European IPPs are changing. And Operating Models need to keep up
For decades, the European Independent Power Producer playbook was straightforward. Government-backed feed-in tariffs and ten-to-twenty-year Power Purchase Agreements locked in revenue. Commercial complexity was low, and outsourcing the trading function made practical sense. That model is cracking. Feed-in tariff availability is tightening and increasingly conditional. Long-term PPAs command steep discounts as corporate buyers reject inflexible, decade-long commitments […]
Consumer flexibility: the next cash cow in power
The real value in the power market is no longer the kilowatt-hour itself. It is the ability to decide when electricity is consumed, stored, or exported, and to turn that timing into lower costs, better system utilisation and new margins. For years, flexibility sat in the category of “important in the future”, and that is […]
PPAs have changed. Most Operating Models haven’t.
For years, power purchase agreements were treated as financial instruments: priced, signed, and left alone. That model no longer holds. Today, the value of a PPA is not determined at the point of signature, but through continuous operational execution. What was once a contract has become a service, and many energy companies are not structured […]