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 PPAs and revenue hedging protect asset value?
• Has standalone utility-scale solar had its day in the region?