European Power: Generation, Grid and Price

If you invest in or finance European energy assets

What a European asset is actually exposed to, and the line items that go missing from models built on American intuitions.

4 chapters of 15 · read the whole document · PDF · EPUB

  1. 04To Build A Power Plant (Or A Data Centre) In EuropeWhy merchant thermal does not finance here, and what the state tenders replaced it with.
  2. 05Case Study: SinesBuying a site with an existing connection, and the four conditions that decide whether the capacity comes with it.
  3. 08Case Study: GermanyWhat capacity mechanisms clear at, and why that price is a policy output rather than a scarcity signal.
  4. 15Where the Large Loads Actually LandThe German connection contribution: a seven to eight figure line item, and storage pays it too.

These chapters stand on their own, but the argument they belong to runs through the whole document, and the author's commercial interest is disclosed in Chapter 01. Reading that first is worth the two minutes.

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