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 Q3 unfolds, we analyze the evolving dynamics shaping the European Guarantees of Origin (GO) market while reviewing our Q2 predictions.This episode is based on our full in-app quarterly report available to Solderamembers. You can also listen to this episode your favourite podcast platform here.
Looking Back at Q2 and Assessing Our Predictions
→ Market experienced prolonged decline before dramatic recovery in final weeks 📉→ Prices bottomed at 40 cents before recovering to 80 cents, validating under-supply predictions→ German June disclosure deadline created delayed market activity separate from March patterns 🇩🇪
We Need To Talk About Norway…
→ Q2 Episode correction: Total Norwegian GO consumption actually decreased year-over-year despite record cancellations. → Problematic government behaviour impacting the GO market intensifies 🇳🇴
Critical Supply Dynamics
→ Europe producing 8-9% less renewable energy than last year, creating 50 TWh deficit → Nordic hydro reserves normalizing after record-high levels, hot summer predictions threatening further decline ☀️→ 2024 vintage GOs now in end-of-life phase as traders rotate inventory 🔄
Demand Outlook and Regulatory Shifts
→ CSRD scope reduction from 50,000 to 10,000 companies but targeting largest emitters 📋→ Hydrogen RFNBO requirement relaxation lobbying could unlock hundreds of TWh demand → Corporate sustainability commitments remaining strong despite regulatory changes → Forward curve premiums moderating as regulatory uncertainty impacts long-term pricing 📈
Strategic Market Considerations
→ Forward markets showing 50% premiums for 2026 vintage as utilities hedge exposure 📊→ Record-low oversupply reduction expected to significantly impact market dynamics→ New government auctions emerging while market fragmentation challenges persist 🆕→ Cross-border virtual GO accounts on the horizon at Soldera. Watch this space …
As always, stay connected with our quarterly market outlooks to track the GO landscape. Catch our next outlook in Q4!
#GuaranteesOfOrigin #RenewableEnergy #EnergyMarkets #Renewables
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