Renewables 2.0: Opportunities in renewables in a post-subsidy world


By Duncan Ritchie; Dr. Kornelia Stycz

Substantial flows of investment into renewables have brought about significant
reductions in the cost of delivered energy, while simultaneously increasing the penetration
of renewables in most markets. These developments herald the rise of Renewables ‘2.0’, a
post-subsidy world for investment in renewable energy. Duncan Ritchie and Kornelia Stycz of
Apricum explore the opportunities in corporate PPAs and hybrid renewable energy systems in the
context of the Renewables 2.0 energy transition

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The solar industry endured an eventful 2018 with the US establishing its trade tariffs on module imports and China hitting the brakes on deployment, yet, through sheer determination, everyone ended the year feeling fairly optimistic. There is lots of cause for hope in 2019. Module prices are down for the timebeing, seeding subsidy-free markets. We are on the cusp of technological gains that can tilt that balance even further in solar’s favour. Traction with energy storage is clearing up grid headaches and creating new sources of revenue. Our ultimate 2019 briefing addresses all this and more. Our regular Storage and Smart Power section, meanwhile, includes an in-depth look at California’s vibrant market as decrees turn into deployment.

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