Geronimo Power

The program examines Texas power policy, market design, infrastructure development, project investment, and operations. Shared plenary sessions address the 90th Legislative Session and SB 6, PUCT rulemaking, ERCOT’s Batch Zero large-load interconnection process, load growth, data-center power supply, 765-kV transmission, siting and permitting, and local engagement. Headline speakers include State Representative Todd Hunter of the Texas House of Representatives (District 32) and Commissioner Courtney Hjaltman of the Public Utility Commission of Texas. Day Two has concurrent ERCOT Market Reforms and Investment & Asset Optimization tracks. Topics include resource adequacy, transmission cost allocation beyond 4CP, data-center development, battery state-of-charge rules, cybersecurity and energy security, renewable project strategy, dispatchable generation, electricity affordability, demand response, distributed energy resources and ADER, and inverter-based resource ride-through requirements. Other sessions examine battery project economics, powered-land siting factors such as water and cooling, and strategies for optimizing assets in changing market conditions. The closing plenaries cover advanced nuclear, geothermal and other low-emission dispatchable generation; project finance amid tax-credit, FEOC/PFE, procurement, interest-rate, EPC-cost and tariff risks; and energy-asset M&A and deal trends.

Plenary and concurrent sessions examine renewable project markets and financing across solar, wind, storage, and clean firm power. Topics include tax-credit policy and compliance, tariffs, domestic-content requirements, power and PPA prices, data-center and other large-load demand, interconnection, procurement, construction, supply chains, and post-subsidy project economics. Financing sessions address tax equity, transferable credits, preferred equity, debt, development capital, lender underwriting, diligence, tax insurance, risk allocation, offtake structures, storage revenue models, sponsor equity, M&A, portfolio and asset valuation, and operating performance. The program also covers community solar and commercial and industrial projects, clean-firm and co-located generation, domestic manufacturing, and the effect of changing policy and market conditions on project execution and investment.