Revenue Streams & PPA Insight (GB)

Cornwall Insight’s Revenue Streams & PPA Insight package provides regular market coverage for energy generators in GB.

The service closely monitors and forecasts prices and trends of subsidy certificates for green energy generators, which helps to build a view of expected future Power Purchase Agreements (PPA) prices. The PPA market is covered in-depth, with analysis on the market share and PPA types for renewable and flexible assets. Cornwall Insight engages the market regularly with research and surveys, delivering a regular gauge for market change.

* Power and green certificates ** Green certificates only

What's included in the Revenue Streams & PPA Insight (GB) service?

Renewables PPA Market Share Survey:

• Renewable PPA market share by offtaker, including rankings by capacity, technology split and number of sites
• Twice-yearly (biannual) reporting points
• Market segmentation across key areas of the market (small-scale FiT, ROC and CfD) to show detailed market share, including tracking of market entry and exit by offtakers an details of recently signed utility and corporate PPAs.

Green Certificates Survey:

• Up-to-date views from buyers, sellers, and brokers/traders in the industry, and analysis on average REGO and RGGO certificate pricing in spot market and PPAs and examination into how and why demand has changed
• Quarterly reporting points
• Insight into how the REGO market might develop in the future, and how renewable tariffs on offer have changed, plus a 15-year renewable generation forecast

Green Power Forecast:

• Market benchmarks of typical PPA commercial terms, informed by our market surveys and in-depth analysis
• All-in revenue assessments across wholesale power, green certificates and embedded benefits over a 10-season, 5-year horizon, provided in an accessible databook
• Contract structure analysis - pricing and contract options for short-term PPAs, long-term PPAs, balancing costs and wider fees.

Flex Asset PPA Market Survey:

• Current and forecast size of the flexible generation market, and a view of the contestable PPA market for flexible assets
• Twice-yearly (biannual) reporting points
• Market share and service capabilities across active offtakers and optimisers
• Visibility on typical PPA structures being agreed in the market, pricing levels and revenue share arrangements observed
• A view of deals, partnerships and M&A activity known across the market.

ROC Forecasts:

• A forecast detailing the latest trends in ROC supply, ROC demand and ROC values, in addition to consumer costs and RO targets
• A supplementary Excel databook to provide ease of use for forecast values
• A quarterly webinar held after the issue of the latest report to discuss changes to the forecast, providing an opportunity for customers to ask questions relating to the report in real-time with the report authors.
• A quarterly long-term forecast (to 2027) of annual Roc values supplemented by a monthly forecast of values for Rocs for live Compliance Periods

Who is this service for?

• PPA providers, buyers and traders
• Electricity and gas suppliers
• Power and green gas generators
• Large consumer and Third-Party Intermediaries (TPIs)
• Industry investors, fund managers and analysts

What are the benefits of this service?

• Experienced analysis from over nearly 20 years of research, data tracking and providing key insights on how PPA markets and trends develop
• Hard-to-source Industry data on competitive trends including key contract and financial terms, market competition and competitor activity
• Market-led insight on pricing, supply and demand levels in an otherwise opaque market
• All-encompassing values forecast under six PPA archetypes
• Revenue stream analysis covering wholesale power, embedded benefits and green certificates
• Comment and opinion fresh from stakeholders operating in the market, including from survey interviews with active participants
• In-depth competitor analysis to support route-to-market decision making
• Detailed forecasts covering the entire power value chain of the RO (power, ROC values, ROC supply and ROC demand; consumer costs, RO targets), including updated within-year with outturn trends relating to ROC supply and ROC demand, removing significant complexity for the customer. This enables assessment of likely achievable value for certificates both during and before the end of a compliance year.