Consolidation in the Solar Industry

Thursday, September 29, 2011, 8:00am - 10:30am PDT / Streamed Panel Discussion: 8:30am - 10:00am PDT / 11:30am - 1:00pm EDT / 17:30 - 19:00 (Paris-Frankfurt)

Meeting in San Francisco

AGRION San Francisco is proud to welcome a French delegation of photovoltaic energy professionals (Solar Tech Tour 2011) for this onsite meeting to be hosted in San Jose. Confirmed guests joining our round table discussion:

 

French Delegation: 

Total, Marc Vermeersch, Ph.D, Head of Solar and New Energies R&D Department

Saint Gobain, Didier Jousse, Product Strategy Director

EDF R&D, Yves Schlumberger, Manager Solar Technologies

EDF R&D, Matthieu Versavel, Ph.D, Research Engineer in Charge of PV Partnerships

MPO, Sylvin de Magnienville, Head of R&D
Institut National de l'Energie Solaire (French R&D Laboratory) Jean-Pierre Joly, General Director

CNRS (National Center for Scientific Research) Daniel Lincot, Ph.D, Director of IRDEP and Director of Research at CNRS

ADEME Jean-Guillaume Peladan, Director, Investissements d'Avenir

Centre d'Analyse Strategique (Government) Gaelle Hossie, Junior Policy Advisor at the Department of Sustainable Development

PhotoFuel (Startup Company), Thomas Coquil, Ph.D, Associate and Manager

Heliotrop (Startup Company) Paul Bellavoine, Managing Director

Exosun (Startup Company), Frédéric Conchy, Co-Founder and Chief Executive Officer

 

SOLAR TECH TOUR BIOS & PRESENTATION

 

Co-Organized by:

San Francisco Science and Technology Office, Embassy of France, Thomas Deschamps

San Francisco Science and Technology Office, Embassy of France, Pauline Caumon

Washington Science and Technology Office, Embassy of France, Marc Magaud

Invest in France Agency, Caroline Laporte

 

 

 

AGENDA:

In May 2011, solar became the fastest-growing US industry, according to the Solar Energy Industries Association (U.S. Solar Market Insight: First Quarter 2011). Although relatively young, the solar industry is an increasingly competitive market affected by externalities such as the availability of financial incentives and technological innovation. Adoption ultimately depends on cost and efficiency; there has been a constant decrease in the price of solar energy and companies are pushing back the limits of efficiency, thus, mass deployment seems closer and closer. At the same time, pure players in the solar sector have been under pressure. Overcapacity and the delicate equation between technology push and demand have driven companies towards finding new segments of the supply chain to capture additional value and growth. Vertical integration has been viewed as a way to generate demand and move into project implementation for solar manufacturers.

 

As a strategic target, there has been a burst of interest with new actors lining up to profit from the takeoff of solar: BP, Total & DuPont are the most recent moves. These new conglomerates will have various effects on the industry and may buffer the uncertainty and risk related to technological leaps and governmental support fluctuations. It’s time to gather the Agrion solar community and ask: how can solar companies face the current turbulence in incentives in Europe and in the United States? Where will the next technological leap come from? How does vertical and horizontal integration affect the bottom line of solar? Where will the next big push for solar energy come from? Can pure players afford their growth alone? How can the solar industry work together to fully profit from the current opportunity while limiting its exposure to uncertainty?

 

 

8:00am:    Networking Breakfast 

8:30am:    Panel Discussion

 

1.    Incentives & Funding Options for Solar Projects

  • Update on PV feed in tariffs, loan guarantees & capital subsidies
  • Innovative financing models and new financial alliances in the private sector for widespread adoption
  • How can solar companies compete in low-profit markets
  • Can engineering procurement & construction integrators and developers maintain their ownership in large scale projects?

 

2.    M&A in the Solar Industry: Capturing Value and Growth

  • Vertical/horizontal integration: risks and opportunities affecting the bottom line of solar
  • The birth of new solar giants: strategies for expanding renewable energy portfolios
  • How do the new funds such a debt credits affect the industry?
  • What are some successful attempts in capturing value throughout the supply chain?
  • Which companies will fail to survive? Which companies will be the next for IPO?

