I must say, i am reading your substack and i truly appreciate posts like this! You write extremely good and the insights are valuable in my opinion, great work! Really nice to see the price movement as you showed - not to mention all other posts on your channel :)
What will this mean in the future? New projects need to have solid revenue stream, otherwise there wont be new investments. Current low bids (and 0 euros bids) on the wholesale are feasible due to CfD, funds,... Are investors going to make new projects to get the LCOE as revenue?
I must say, i am reading your substack and i truly appreciate posts like this! You write extremely good and the insights are valuable in my opinion, great work! Really nice to see the price movement as you showed - not to mention all other posts on your channel :)
Cool! Did you use implied market heat rate for the normalization?
What will this mean in the future? New projects need to have solid revenue stream, otherwise there wont be new investments. Current low bids (and 0 euros bids) on the wholesale are feasible due to CfD, funds,... Are investors going to make new projects to get the LCOE as revenue?
Great post!
Brilliant analysis! Thx!
Thanks.
As always, great and thanks for sharing Julien
Thanks