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 […]
Analysis October
2026
European electricity markets registered their highest monthly prices in recent years in October, driven by rising gas prices
2026
AleaSoft Energy Forecasting, November 3, 2026. In October 2026, prices rose in most major European electricity markets and reached their highest monthly averages since at least January 2023. Tensions in the Persian Gulf and low European gas reserves drove up gas prices. Higher gas and CO2 prices, together with lower solar energy production than in […]
Lower wind energy production and rising gas prices drive up European electricity market prices in the last week of October
AleaSoft Energy Forecasting, November 2, 2026. In the week of October 26, prices rose across the main European electricity markets as wind energy production declined and gas and CO₂ prices increased. Spain and Portugal reached their highest daily prices since April 2022. Low European gas storage levels and tensions in the Strait of Hormuz pushed […]
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 […]
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 […]