News on European electricity markets
Week 43/2026
(19/10/2026-23/10/2026)
| NEWS |
October 21, 2026
New battery contracts and hybrid PPAs: valuation, accounting and financing challenges
Tolling agreements, revenue share contracts and hybrid PPAs make it easier to finance batteries and manage market risk, but they complicate their valuation and accounting treatment. This was the analysis of the Deloitte speakers at the latest AleaSoft webinar, who pointed to reliable long-term price forecasts as the basis for valuing these contracts and justifying the assumptions to auditors.
Read Full News >>
|
October 20, 2026
Today’s spread is not the 2035 spread: cannibalisation will decide which batteries are bankable
The monthly average of the one-hour intraday spread in Spain reached €215.37/MWh in September, compared with €195.29/MWh in August. These price differences strengthen the case for battery storage, but they raise a financing question: how revenues will evolve as installed capacity grows. The bankability of BESS projects will depend on sufficient revenues under prudent long-term scenarios.
Read Full News >>
October 19, 2026
TTF gas prices at their highest levels since 2022 and lower wind energy production drive up European electricity market prices in the third week of October
In the week of October 12, weekly prices rose across major European electricity markets as lower wind energy production, higher demand and high gas prices drove increases. Italy registered its highest daily price in several years. On Monday, October 19, Spain and Portugal registered their highest daily prices since April 2022. Spain also set a new record for solar photovoltaic energy production for an October day. TTF gas futures reached their highest settlement price since December 2022 as low European gas storage levels and tensions in the Middle East pushed prices higher. These tensions also drove up Brent oil prices.
Read Full News >>
October 16, 2026
Batteries open a new route to financing solar PV
The fall in the prices captured by solar PV has made it harder to finance new projects without storage. Hybridisation with batteries can change this situation by providing flexibility and new sources of revenue, especially when part of that revenue is contracted over the long term and offers the visibility that financial institutions look for.
Read Full News >>
October 15, 2026
The future will be renewable, but not low-priced: data centers change the equation
Captured prices for solar PV have fallen because renewable generation has grown faster than demand. Data centers, electrification and storage are beginning to change that relationship. Integrating them requires adequate grids, regulation and planning, but it opens a stage in which new demand will give value to renewable energy and storage, although the early election adds uncertainty over the timing.
Read Full News >>
|
| RRSS |
October 22, 2026
Strategic Energy interview with Antonio Delgado Rigal
October 22, 2026
Alea Energy DataBase provides 1-, 2-, 4- and 6-hour intraday spread data for European...
October 21, 2026
On 19 October, the Spanish electricity market reached €215.11/MWh. Australia provides an example of how...
October 21, 2026
BESS in Spain: four revenue streams and the challenge of long-term financing
|
October 20, 2026
Solar PV generation data to support better decisions in the energy sector
October 20, 2026
A renewable energy project can take months to find an offtaker if it does not reach the right buyers
October 19, 2026
The future of solar PV also depends on the growth of electricity demand
October 16, 2026
Reliable information to analyse energy markets and support better decisions
October 16, 2026
According to the IEA...
October 16, 2026
Lower costs for four-hour batteries make them...
| WEBINARS |
On November 12, 2026, at 10:00 CET, we will hold our 71st webinar, "European energy markets: prospects, batteries and hybridisation", covering the following topics:
- European energy markets: recent developments and outlook for winter 2026-2027
- Prospects for batteries, hybridisation and energy storage
- Battery profitability and main revenue streams
- Analysis and valuation of battery and hybridisation projects
- Oriol Saltó i Bauzà, Associate Partner at AleaSoft
On October 15, 2026, we held our 70th webinar, "European energy markets: prospects, renewable energy financing and storage", covering the following topics:
- European energy markets: recent evolution and prospects for winter 2026-2027
- Financing of renewable energy and storage projects
- Prospects for batteries and hybridisation
- The role of forecasts in financing, audits and portfolio valuation
- Oriol Saltó i Bauzà, Associate Partner at AleaSoft
- Álvaro Antón Azcoiti, Director, Corporate Finance Energy at Deloitte
- Álvaro Osés Lainez, Manager, Treasury Advisory at Deloitte
| HOW WE HELP EACH PROFILE IN THE SECTOR |
Each player in the energy sector faces different decisions, but they all share the same challenge: making decisions in a context of high uncertainty, price volatility, and rapid market transformation.
At AleaSoft Energy Forecasting, we help all stakeholders in the sector anticipate scenarios, assess risks, and make decisions with a solid market outlook.
- Developers of renewable energy and battery storage projects, investment funds, and banks: support in project evaluation, financing, due diligence, asset valuation, risk analysis, PPAs, and investment decisions.
- Industry, large consumers, and data centers: support in energy cost management, purchasing strategies, hedging, PPAs, self-consumption, energy storage, and process electrification.
- Generators (utilities and IPPs): support in portfolio optimisation, revenue assessment, risk management, hybridisation, repowering, market operations, and asset planning.
- Retailers: support in portfolio management, energy purchasing strategies, pricing, hedging, demand forecasting, PPAs, and market risk analysis.
- Control centres: support in daily operations, renewable generation forecasting, demand forecasting, imbalance reduction, market participation, and management of hybrid assets and batteries.
- TSOs and distribution system operators: support in grid planning and operation, demand analysis, renewable integration, flexibility, energy storage, and system stability.
- Traders, demand aggregators, and market representatives: support in market decision-making, arbitrage, risk management, scenario analysis, buying and selling strategies, and participation in spot, futures, and balancing markets.
- Renewable fuels, hydrogen, methanol, ammonia, and biofuels: support in project evaluation, energy cost analysis, design of electricity supply strategies, renewable integration, energy storage, and market scenarios.
The goal is for each company to have access to information tailored to its reality, decision horizon, and specific risks, from daily operations to strategic planning and long-term investment.
|
| SOLUTIONS FOR MAKING BETTER DECISIONS IN ENERGY MARKETS |
The solutions from AleaSoft Energy Forecasting are designed to help companies reduce uncertainty, identify opportunities, and manage risks in increasingly complex energy markets.
- AleaStorage: helps assess the economic viability, revenues, sizing, and optimization of energy storage and hybridization projects.
- AleaGreen: helps make investment decisions, financing, asset valuation, PPAs, M&A, and due diligence with a long-term market perspective.
- AleaBlue: helps operate in markets, manage risks, define hedging strategies, and make short- and medium-term decisions.
- AleaHub: helps connect renewable sector players interested in opportunities related to PPAs, assets, and renewable and storage projects.
- AleaWhite: helps track and analyze energy market developments using the Alea Energy Database, an online data platform, and specialized market reports.
- AleaConsulting: helps develop customized analyses, market studies, audits, specialized reports, and strategic advisory to support investment decisions, operations, contracting, and risk management.
For more information on how AleaSoft Energy Forecasting can help your company with market decision-making, investment, financing, operations, contracting, or risk management, you can contact us at info@aleasoft.com.