taiyangnews 08月06日
Q2 2025 Solar PPA Prices: Up In North America, Down In Europe
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2025年第二季度,欧洲P25太阳能PPA价格下跌超过5%,至每兆瓦时59.62欧元,标志着此前几年的大幅上涨趋势已趋于平缓。意大利、波兰和罗马尼亚等市场因能源供应过剩导致价格显著下降,而德国和西班牙则受到高报价量以及向混合太阳能加储能项目转型的影响。风电价格同期下降2%,但行业仍面临土地可用性、许可审批以及电网接入等挑战。政治变化,如伊比利亚半岛的电压控制事故和波兰新总统对气候政策的立场,可能影响未来的PPA活动。尽管价格下降提供了买家机会,但价格侵蚀的风险也使得混合储能交易更具吸引力。LevelTen能源公司也宣布在美国裁员60人,原因涉及预算立法、关税不确定性和许可挑战,这反映了当前可再生能源市场的复杂性。

欧洲光伏PPA价格在2025年第二季度出现显著下跌,平均价格降至每兆瓦时59.62欧元,这标志着此前持续的上涨趋势已得到遏制,为PPA买家提供了更稳定和有利的交易环境。意大利、波兰和罗马尼亚等市场价格跌幅尤为明显,主要归因于能源供应过剩。

风电PPA价格也同步小幅下降2%,至每兆瓦时88.69欧元,但该行业仍持续面临土地供应、许可审批流程以及电网接入排队等方面的挑战,这些因素制约了风电项目的进一步发展和PPA活动的活跃度。

地缘政治和政策变化对欧洲PPA市场带来不确定性。例如,伊比利亚半岛的电力中断引发了政治讨论,而波兰新总统对欧盟气候倡议的批评态度以及部分欧盟国家可能放松企业气候法规的趋势,都可能对未来的PPA活动产生负面影响。

面对价格下跌和潜在的价格侵蚀风险,混合太阳能加储能项目正日益受到市场的青睐,这种模式能够提供更稳定的电力供应和规避价格波动带来的不确定性,吸引着大型和成熟的能源买家积极布局。

LevelTen能源公司在美国进行裁员,反映了可再生能源行业在当前宏观经济环境下所面临的挑战,包括联邦预算立法的影响、关税不确定性以及持续存在的许可难题,这表明即使需求增长,供应端的障碍也可能限制新的PPA交易的达成。

Europe  

In Q2 2025, P25 solar PPA prices in Europe fell over 5% to €59.62/MWh, signaling a clear shift from the sharp increases of previous years. Most markets, especially Italy, Poland, and Romania, saw strong declines due to energy oversupply, while in Germany and Spain, high offer volumes and a shift toward hybrid solar-plus-storage projects also pushed prices down.  

“After three quarters of stable trends, Q2’s price drop reinforces that the sharp increases of recent years have leveled off, giving PPA buyers greater clarity and improved conditions to act with confidence. While further declines may come, today’s market offers a meaningful opportunity to secure long-term value without the urgency or volatility of past years,” observe the analysts.

Wind prices here declined by 2% to €88.69/MWh during the reporting quarter, but the industry continues to battle challenges around land availability and permitting, along with tough interconnection queues. 

Going forward, Europe’s PPA activity may be impacted by the political changes. An April blackout in Iberia, which was due to voltage control, sparked debate among political circles in recent times. In Poland, the new coal-leaning President Karol Nawrocki is feared to slow climate progress as he has been critical of the EU’s climate initiatives. Moreover, LevelTen also points to the trend of some EU countries pushing to weaken corporate climate rules, which it fears could affect PPA activity. 

Meanwhile, PPA prices in Europe are dropping, opening up good opportunities for buyers. But with risks like price cannibalization, hybrid deals with storage are gaining appeal. Quick, strategic action remains key, as top PPA offers are going fast to large, sophisticated energy buyers, according to LevelTen’s Q2 2025 European PPA Price Index Report.  

In a separate news related to Seattle-based LevelTen Energy, the online renewable energy marketplace has filed a Worker Adjustment and Retraining Notification (WARN) in the US to permanently lay off 60 workers with effect from August 15, 2025. 

LevelTen’s decision to reduce its workforce aligns with the ‘economic impacts of the recent federal budget legislation, tariff uncertainty, and ongoing permitting challenges,’ stated the company in an email to GeekWire. The management does not see new customers for renewable energy power purchase agreements, despite growing demand for energy, owing to the above-mentioned challenges on the supply side. 

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欧洲光伏PPA 可再生能源 风电价格 混合储能 LevelTen能源
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