02 October 2024
Macro Trends

Opening Remarks

Welcome to Asia 2024: Agency, Energy & Infrastructure Finance!

Hesham Zakai
Managing Director,
TXF
Macro Trends

Geopolitical keynote

Geopolitical tensions and the knock-on effect of these on the Asian project landscape from supply chain challenges to difficulty pushing projects over the line. Join us for an opening keynote panel breaking down the current geopolitical landscape to help you plan with projects and pipelines.

Macro Trends

Keynote APAC ECA's Panel

John Hopkins
CEO,
Export Finance Australia (EFA)
Macro Trends

Keynote Financing Panel

- In todays high IR environment, can ECA's support and ease the pressure by providing longer covers under the new OECD consensus?
- How can commercial banks compete in competitive markets for local currency financing
-  Explore how alternate financing methods / financiers can capitalize on the competitive nature of the market currently to secure business in the region?

Edward Hui
Managing Director,
Deutsche Bank
Sumanta Panigrahi
Managing Director, Asia Head – Export & Agency Finance, Treasury & Trade Solutions,
Citi
Hugh Kim
Export Finance Korea,
Credit Agricole CIB
Michael Georg Lutz
Head of Trade & Export Finance APR,
DZ Bank
Manav Futnani
Global Co-Head of Export Finance,
HSBC
Makoto Fujiwara
Head of Structured Export Finance Japan,
ING Bank
Xian-Lin Mah
Executive Director,
JP Morgan
Sunjung Lee
Managing Director,
Santander
Countries In Focus

Country in Focus: Australia

- What role will emerging technologies play in the renewables pipeline?
- Where are the hotbeds of activity in Australia? How do we think about the country as individual regions rather than one whole, and what logistical challenges does this bring to deal flow?
- Discuss PPP and traditional infra pipelines in Australia.
- The Growing role of BESS and storage to the Australian Energy sector.

Amanda Copping
Chief Investment Officer - Project & Structured Finance,
Export Finance Australia (EFA)
Macro Trends

Borrowers Panel

Frank Tsai
Vice President. Senior Customer Finance Advisor, South East Asia, Australia and New Zealand - Treasury,
Hitachi Energy
Darren Chua
General Manager - M&A & Commercial,
Summit Power
Countries In Focus

Country in Focus: Korea

- How can Ksure and KEXIM best utilise their products to support Korean business across Asia?
- How significant will the KDB backed future energy fund be to boosting renewables capacity in Korea?
- Offshore Wind is a big part of Korean renewables strategy, but progress on wind transactions has been tough - what is needed to get these back on track?

Macro Trends

Exporters Panel

Laure DUVERNAY
Head of Project Finance,
Alcatel Submarine Networks
Christian Bockler
Director/ Head of Project Finance and Renewables,
Jebsen & Jessen Industrial Solutions GmbH
Countries In Focus
Macro Trends

International ECA's Panel

Jørgen Bollesen
Head of Origination, Infrastructure & Industry Asia & Pacific,
EKF - Denmark's Export Credit Agency
Joseph Chakra
Regional Head - Business Origination - Middle East,
UKEF
Mairead Lavery
President & CEO,
EDC - Export Development Canada
Sven List
Vice President and Head, Structured and Project Finance,
EDC - Export Development Canada
Katarzyna Kowalska
Vice Chairman,
KUKE - ECA
Countries In Focus
Macro Trends

Financing the APAC Energy Transition

-          Explore the role of Gas as a transition fuel in the Asian region – with 10GW of Gas projected to come in the next 5 years

-          With a need for baseload power – do ECAs and DFIs need to do more to support the region’s growth?

-          Large renewables auctions happening across Asia, however in some cases E.G Thai 5.5GW auction lots of the capacity is going to few key players – is this slowing down the growth of renewables capacity across APAC?

03 October 2024
Energy & Infrastructure

Opening Remarks

Welcome back to day 2 Asia 2024: Agency, Energy & Infrastructure Finance!

Max Kallmeier
Content Manager,
TXF
Energy & Infrastructure

Exploring Hydrogen & Emerging Energies

- How far are we from Hydrogen becoming a commercially viable asset?
- With lots of hydrogen which is produced going to waste, how may hydrogen create more opportunities for storage?
- How can other emerging asset classes such as biofuels also support the Asian Energy transition?

Energy & Infrastructure

Transmission / Grid Stability Panel

- How will the power produced be sold / distributed and what role will PTAs play in this?
- How can we upscale grid networks to support Asian growth as countries increasingly rely on imported power?
- How can we mitigate supply chain and logistical challenges that come with the ambitious plans for transmission lines stretching as far as from Australia to Singapore?

Energy & Infrastructure

Data Centres Panel

- Do stricter penalties for Data Center failures across APAC impact upon insurance coverage? What impact does this have over pricing of data centre deals?
- Given Asia's warmer climate, how can ESG challenges around heat emissions be mitigated?
- Is there pressure on financiers to be more flexible with digital infrastructure transactions to support the development of the APAC region? Do we need other financial institutions to support to allow these deals to get done?

