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.
Join the Soldera team for Soldera 𝙈𝙖𝙧𝙠𝙚𝙩𝙨: the show where we unpack all things energy attribute certificates (EACs), currently delving into the evolving markets of renewable energy certificates (RECs) and Guarantees of Origin (GOs). We also discuss our journey in building a startup that helps producers handle their REC and GO processes, from registration to sale. Subscribe to stay updated on all things REC and GO, via our Quarterly Outlooks and GO & REC Expert Guests!
As 2025 comes to a close, we analyze the critical factors shaping the European Guarantees of Origin (GO) market while reviewing our assessment from Q3. You can select your favourite podcast platform to watch or listen to this episode here.
How to Access the Outlook
As always, this discussion is based on our comprehensive in-app quarterly report available to Solderamembers via the sidebar.
This quarter’s report includes all-new hydrology and reservoir predictive graphs for Norway, which will be a permanent fixture moving forward. 📊
Looking Back at Q3 and Assessing Our Predictions
→ Market experienced unusually high volatility with 2025 vintage prices spiking in July before declining→ Production estimates adjusted as Italian data corrections showed slower underproduction than initially forecast→ Southern Norway reservoir levels critically low despite record-high northern reserves 💧→ Summer trading activity exceeded expectations with significant hedging pressure
Norway Takes Center Stage 🇳🇴
→ Norway’s parliament votes to transpose REDD II into national law → Southern reservoir zones (NO2) at historically low levels affecting 2026 outlook → Northern zones (NO4) overflowing but transmission-limited from reaching demand centers ⚡→ Market remains cautious on implementation timeline and actual demand impact
Critical Supply Dynamics
→ 2024 vintage oversupply continues pressuring 2025 spot prices below €0.50/MWh → End-of-year spot weakness follows typical seasonal pattern as traders rotate to 2026 vintage → Forecasted 4.8% reduction in 2025 GO issuance compared to 2024 → Dunkelflaute conditions expected in Central Europe impacting renewable production 🌫️→ First year since 2022 projected to reduce overall market surplus
Demand Outlook and Policy Developments
→ Germany’s 2024 cancellations up 2% year-over-year showing slower growth 🇩🇪→ Italian Energy Release Scheme replacing government auctions from 2026 onwards 🇮🇹→ Heavy industry receiving subsidized renewable energy in exchange for production commitments → Demand diversifying across Europe beyond traditional German dominance → CSRD guidance updates still pending clarity on corporate requirements
Strategic Market Considerations
→ 2026 forward prices commanding significant premiums reflecting improved market balance expectations → 2027 showing even stronger pricing as analysts anticipate continued oversupply reduction 🫗→ Conservative hydro production anticipated through winter and spring affecting supply → Renewable buildout slowing across Europe impacting long-term GO issuance → Market positioning for multi-year improvement despite near-term weakness
Stay informed with our quarterly market updates to navigate the evolving GO landscape!
🔗: www.soldera.org/podcasts/solderas-q4-go-outlook-state-of-the-goo-market-soldera-markets-12
#GuaranteesOfOrigin #RenewableEnergy #EnergyMarkets #Sustainability
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit podcast.soldera.org
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