EMA's 29th Annual Meeting

Agenda

Mon, Sept. 29, 2025

5:00pm - 7:30pm      Registration Desk Check-In

6:00pm - 7:30pm      Welcome Reception

Tues, Sept. 30, 2025

8:00 - 9:00 a.m. Registration & Check In

8:00 - 9:00 a.m. Networking Breakfast

9:00 - 9:10 a.m. Opening Remarks

9:10 - 9:40 a.m. Opening Keynote Address: Third Rails and the Green Agenda

Many of the challenging issues facing power systems today stem from policy-driven changes under the Green Agenda umbrella. The policy foundations underlying these initiatives range from murky to misguided, with implications that will reverberate far into the future. Despite repeated delays while climate problems intensify, governments continue making aspirational promises they cannot and will not keep. Current approaches focus on the wrong solutions while increasing mitigation costs, creating a dangerous gap between rhetoric and reality that threatens to trigger a policy backlash against the assumed universal participation essential for effective climate action.

Serious climate policy requires carbon pricing that incorporates the true Social Cost of Carbon, coupled with strategic innovation support focused on Research, Development, and Demonstration phases rather than premature deployment of immature technologies. Since adaptation to climate impacts is now unavoidable, we must also develop comprehensive research programs and policy frameworks for geoengineering technologies—not as preferred solutions, but as necessary contingencies should they be needed. This keynote examines these uncomfortable truths about green energy policy and offers a framework for more effective, politically sustainable approaches to climate action in the power sector.

  • William W. Hogan, Raymond Plank Professor of Global Energy Policy (Emeritus), John F. Kennedy School of Government, Harvard University

9:40 - 10:20 a.m. Panel Discussion - Legislative Update: PJM and Market Impacts for Compliance RECs

Navigate the evolving regulatory landscape affecting compliance renewable energy certificates RECs in the PJM region. This expert panel examines recent legislative and regulatory developments and their cascading effects on REC markets, pricing dynamics, and compliance strategies. Our panelists will decode complex policy changes and provide actionable insights for energy managers, compliance officers, and procurement professionals operating in PJM territories. Gain clarity on how these shifts impact your organization's renewable energy strategy and compliance obligations.

Key Discussion Points:

  • Recent legislative changes affecting PJM compliance REC markets and pricing mechanisms
  • State-level policy impacts on multi-state compliance strategies and procurement decisions
  • Market volatility drivers and risk management approaches for compliance portfolios
  • Future regulatory trends and their potential implications for long-term contracting strategies

Speakers:

10:20 -10:50 a.m. Networking Break - Sponsored by Tradition Energy

10:50 - 11:30 a.m. Panel Discussion: Federal Legislative Update

  • Jonathan Schrag, Deputy Chief of Climate and Director of Investment for Decarbonization and Resilience, Office of Governor Maura T. Healey Commonwealth of Massachusetts · Full-timeOffice of Governor Maura T. Healey Commonwealth of Massachusetts

(5 min break)

11:35 a.m. - 12:15 p.m. Panel Discussion - The Future of Voluntary RECs: Corporate Procurement Trends and Market Evolution

Navigate the evolving regulatory landscape affecting compliance renewable energy certificates in the PJM region. This expert panel examines recent legislative developments and their cascading effects on REC markets, pricing dynamics, and compliance strategies. Our panelists will decode complex policy changes and provide actionable insights for energy managers, compliance officers, and procurement professionals operating in PJM territories. Gain clarity on how these shifts impact your organization's renewable energy strategy and compliance obligations.

Key Discussion Points:

  • Recent legislative changes affecting PJM compliance REC markets and pricing mechanisms
  • State-level policy impacts on multi-state compliance strategies and procurement decisions
  • Market volatility drivers and risk management approaches for compliance portfolios
  • Future regulatory trends and their potential implications for long-term contracting strategies

12:15 - 1:15 p.m. Networking Lunch - Sponsored by IncubEx & Nodal Exchange

1:15 - 1:50 p.m. Panel Discussion: Coast to Coast 1 - Federal and East Coast Markets (RGGI)

1:50 - 2:25 p.m. Panel Discussion: Coast to Coast 2 - Federal and West Coast Markets

(5 min break)

2:30 - 3:00 p.m. Panel Discussion - Fueling New Routes: Navigating RTC, RNG, and the Renewable Fuels Landscape

3:00 - 3:15 p.m. Networking Break - Sponsored by Tradition Energy

3:15 - 3:55 p.m. Panel Discussion - Eastern RECs

  • Bob Grace, President, Sustainable Energy Advantage

3:55 - 4:30 p.m. Panel Discussion - Powering the Digital Route: Data Centers and Renewable Generator Partnerships

4:30 - 5:00 p.m. Panel Discussion - LCFS & CFR

This panel will examine the Low Carbon Fuel Standard (LCFS) and Clean Fuels Regulation (CFR) markets, analyzing how these transportation decarbonization policies are driving innovation and investment in clean fuels across North America. Industry experts will discuss current credit pricing, compliance strategies, and the evolving regulatory landscape shaping opportunities for fuel producers, blenders, and traders.

Key discussion points include:

  • Current market dynamics and credit pricing trends in LCFS and CFR programs
  • Regulatory updates and policy developments impacting compliance costs
  • Fuel pathway certification and carbon intensity scoring strategies
  • Cross-program trading opportunities and market arbitrage
  • Future market outlook and potential program expansion or linkage

5:00 p.m. Closing Remarks

  • Jack Velasquez, Director of Environmental Markets, Marex Spectron

5:30pm - 7:30 p.m. Reception - Sponsored by: Constellation

Unwind and connect with fellow attendees at this vibrant evening reception. This reception sponsored by Constellation will feature delicious bites and refreshments. Come ready to network and enjoy a relaxed atmosphere as we celebrate another successful day of the conference!

Weds, Oct. 1, 2025

8:00am - 9:00 a.m. Networking Breakfast

9:00 a.m. Welcome Back

9:00 - 10:00 a.m. EcoCharge Hour - Tapping Deep Currents: Geothermal's Emerging Market Pathways

  • 9:00 - 9:15 a.m. Talk 1: Eric Bosworth, Principal Consultant, Thermal Energy Insights
  • 9:15 - 9:30 a.m. Talk 2
  • 9:30 - 9:45 a.m. Talk 3
  • 9:45 - 10:00 a.m. Q&A

10:00 - 10:15 a.m. Networking Break - Sponsored by Tradition Energy

10:15am - 11:00 a.m. Panel Discussion - Powering Forward: Navigating Verra's Battery Storage Carbon Credit Framework

11:00 a.m. - 12:00 p.m. Panel Discussion - Tax Attribute Financing: Navigating the Credit Marketplace

12:00 p.m. Conference Adjourns