RENEWABLE POWER MARKET ENVIRONMENT AND GROWTH ESSENTIALS
Market Context & the Supply Options for a Clean Power Mix
Changing supply mix examples: rates of change and barriers to zero-carbon
Competing or complementary? How do different supply options really interact?
Considerations when assessing market growth opportunities, including policy environments.
Good news and bad news in the growth of renewable power
Why understanding the wider mix is critical for developing sustainable business models
Channels to Market and Energy Policy
If you can’t sell it, you can’t make money: the importance of understanding channels to market
Opportunity and risk comparisons of government auctions, utility tenders, corporate PPAs and merchant (market) approaches
Changing policy mechanisms and trends, including a critical analysis of statements such as ‘subsidy-free’
New competitors and emerging market channels, particularly as energy assets become more widely distributed
Utility-scale Business Case Variables
Cutting through the complexity: what determines whether utility-scale renewable power projects make money?
How are the key business case variables changing, including cost trends and new revenue streams?
Is ‘levelised cost’ (LCOE) still a relevant or useful metric?
The value of electricity: including price volatility, negative pricing and peak pricing
The determinants of available sources and costs of finance
Renewable Power Behind-the-Meter
What end-users actually pay: wholesale prices, system costs, policy costs and retail prices
Commercial and Industrial (C&I) sites: business case drivers and data-gathering requirements
Domestic (residential) customers: what are the key market drivers and barriers?
Grid cost recovery and other policy risk issues for sustainable, behind-the-meter business models.
Renewable power in microgrids, in both remote and urban settings.