PPA Drought & CfD Revival: Securing Revenue in a Shifting Market

Synopsis

As corporate PPA appetite softens and merchant exposure grows more volatile, developers and investors across CEE are reassessing their revenue strategies. At the same time, governments are stepping back in with revamped CfD schemes — but access is limited, and competition is rising.

How are market players navigating this new landscape: balancing merchant risk, securing offtake, and adapting to shifting support mechanisms?

• Why the PPA market is tightening — and what comes next
• Structuring bankable projects in a high-risk pricing environment
• The role of CfDs, hedging tools, and blended revenue models