The Pexapark Podcast

Unpacking the 5 Key Trends That Paint the Full Picture of Europe’s PPA & BESS Offtake Markets

7 snips
Sep 4, 2025
Dominique Hischier, VP of Analysis & Editorial at Pexapark, dives deep into the shifting landscape of Europe's PPA and BESS markets. He discusses how wind energy faces challenges while solar, particularly in Italy, remains robust. Hischier highlights the implications of negative pricing, especially in Germany, and the surge in battery storage systems across Europe. The conversation also touches on the EU’s support schemes for heavy industries and the increasing trend towards mark-to-market valuations for agreements.
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INSIGHT

EU Industrial Power Support Links To Decarbonization

  • The EU proposed a temporary support scheme to cut heavy-industry power costs up to 50% if savings are reinvested into decarbonization.
  • The aid lasts max three years per company and aims to lower prices to around €50/MWh while requiring reinvestment.
ADVICE

Mark PPAs To Market Regularly

  • Implement mark-to-market (M2M) on PPA portfolios to track real-time gains and losses.
  • M2M reveals exposure early and enables renegotiation or hedging before risks escalate.
INSIGHT

Nordic Oversupply Crashes Wind Prices

  • Northern Sweden faces deep price cannibalization with day-ahead prices near €12/MWh and high negative-price hours.
  • Oversupply, limited export capacity, and weak demand have forced curtailments and stalled new wind investments.
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