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 […]
Wind energy drives down European electricity market prices despite TTF gas reaching its highest levels since 2022 in the second-to-last week of October
AleaSoft Energy Forecasting, October 26, 2026. In the week of October 19, weekly prices declined in most European electricity markets, supported by increased wind energy production, despite rising demand and gas prices. Italy was the exception. France set an all‑time record for wind energy production for an October day. TTF gas futures reached their highest […]
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 […]
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
AleaSoft Energy Forecasting, October 19, 2026. 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 […]
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 […]
Gas price surge did not prevent prices from falling in most European electricity markets in the second week of October
AleaSoft Energy Forecasting, October 13, 2026. In the week of October 5, weekly prices fell in most European electricity markets, supported by higher wind energy production in Germany and France and, in the Iberian Peninsula, by lower demand and higher solar energy production. Italy was the exception, driven by rising gas prices and lower solar […]
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 […]