Minimizing the Impact of COVID-19

on Renewable Energy Asset Development

2nd RE-TALK:

Minimizing the Impact of COVID-19 on Renewable Energy Asset Development — from Financing to Commissioning

June 24, 14:00-15:00 Singapore Time (GMT+8)

The COVID-19 pandemic and the sweeping government action to curtail its effects across the globe is having an impact on supply chains as well as investors & financiers.

 

These constraints will strain project development timelines across the renewable energy industry. Delays in receiving critical project components and labor shortages will inject performance uncertainty into nearly every critical phase of renewable energy asset development, especially project construction and interconnection.

 

Furthermore, Investors and financiers are working flat out to assess risks within their project portfolios, to identify and try to mitigate risks that would impact most of their projects, including impact on external financing, financing from partners, and delays in government permitting.

Agenda

  • 2:00pm-2:05pm | Webinar opening address

  • 2:05pm-2:20pm | 2-3 minute presentation from each panel member

  • 2:20pm-2:50pm | Further discussion

  • 2:50pm-3:05pm | Q&A session

  • 3:05pm-3:10pm | Webinar closing address

Key Takeaways

What are Investors looking at amid the pandemic?

 

  • Equity investors very heavily focused on various aspects of the contract, such as the credit quality of the off-taker

  • Banks are focusing on and scrutinizing the EPC contractors in many markets

Advices to government regulators:

 

  • We have recognized that the pandemic has caused delays in construction delivery or maintenance programs. Please noted this is a healthcare crisis instead of liquidity crisis, which has led to a comprehensive restriction of the real economy.

  • Investor appetite remains relatively high in countries or regions with strong resilience from covid-19 outbreak thus governments should approach healthcare solutions before dealing with the economic outcome.

  • At the moment, the economic environment is pushing governments towards a sustainable solution where you get private and public section capital coming together. Since the amount of money has been spent on healthcare and stabilization packages, the only way to maintain the growth of renewable energy infrastructure is to access private capital.

Developing vs. Developed markets

 

  • The developed markets have more aftermarkets, more established regulatory frameworks, so they tend to be slightly more insulated from the long-term effects. Their emergency capacities are much stronger than developing markets, based on the recent capital flights.

  • However, in developing markets, a lot of state-owned assets can be monetized and the regulatory commissions can upgrade themselves timely in order to recover from the crisis.

Which markets are still worth being invested in?

 

  • Taiwan

  • India

  • Indonesia

  • Vietnam

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CO-HOST

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CHAIR

Allard Nooy

CEO

InfraCo Asia

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PANELISTS

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Audra Low

Chief Executive Officer

Clifford Capital

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Devarshi Das

CEO, Infrastructure

Keppel Capital

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Mark Rathbone

APAC Leader, Capital Projects and Infrastructure

PwC

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Luca Tonello

General Manager - Structured Finance APAC

SMBC

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HOST

Mabel Gu

Senior Project Producer

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