246. Can merchant batteries make solar PPAs work again? Insights from Alight

In this episode, Tom Smout speak to Johan Hernström, Head of Revenue at Alight, about why the traditional solar business model is changing and how combining solar, battery storage and innovative PPA structures could create a more resilient path forward.

As capture rates decline, negative pricing increases and balancing costs rise, renewable developers are being forced to rethink how projects are financed and operated. Johan explains why Alight is pairing PPA-backed solar with merchant battery storage, how this approach is changing relationships with lenders and off-takers, and what it means for the future of independent power producers.

Subscribe to LCP Delta email communications  

Select your areas of interest, and we'll alert you whenever new content is published. You can amend your choices or unsubscribe at any time. 

Produced – LCP Delta and The Podcast Consultant

If you’d like to give feedback on this episode or would like to be a future guest on the podcast, please contact us at talkingnewenergy@lcp.com  

Follow us on: 

LinkedIn 

Hosted on Podbean. See podbean.com/privacy for more information.