欧洲光伏市场中技术、价格和ESG的平衡.pdf

1、Balancing Technology,Price,and ESG in Europes PV MarketJessimiela Usidame PV ModuleTech Europe 2025Current Role:Procurement Manager,Elgin Energy(Solar&BESS)Experience:12+years across facility management,utilities,energy sourcing,and renewables(IPP and EPC).Expertise:Strategic procurement,supplier en

2、gagement,stakeholder management and contract negotiation across Solar,BESS,and Wind(O&M).Track Record:-Delivered 300MW in solar and BESS assets across the UK-Supporting delivery of 1.2GW across the UK and Ireland in 24 months-Managed MSAs and framework contracts with European and Chinese suppliers-W

3、orked across full turnkey and split-scope models-Past roles:Voltalia(Solar,BESS&Onshore Wind),Fluence,ScottishPower,JLL,Equans etcSkills:Stakeholder management,IRR-aligned sourcing,vendor audits,SLA frameworks,and ESG-led procurementProcurement Has Grown UpFrom tactical buying to strategic leadershi

4、pNot just picking lowest cost,but managing risk,ESG,and IRR impactProcurement now sits at the boardroom tableWhy the Shift IRR LONG TERM OFFTAKEO&MREPUTATIONAL RISK COMPLIANCE LEGAL REQUIREMENTS The Triple ConstraintProcurement must balance,not trade offTechnology:TOPCon,HJT,bifacial fast evolution,

5、complex choicesPrice:Falling costs,but at what quality compromise?ESG:Traceability,labour standards,carbon impact rising pressureWhy this is a Challenge for BuyersNavigating oversupply and volatile pricing01Assessing claims from emerging tech players02Aligning internal stakeholders across finance,le

6、gal,and ESG03Keeping sourcing frameworks investor-ready04ESGEU REGULATIONS INVESTOR REQUIREMENTS ESGBalance between Investor requirements and EU regulations Key Point:2 layers of scrutiny.Linked not independent-Some requirements we look out for:Compliance with EU regulations such as SFDR(mandate dis