Solarplaza Summit | Hungary

Thursday 17 September 2026


08:30

Registration & welcome coffee

09:15

Opening words

presentation

15 min.

Radmyla Nikitchenko

Solarplaza


Session 1

The lay of the land: policy, economics, and the new market reality

09:30

Hungary's 2026 reset: the new government's roadmap for PV, B.E.S.S, and the next decade

presentation

20 min.

Hear directly from the Ministry how the new government will shape the next chapter of Hungary's energy transition: grid access, storage support, hybrid frameworks, and the 12 GW / 1 GW agenda for 2030.

  • The Ministry's priorities for PV and BESS in the second half of the decade
  • The status of grid-capacity allocation, the second METÁROLÓ round, and what replaces what
  • How the new policy framework treats hybrids, co-location, and corporate offtake

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09:50

The cost of midday: market overview

presentation

20 min.

A data-led briefing on the operational reality that the new policy framework will have to address. We’ll hear how Hungary will actually be positioned in 2026, and what midday solar surplus is costing the operators who built the market

  • The HUPX capture-price decay curve 2022–2026 vs CEE peers


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Dr. Pálma Szolnoki

Zero Carbon Hub


10:10

After the roadmap: what the market needs from day one

panel

35 min.

Following the Ministry's roadmap and the cost-of-midday data, the industry will respond: what does the new government actually need to deliver in its first 100 days, and what can the market do regardless of policy clarity?

  • Moving BESS projects forward that are currently on hold - pending METÁROLÓ Round 2
  • Overview of the regulatory clarification that the market still needs from the new government over the next 60 days
  • Where the industry will move regardless of political clarity, and where it's frozen waiting

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10:45

Morning networking break

Session 2

The upside: flexibility and aggregation

11:30

Revenue stacking case study: 1 MW / 2 MWh in Hungary, a profit & loss walk-through

presentation

20 min.

Why attend: Real numbers. Not 'opportunities exist', a 12-month back-cast of stacked revenues from a HU asset, with the gross margin breakdown.

  • Day-ahead arbitrage capture vs aFRR/mFRR
  • Imbalance fees: the actual numbers, not theoretical ones
  • Why the second hour matters more than the first

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Péter Horváth

Dunamenti Power Plant


11:50

Aggregation deep-dive: optimizations at the portfolio level

presentation

20 min.

A cash flow model deep-dive from a leading aggregator. The contract structures, fee models, and line-item revenue breakdown of a 1 MW / 2 MWh asset operating in Hungary’s Power Exchange (HUPX) through 2025, including the negative-price hours.

  • The arbitrage / aFRR / mFRR / imbalance revenue split, with real numbers
  • Fixed-floor vs profit-share aggregator contracts — what each does to the operator's IRR
  • How negative-price hours change the optimization logic — what assets earn when prices are at zero

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12:10

Hybrid or stranded: revenue model, grid access, and the new business agreements

panel

35 min.

Co-location is no longer a future trend in Hungary, but is the new standard that the structure is being built around. But the legal, regulatory, and commercial framework is currently being figured out in real deals, not in theory. The operators putting hybrid projects on the ground will walk us through what's actually being negotiated, what's hitting walls, and how the new government's stance is shaping the next 18 months.

  • The three-party negotiation (original grid user, BESS investor, and third party), and where each side is giving ground in 2026
  • The permitting and licensing reality under the 2025 co-location framework, and what's still missing in practice
  • How the new government's policy direction is changing the calculus for hybrids in development today

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Laszlo Modos

Renalfa

Thomas Neff

meteocontrol


12:45

Networking lunch break

Session 3

Bankability and offtake: financing what gets built

14:30

When midday prices are zero: the new bankability bar

presentation

20 min.

A bank's perspectives on negative hours: what changed in the lender model for Hungarian PV and hybrid assets between 2023 and 2026, and what financing looks like for the next wave of co-located projects.

