Webinar - Electricity Prices: A Risky Future? - Reconciling Producers from Solar and Consumers

The photovoltaic (PV) market is currently at a turning point, facing diverging and complex influences. While the levelized cost of electricity (LCOE) for solar PV is stagnating or increasing and public tender volumes are shrinking, solar capture rates are steadily declining due to the growing penetration of renewables in a sluggish demand context. Consequently, solar PV is no longer the low-risk asset it used to be. As traditional Pay-As-Produced contracts decline and the PPA (Power Purchase Agreement) buyer profile shifts toward smaller, more demanding companies, a new model for PV financing needs to emerge. Risk and asset valuation must now deeply integrate uncertainties regarding future power prices. During a live webinar, our experts addressed the following key questions: • How can we reconcile solar power producers and consumers in the long term? • How can solar PPAs regain their attractiveness? • What market reforms are necessary to secure long-term investments? • What is the specific impact of data centres and Artificial Intelligence on power? ----------- Introduction Context and status of solar PPAs: 00:05:17 Modelling power prices evolutions: 00:24:58 Impact on future PPAs: 00:40:40 Q&A: 00:49:18