Davide Marro

Germany's solar PV sector is booming, leading Europe in #PPA deals despite pricing and cannibalisation challenges. With a shift towards solar-plus-BESS on the horizon, the market remains dynamic Can Germany sustain its solar momentum? Read here (free): https://lnkd.in/dY-42QF

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Where Are We Headed? 💡 Energy Costs Energy costs for industry in the EU are several times higher than in China or the U.S., with nearly 60% of companies now citing energy prices as the primary barrier to investing in the EU. ⚡ Regional Differences Despite the energy price crisis, Nordic countries remain competitive, while Lithuania and the Baltic states became leaders in new RES capacity development, steadily closing the price gap with the Nordics. Together, the vast renewable resources of the Nordics and Baltics position this region to become a global leader in RES-based, competitive energy pricing. 🚀 Unlocking the Future This potential is not guaranteed. We must unlock the full potential of RES in this region by: 🔗 Building Networks and Interconnections To bridge EU regions of energy surplus and demand, we need new pipelines and power lines to transfer renewable energy across thousands of kilometers in any form. #tomorrows_infrastructure 🔄 Increasing Flexibility and Seasonal Energy Storage We must prepare for tenfold higher fluctuations in energy production, with solutions for both short-term flexibility and seasonal energy shifting to manage “Dunkelflaute” and energy price volatility. #flexibility #storage 🛡️ Enhancing Security and Resilience Energy security is essential for national and regional stability. Our region’s attractiveness and competitiveness depend on strong physical and cyber protection of energy infrastructure. #resilience #security 🤝 Our Strengths: #People and Regional #Cooperation 🌍 Regional Cooperation This isn’t about any single entity or country; it's about the Baltic Sea region, cross-sector and cross-institution cooperation, which is essential to maximise the value of energy transformation. 👥 People Nothing is accomplished without people. We must grow our skills, build partnerships, and strengthen our teams. To be partner you can trust. This is our strategy. This is how I see it. Join us in creating the energy future— #together with EPSO-G.

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From S&P Global Commodity Insights: The Global installed capacity of #solar photovoltaics has experienced remarkable growth in recent years as countries work towards achieving their #decarbonization goals. This surge in #SolarPower has led to an increasing presence of this technology in electricity systems worldwide. Join solar market reporter Lena Dias Martins and associate director for solar research Josefin Berg as they dive into the latest trends, forecasts, and how this technology is impacting decarbonising electricity systems. Listen to the Platts Future Energy Podcast now: https://okt.to/Yto6ry

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Today at the EM-Power Europe Conference in Munich, I took part in the “Demand Side Flexibility - the Role of Grid Infrastructure, Market Parties and Digitalisation in Meeting Consumers’ Expectations” session alongside Andreas Jahn, Sebastian Mahlow, Dr. Frank Schlichting and Alex Schoch, and moderated by Carmen Gimeno de la Fuente. The growing electrification of our society puts Power Grids at the centre of the Energy Transition, and according to the Eurelectric “Grids for Speed” report, EU 27 countries and Norway will need to invest around 67 B€ per year from 2025 to 2050 to enable a successful Energy Transition and secure energy supply. EDP's network distribution companies operate in Brazil, Portugal, and Spain, and comprise 389k kilometres of networks and distribute 86k GWh to 11,8M connections. We are actively working to enable the Energy Transition, connecting renewable power plants, self-consumption installations, energy communities and electric mobility charging stations, using Smartgrids as the backbone to connect and provide information, and providing 400M daily data records in Portugal alone, information that we share with everyone through our Open Data Portal (e-redes.opendatasoft.com). We are conducting flexibility pilots and adopting more and more Agile practices to make the most of our resources. We work relentlessly for our grids to enable the Energy Transition. #grids #energy_transition #smart_meters

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Each month we talk about renewables and analyse energy markets updates and economic key facts across Europe. In our Energy Matters monthly updates we examine and share key information that helps companies understand how those stories and price fluctuations impact business. Discover some highlights from our April report:   ·      China unveiled a new fiscal stimulus to spur economic activity. ·      Inflation in the Eurozone dropped more than expected, reinforcing expectations of monetary policy easing by the European Central Bank in the months ahead. ·      Russian attacks on storage infrastructure in Ukraine are causing concerns. These storage units are considered additional reserves for the European market. ·      Oil prices have reached their highest level since October 2023.   Sign up to Energy Matters today to discover more! https://lnkd.in/eaN9VbYs  

