EIFO - EXILE

Denmark is a small, open economy. The country's renewable energy, shipping, and niche manufacturing sectors are global leaders, generating over 95% of revenue internationally. This session will explore how Danish companies have scaled globally, rebalanced shifting geopolitical dynamics and maintained a balance between regional and global markets. Lessons from past economic challenges, such as the Cold War and the use of tariffs, will be discussed. Additionally, the session will examine Denmark’s role in strengthening energy security, securing global trade routes, and sourcing critical minerals within Europe. Lastly, the importance of finance to navigate an evolving geopolitical landscape will be highlighted.

Proximo: Project Finance

Investing In US Renewables Fireside

Jay Sarma

Managing Director, Clean Energy, Nuveen Infrastructure,

Nuveen

Joergen Kragh

Associate Director, Large Corporates - Wind Origination,

Export and Investment Fund of Denmark (EIFO)

Moderator

Jennifer Wnek

Partner,

DLA Piper

· Examining the current state of the market

· Understanding key investment drivers and barriers

· Analysing the evolution of policy and regulation under the new administration

Proximo: Project Finance

Energy carriers of the post-carbon era: Scaling up Hydrogen, SAF, Ammonia, Methanol and E-fuels

Moritz Schwencke

CEO,

Eternal Power

Andres Arahuetes Couceiro

Global Head of Structured Finance,

Acciona Nordex Green Hydrogen (Acciona Group)

Patrick Gjelstrup Rosenquist

Director, Head of New Energy, PtX & CCUS Origination,

Export and Investment Fund of Denmark (EIFO)

Christoph Bruguier

Chief Investment Officer & Partner,

Vauban Infrastructure Partners

Moderator

Thomas Hopkins

Deputy Editor,

TXF

Evaluating transactions in the last year: structures, deal volume, key players

How do investors see new energy carriers? At what point will they start getting comfortable with the risks?
What role do ECAs and DFIs play in covering in technology risk?
What levels of institutional commitments and guarantees can the industry expect going forward?
How do you provide cover and what kind of cover product can ECAs offer to enable the progress Can these technologies co-exist with batteries in the long term, or is it one or the other?
Examining emerging offtake markets for new fuels, and exploring the risks around transportation and storage

Proximo: Project Finance

The Nordic Success Story: Offshore wind

Domenico Tripodi

Partner & Co-Head of Investments,

AIP Management

Peter Highmore

SVP, Head of Partnerships and M&A,

Orsted

Anna Marie Owie

Director,

Export and Investment Fund of Denmark (EIFO)

Jay Sarma

Managing Director, Clean Energy, Nuveen Infrastructure,

Nuveen

Moderator

Eavie Burnett

Head of Content,

Exile Group

In this session, we focus on the Nordic offshore wind sector, evaluating trends around non-recourse financing and considering the impact of global supply chains, interest rates and commodity prices on project economics:

How do equity investors and lenders see the sector?
Evaluating trends around non-recourse financing
Examining the impact global supply chains, interest rates and commodity prices have on project economics
What impact do increasing project lifecycles have on long-term lending?
Floating vs fixed: examining advantages, challenges, and potential
What’s next? Identifying the key new growth markets for offshore wind development