cannibalisation

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September 19, 2022
The proliferation of solar requires PV projects to adapt to their grid surroundings, which increasingly entails connecting alongside adjacent technologies, be it energy storage, other renewables or green hydrogen. Amid the growing threat of curtailment, Jules Scully looks at the rise of the ‘solar-plus’ market and the financial models underpinning it.
June 8, 2022
High power prices in Europe may be obscuring the impacts of price cannibalisation that threatens the future profitability of renewable energy on the continent, with a ‘belt of doom’ observed in Germany and Spain at risk of 30% cannibalisation rates by 2030.
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December 16, 2021
With subsidies now a distant memory in most markets, solar is increasingly finding itself deployed via government tenders and corporate PPAs. But what are the prospects for those to mature, and to what extent will merchant revenue models emerge this decade? Jules Scully reports.
February 5, 2020
Wholesale price cannibalisation poses the most significant threat to Europe’s utility-scale solar industry, a panel of investors has heard at the London event.
June 26, 2019
Wood Mackenzie: Continent will grow to install annual 20GW within three years but shift to auctions and merchant exposure will see profitability come under pressure.

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