From Iberia to France: Renewable Portfolio Optimisation Across Borders

This is a redacted version of our Subscriber Webinar by the same name.

Although onshore wind capture price cannibalisation is expected to remain stable across our forecasts, we project an increase for solar, reaching a 40% discount to baseload in the 2020s. Additionally, variations in weather conditions are poised to significantly influence power prices, impacting the volatility of renewable revenues.

During this Public Webinar, we will cover the main risks associated with investing in renewables in Iberia, and we will investigate how portfolios combining different technologies and geographies across Iberia and France can mitigate these risks. We will discuss the portfolio strategies industry players are applying and analyse the trade-offs between return and risk for different portfolios.

In this session, we will dive into the following questions:

• What are the main risks that renewable investors face in Iberia and France?
• How might a multi-country and multi-technology approach to portfolio management help to mitigate these risks?
• What are the optimal portfolios depending on investor risk appetite?
• What regional portfolio optimisation could be applied to maximise returns while keeping risks at a reduced level?

If you have any questions, please get in touch with Eva Plana Carmona.