one of several factors driving industry consolidation. At the same time, with the rush to bring projects to COD by the end of 2020, the M&A market is hot. This session will assess the M&A landscape at the company, pipeline and project level.