17th Annual CESA Market Development Forum (MDF)

The program covers residential, commercial and industrial, and utility-scale solar and storage, with discussion of tax-credit deadlines, tariff and sourcing rules, permitting reform, interconnection, storage financing, and data-center-driven demand. The keynote “State of the Industry: A Candid Look at Where Solar and Storage Stand” examines policy volatility, tax credits, tariffs, and market consolidation. Another keynote features a live recording of the Energy Empire podcast about forces reshaping America’s clean energy buildout. “Designing Commercial-Scale PV: Three-Phase, the NEC, and Interconnection” addresses service configurations, conductor and overcurrent-protection sizing, and Article 705 interconnection. “The Mid-Market Interconnection Bottleneck” considers delays for mid-sized projects, utility perspectives, and possible reforms. “The New Rules for EPCs, Post-ITC” examines compressed schedules, supply constraints, milestone risks, and the post-safe-harbor landscape for utility-scale and C&I projects. Storage and grid topics include FEOC requirements, OEM and warranty structures, augmentation, and revenue assumptions in project financing; FERC Order 2222 and state virtual power plant mandates; and BESS fire-safety planning under UL 9540A and NFPA 855, including early engagement with authorities having jurisdiction. Other sessions address peak-demand revenue from capacity, ancillary services, demand response, and arbitrage; ERCOT load growth and large-load interconnection; and financing, interconnection, and construction for data-center power projects. Workshops cover commercial PV fundamentals and O&M practices including NFPA 70B, infrared thermography, and PV ground-fault troubleshooting. Roundtables address operational and business challenges involving supply chains, policy, financing, and market access. Conference passes cover sessions, roundtables, keynotes, and Braindate; workshops require separate purchase, while Exhibit Hall Only passes include access to keynotes.

Brings together storage developers, tax equity investors, capital and debt providers, tax advisors, market analysts, and offtakers. Topics include contract negotiations, revenue streams and costs; tax equity and credit markets; FEOC and Material Assistance; augmentation; M&A and merchant transactions; procurement plans, supply-chain risk, and domestic equipment availability; opportunities across ISO, RTO, and bilateral markets; extracting value from projects and portfolios; and adapting storage finance to political risk and new market signals.

The forum examines North American power markets across renewables, conventional generation, utilities, data centers, commercial and industrial offtakers, and government. Topics include energy-policy consistency and consequential legislation; the effects of tariffs, tax-credit regulation, geopolitical conflict, interest rates, and industry consolidation on costs and demand; FERC interconnection reform and transmission investment; and whether domestic solar and storage manufacturing can compete under changing trade and incentive rules. The program also addresses data-center and AI-driven load growth, local opposition and project approvals, equipment and workforce constraints, powered land, gas paired with battery storage, battery operations and project economics, and mergers and acquisitions in power development. Other sessions examine hyperscaler nuclear strategies, clean firm and dispatchable power, long-duration storage, geothermal, small modular reactors, gas with CCS, aging renewable assets, behind-the-meter storage, large-load flexibility, and utility–data center collaboration. Roundtable topics include understanding FEOC and tariffs, overcoming local opposition, operations and maintenance, flexibility programs, EPC partnerships, and behind-the-meter projects.

The program focuses on transmission and power markets, bringing together finance, technology, and utility leaders. Sessions include: • “1920s Vision: Is Grid Planning Ready for the Future?” — transmission planning reforms under Order No. 1920, expansion efforts, implementation results, and where transmission is being built. • “Capacity Markets: Diagnosing a Chronic Condition” — whether current energy and capacity-market constructs can be rehabilitated or require an overhaul. • “Power Struggle: Paying for the Grid of the Future” — funding interregional transmission, grid grants, price-collared compensation structures, the Transmission Facilitation Program, a proposed transmission investment tax credit, and transmission’s capacity value. • “Gridmaxxing: ATTs and the Art of Doing More With What You've Got” — deployment of advanced transmission technologies, implementation barriers, line-loss savings, and resilience benefits. • “Cost Allocation: An Immovable Object Meets an Unstoppable Force” — cost allocation for large loads, jurisdictional disputes, co-location and proximate resources, broader grid expansion, curtailable large load, clean energy, and storage. Named speakers include Laura Rauch of MISO; Aftab Khan of PJM; Suzanne Glatz of Glatz Energy Consulting LLC; Katie Siegner of RMI; David Lapp of the Maryland Office of Peoples Council; Evelyn Robinson of MAREC; Jennie Chen of RAP; Joshua Macey of Yale Law School; Madeline Gould Laughlin of Grid United; Brooke Keene of Southwest Power Pool; Zach Zimmerman of Grid Strategies LLC; Theodore Paradise of CTC Global; Georg Rute of Gridraven; Carla Pinzon of Expand Power Technologies, Inc.; Bryn Baker of CEBA; Jeff Bladen of Verrus; Matt Christiansen of Wilson Sonsini; Morgan Sipple of the Data Center Coalition; and Craig Sundstrom of Amazon Web Services.

