The Iberian renewable energy market is undergoing significant changes, with onshore wind capture prices expected to stabilise, while solar energy is projected to see a 40% discount to baseload in the 2020s. Additionally, weather variations are poised to significantly influence power prices, impacting the volatility of renewable revenues. These dynamics present both opportunities and challenges for investors, requiring a strategic approach to portfolio management that considers the diverse risks and returns associated with different renewable technologies and geographic locations.
This report addresses the main pain points investors face in the Iberian renewable energy market by exploring how diversification across technologies and geographies can mitigate risks and enhance returns. It offers insights into optimal portfolio strategies, analysing the trade-offs between risk and return for different investment scenarios, and also provides actionable guidance on constructing balanced portfolios that leverage the strengths of both wind and solar assets across Spain, Portugal, and France.
Access this report to answer these 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 mitigate these risks?
- What regional portfolio optimisation strategies can maximise returns while minimising risks?
Chronos, our battery valuation software, is now available for Iberia. Click here to learn more about the tool, or contact Amy Crisp for a personal demo!
