The PPA Pricing Reset: What It Means for the UK & Ireland

Synopsis

PPA pricing dynamics are shifting across Europe, with declining capture expectations and rising negative price exposure reshaping deal economics. As these pressures filter into the UK and Ireland, buyers and sellers must recalibrate pricing models, structures and risk allocation to sustain transaction momentum.

• How are falling capture rates and widening discounts affecting UK & Ireland PPA valuations?
• Are negative prices and curtailment now central commercial risks rather than contractual edge cases?
• What new structures can bridge the growing gap between buyer fair value and seller return thresholds?