  • The DSCR thresholds and capture-price haircuts that are now being applied to Hungarian solar deals
  • The replicability of cash-sweep and merchant-tail compromises in existing projects
  • What additional structuring (hedge, partial PPA, BESS scale-up) banks now want to see before close

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14:50

Voice of the offtaker: Mercedes Hungary on the corporate PPA decision

presentation

20 min.

A senior energy procurement voice from Mercedes-Benz Manufacturing Hungary takes the audience through what it takes to sign a long-term corporate PPA; what the Kecskemét plant actually needs; what's stopping deals from closing at scale; and what Hungary has to do to become the CEE PPA hub for the German automotive cluster.

  • What "green-baseload" actually means to a multinational manufacturer in 2026
  • Why do Hungarian corporate PPAs lag Spain and Germany?
  • Who underwrites the tenth year?

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15:10

Financing Hungarian hybrids: DSCRs, merchant tail, and international lessons

panel

35 min.

During this panel, five experts will test the bankability bar across international financing institutions, commercial banks, infra funds, borrowers, and international comparisons. What's replicable from Renalfa, what's specific to it, and what should Hungary learn from the UK’s Cap-and-Floor and Italy’s MACSE market structures, as these countries are two years ahead on the same curve.

  • Cross-lender comparison of DSCR thresholds and tenor for HU hybrid deals in 2026
  • International lessons: what UK Cap-and-Floor and Italian MACSE got right, and what HU should avoid
  • The ticket sizes each lender type will actually be writing for the next 5–10 HU hybrids

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Sándor Végh

Erste Bank

Amila Colakhodzic

Kommunalkredit

Róbert Róza

CIB Bank


15:45

Afternoon networking break

Session 4

What's next: AI, Data Centers, and Hungary's next frontier

16:30

The view from Amsterdam: What Hungary is about to live through

presentation

20 min.

A senior independent voice from the Netherlands market, three years ahead of Hungary on the same curve, walks the audience through what's already happened, what worked, and what didn't. Not theory. Not analyst forecasting. The view from inside a European market that solved (and failed to solve) the problems Hungary is now confronting.

  • The three things the Netherlands got right between 2023 and 2026: and which of them Hungary can still replicate
  • The two things the Netherlands got badly wrong: and which Hungary should already be moving away from
  • The single comparative indicator (capture price, BESS revenue, PPA volume, grid topology) where Hungary is not on the Dutch trajectory, and what it means

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Jan Willem Zwang

Stratergy


16:50

The real value of an MWh in 2027: what Hungary's assets will actually earn, and what the rest of Europe already knows about it

presentation

20 min.

The data session that closes the day. A 20-minute forecast of what a Hungarian solar MWh and a Hungarian BESS MWh will earn between 2026 and 2030, benchmarked against the markets two to four years ahead of Hungary on the same cannibalization curve. What Spain, the UK, Ireland, and Italy already know, and what Hungary should be doing differently because of it.

  • The 2027 number and the 2030 number
  • Where Hungary actually sits on the European cannibalization cycle
  • The two structural moves Hungary still has time to make

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17:10

Hungary 2030: viable or unfeasible?

panel

30 min.

The day's closing panel. Five market leaders, one moderator, three predictions each. By the end of this panel, the audience will have learned about the Ministry's roadmap, the cost of midday, the hybridization playbook, the offtake question, the financing reality, and the 2027 capture-price forecast. This panel takes everything from the day and converts it into a position. Not "what might happen", what will happen, who's already moving on it, and what the audience should do on Monday morning.

  • A named 2030 number from each panelist
  • The one thing each panelist is doing in the next 18 months
  • The one thing Hungary needs to get right by the end of 2027 for the bull case to hold

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17:30

Networking drinks

17:40

Closing words

presentation

5 min.

Radmyla Nikitchenko

Solarplaza


Got questions?

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Radmyla Nikitchenko
Junior Event Manager

For questions about the program and content of the event:

[email protected]

Dee Yon Chng
Project Manager

For questions about the program and content of the event:

[email protected]

Maryana Malyshevska
Business Developer

For questions regarding partnership opportunities:

[email protected]