Public power utility leaders meet with experts in technology, energy, and policy. Attendance is limited to facilitate productive dialogue. Sessions address shifts in the global energy landscape, including the energy transition, energy security, geopolitical and economic competition, and investment in energy infrastructure, renewable technologies, nuclear power, and fossil fuels. Other discussions examine reliability and affordability amid growing demand, rising costs, regulatory pressures, and customer expectations; resource adequacy, infrastructure investment, workforce challenges, supply-chain constraints, and emerging technologies; and leadership through outages, cyber incidents, severe weather, safety emergencies, and public scrutiny. The program also explores AI and other emerging technologies, including their utility applications and questions around governance, cybersecurity, workforce impacts, and risk management. Additional topics include evaluating and integrating significant new loads, generation and infrastructure investments, contracts and rate protections, aligning economic development with the public power mission, and workforce development, succession planning, leadership training, and knowledge transfer.

California’s growing demand for power, flexibility, and speed-to-power is placing pressure on energy systems. The event covers effects on transmission and distribution infrastructure, and strategies and policies to address transmission hurdles, interconnection bottlenecks, and reliability challenges. Panel topics include energy demand from data centers, EV infrastructure, and electrification; grid access and infrastructure needs in the San Diego region; battery energy storage as critical infrastructure and how to meet storage demand; and political challenges and state and local efforts related to clean-energy leadership.

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.

The program examines North American advanced battery markets and technologies across grid-connected storage, electric vehicles, heavy-duty transportation, data centers, robotics, defense, and aerospace. Market briefings address light- and heavy-duty EVs, data centers and the grid, robotics, aerospace and defense applications, energy materials, and battery recycling and second-life markets. Plenary sessions cover data-center energy storage, foreign battery manufacturers in the U.S., and EV manufacturers navigating battery supply-chain gaps. Impact Sessions address non-lithium and emerging chemistries; defense batteries and domestic supply-chain security; truck, rail, and transit electrification; battery materials and the missing pCAM/CAM/AAM midstream; battery-technology financing; U.S. battery-materials mining; robotics and aerospace; domestic battery-manufacturing equipment supply chains; next-generation batteries; Chinese battery and technology supply relationships; and digitalization and AI in battery manufacturing. Other program elements include Community Action Labs, member company and research-institution presentations, and a closing roundtable on the future of battery technology. Featured program speakers include Bob Galyen, NAATBatt International’s Chief Technology Officer; M. Stanley Whittingham, NAATBatt’s Chief Science Officer and Nobel laureate; and David Hochschild, Chair of the California Energy Commission.

The program examines North American energy tradeoffs, grid reliability, clean-energy integration, affordability, and cross-border coordination. Opening keynote speaker Ernest J. Moniz is Founder & CEO of EFI Institute and Former U.S. Secretary of Energy; Nova Scotia Premier Tim Houston joins a leadership fireside chat, and Charles Dickerson, President & CEO of the Northeast Power Coordinating Council, gives keynote remarks on the power grid’s current state and future outlook. Day 1 sessions address electricity-demand growth, reliability and the cost curve; U.S. and Canadian energy policy, prices and cross-border coordination; investment opportunities in Canadian critical minerals, clean electricity, renewables, hydrogen, new nuclear and infrastructure; nuclear affordability, small modular reactors, supply chains and regulatory timelines; infrastructure costs related to permitting, litigation, supply chains and community engagement; and grid-operator perspectives on reliability, cost control, planning and interregional cooperation. The program also includes a lunch program and table dialogues. Day 2 sessions cover regulatory and policy approaches to affordable reliability; energy-sector financing and investment; which generation technologies are likely to be built and how cost, deployment speed and scalability shape investment; demand flexibility, distributed energy resources, storage and digital grid tools; and firm-power options including nuclear and advanced geothermal. The Steve Leahy Energy & Innovation Collaboration Award recognizes a U.S.-Canada energy partnership demonstrating innovation, collaboration, and affordability and reliability benefits.