How Attractive is Solar to Investors in a Price-Compressed Environment?

Synopsis

Solar generation is driving negative power pricing, posing a threat to revenues, how are investors adjusting their expectations around returns?

• How far can battery storage, green hydrogen and other technologies go to reduce risk?
• What strategies can be employed by investors to hedge against price volatility in renewable energy projects?
• Do governments still need to provide subsidies to make it worth investing in generating or storage assets, or should the focus shift to market design?
• How will banks and other financing providers need to change to fit in with the new norm?