Opleiding: Energy Transition Finance

The energy industry is undergoing substantial transformation as it responds to a rapidly changing environment. The challenges faced involve both long-term trends, such as climate change and climate risk, de-carbonization, and the transition to renewable energies, as well as short-term shocks due to increased volatility in energy markets and the changing global political climate.

This interactive program will consist of both lectures and discussion of business cases that are directly relevant for energy related industries.

Day 1 | Assessment, Valuation and Strategy

Assessing climate risk

• Is climate risk affecting the cost of capital, and how?
• Is there a climate risk-premium

Valuation of energy projects

• Energy projects require valuation tools that go beyond the traditional Discounted Cash Flow (DCF) approach: what are the value drivers in highly volatile energy markets?
• What are the risk and opportunities in energy transition? Assessing market risk, technological risk, and regulatory risk.

Climate risk and financial strategy

• Assessing desirable financial and risk management strategies for energy companies
• Managing energy transition and dealing with stranded-asset risk

Day 2 | Finance and ESG

Energy financing

• The challenges of implementing project finance in energy markets
• The role of Public-Private Partnerships (P3)

Climate finance and ESG

• How is climate risk affecting corporate strategy?
• The role of green bonds and the perils of green-washing

Financing renewable energy

• Does the financing of renewables require a re-think of valuation and financial-strategy approaches?