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

Experts Discuss Future of Solar Energy and Challenges in European Market at S&P Global Session

In a recent discussion moderated by Josefin Berg, head of the Renewables Markets Research Team at S&P Global Commodity Insights, key issues surrounding solar energy in Europe were addressed. Notably, last year marked the first time solar power generated more electricity than coal across Europe. The session aimed to explore future prospects for solar energy amidst concerns about its sustainability and potential pitfalls such as market cannibalization and mismatched supply-demand dynamics. Three presentations formed the core of this event: Gregor Rolset from Reiser Energy provided insights into Europe's five-year outlook; Miguel Lopes from McKinsey discussed strategies for navigating distributed generation's evolving landscape; Molly Morgan from CRU examined implications arising from imbalances between supply and demand. Following these talks was a panel discussion featuring representatives from four major European markets, offering diverse perspectives on how to advance renewable energy deployment effectively within the region over upcoming years.

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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