The Nordic energy transition has reached a critical juncture. Renewable capacity surged 22TWh since 2022, but stagnant demand growth has triggered Europe’s highest concentration of negative pricing hours. This supply-demand imbalance creates immediate revenue risks whilst opening strategic opportunities for prepared investors.
Explore key insights, including:
- Revenue pressure intensifies: Wind capture prices collapsed 60% post-energy crisis, with Finland and Sweden experiencing 700+ negative price hours annually—Europe’s highest concentration.
- Policy frameworks shift rapidly: Norwegian offshore cancellations, Swedish Baltic Sea rejections, and failed Danish tenders signal fundamental changes in government support mechanisms across the region.
- Recovery timing clarified: Aurora modelling shows negative pricing persistence through 2027, followed by rapid improvement as battery storage and flexible demand technologies achieve commercial scale.
- Strategic positioning opportunities: Early identification of flexibility deployment patterns and transmission expansion timing determines project viability through the 2025-2030 transition period.
For more information please reach out to Laura Pettersson [laura.pettersson@auroraer.com].
