Price Cannibalisation in 2026: Managing Revenue Risk in Pay-As-Produced PPAs
High solar and wind penetration in early 2026 is driving wholesale prices to zero or negative during peak generation periods, creating substantial revenue risks for developers with pay-as-produced PPAs. This session explores the drivers and financial impact of price cannibalisation, and how developers can adapt their commercial strategies to protect project returns. How high renewable […]
Revenue Stacking in UK Renewables: Maximizing Returns in a Shifting Market
How battery storage operators combine energy arbitrage, balancing mechanisms, ancillary services, capacity markets, and local flexibility to maximize asset profitability Navigating declining revenues from saturated services and grid connection delays How capacity contracting and aggregation can serve as tools to navigate revenue volatility
The Importance of Bankability in a Volatile Time
The renewable energy market has gone through a tumultuous 2 years, completely changing its dynamics. This session will discuss: Overview of global manufacturing Changing manufacturing dynamics The growing importance of bankability Forecasts of the renewable market
