For several years, PPAs have established themselves as one of the most promising tools for financing renewable energy, securing electricity costs for businesses, and accelerating their decarbonization. Yet the market has now stalled. Wholesale prices have fallen to historically low levels, instances of zero or even negative prices are on the rise, buyers are hesitant, and calls for proposals are becoming rarer. Should we see this as a sign that PPAs have lost their appeal? Or are we, on the contrary, facing a window of opportunity that we shouldn’t let slip by?
Behind this current situation lies another reality: the electrification of end uses, the boom in data centers and artificial intelligence, electric mobility, and the government-backed rollout of heat pumps… all of which could quickly boost demand for electricity and shift the market balance.
In this context, do PPAs need to reinvent themselves? With multi-buyer, multi-site contracts that incorporate storage or greater flexibility, how can they be made simpler, more accessible, and better suited to the new electricity system? And above all, how can they be turned into a sustainable lever for competitiveness, energy sovereignty, and the financing of renewable energy? That is the central question of this roundtable discussion.
A roundtable discussion moderated by Carole Rap, journalist
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