Zero solar prices in Spain: Market killer or investments accelerator?

Zero solar prices in Spain: Market killer or investments accelerator? Where and How capital is being deployed in the renewable energy industry is fundamentally reshaping.

FROM: Simple solar farms TO: Integrated energy systems with storage 🔋
Zero midday prices + €100-200/MWh evening prices = guaranteed arbitrage

Valuation Models change for assets and projects. From: traditional "average price" models become obsolete To: sophisticated hourly price modeling

Old buyers: pension funds seeking stable 6-8% returns → New buyers: Tech-savvy investors understanding energy arbitrage (12-20% returns)

Spain is positioned to become Europe's energy export hub, with an energy industry being one of the major sectors for the country.
Winners: high irradiation areas with grid flexibility.
Losers: areas with grid constraints or poor solar resources without energy storage.

Consumer side: yet to be seen, although data center construction points to an industrial reshoring to our solar rich region. Energy-intensive industries (aluminum, steel, data centers) will relocate/reschedule operations. ⏱️

Zero midday solar prices don't kill the market, they create a more sophisticated, higher margin market requiring specific operational expertise.

Are you an industrial buyer seeking Spanish energy strategies or a financial investor evaluating renewable arbitrage and long-term opportunities? Let's discuss the specific assets and market dynamics I am currently tracking with contacts over a 400 MW of assets and projects on the market. PV, Wind and BESS.

www.gdosolar.es/en