Power, Politics, and Profit 2026–2030

Synopsis

Record installations collided with political intervention, grid instability, manufacturing losses, and rising system risk. This keynote reframes solar’s role as critical infrastructure rather than a growth story. Drawing on the most disruptive events of 2025 and Q1 2026, it sets out what utility-scale solar and storage must become in Europe to stay investable, reliable, and trusted through 2030.