Recording of Tuesday, May 06, 2025 | The smarter E Europe Conferences 2025 | Conference Program | Language: English | Duration: 15:45 .

AI Transcription Service Enhances Audio-to-Text Precision; Rystad Energy's Walseth Analyzes Solar Market Dynamics in Europe Amidst Negative Energy Prices

The transcript discusses the capabilities of aiconver AI, highlighting its proficiency in converting spoken language to text with high accuracy. This feature is particularly useful for professionals needing reliable documentation without manual note-taking. The AI also excels at summarizing conversations by capturing essential points efficiently, thus saving time during reviews. Aiconver prioritizes user privacy and data security while supporting multiple languages, making it versatile globally. Additionally, Vegard Walseth from Rystad Energy talks about solar energy growth in Europe amidst over 100,000 utility-scale projects across diverse markets with varying decarbonization needs. Despite slowed installation rates from previous highs (30% year-on-year) to around 3-4%, solar generation continues rising significantly in countries like Germany and France. Challenges include revenue cannibalization due to low capture rates as renewable penetration increases without flexibility improvements or storage solutions. Furthermore, discussions on negative electricity prices reveal differing impacts: beneficial for consumers but detrimental for developers. James Alston highlights stagnation in behind-the-meter applications despite potential value through network tariffs amid price cannibalization trends and questions why these opportunities aren't fully utilized given current market dynamics influenced by battery pricing levels and global gas prices affecting power costs across Europe.

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Speaker

Vegard Vollset
Head of Renewables & Power - EMEA
Rystad Energy
Norway

Talk of session: Major European Markets: What's Needed to Create the Next Solar Momentum in Europe

Across the EU, solar power surpassed coal in electricity generation for the first time last year. At the same time, however, solar growth has slowed significantly since the energy crisis, with five of the top ten markets installing less than the year before, and the overall expansion rate dropping to single digits. With increasing policy uncertainty in many countries, the success of solar in the EU depends on a strong vision of the new leadership in Brussels to create a stable, investment-friendly environment that ensures long-term momentum. This session will provide: Market projections for EU solar growth and key trends Supply, demand and price analysis Insights from major national solar associations on market opportunities and barriers Discussion on how to reignite growth and meet EU targets

Further Talks of this session:

Welcome & Introduction

Speaker

Josefin Berg
Associate Director
S&P Global

To Talk

How to Navigate the New Era of Solar Distributed DG

Speaker

Miguel Lopes
Senior Asset Leader
McKinsey & Company
United States of America

Recording of presentation not authorized for publication.

European Markets - The Effects of Supply and Demand Imbalance

Speaker

Molly Morgan
Senior Research Analyst
Exawatt
United Kingdom

To Talk

Panel Discussion

Speaker

To Talk