Building Portfolios for the European Energy Transition – Hidden Risks and Strategies for Success

After a mild Winter, European energy prices continue to fall. Natural Gas and Power are back to their May 2021 prices. Carbon is at 50 €/t, down by half within a year. While good for the consumer, the industry needs to become highly focused in finding value from their renewable assets. The portfolio-level impacts of renewable energy procurement and electricity decarbonization are becoming increasingly apparent, prompting a shift from “project-by-project” decision-making to more holistic total portfolio planning and analysis. Whether on the buy or sell side of a project or contract, the intermittency of wind and solar generation requires diversification and risk management considerations be acknowledged at the point of origination. As such, the way in which today’s energy portfolios are built is just as critical to long term success as the way they are managed on an ongoing basis.

This webinar will explore the risks embedded within today’s energy portfolios and offer strategies to help growing portfolios maximize resiliency against rapidly-changing market environments. Attendees will learn:

– How do risks associated with renewable energy differ at the portfolio vs. the individual project/contract level?
– How can diversification be “baked-in” to growing portfolios to add resiliency?
– What considerations besides pure economic value/cost should be addressed when evaluating additions to an existing portfolio?
– How to be prepared for the new power generation technology mix in the European market?
– What products/structures are emerging within the market to serve modern portfolio management goals?

Speakers:

• Philip Wiltshire, Commercial Director at Forsa Energy
• Gareth Dauley, Chief Executive Officer at KOE Group
• Rory McCarthy, Director – Power & Renewables Consulting at Wood Mackenzie Power & Renewables
• Pierre Lebon, Director of Analytics for EMEA at cQuant.io