太阳能投资使命：探索新领域.pdf

1、MISSION SOLAR EXPLORE EUROPES NEXT ENERGY FRONTIERMain SessionMISSION SOLAR INVESTMENTS:EXPLORING NEW FRONTIERSMISSION SOLAR EXPLORE EUROPES NEXT ENERGY FRONTIERSPEAKERLaurent SegalenManaging Partner,Megawatt-XMISSION SOLAR EXPLORE EUROPES NEXT ENERGY FRONTIERSPEAKERChristof LessenichHead of Unit Ma

2、rkets,DG ENER,European CommissionThe electricity market design reform:better support for renewable investments4 March 2024Solar Power SummitChristof Lessenich Head of Unit Internal Energy Market DG ENERElectricity prices are volatile and create a difficult investment contextSource:Ember-https:/ember

3、-climate.org/data/data-tools/europe-power-prices/Electricity prices/MWhRenewable generation assets willincreasingly struggle to capture prices2023 WeeksHours of the daySource:Julien Jomaux,https:/ pricesduringmiddayhours in high solar seasonHigh prices in morning/summerin high solar seasonDE PricesT

4、he more RES of a similargeneration technologies are installed,the higher their impact on prices.Solar generation is leading to the emergence of duck curves with lower prices at solar peakproduction and higher prices in peak demand time.This leads to difficulty for RES developers to capture a suffici

5、ent rent through the spot markets.2023 has seen the most hours with negative prices in the Netherlands,sometimes reaching the minimum limit of-500/MWh.One of the main reason leading to such prices is the lack of exposure to price signals of solarproducers,removing incentives to stop producing at tim

6、e of surplusSupport schemes need to provide correct incentivesSource:CREG,Study on the occurrence and impact of negative prices in the day-ahead market,2023EMD introduces a better toolbox for MSs to support RES development:PPAsMS to promote the uptake of PPAsInstruments to reduce financial risk shou