Can solar energy become the backbone of Europe’s energy transition by 2030? Now surpassing coal in Europe’s electricity mix, solar power is emerging as a strategic pillar for achieving decarbonization targets. The sharp rise in electricity prices since 2021 — combined with falling costs of solar panels — has triggered a surge in photovoltaic installations. [...]
00:30Today, Germany accounts for more than 30% of the installed capacity in Europe, far ahead of Spain, Italy and France.
00:46But behind this momentum, several major challenges are emerging.
00:51First, dependence on China for the manufacturing of key components and equipment remains very high.
00:56Next, public subsidies for renewable energy are decreasing in several European countries, which is undermining certain business models.
01:06Added to this is the growing difficulty of obtaining local permits to set up new installations, as well as the increasing need to adapt electricity grids and consumption or to invest in storage.
01:17Finally, the political uncertainty looming in several member countries could call into question the energy paths that have been set.
01:26As a result, three major questions arise.
01:30First, what are the real prospects for the photovoltaic market by 2030, in an environment where subsidies are tending to disappear?
01:37Second, how can operators adapt their business models and take advantage of power purchase agreements, the well-known PPAs?
01:47And finally, which European countries are the most attractive for developing new projects?
01:52In this new study from the European Business Insights Collection, Zerfi's consultants have conducted an in-depth analysis of the most promising European photovoltaic markets, using an exclusive scoring system based on around 10 key indicators.
02:08The study also highlights the top 50 park operators in Europe, providing a detailed overview of the competition and the strategies they have adopted.
02:17It also draws on numerous concrete case studies to illustrate the new dynamics in the sector, such as the latest innovations, panel recycling, and the management of land constraints.
02:29For more comprehensive information on this strategic analysis, you can download the presentation document located next to the video.
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