01 May 2026 · 6 min read
PPA pricing: governance that stands up in a volatile market
A practical checklist for investment committees and boards reviewing renewable PPA pricing — focusing on assumptions, risk adjustments and decision framing.
What a reference price needs to do
A reference price is not a single number — it is a defensible range supported by assumptions and risk framing.
Boards and investment committees should be able to answer: what could go wrong, how much does it matter, and what levers exist to manage downside.
Common failure modes
Overconfidence in a narrow set of scenarios, underweighting basis and profile risk, and unclear treatment of optionality are frequent issues.
A clean pack separates factual market context from judgement-based adjustments and documents both.
NEXT STEP
Discuss your mandate with an independent advisor.
Tell us what decision you need to make and by when. We’ll respond with a clear scope and deliverable approach.