What Large Energy Buyers & PPA Originators Want from Each Other

Synopsis

In a rapidly evolving PPA landscape, large energy buyers and PPA originators often have divergent priorities—from contract flexibility to pricing mechanisms, risk allocation, and contract standardisation. While buyers seek competitive pricing, long-term certainty, and sustainability alignment, originators must navigate return expectations, financing constraints, and evolving market conditions.

This session will explore the key points of alignment—and friction—between buyers and sellers in the European PPA market. Panelists will respond to real-time prompts based on their experiences structuring PPAs, with audience participation via Slido to steer the conversation.

Key Discussion Points:

• The Appetite for Standardisation – Would greater standardisation of PPA contracts reduce friction, or do buyers and originators require bespoke flexibility?
• Structuring the Deal – How are corporate buyers balancing CPPA, VPPA, and private wire structures? What do originators need to make these models work commercially?
• Contract Terms & Flexibility – Where do buyers and sellers disagree on tenure, price floors, and negative pricing clauses? What level of contract flexibility is realistic in the current market?
• Market Consolidation & Risk Allocation – As capital costs rise and the M&A landscape shifts, how are PPA originators structuring deals to remain attractive to buyers?
• The Cost of Capital & Return Expectations – With a changing interest rate environment, are buyer expectations on pricing misaligned with what originators can realistically offer?
• Where Do We Go from Here? – What changes to contract design, policy frameworks, and financing structures could help smooth deal-making in the PPA space?