Europe’s Renewable Energy Market: Reset, Reprice, Reposition

European renewables are navigating a structural reset. Volatile power prices, rising merchant risk, and selective capital are reshaping project economics, financing, and M&A. From solar, wind, and storage to hybrid projects and portfolio-level strategies, this agenda explores what makes projects bankable today, how developers are adapting to tighter capital conditions, and where the next wave of investment and exits is actually happening. Sessions dive into market resets, hybridisation, grid and permitting bottlenecks, portfolio optimisation, and strategic M&A - equipping participants to secure capital, unlock liquidity, and convert scale into lasting advantage.

Complete agenda to be announced.

We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.

Loading
08:35
  1. Chair Opening Remarks
    10 mins
08:45
  1. Europe’s Renewables Reset: The New Rules of Bankability
    45 mins
    • A Market Reset
    How risk, revenue, and return expectations are redefining what developers must demonstrate to secure capital and close profitable deals. 
09:30
  1. Presentation
    30 mins
10:00
  1. Coffee Break
    30 mins
10:30
  1. The State of Solar and the Road Ahead
    45 mins
    • A Market Reset
    Integrating storage, smarter offtake, and capital strategies to restore bankability and unlock the next phase of solar investment. 
11:15
  1. Presentation
    30 mins
11:45
  1. The State of Wind and the Road Ahead
    45 mins
    • A Market Reset
    How grid constraints, revenue frameworks, and development risk are redefining bankability, and where capital is now being deployed across onshore and offshore wind. 
12:30
  1. Lunch
    60 mins
13:30
  1. The State of BESS and the Road Ahead
    45 mins
    • A Market Reset
    Capturing durable value from Europe’s battery buildout by aligning revenue optimisation, hybrid portfolio strategies, and financing models in an increasingly uncertain market environment. 
14:15
  1. Power Market Pricing Zones and Investment Signals
    45 mins
    • A Market Reset
    How bidding zones are shaping renewable project economics, and what their evolution means for the next wave of investment. 
15:00
  1. Coffee Break
    30 mins
15:30
  1. Navigating Grid and Permitting Bottlenecks
    45 mins
    • A Market Reset
    Protecting project value and enabling capital deployment as grid connection and permitting delays reshape which projects remain financeable 
16:15
  1. Presentation
    30 mins
16:45
  1. Supply Chain Risk Management and Project Bankability
    30 mins
    • A Market Reset
    Redefining capital deployment, project viability, and return certainty in an execution-constrained and geopolitically complex equipment market. 
17:15
  1. Chair Closing Remarks
    5 mins
08:35
  1. Chair Opening Remarks
    10 mins
08:45
  1. Electricity Market Redesign for a Zero-Marginal-Cost System
    45 mins
    • Revenue Stack Evolution
    Examining the structural changes redefining how renewable, storage, and flexibility assets earn revenue as Europe’s power market moves beyond marginal pricing. 
09:30
  1. Presentation
    30 mins
10:00
  1. Coffee Break
    30 mins
10:30
  1. Subsidies, Merchant Exposure, and the Future Revenue Model for Renewables
    45 mins
    • Revenue Stack Evolution
    Defining the balance between contracted support and market risk needed to sustain investment in Europe’s power system. 
11:15
  1. Presentation
    30 mins
11:45
  1. From Cannibalisation to Hybridisation: Repricing Risk in Europe’s Renewable Power Markets
    45 mins
    • Revenue Stack Evolution
    Aligning hybrid project design, revenue structures, and capital frameworks to restore bankable cash flows and establish hybrid renewables as a repeatable investment class. 
12:30
  1. Lunch
    60 mins
13:30
  1. Offtaker Demand: From Forecast Growth to Bankable Reality
    45 mins
    • Revenue Stack Evolution
    Translating corporate and intermediary demand into contracted revenue through shaped power, structured offtake, and new route-to-market models. 
14:15
  1. Hybrid PPAs: Making Complex Structures Bankable and Repeatable
    45 mins
    • Revenue Stack Evolution
    Defining how risk allocation, dispatch control, and revenue rights must be structured to meet lender requirements and establish hybrid renewables as a repeatable, financeable asset class. 
15:00
  1. Coffee Break
    30 mins
15:30
  1. Demand Flexibility: From System Need to Investable Opportunity
    45 mins
    • Revenue Stack Evolution
    How industrial flexibility can reduce renewable market risk and what is required to make it investable at scale. 
16:15
  1. Presentation
    30 mins
16:45
  1. Hybridising Operating Renewable Assets
    30 mins
    • Revenue Stack Evolution
    Establishing the financing and contractual roadmap to integrate storage into operating renewable assets and unlock new revenue and valuation upside. 
17:15
  1. Chair Closing Remarks
    5 mins
08:35
  1. Chair Opening Remarks
    10 mins
08:45
  1. Inside the Investment Committee: What Makes a Project Financeable in 2026?
    45 mins
    • Capital Deployment & Value Capture
    Bringing investment committee decision criteria into development and commercial planning to align renewable projects with capital allocation priorities. 
09:30
  1. Presentation
    30 mins
10:00
  1. Coffee Break
    30 mins
10:30
  1. Construction Finance: Unlocking Build-Ready Opportunity
    45 mins
    • Capital Deployment & Value Capture
    Mobilising scalable construction capital to accelerate project delivery and capture the next wave of renewable investment. 
11:15
  1. Presentation
    30 mins
11:45
  1. Private Credit and the Evolving Capital Stack
    45 mins
    • Capital Deployment & Value Capture
    Leveraging private credit to expand financing options and accelerate growth for developers and platforms. 
12:30
  1. Lunch
    60 mins
13:30
  1. Battery Economics at Scale
    45 mins
    • Capital Deployment & Value Capture
    Identifying which revenue streams, financing structures, and market conditions will sustain bankable battery investment as scale fundamentally reshapes value and return certainty. 
14:15
  1. Portfolio Level Contracting and Financing Models
    45 mins
    • Capital Deployment & Value Capture
    Unlocking scalable investment, better financing terms, and stronger exit valuations through hybrid portfolio structuring and optimisation. 
15:00
  1. Coffee Break
    30 mins
15:30
  1. Presentation
    30 mins
16:00
  1. Renewable M&A: Price Discovery, Consolidation, and Strategic Advantage
    30 mins
    • Capital Deployment & Value Capture
    Securing exits and recycling capital by aligning valuation and platform strategy with the realities of Europe’s selective renewable M&A market. 
16:30
  1. Chair Closing Remarks
    5 mins