Insights
Shared energy and CER operations, PPAs and routes to market, self-consumption and tax, due diligence: sourced reads for people deciding on a real project.
Who can act as soggetto referente of an Italian energy community under the GSE rules, what they sign, and which monthly work can go to an external manager.
The European Commission's PPA study finds that Italy's binding constraint is demand, not supply: the gap widens from around 20 to around 80 TWh by 2035.
Merchant, PPA, CER, self-consumption: the four routes to sell a solar MWh now diverge by multiples. A developer's view, with the numbers.
The Italian enhanced-depreciation incentive covers renewable self-production at a distance, not only on-site. Rates, module constraint, cumulability, GSE steps.
What the GSE operating rules mean in practice for people building and running Italian energy communities.
The failure modes we see most often on acquisition-side DD over Italian utility-scale PV portfolios.
The case for a structured dossier format in renewable and infrastructure project diligence, and how AIP Engine produces one.
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What we publish, what we don't, and the occasional field note that doesn't make it to the public site. We write when there is something worth saying.