Infralogic Investors Forum - Latin America

The Infralogic Investors Forum - Latin America returns in-person to Miami!

JW Marriott Miami, Brickell, Miami, Florida

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Agenda

08:30 - 09:00
EST

Registration and coffee

09:00 - 09:15
EST

Chair's opening remarks

09:15 - 09:45
EST

Keynote: The current state of infrastructure investment in Latin America

In this session, the keynote speaker will review the opportunities for investment in the infrastructure space in Latin America. The speaker will discuss the macro-economic challenges facing the region as well as priorities facing the region in reaching the ratified Paris agreement which aims to limit global warming and to reach net-zero CO2 emissions by 2050. 

  • What are the current macro-political factors affecting investment and development in the region?
  • How will the region seek investment to fulfil the gap in investment in areas such as sanitation, communication, and energy?
  • How is inflation affecting countries’ plans for new projects and developers’ existing projects? 
  • What are the energy transition investment opportunities in the region?
09:45 - 10:30
EST

Opening panel: Power production and renewable energy

Latin America is a global leader in the renewable energy space as governments have set a 70% target of generating the countries’ total energy consumption from renewables by 2030, which would require rapid acceleration in the development of renewable generation projects. The region is ideally set up to take advantage of its excellent solar and wind resources, but the population is also expected to rise by 18% by 2050. This panel will discuss:  

  • How achievable is the 70% target and what investment and development is required to meet this target?
  • What is the greenfield pipeline in the renewable energy space?
  • Is there enough connectivity and storage to enable the energy sector to fully decarbonize? 
  • How will the region diversify from hydropower?
10:30 - 11:00
EST

Networking break

11:00 - 11:45
EST

Panel: The regulatory perspective on the Latin American infrastructure market

Investors cite social instability and political risk as significant challenges facing infrastructure investment, but countries, such as Brazil and Colombia are still presenting greenfield opportunities. Governments must balance attracting long-term investors with providing stable, fair contracts amd a level playing field. This panel will discuss:

  • How can governments and regulators make greenfield opportunities more appealing to investors?
  • What are the risks of governments unilaterally cancelling contracts? 
  • How are governments balancing attracting investments with maximising the benefits of natural resource extraction for their citizens? 
  • How has the role of the private sector changed in educating public authorities on major infrastructure developments?
11:45 - 12:15
EST

Fireside chat: Green hydrogen – the future of energy exports?

Green hydrogen projects are growing at a rapid speed in LAC, not only in Chile, but also in Brazil, Colombia and Uruguay, chiefly targeting large-scale international exports. Among Latin America’s biggest projects include the USD 8.4bn Pampas green hydrogen facility planned for the Rio Negro province in Argentina, projecting to export by 2027. However, supply chain dependency and resiliency may affect Latin America’s ability to export to Europe, Asia and the USA. This panel will discuss:

  • What is the pipeline for new green hydrogen projects? Where is investment being sourced from?
  • What are the issues in supply chain resiliency and the macro-economic outlook for importers? 
  • How has the war in Ukraine affected prospects for exporting green hydrogen and ammonia to Europe?
  • What ancillary infrastructure does LAC need to overcome to become the global green hydrogen exporter?
12:15 - 13:00
EST

Panel: Infrastructure investment opportunities in Brazil, post election

Foreign infrastructure investors’ confidence in Brazil’s business environment has been booming in recent years, particularly in the transportation and sanitation sectors. Following the recent elections, investors are curious to know whether the country will continue to provide the large-scale investment opportunities as it has in recent years.  This panel will discuss: 

  • How have investors handled the political upheaval and uncertainty in Brazil?
  • Have recent governments decreased barriers to entry enough for foreign investors?
  • What are the tender opportunities for public-private partnerships (PPPs) under the new government?
  • What role will the private sector play in infrastructure and energy development under the new government?
13:00 - 14:00
EST

Lunch

14:00 - 14:45
EST

Panel: Investment opportunities in the energy transition and energy storage

Global emissions goals to achieve net-zero carbon emissions by 2050 presents challenges and opportunities to infrastructure developers and investors in Latin America. The International Energy Agency (IEA) estimates that emerging countries, including much of Latin America, will need USD 1trn per year between now and 2050 to finance their energy transition. According to the IEA, achieving that goal will require a prominent role for the private sector. This panel will discuss: 

  • How can governments make investment in the region’s energy transition more appealing to foreign investors? 
  • China invested USD 58bn in Latin America’s energy sector between 2000 and 2020, over 15% towards renewables. What will China’s role in investing in Latin America’s energy transition be? 
  • How will volatility in the region affect the cost of capital and renewable energy projects’ achieving investment and development?
  • Should governments do more to support the energy transition such as offering subsidies or blocking private investment in fossil fuels?
14:45 - 15:15
EST

Panel: How to ride the turbulence in Mexican energy markets

Mexican President Andrés Manuel López Obrador failed to pass his energy counter-reform in early 2022, which provided some relief for private actors in the Mexican energy sector. However, experts expect new power projects to continue to face headwinds when attempting to obtain permits due to bureaucratic obstacles and investment has slowed since the days of the renewable capacity auctions, creating much uncertainty. This panel will discuss: 

  • How will lower courts’ discretion to resolve injunctions affect legal uncertainty and future investment in the power sector?
  • Despite failing to pass his ‘counter-reforms’, will CFE be able to maintain a market share of 54% . How CFE’s prominence affect Mexico’s goals to reach net zero carbon emissions by 2050?
  • What trends are we seeing in PPA and spot prices and how is this affecting financing?
  • Where will investment come from for the power expansion required to meet demand if the CFE alone cannot support Mexico’s total investment requirements?
15:15 - 15:45
EST

Networking break

15:45 - 16:30
EST

Panel: Is Latin America ready for the next generation of transportation?

A new USD 1bn commitment from investors to deliver zero-emissions buses in Latin America was announced at COP26 in late 2021. Smart highways and EV charging stations are being rolled out globally, but is Latin America ready to implement this new technology and does it serve the immediate needs of the region? An increase in both cargo and passenger rail services are included in most countries’ infrastructure plans, but how can international investors access these opportunities?  

  • How have investors and developers delivered on their commitments so far? How has private investment improved transportation infrastructure to date?
  • What transportation projects are in the LAC pipeline?
  • What is the commitment from governments to support investing in the sector?
  • Which new technologies could we see implemented in the next generation of Latin American transportation projects?
16:30 - 17:00
EST

Case study

A case study highlighting one of the major deals in the sector in the past twelve months.

17:00 - 17:45
EST

Panel: The rise of new LPs in Latin America

Latin America is a highly sought-after destination for many alternative fund managers, but the region boasts its own array of fund managers that are increasingly investing outside of their home borders. Aggregate commitments to alternatives have rapidly increased and total assets under management are now approaching USD 2trn. Experts predict that pension funds, insurance companies and high-net-worth families are looking to invest and there is significant opportunity for top-quartile GPs to access the growing dry powder. This panel will discuss:

  • How have Latin American fund managers managed to position themselves in the market? 
  • Are there fundraising opportunities for international investors in Mexico, Brazil, and Chile?
  • What are the prospects for Latin American investors to internationalise and expand their investments into other regions?
17:45 - 18:30
EST

Networking drinks