Opportunities for European solar in an uncertain global supply chain
Europe’s somewhat delicate position in global solar means it is uniquely-positioned to take advantage of global supply chain uncertainties.


Europe’s somewhat delicate position in global solar means it is uniquely-positioned to take advantage of global supply chain uncertainties.
Making investment decisions based on an entire renewable energy portfolio, rather than the merits of an individual project, is now the norm.
Market dynamics and growing concerns over Europe’s grid bottlenecks were key topics at this year’s Solar Finance & Investment Europe summit.
The price of solar PPAs signed in North America increased 3.2% between the third and fourth quarters of 2025, reaching a high of US$61.67/MWh.
Integrating more private investment into Europe’s grid infrastructure will be a necessity if the continent’s bottlenecks are to be overcome.
Industry leaders warn that hybridising PV with batteries is now essential to secure revenue, manage volatility, and maintain investor value.
Optimising existing grid capacity could be the most viable solution to Europe’s long-standing grid capacity challenges.
‘The market is evolving,’ said Daniel Machuca on the topic of traditional financing models and their suitability for use in modern renewables.
Enfinity has started commercial operations at a 33.8MW solar PV project, the first in a portfolio from which Microsoft will acquire power
Renewables-specific M&A platforms offer project buyers and sellers transparency and efficiency in Europe’s increasingly selective deal environment, writes Ksenia Dray.