Portfolio Energy Investment Forum 2025

The electricity market is undergoing a significant transformation. Negative electricity prices are becoming increasingly common during the daytime, while prices can surge to several hundred euros during the evening peak period. These extraordinary price fluctuations present new challenges for both producers and consumers. Traditional market models and regulatory frameworks are finding it increasingly difficult to keep pace with these changes. This session aims to explore the key drivers behind this phenomenon.

The rapid expansion of renewable energy producers has fundamentally changed the operation of electricity markets. This session seeks to explore how the energy system can be made more resilient, whether through network development or the fine-tuning of regulatory frameworks. It will also address the increasingly important role of active consumers, the broadening scope of flexibility services, and the challenges posed by decentralised generation.

In June 2025, the Energy Efficiency Obligation Scheme (EEOS) was renewed, presenting both challenges and opportunities for market participants. This session examines the impact of the revised regulations on investments, corporate strategies, and accounting practices based on Verified Energy Savings. It will cover the system’s new logic, benchmarks, auditing and monitoring requirements, while also considering the financial and legal risks involved.

The rise of renewable energy sources has led to significant production and price volatility, creating a range of new risks. This session provides a detailed overview of the opportunities offered by long-term power purchase agreements (PPAs and cPPAs), which provide producers with predictable revenues while offering price stability for companies. It will also cover an innovative insurance product designed to mitigate the costs of unpredictable weather. Finally, the session will explore how storage solutions can become a competitive advantage for businesses in the new market environment.

While the green transition is placing increasing emphasis on clean energy sources, natural gas continues to play a crucial role in maintaining the stability of the electricity system. At the same time, emission reduction targets are bringing climate-friendly solutions such as geothermal energy, biogas, and hydrogen into sharper focus. This session centres on how these new energy carriers can be integrated into the existing system.

The 21st century is not only about the green transition, but also about its security dimensions. The global race for critical raw materials, growing technological dependency (e.g. on China), and the increasing digitalisation of the energy sector are generating new types of risks. Security of supply is no longer just about physical infrastructure – it now also concerns data protection, IT security, and algorithms. The session will explore the technological and geopolitical trends shaping energy systems and how digital solutions can be used to address these challenges.

Our closing session will spotlight the Ányos Jedlik Energy Programme – a comprehensive state support initiative that could inject fresh momentum into corporate development. The programme supports, among other things, corporate investments in energy efficiency and geothermal projects, the deployment of energy storage solutions, and the modernisation of the electricity grid. It aims to accelerate the transition to a green economy while promoting the development and spread of technologies that strengthen Hungary’s long-term international competitiveness.

After we have discussed the most important professional issues and challenges, it's time for some well-deserved relaxation and fun: we will be waiting for you with a standing reception on the terrace with a wonderful panoramic view, where you can continue to discuss professional issues and make new business contacts in a relaxed atmosphere.