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Our New – #Business #Energy Market #Report is #live – As Jun24 saw the continuation of increased wholesale price movements across both tracked #gas and #power contracts, similar to the movements seen in April and May – with below-average temperatures for the majority of the month keeping a steady level of heating demand on the system, which would typically be lower at this time of the year.   Across the month, we saw day-ahead gas register a 6.8% gain month-on-month to average 81.95p/th. Similarly, front-month contracts registered price increases, up on average by 5.1% when compared to May24, with Jul24 seeing a 5.9% rise to 81.25p/th, and Aug24 growing 4.3% to 82.65 p/th. Gains were supported by restricted gas supply from the Norwegian and UK Continental Shelves acting to tighten system conditions, and as result of continued outages across several large Norwegian gas fields, shorter-dated gas contracts registered gains.   Moreover, prices found support from an outage across the Wheatstone LNG processing facility in Australia, which acted to impact global LNG supply levels and lead to increased Asian cargo competition. Longer-term contracts found support from the increased Asian cargo competition as competition for the procurement of LNG grows, however this remains subdued by strong gas storage stocks across Europe.   Seasonal gas contracts from Win24 to Win26 were, on average 2.5% higher in Jun24 when compared to May24 – despite some risk removed from these contracts as European gas storage levels remain well stocked. In continuation, more notable price gains across front-month contracts were offset by the notable stockpiles of European gas, which currently sit at 76% at the time of writing – boosting gas supply amid reduced Norwegian output.   This trend is anticipated to continue as the summer months progress and temperatures remain elevated – acting to lower gas-for-heating demand.   Rising front-month contracts in gas provided a bullish price direction for power to follow – with day-ahead power prices registering a 5.0% gain month-on-month to average £75.58/MWh. Additionally, these gains can also be attributed to tightened system margins following decreased gas supply, an outage across the Hartlepool 1 nuclear reactor, and below-average temperatures.   Similarly, both front-month power contracts registered gains, as Jul24 rose 4.3% to £74.32/MWh, and Aug24 grew 3.7% to £73.78/MWh. Moreover, much like its gas counterpart, seasonal power prices saw a collective upwards movement – rising 1.6% on average. Win 24 traded as the premium market, seeing a 3.0% increase to average £88.83/MWh.

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Waaree Renewable Technologies Ltd Renewable Tech Pursues Acquisition of Enel Green Power India Waaree Renewable Technologies, the listed arm of IPO-bound Waaree Energies, is pursuing the acquisition of Enel Green Power India for an estimated $300-350 million. Enel’s Indian unit has a renewable energy portfolio of 760 MWp, which includes 420 MW of solar and 340 MW of wind assets, along with a 2 GW project pipeline and 190 MW of power purchase agreements. This potential acquisition could enable Waaree to establish an independent power-producing platform (IPPP), enhancing its presence in the solar EPC sector. With a robust clientele that includes L&T, Adani Group, and Aditya Birla Group, Waaree aims to diversify its business through this strategic move. As Waaree Energies prepares for its IPO, planning to raise ₹3,000 crore through a fresh share issue and an offer for sale, the acquisition would significantly expand Waaree’s footprint in India’s renewable energy landscape, amid potential competition from JSW Energy Ltd. #RenewableEnergy #SolarPower #WindEnergy #WaareeTech #EnelIndia #IPPP #GreenEnergy #EnergyAcquisition #EPCBusiness #IndiaEnergy

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World’s commitment to research ways to generate #CleanEnergy is essential, and #Renewables have to play an important role in this effort, even more once the storage capacity will be commercially ready... Nevertheless we have to understand that for different reasons such as intermitency, lack of storage capacity, grid improvements... we are not yet ready for a #RenewablesFirstFuture... Quoting to Simon Sinek: "Pure pragmatism can´t imaging a bold future. Pure idealism can´t get anything done. It´s the delicate blend of both that drives innovation"... Now more than ever, the world need this delicate blend of pragmatism and idealism to build a sustainable future for next generations!!!

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The future of Europe’s energy security and competitiveness needs a robust, interconnected #DCOverlayGrid. This grid will become the essential backbone for transporting #renewableenergy across long distances, connecting #offshore wind farms in the North Sea - our #GreenPowerhouse - and industrial centers across Germany and Europe. To dive into this pivotal milestone in our energy transition, I had the pleasure of opening TenneT’s first #DCGridVisionConference in Berlin today with Giles Dickson, CEO of WindEurope. At TenneT, we believe that the DC Overlay Grid is key to scaling offshore wind and securing Germany’s and Europe’s industrial future. Achieving this vision requires longterm planning to allow investment, paired with the flexibility to adapt to shifting markets and technologies. In addition we strengthen the supply chain with #FrameworkAgreements for supplier security and #standardization for serial production. Cross-border collaboration is crucial. By connecting Europe’s grids, we aim to enhance efficiency, reduce costs, and strengthen energy security – in Germany and in Europe. The future of our energy transition hinges on a shared #DCVision and collaborative action. Together, we can make it a reality. #LightingTheWayAheadTogether

