AleaSoft Energy Forum 27: battery storage facing the challenge of financing and bankability
AleaSoft Energy Forecasting, November 4, 2026. The AleaSoft Energy Forum 27 brought together representatives from generation, large consumers, retail, consultancy and banking to analyse battery storage, its financing and the outlook for the energy sector in 2027. Price forecasts, probabilistic analysis and risk management are emerging as key to assessing the profitability and bankability of […]
Electricity market volatility opens up opportunities for industrial demand flexibility
AleaSoft Energy Forecasting, October 30, 2026. The difference between the hours with the lowest market prices and the hours with the highest prices makes it possible to assess the value of industrial demand flexibility. A simulation based on 2026 day-ahead market prices illustrates the potential of shifting part of consumption within the same day. Its […]
Three markets, three models: how storage is financed in Spain, Italy and Germany
AleaSoft Energy Forecasting, October 28, 2026. Battery storage is advancing in Europe, but investment and financing opportunities differ across markets. Spain, Italy and Germany are developing different capacity and support mechanisms, while hourly prices, ancillary services and regulatory conditions determine the profitability of BESS projects. These differences make it necessary to analyse each market using […]
Photovoltaic financing in a new market: adapting debt, PPAs and assets
AleaSoft Energy Forecasting, October 27, 2026. The evolution of electricity market prices and of the revenues captured by photovoltaics poses new challenges for renewable project financing. Adapting debt, reviewing PPAs and assessing hybridisation with batteries can improve the profitability and bankability of existing plants. Long-term forecasts and probabilistic scenarios are the basis for making these […]
Electricity market volatility opens up opportunities for PPAs between producers and large consumers
AleaSoft Energy Forecasting, October 23, 2026. Growing volatility in electricity markets poses different risks for renewable producers and large consumers. While the former seek to protect their revenues against low prices, the latter need to limit their exposure to possible price rises. PPA contracts can provide stability to both parties, provided their terms are adapted […]
New battery contracts and hybrid PPAs: valuation, accounting and financing challenges
AleaSoft Energy Forecasting, October 21, 2026. 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 […]
Today’s spread is not the 2035 spread: cannibalisation will decide which batteries are bankable
AleaSoft Energy Forecasting, October 20, 2026. 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 […]
Batteries open a new route to financing solar PV
AleaSoft Energy Forecasting, October 16, 2026. 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 […]
The future will be renewable, but not low-priced: data centers change the equation
AleaSoft Energy Forecasting, October 15, 2026. 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 […]
From installing renewables to knowing how to manage them: the next transformation of the electricity market
AleaSoft Energy Forecasting, October 14, 2026. After almost three decades of transformation of the electricity market, the next major challenge is no longer just installing more renewable capacity. Storage, demand flexibility, grids and an operation ever closer to real time will be decisive in efficiently integrating renewable energy production and making the most of its […]
The energy sector and the elections: 30-year investments versus four-year political cycles
AleaSoft Energy Forecasting, October 9, 2026. The snap general election called for November 29 opens a new political chapter at a significant moment for the energy sector. Many of the decisions taken during the next legislature will affect investments with a useful life of several decades. Renewables, storage, grids, nuclear, industry and new sources of […]
The new SRAD activation strengthens the value of batteries for large consumers
AleaSoft Energy Forecasting, October 2, 2026. The new activation of the Active Demand Response Service (SRAD) highlights the growing need for flexibility in the electricity system. For large consumers, batteries turn this need into an opportunity. They make it easier to participate in the SRAD, providing flexibility without directly affecting production processes, and at the […]