Renewable M&A activity showed a modest uptick during the quarter but remains around 40 percent below the 2023 peak. At the same time, announced renewable infrastructure projects have declined materially, reflecting higher financing costs, lower price expectations and grid capacity constraints.
The special focus in this edition is weather-driven uncertainty in the power market. As the share of renewable generation increases, prices and risk become more weather-dependent, particularly in the Nordics, with large variations between wet and dry years.
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