Geopolitics, Energy Security & the Renewable Supply Chain
The European solar supply chain is navigating a period of structured adjustment following recent shifts in international financing guidelines. We will explore how upcoming European compliance and cybersecurity frameworks affect clean tech procurement and outline the strategic steps developers are taking to maintain pipeline bankability.• What are the core timelines of the new compliance restrictions, […]
CEE Solar 2026: Capture Rates, Curtailment & the New Project Economics
In 2026, capture rates have declined to 50-60% of baseload, while negative prices have reshaped the investment case for standalone PV assets. This panel evaluates how developers and financiers navigate cannibalisation and grid constraints.• How are curtailment and cannibalisation impacting asset economics?• What does a financeable, bankable solar project look like today?• What innovations in […]
