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E-books Trends in the Nordic energy sector 2025

Trends in the Nordic energy sector 2025

PPAs are fading. Carbon prices are rising. Battery storage is no longer optional.

This exclusive report brings together expert insights presented at Nordic Energy Day 2025. It uncovers the structural shifts reshaping renewables, trading strategies, and energy investment across the region.

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What’s inside?

From record-low capture rates to radical shifts in market structure, the Nordic energy market is going through its most significant transformation in decades.

This e-book explores:

  • Why PPAs are becoming unworkable and what’s replacing them

  • How solar projects are being reimagined around battery storage

  • What the looming EU carbon allowance squeeze means for power and industry

It’s essential reading for anyone navigating market volatility, energy strategy, or investment in Nordic renewables.

Who should read this?

This report is designed for:

  • Developers and investors planning future solar and wind projects

  • Traders and portfolio managers looking to adapt hedging strategies

  • Corporate offtakers seeking new ways to secure clean energy

  • Policy and regulatory experts monitoring market reform

Key takeaways

  1. Carbon prices could double by 2030 With free allowances shrinking and demand from shipping and aviation rising, EU ETS prices are expected to surge creating risks and opportunities.
  2. Battery storage is reshaping solar Falling battery costs and stricter market demands mean solar-plus-storage is fast becoming the new standard.
  3. Nordic PPAs are collapsing High cannibalisation rates, negative prices, and rising costs have made traditional PPAs largely unviable. Multi-market strategies are replacing long-term fixed deals.
  4. Asset optimisation is now critical Wind and solar asset owners must balance production, price risk, and flexibility in real time simple generation strategies no longer work.