 

3.    Promising Solar Technology & Growing Markets

  • How does technology & innovation affect the overall solar market?
  • Is there a major shift towards utility scale solar projects
  • How will micro inverters affect small scale systems?
  • What are the next steps in addressing the soft costs in solar?
  • India, Japan, South Korea, Australia: new promising markets?
  • New technology and investment perspectives

 

10:00am:    Networking  

10:30am:    End of Meeting

 

Speakers:

Crosslink CapitalAlain Harrus, Venture Partner

Skyline SolarTim Keating, VP of Marketing and Field Operations

SolarCityBen Tarbell, VP of Products

Total S.A.Marc Vermeersch, Head of R&D Dept., Solar and New Energies

Wells FargoPuon A. Penn, Senior Vice President, Head of CleanTech & Emerging Markets

Westinghouse SolarBarry Cinnamon, President, CEO & Director

 


Moderator:

Michael Kanellos

 

MEET THE PANEL

 

 

Log in to www.agrion.org or create a new profile.  Register below.

For any further questions or requests to join the panel, please contact:

 

Liste des inscrits
70 personnes sont présentes à cette réunion, parmi lesquelles :
Will attend in person Via streaming
Wells Fargo
VP
Harris & Harris Group
Managing Director
Owens Design
President
Trojan Battery Company
Market Manager - Renewable Energy & Backup Power
EDF
Innovation Manager
PwC
Director
Mintz Levin Cohn Ferris Glov
Member
Cyrium Technologies, Inc.
VP, Business Development
Agrion
Business Development Associate
Solar Junction Corporation
VP Business Integration
Consulate General of France
Deputy Attaché for Science & Technology
Upsolar
Business Development
Strategen
Director of Operations & Development
Schneider Electric
Sr. Manager, Business Development, EV NAM
Renewable Analytics
Analyist
Consulat Général de France
Science and technology attaché
Stion Corp
Engineer
Sunlight Solar Energy
Director of Marketing & Public Relations
City of San Francisco
Solar Program Associate
Chevron Technology Ventures,
Business Development Analyst
Deloitte
Sr Manager
Folium Technologies
President
Element CXI
Dir Tech Marketing
California Bank of Commerce
SVP
Skyline Solar
Sr. Financial Analyst
Crosslink Capital
Partner
Deloitte
Partner
SRI
Director
KPMG
Associate Director
Agrion LLC
Manager, Cleantech Finance
Agrion
Community Manager
SCHOTT Solar AG
Junior Sustainability Manager
Oren Advisors
Principal
Invest in France Agency
VP West Coast
Infinity Capital
Managing Director
Clean Coalition
Executive Director
Sunedison
VP Project M&A
Titan Energy
President
PriceWaterhouseCoopers
Director - Cleantech Advisory
SolarTech
Industry Relationship Development Mgr
SolarCity
Commercial Project Coordinator
UC Berkeley
Postdoctoral Scholar
ROAL Electronics USA, Inc
Executive Vice President
Chevron Technology Ventures
Business Development Analyst
SUSTAINABLE ENERGY TECHNOLOG
DIRECTOR
New Solar Inc
Partner
AREVA Solar, Inc.
General Manager - operations & development
Rafter & Associates
MD
AGRION USA
A/V Manager
AGRION USA
Sales and Business Development Manager
Crestron
Sales Manager
Equitem Consulting
Managing Principal
SolarTech
Senior Marketing Analyst
Solar Mosaic
Chief Investment Officer
Lawrence Berkeley Lab
Program Manager
Apricum
Consultant
Upsolar America
executibe advisor
Enfinity Corporation
Manager
Iberdrola Renovables
Vice President of Development
Electric Power Research Inst
Project Engineer
Ernst & Young
Business Development
Enphase Energy
Product Manager
VeraVista Solutions
Principal
Oracle Capital, LLC
Managing Director
Invest In France
Director, Business Development
Sunsonix
CEO/President
OwnEnergy, Inc.
Project Developer
Solar Cowboyz
VP
Solar Junction Corporation
CEO
EBG
Dsi
Consulter le compte-rendu et les présentations
Voir la video