Insights
Thought leadership on renewable energy in emerging markets
Notes on due diligence, PPA structuring and policy modelling in the renewable energy space.
Latin America's Data Centres Will Skip Europe's PPA Mistakes
Latin America's data centre operators can learn from Europe's PPA market and move directly towards hybrid, baseload-like structures that better match round-the-clock power demand.
Read articleWhy PPA adoption is accelerating in Latin America
Latin America has lagged Europe and the US on corporate PPAs despite abundant resources. Market liberalisation, hydropower volatility and currency de-risking are now changing that.
Read articleUnlocking renewable energy financing in emerging markets
Over 1 TW of solar, wind and BESS is set to be built across emerging markets by 2030, worth USD 1.3 trillion. Getting it financed depends on green bonds, blended finance and the right de-risking tools.
Read articleWelcome to the new PPA market paradigm
PPA pricing has fallen from record highs but will not revert to pre-crisis levels. Rising demand, constrained project supply and higher CfD bids have set a new floor under contracted rates.
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