🇩🇪 Germany: Europe’s Largest Power Market and Its Most Complex Solar and Storage Opportunity 🇩🇪

Synopsis

Grid congestion, redispatch costs, negative pricing hours and a rapidly evolving regulatory framework have made underwriting harder even as the market grows. Meanwhile, the accelerating phase-out of coal and rising industrial power demand are creating genuine long-term opportunity for hybrid assets. This roundtable examines the realities of the German market in 2026 and what the path to 2030 looks like.

• Grid congestion, redispatch exposure and how developers are pricing and managing curtailment risk across German regions
• The German BESS market: what capacity market, FCR, aFRR and wholesale arbitrage revenues are delivering today
• How negative pricing hours are reshaping PPA structures, capture rates and merchant exposure in Germany
• Permitting reform and the EEG framework, what has changed and where the pipeline is actually moving
• What international IPPs and investors need to understand before scaling German solar and storage exposure