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India’s path to achieving 500 GW of green energy target by 2030 requires adequate transmission corridors to wheel the power across the nation. Understanding grid challenges, timelines, investment needs and bottlenecks is vital for timely and efficient execution. Mr. Sharib Razi addresses these topics in his interview with Saur Energy International Magazine. Read Now: https://lnkd.in/gquryzvi #Amplus #Transmission #RenewableEnergy #India #SaurEnergy

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👩‍⚖️ 🕰 So the #Alternative_Fuels_Infrastructure_Regulation has entered in validity as of 13 of April 2024. 🚗 ⚡ Big leap forward in terms of accessibility to public charging stations for the EV Drivers, particularly for what concerns possibility to pay for ad-hoc charging sessions with a credit/debit card. #AFIR will have a big impact also on #CPO's business models and on #EV_Charging_Station_Manufacturers as it does impact the design and build of the equipment. ☀ Happy to see that the #European_Commission shed some light by publishing "Questions and Answers on the Regulation on the deployment of alternative fuels Infrastructure (EU2023/1804)" which addresses some of the most debated topics of the past months, for example payment via #QRcode. more infos here: https://lnkd.in/dKWQ2raM

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You are invited to an exclusive free webinar by the German Solar Association, hosted by Intersolar Europe 🎙️⚡ Fascinatingly, Germany holds one of the leading solar market positions in the EU with a total contribution of nearly one third of the region! This rapid expansion leads to groundbreaking goals set for the upcoming years: Adding 20 GW of solar capacity nationwide ☀️ So the key question appeals: To what extent is this practicable and what are the needed strategies for the realisation of those projects? In this webinar, you can catch very detailed insights from the experts David Wedepohl, Managing Director of International Affairs and Dr. Christoph Kost, who is specialized in the analysis of energy technologies and their future interactions. 👉Join here for the latest market reports on regional PV market: https://bit.ly/3Sb1lVz #Intersolar #TheSmarterE #Webinar BSW – Bundesverband Solarwirtschaft e.V. Fraunhofer-Institut für Solare Energiesysteme ISE

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The #EuropeanSolarCharter: Signed ✅ Sealed ✅ Delivered 🔜   Today in Brussels, 23 EU Energy Ministers, as well as around 100 solar companies, signed a commitment to support European solar manufacturers.   At the signing, our CEO Walburga Hemetsberger said:   "The continent’s governments have made a high-level promise to our manufacturers, recognising their critical role in the strategic supply chains of today and tomorrow.   We continue to urge rapid action and concrete measures at national and EU level to support manufacturers. This means rolling out resilience criteria in public procurement and auctions as soon as possible, unlocking subsidy support, and establishing dedicated EU financing for solar."   Europe, and the world, is banking on #solar ☀ to guide us out of the climate and energy crisis towards a new era of green prosperity and security.   An important moment, the European Solar Charter marks the beginning of the conversations that Europe must undertake to deliver its #energy and #climate security goals.   armin froitzheim SOLARWATT Germany, Frederic Maenhaut Amarenco, Jörg Ebel IBC SOLAR AG, Katharina Luise Eickelberg SMA Solar Technology AG, Michele Bologna Enel Group 3SUN, Pierre-Emmanuel MARTIN CARBON, Thierry Saegeman   Alexandra Sdoukou, Krzysztof (Chris) Bolesta, Maria Da Graça Carvalho, Sara Aagesen, Leonore Gewessler, Tinne Van der Straeten, Jozef Sikela, Lars Aagaard, Tiit Riisalo, Kai Mykkänen, Roland Lescure, Kaspars Melnis, Dainius Kreivys, Lex Delles, Rob Jetten, Sebastian Burduja, Tomáš Taraba, Bojan Kumer   Read more 👇 https://lnkd.in/eeXKHJj5 Photo: © Jesse De Meulenaere

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respect energy Secures 10-Year #PPA with PVE Development Group for 63 GWh of #SolarEnergy in Poland respect energy, a prominent Polish energy trader, has announced the signing of a long-term power purchase agreement (#PPA) with photovoltaic (#PV) developer PVE Developmen Group to supply nearly #63GWh of #renewableelectricity per year to customers throughout Poland. The agreement, set to extend through the end of 2035. The renewable electricity will be generated by a portfolio of 11 #solarparks with a combined capacity of 57.3 MW, situated across Poland's western and northwestern regions in the West Pomeranian, Lubusz, and Wielkopolskie Voivodeships. Read more: https://lnkd.in/gUYVBZHB #solar #solarenergy #renewableelectricity #solarpark #PV #PPA #respectenergy #PVE

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