Past years - and the ongoing conflict in Iran - have shown that geopolitical developments have a serious impact on energy prices and that the era of cheap and predictable energy is not coming back any time soon. In this session, we will look at what businesses should expect in the coming years in terms of electricity and gas prices, and what energy traders expect to see in future market shifts.
We will also break the belief that there is "one good contract" and show why complex portfolio management is needed. It is no longer a question of whether a fixed, indexed or PPA-type contract or even an on-site solution is best, but in what combination, for what time horizon and with what risk appetite.
Highlights:
2026 electricity and gas market outlook
Combining fixed, variable, hybrid and PPA structures
Portfolio-based procurement: more traders, more products
The impact of weather-dependent production on enterprise price risk
Hedging and price risk management models
The business reality of guarantees of origin and green procurement
The business impact of negative prices and balancing costs
On-site solutions
Smart tariffs
Everyone is talking about energy storage, but few are talking about the most important thing: for whom and in what business model is it worth it? Moreover, energy storage should not be understood only in isolation, but often as part of a hybrid system, which further complicates the formula. In a complex energy system, a lot depends not only on the equipment but also on the energy management strategy and software. We will also look at what technologies are available beyond electricity storage, with a special focus on longer-term solutions such as thermal energy storage systems.
The main aim of the block is to show the potential of energy storage for companies: how costs can be reduced by using energy generated for own use more efficiently, the revenue that can be generated from the electricity market and the financing options available to companies if they start to install energy storage.
Highlighted topics:
Return models for industrial battery systems
Measurement, cycle count, degradation models
LCOS and investment threshold levels
Long-term storage (LDES)
System usage charge optimisation
Revenue stacking: arbitrage, regulatory market, capacity mechanism
Hybrid systems
Connection constraints, co-location models
Bank and investor expectations
It is a trite but very true saying that the cheapest energy is the energy we don't use. That's why energy efficiency is increasingly becoming a key element of corporate cost reduction. While there are many places where energy savings can be made, where and how energy efficiency investments should be made varies considerably from industry to industry. This session will focus on practical implementation and technology change, exploring the potential of cooling and heating systems such as waste incineration, but also looking at the quickest payback savings.
In this session, the Energy Efficiency Obligation Scheme (EEO) will also be discussed, taking stock of the experience since the June 2025 reform and the current dynamics of the EEO market. We look at how the obligation can be turned into a competitive advantage and what new business strategies are emerging as the regulatory environment changes.
Highlighted topics:
Rapid return on investment interventions vs. complex technology change
Waste heat recovery in industrial environments: technical and business models
Heat pump systems and electrification as a natural gas replacement strategy
Optimisation of heating-cooling systems
Experience and market impact of the Energy Efficiency Obligation (EEO) scheme after 2025
HEM market functioning, pricing and liquidity
From obligation to business model: EIF-based project development and partnerships
ESCO models and performance-based contract structures
Funding opportunities: green loans, grants, integration of EDF revenue
In our final session, we will analyse the Yedlik Ányos Energy Programme in the light of the experience of the first rounds of calls for proposals. With the deadline for applications for the main schemes approaching and several calls already closed, we can evaluate the first experiences.
We look at which business operators have been able to access funding and which schemes have been successful. We also look at what comes next after the current tendering cycle: will more public funding be forthcoming or will green investment financing increasingly be market-based?
Highlights:
Experience of the tender
Comparing successful and less successful schemes
Reasons for rejection and typical applicant mistakes
Subsidy + bank financing: combined structures and expected equity
Project bankability: which developments can be "financed" without a grant
Expected direction of EU and national funding post 2026
The rise of market-based green finance: green loans, bonds, ESG requirements
How will the cost of capital for corporate energy investments change?
Strategic preparation: tender-driven or market-logic development model?