Soldera Markets
Soldera Markets
Podcast Description
🌍 Soldera Markets: Exploring Renewable Energy & Guarantees of Origin 📄
Join Stenver Jerkku and Al William Tammsaar, founders of Soldera, as we delve into the evolving world and markets of renewable energy certificates (RECs) and Guarantees of Origin (GOs) and the process of building a startup that helps producers handle their REC and GO processes from registration to sale.
We break down:
➤The latest REC and GO market trends 🌐
➤Practical insights for producers and buyers 🏢
➤How you can contribute to a more sustainable future 🌱
Don’t forget to like, comment, and subscribe to stay updated on all things REC and GO! solderahq.substack.com
Podcast Insights
Content Themes
The podcast covers various aspects of renewable energy markets with a strong emphasis on topics such as the evolving trends in RECs and GOs, market dynamics, pricing, and sustainability strategies. Examples include discussions on the African renewable energy landscape, the impact of the EU regulations on energy markets, and practical insights for producers and buyers to navigate these changes.
🌍 Soldera Markets: Exploring Renewable Energy & Guarantees of Origin 📄
Join Stenver Jerkku and Al William Tammsaar, founders of Soldera, as we delve into the evolving world and markets of renewable energy certificates (RECs) and Guarantees of Origin (GOs) and the process of building a startup that helps producers handle their REC and GO processes from registration to sale.
We break down:
➤The latest REC and GO market trends 🌐
➤Practical insights for producers and buyers 🏢
➤How you can contribute to a more sustainable future 🌱
Don’t forget to like, comment, and subscribe to stay updated on all things REC and GO!
As we enter Q2, we examine the key factors influencing the European Guarantees of Origin (GO) market while evaluating our Q1 predictions.
Looking Back at Q1 and Assessing Our Predictions
→ Most predictions materialized, especially regarding March 31st disclosure deadline activity→ Record Norwegian cancellations show market progress with 22 TWh more domestic consumption 🇳🇴→ Pricing remained sideways despite high volumes and record cancellations→ Geopolitical factors and defense priorities temporarily overshadowing sustainability initiatives
Critical Supply Dynamics
→ 47 TWh renewable underproduction silently reducing market oversupply 📉→ Nordic hydro reservoir levels have less market impact than commonly believed→ Rapid value decline of 2024 GOs problematic for remaining holders→ Germany’s June deadline creates final window for 2024 GO consumption 🇩🇪
Demand Outlook and Market Sentiment
→ Forward prices historically low at €1+ despite continued interest→ CSRD scope reduction from 50,000 to 10,000 companies impacting price modeling 📋→ Potential hydrogen regulation relaxation could significantly boost GO demand→ Voluntary GO adoption in Iceland signals sustainable demand growth
Strategic Considerations
→ Why some people are considering leaning toward 30% forward volume hedging 📊→ Market’s contango state reflects confidence in long-term improvement→ Country-specific vintage rules create arbitrage opportunities in Estonia and Italy→ Energy-intensive industry incentives creating new demand sources across Europe ⚙️
Stay informed with our quarterly market updates to navigate the evolving GO market landscape!
#GuaranteesOfOrigin #RenewableEnergy #EnergyMarkets #Sustainability
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