Strategic Focus: What Plentiful Solar By 2030 Means For Corporate Energy Strategies

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Executive Summary

Solar energy has become the backbone of the global energy transition. It is the cheapest and most abundant source of renewable energy; 80% of renewable energy capacity growth to 2030 is expected to be solar. Yet the exponential growth of solar power creates serious challenges for corporate buyers: abundant supply and outdated grids mean greater curtailment risks, extreme price fluctuations, interconnection delays and wider systemic volatility. These dynamics undermine the value of traditional solar power purchase agreements (PPAs), forcing organizations to adapt procurement strategies. Off-site deals must focus on diversified, flexible and time-matched portfolios that integrate storage and other technologies, while on-site solar energy should be repositioned to focus on resilience and independence rather than export revenues. Corporate energy leaders should use this report to understand the dramatic rise of solar energy and how their procurement strategies must evolve in response to changing market dynamics.

Solar is the definitive renewable energy scaling success story
Increased solar capacity will complicate corporate energy procurement
Organizations must rethink energy transition strategies to benefit from solar
Off-site procurement must focus on risk management in a volatile market
Energy resiliency and independence, not export revenues, should dictate on-site solar

About the Authors

Connor Taylor

Connor Taylor

Principal Analyst

Connor is a Principal Analyst at Verdantix. He focuses on delivering research to help senior executives navigate decarbonization decision-making and build effective strategies...

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Ryan Skinner

Ryan Skinner

Research Director

Ryan is a Research Director at Verdantix, where he leads a team of analysts delivering research, data and advisory services that help clients navigate the fast-evolving landsc...

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