Recording of Tuesday, May 06, 2025 | The smarter E Europe Conferences 2025 | Conference Program | Language: English | Duration: 2:57 .

Experts Discuss Future of Solar Energy and European EV Deployment at S&P Global Commodity Insights Session

The session, moderated by Josefin Berg from S&P Global Commodity Insights, addresses critical questions surrounding solar energy's role in Europe. Notably, last year marked the first time solar power surpassed coal-generated electricity on the continent. The discussion aims to explore future prospects for solar energy and whether its rapid adoption is sustainable or merely a temporary trend. Key issues include potential cannibalization effects due to overproduction and mismatches between supply and demand. Three presentations are lined up: Gregor Rolset of Reiser Energy will provide a five-year outlook for Europe's renewable sector; Miguel Lopez from McKinsey will discuss strategies for navigating distributed generation's evolving landscape; Molly Morgan from Kru will examine implications of imbalances in supply and demand dynamics. Following these talks, there will be a panel featuring representatives from major European markets to further delve into these topics with insights on upcoming challenges and opportunities within the next five years in renewable energy deployment across Europe.

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Speaker

Josefin Berg
Associate Director
S&P Global

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:

European 5-Year Solar Market Outlook

Speaker

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

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