Forecasts point to rising electricity demand across Europe, led by data centres, industrial electrification and mobility, but it is still unclear how quickly and at what scale that demand will materialise into contracted revenue. Pay-as-produced renewable structures do not naturally align with corporate demand for stable, predictable supply, creating tension around contract design, pricing and risk allocation. This panel focuses on how offtake structures are evolving in response, and which structured and intermediated models are proving repeatable and capable of scaling investment. 

• Demand Reality: Where is electricity demand materially increasing across data centres, industrial electrification, and mobility, and is it sufficiently durable and concentrated to support investment at scale? What offtake commitments are large users realistically prepared to make, in terms of tenor, volume, price structure, shape, and credit support? 

• Contract Evolution: How are PPAs evolving to address supply demand profile mismatch, shaping requirements, and price certainty? What are the limits to shaping and structuring renewable supply before the added complexity outweighs the value for corporate offtakers and investors? How is risk allocation shifting between sponsor, offtaker, lender, and route to market intermediaries? 

• Models Reaching Financial Close: Which demand aligned structures are consistently reaching financial close, and what distinguishes them from those that are not? Where are behind the meter, co located, or cluster-based configurations strengthening the credibility and durability of offtake arrangements? 

• Scaling the Model: Are demand aligned structures becoming standardisable, or remaining bespoke and capital intensive, and what is preventing repeatable deployment at scale? What will it take to sustain a shift from supply led growth to investment anchored in contracted demand?