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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08.30 - 09.30
EST

Registration and coffee

09.30 - 09.45
EST
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 - 11.30
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?
11.30 - 12.15
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?
Jorge Camina
Jorge Camina Partner & Head of Sustainable Infrastructure Credit, Denham Capital Management
JP
Jennifer P. Roig Senior Reporter, Infralogic
12.15 - 13.15
EST

Lunch

13.15 - 14.00
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?
14.00 - 14.45
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?
14.45 - 15.30
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?
15.30 - 16.00
EST

Case study: Origo Energia

Origo Energia is a pioneer in the solar distributed generation sector in Brazil. The company’s innovative subscription-based business model enables client savings and facilitates the use of clean energy in the country. The company already serves more than 50 thousand customers with an installed capacity of more than 150 MWp operating from its solar farms in the states of Minas Gerais, Pernambuco and São Paulo.

16.00 - 17.30
EST

Networking drinks

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Alan Cooper Chief Executive Officer On.Energy Bio
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Alejandro Perellón Investment Director - Americas Hy24 Bio
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Alejandro de la Vega Partner-Infrastructure Investment Banking Deloitte – Financial Advisory Spanish Latin America Bio
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Andre Clark Juliano Senior Vice President Siemens Energy Latin America Bio
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Aniceto Huertas Partner BEEL Infrastructure Partners Bio
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Beatriz Souza Director, Head of Investors Relations BTG Pactual Private Capital Group Bio
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Carlos Guinand Executive Chairman Sonnedix Bio
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Carlos Marron Managing Partner Finergreen Bio
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Daniel Barreto Superintendente BNDES - The Brazilian Development Bank Bio
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Fradyn Suárez Partner, Corporate Finance and Investments King & Spalding Bio
GE
Gabriel Ervilha Head of Investor Relations BNDES - The Brazilian Development Bank Bio
GV
Gabriela Valente Reporter Infralogic
GC
Giulio Comellini Head of Data Strategy Infralogic
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Jean Francois Joachim Peñuela CFO VGMobility Bio
JP
Jennifer P. Roig Senior Reporter Infralogic
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Johanna Gómez Velásquez Investment Management Lead Officer-Infrastructure and Energy IDB Invest
JM
John Marin Infrastructure Investment Professional Allianz Debt Fund
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Jonathan Carmody News Editor Inframation Group (moderator) Bio
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Jonathan Carmody Latin America Editor Infralogic Bio
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Jorge Camina Partner & Head of Sustainable Infrastructure Credit Denham Capital Management
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Juan Ricardo Noero Managing Director Augment Infrastructure Bio
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Leon Valera Managing Director, Energy Group Societe Generale Bio
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Luis Arizaga Partner Exus Managment Partners Bio
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Manuel Quinche Partner Cuatrecasas Bio
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Maria Marcela Silva Regional Director, Infrastructure World Bank Group Bio
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Peter Nørby Svendsen Project Development, Power-to-X European Energy Bio
RR
Rodrigo Rocha Principal/Director - Infrastructure Vinci Partners Bio
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Rodrigo Rodriguez Tornquist Sustainable Development and Climate Change Policy Specialist Previously Argentina's Ministry of Environment and Sustainable Development Bio
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Sergio Arbelaez Head of Financing Matrix Renewables
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Suhitha Reddy Managing Director Augment Infrastructure Bio
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Wade Aust Managing Director Altantra Bio