💬 Would you say your wind and solar portfolio is complex?

With increased penetration of renewable generation on the grids, we are at a turning point where assets are becoming more and more complex. Here are a few examples of the trends we've been noticing in the market.

1. Transitioning from having 100% of your production subsidised for the next 20 years to adopting a mixed strategy involving corporate PPAs and selling on the spot market. Subsidies are also evolving, occasionally incorporating more intricate concepts such as round-the-clock power commitments.
2. Forecasting requirements with expensive grid imbalance penalties.
3. Storage with base load or grid frequency response strategies.
4. International reach, within a continent or the world.
5. End of life management, decommissioning, repowering and revamping of older sites.
6. Agrivolataics.
7. Moving from MW to GW sized portfolio.
8. Managing at the same time both <5MW assets and >50MW by the same asset managers.

Moving from full scope EPC to split scopes, bringing the responsibility of supply and construction back to the owners.

Are you observing some of the above complexities in your portfolio? Are you succeeding in managing them without increasing management cost? We’re curious to hear your strategies.

Either way, complexity makes things more interesting. Asset managers better stay on their toes!