17/02/2026
Solar Cannibalisation and the Path to Sustainable Revenues
As solar capacity grows, markets are experiencing “solar cannibalisation,” where midday solar generation depresses wholesale electricity prices, threatening the financial viability of new projects. This session explores the economic, regulatory, and technological strategies to mitigate revenue erosion and build sustainable income streams for solar developers. Participants will examine market design innovations, storage integration, and policy frameworks that support reliable returns while accelerating the energy transition.
Discussion Points:
How can market structures evolve to reduce solar cannibalisation?
What role can storage play in stabilising solar revenues?
Which policy mechanisms best ensure long-term project viability?
How can developers diversify revenue streams beyond wholesale electricity sales?