246. Can merchant batteries make solar PPAs work again? Insights from Alight

In this episode, Tom Smout speak to Johan Hernström , Head of Revenue at Alight , about why the traditional solar business model is changing and how combining solar, battery storage and innovative PPA structures could create a more resilient path forward. As capture rates decline, negative pricing increases and balancing costs rise, renewable developers are being forced to rethink how projects are…