Energy & Infrastructure
Energy & Infrastructure
Energy & Infrastructure
Energy & Infrastructure
Macro Trends

Opening Remarks

Welcome to Asia 2024: Agency, Energy & Infrastructure Finance!

Hesham Zakai
Managing Director,
TXF
Macro Trends

Geopolitical keynote

Geopolitical tensions and the knock-on effect of these on the Asian project landscape from supply chain challenges to difficulty pushing projects over the line. Join us for an opening keynote panel breaking down the current geopolitical landscape to help you plan with projects and pipelines.

Macro Trends

Keynote APAC ECA's Panel

John Hopkins
CEO,
Export Finance Australia (EFA)
Macro Trends

Keynote Financing Panel

- In todays high IR environment, can ECA's support and ease the pressure by providing longer covers under the new OECD consensus?
- How can commercial banks compete in competitive markets for local currency financing
-  Explore how alternate financing methods / financiers can capitalize on the competitive nature of the market currently to secure business in the region?

Edward Hui
Managing Director,
Deutsche Bank
Sumanta Panigrahi
Managing Director, Asia Head – Export & Agency Finance, Treasury & Trade Solutions,
Citi
Hugh Kim
Export Finance Korea,
Credit Agricole CIB
Michael Georg Lutz
Head of Trade & Export Finance APR,
DZ Bank
Manav Futnani
Global Co-Head of Export Finance,
HSBC
Makoto Fujiwara
Head of Structured Export Finance Japan,
ING Bank
Xian-Lin Mah
Executive Director,
JP Morgan
Sunjung Lee
Managing Director,
Santander
Countries In Focus

Country in Focus: Australia

- What role will emerging technologies play in the renewables pipeline?
- Where are the hotbeds of activity in Australia? How do we think about the country as individual regions rather than one whole, and what logistical challenges does this bring to deal flow?
- Discuss PPP and traditional infra pipelines in Australia.
- The Growing role of BESS and storage to the Australian Energy sector.

Amanda Copping
Chief Investment Officer - Project & Structured Finance,
Export Finance Australia (EFA)
Macro Trends

Borrowers Panel

Frank Tsai
Vice President. Senior Customer Finance Advisor, South East Asia, Australia and New Zealand - Treasury,
Hitachi Energy
Darren Chua
General Manager - M&A & Commercial,
Summit Power
Countries In Focus

Country in Focus: Korea

- How can Ksure and KEXIM best utilise their products to support Korean business across Asia?
- How significant will the KDB backed future energy fund be to boosting renewables capacity in Korea?
- Offshore Wind is a big part of Korean renewables strategy, but progress on wind transactions has been tough - what is needed to get these back on track?

Macro Trends

Exporters Panel

Laure DUVERNAY
Head of Project Finance,
Alcatel Submarine Networks
Christian Bockler
Director/ Head of Project Finance and Renewables,
Jebsen & Jessen Industrial Solutions GmbH
Countries In Focus
Macro Trends

International ECA's Panel

Jørgen Bollesen
Head of Origination, Infrastructure & Industry Asia & Pacific,
EKF - Denmark's Export Credit Agency
Joseph Chakra
Regional Head - Business Origination - Middle East,
UKEF
Mairead Lavery
President & CEO,
EDC - Export Development Canada
Sven List
Vice President and Head, Structured and Project Finance,
EDC - Export Development Canada
Katarzyna Kowalska
Vice Chairman,
KUKE - ECA
Countries In Focus
Countries In Focus
Macro Trends

Financing the APAC Energy Transition

-          Explore the role of Gas as a transition fuel in the Asian region – with 10GW of Gas projected to come in the next 5 years

-          With a need for baseload power – do ECAs and DFIs need to do more to support the region’s growth?

-          Large renewables auctions happening across Asia, however in some cases E.G Thai 5.5GW auction lots of the capacity is going to few key players – is this slowing down the growth of renewables capacity across APAC?

Energy & Infrastructure

Opening Remarks

Welcome back to day 2 Asia 2024: Agency, Energy & Infrastructure Finance!

Max Kallmeier
Content Manager,
TXF
Energy & Infrastructure

Exploring Hydrogen & Emerging Energies

- How far are we from Hydrogen becoming a commercially viable asset?
- With lots of hydrogen which is produced going to waste, how may hydrogen create more opportunities for storage?
- How can other emerging asset classes such as biofuels also support the Asian Energy transition?

Energy & Infrastructure

Transmission / Grid Stability Panel

- How will the power produced be sold / distributed and what role will PTAs play in this?
- How can we upscale grid networks to support Asian growth as countries increasingly rely on imported power?
- How can we mitigate supply chain and logistical challenges that come with the ambitious plans for transmission lines stretching as far as from Australia to Singapore?

Energy & Infrastructure

Data Centres Panel

- Do stricter penalties for Data Center failures across APAC impact upon insurance coverage? What impact does this have over pricing of data centre deals?
- Given Asia's warmer climate, how can ESG challenges around heat emissions be mitigated?
- Is there pressure on financiers to be more flexible with digital infrastructure transactions to support the development of the APAC region? Do we need other financial institutions to support to allow these deals to get done?

Energy & Infrastructure
Energy & Infrastructure
Energy & Infrastructure
Energy & Infrastructure