The PPA Negotiation Challenge: Aligning Developer, Offtaker, and Investor Priorities
Power Purchase Agreements involve multiple parties with competing priorities. Developers seeking revenue certainty, corporate offtakers demanding price stability and flexibility, and lenders requiring bankability. This session explores practical strategies for managing these conflicting interests, identifying common friction points, and structuring deals that achieve financial close while creating value for all stakeholders. The distinct objectives of […]
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 […]
Energy Security 2.0: Wind, Solar, Storage, and the Path to Reliable Energy
Wind now delivers around 37% of UK electricity, and solar is scaling rapidly, reducing reliance on imports. Yet intermittency, grid congestion, and infrastructure delays remain critical challenges for cost and reliability. This session explores what true energy security looks like today and how the system is evolving to meet demand. How wind and solar are […]
From Annual Matching to Hourly 24/7 Strategies: Opportunities and Risks
Corporates such as hyperscalers and data centres are shifting from annual REC accounting to 24/7 matching for greater ESG credibility. In the UK and Ireland, this trend intersects with grid congestion and locational pricing reform. Why 24/7 matching is gaining traction under Scope 2 frameworks. Risks and system impacts: location constraints, flexibility requirements, and cost […]
