Johan Hernström
speaker
330 appearances
1 recordings
1 series
first heard Jun 2026
last heard 30 Jun
Johan Hernström’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
And here we are present in a number of European markets, UK being the core, and then grid connected is where we construct assets on land that we connected to the grid, Sweden, Denmark, Finland.
And that's the business that I represent.
And then we anchor all of these projects in sort of long-term PPAs.
We have PPAs with HM, Autolive, Axe Nobel, Swedbank, as I mentioned, and
To this day, I'd say most, if almost all of the products are backed by pay as produced PPAs, which is and that model has served us well, and I guess the deployment of renewables really well.
We have two best assets in our portfolio.
They are both backed by tolling agreements.
But going forward, the strategy that we have is to be merchant on best.
Very happy to go into details as to why and how he thinks this combination with PPA-backed solar combined with much and best makes sense.
So first of all, the market for payest produced PPAs probably has an expiration date.
It is not as strong a hedge as it used to.
And I think the proposition of standalone
generation, solar or wind, is not as strong as it used to be either.
We're experiencing a number of, let's call them market forces that challenging the investment case for standalone solar.
That's where we start.
We're seeing capture rates eroding across renewables.
And yes, a pace-produced PPA could shield us against that, but we also have a merchant tail beyond the PPA.
Negative prices are up and
And here again depends on the type of PPA.
We have imbalance costs that have gone up significantly.
Showing 61–80 of 330 · page 4 of 17
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