Beyond Price: The Role of Financial Modelling in OEM Selection and Contract Negotiation – Part III
Selecting the right supplier for renewable energy projects is one of many critical decisions a developer will make. While OEMs compete fiercely on price and margins, developers who focus solely on Capex risk overlooking crucial factors like technology, yield, timing, and financial exposure. In a landscape shaped by uncertainty, whether around permitting, grid connection, or offtake agreements, financial modelling becomes more than a tool. It becomes a strategic compass.
Striking the right balance: Grid independence vs. Power supply cost in modern Data-Centers
Global data-center growth is accelerating at an unprecedented pace, largely driven by the surge in AI workloads. According to the International Energy Agency (IEA), data centers consumed about 415 TWh of electricity in 2024 (≈1.5% of global demand), and this figure is projected to more than double to 945 TWh by 2030, roughly equivalent to Japan’s current annual electricity consumption.
Beyond Price: The Role of Financial Modelling in OEM Selection and Contract Negotiation – Part II
Selecting the right supplier for renewable energy projects is one of many critical decisions a developer will make. While OEMs compete fiercely on price and margins, developers who focus solely on Capex, risk overlooking crucial factors like technology, yield, timing, and financial exposure. In a landscape shaped by uncertainty, whether around permitting, grid connection, or offtake agreements, financial modelling becomes more than a tool. It becomes a strategic compass.
Beyond Price: The Role of Financial Modelling in OEM Selection and Contract Negotiation
Selecting the right supplier for renewable energy projects is one of many critical decisions a developer will make. While OEMs compete fiercely on price and margins, developers who focus solely on Capex, risk overlooking crucial factors like technology, yield, timing, and financial exposure.
Battery Revenue Opportunities Across European Energy Markets – Part 2
Countries in Central Europe show both high forecast capture rates as well as total revenue potentials.
Battery Revenue Opportunities Across European Energy Markets – Part 1
Countries in the western and southern parts of Europe show similar forecast capture rates of their total revenue potential. However, that does not translate into equal opportunities – market scale and regional variation are key elements to consider in the investment decision.
Valuation of IPPs vs. Developers
Valuation of IPPs vs. developers: How are macroeconomic conditions impacting strategic decisions in renewable energy?
Curtailment: Crisis or opportunity?
Spain’s record-breaking curtailment
volumes in July 2025 mark a pivotal
moment for the energy market. With a
more complete view of the summer data,
the scale and persistence of the imbalance
are becoming increasingly clear.