Solarplaza Summit | Asset Management Europe

In this opening keynote, we analyze what is driving investor confidence or undermining it, and what the next phase of renewable scale-up looks like from the vantage point of one of the world's largest green infrastructure investors.

Exploring the financial markets layer in greater depth, this presentation examines how capital markets are responding to the specific challenges facing renewable asset owners. It sets the strategic direction by examining how capital flows and global policy direction are shaping the scale-up of PV, BESS, and other renewable technologies. It zooms in on interest rates, merchant risk, bankability of new technologies, and the evolution of financial models.

Delivered by a leading market analyst, this data-driven presentation provides a snapshot of global and regional financing trends across solar, storage, and hybrid renewable assets. It highlights how shifting deal structures, valuation metrics, and market conditions are influencing investor expectations and capital allocation heading into 2026.
 

Capital is flowing, markets are volatile, and the data is clear. But what does all of this mean for asset owners and asset managers? This presentation translates the macro trends and market dynamics shaping European renewable investment into a practical framework for portfolio decision-making: how leading asset owners are positioning their portfolios for merchant exposure, hybrid integration, and capital recycling in an environment where the rules of value creation are being rewritten in real time.

While hybrid PV + BESS projects promise higher revenues, financiers and asset owners remain cautious. This session provides a reality check on how banks, equity investors, and asset managers assess hybrid revenue stacks and what it takes to turn optional upside into financeable cash flows.

Negative pricing is now a frequent occurrence in many European electricity markets, and PPAs are evolving to better protect both buyers and sellers. Drawing on real-world examples from contrasting European regulatory environments, this session examines how PPA structures, volume flexibility mechanisms, and storage integration are redesigned to manage wholesale price volatility and preserve bankability across utility-scale and C&I solar portfolios.

Electrical components such as inverters, transformers, cabling, and wiring are often overlooked but can significantly impact the safety and performance of European solar assets. This session highlights common failure points, their impact on energy yields and uptime, and shares practical insights through a real-world case study.

The transition from EPC completion to operational asset management is one of the most consequential (and often underestimated) moments in a renewable asset's lifecycle. Documentation gaps, incomplete commissioning data, and misaligned expectations between construction and operations teams can cause performance and financial consequences that persist for years. Drawing on real-world experience managing this handover across multiple European markets, this presentation examines what asset owners and asset managers can do to protect long-term performance from the moment keys change hands, whether the handover is between internal teams or external third parties.

This session explores the evolving M&A landscape in the solar and BESS sectors as the market enters 2026. It examines key trends in valuations, deal structures, and strategic considerations for buyers and sellers amid regulatory change, technological development, and shifting capital flows.

As the secondary market for European renewable assets matures, traditional M&A and financing processes are proving too slow, manual, and fragmented. This presentation explores how digital marketplaces and advanced platform environments are removing friction from deal flow, enabling asset managers to accelerate due diligence, accurately value portfolios, and secure capital faster in a highly competitive landscape.

This session moves beyond the hype to examine how AI, machine learning, and advanced analytics are transforming solar O&M across Europe. Through real-world use cases, it demonstrates how these tools reduce site anomalies, enhance energy yields, and enable asset managers to make more informed operational decisions across diverse portfolios.

As BESS assets become critical to portfolio survival, maximizing revenue depends on high-fidelity data. Discover how advanced software solutions bridge the gap between O&M and smart market trading, reducing downtime and enabling grid agility.

What does three decades of building, financing, and operating renewable energy assets teach you about where the industry is heading? In this closing fireside chat, one of Europe's most experienced solar entrepreneurs reflects candidly on the forces reshaping asset management, from the physical and commercial value of renewable infrastructure to the strategic decisions that will separate the winners from the rest over the next decade. An unscripted, honest conversation to close the day.