FlexSource - PPAs Explained (Next Kraftwerke)

Source - PPAs Explained (Next Kraftwerke)


Explainer article on Power Purchase Agreements: types, advantages, disadvantages, and market context. Published by Next Kraftwerke (Belgian branch), an electricity trader and aggregator operating virtual power plants across Europe.

Document metadata

  • Title: “PPAs explained: types of Power Purchase Agreements, their advantages and disadvantages”
  • Source: https://www.next-kraftwerke.be/knowledge-hub/ppa-power-purchase-agreement
  • Author: Next Kraftwerke BE
  • Published: (undated)
  • Raw file: Raw/Clippings/PPAs explained - Power Purchase Agreements, their advantages and disadvantages and why they are on the rise.md

Summary

The article provides a clear typology of PPAs and explains why they are growing in commercial use. It covers the perspective of both generators (seeking revenue certainty for capital-intensive renewable projects) and large consumers (seeking stable, green electricity prices). Being authored by an electricity trader, the content is commercially oriented but technically accurate.

PPA definition

A Power Purchase Agreement (PPA) is a power offtake agreement between a (green) electricity producer and a consumer or trader. It includes: amount of electricity, negotiated price, risk allocation, accounting requirements, and penalty clauses. As a bilateral agreement, it is highly customizable. PPAs are generally long-term (10–15 years), providing stable revenue for high-CAPEX/low-OPEX renewables investments and insulation from market price volatility.

This aligns closely with the EU legal definition added by Regulation 2024/1747, Art. 2(77): “a contract under which a natural or legal person agrees to purchase electricity from an electricity producer on a market basis.”

PPA typology

By buyer type

TypeDescription
Corporate PPABilateral agreement between renewable generator and a (large/industrial) consumer
Merchant PPAAgreement with an electricity trader who resells into the market or to a specific consumer

Corporate PPAs are growing internationally, driven by companies (Google, Apple, etc.) seeking price certainty and green credibility. Main barrier in smaller markets: 10–15 year duration is long for corporate procurement cycles.

By physical delivery mechanism

TypeDeliveryGrid involvementNotes
On-site PPADirect, behind the meterNo public gridProducer on customer premises or direct line; avoids grid costs and energy taxes; always a Corporate PPA
Off-site PPAVia public gridYes — balance group settlement requiredFixed price; plant can be distant; Guarantees of Origin transferred to customer
Sleeved PPAOff-site with intermediaryYes — intermediary handles balancing, portfolio management, riskEnergy service provider takes balancing responsibility; absorbs profile/imbalance/credit risks
Virtual/synthetic PPAFinancial only — no physical deliveryElectricity traded separately (e.g., EPEX spot)Uses a Contract for Difference structure — both parties settle at market price and pay/receive the difference to/from the agreed strike price

Virtual/synthetic PPA mechanism

The synthetic PPA decouples electricity flow from the financial agreement:

  1. Generator’s energy service provider sells electricity at market (spot) price
  2. Consumer’s supplier buys a matching profile at market price
  3. A Contract for Difference (CfD) between the two PPA parties compensates for the difference between spot and the agreed strike price

Result: both parties effectively pay/receive the agreed PPA price regardless of spot price movements, achieving price certainty without physical delivery. The CfD structure is simpler administratively and does not require direct balance group connections between the parties.

Advantages of PPAs

  • Risk reduction: removes energy price volatility risk for high-CAPEX/low-OPEX projects; enables debt financing for renewable development
  • Revenue certainty: banks often require a PPA from a creditworthy offtaker as a condition for project financing
  • Green credibility: physical PPAs with Guarantees of Origin enable consumers to demonstrate renewable procurement
  • Flexibility: contracts can be structured with fixed prices, variable prices, or partial market exposure

Disadvantages of PPAs

  • Complexity: negotiation is time-intensive; primarily accessible to large companies with legal/procurement capacity
  • Long duration risk: 10–15 year lock-in; if prices move significantly, either producer or consumer is adversely affected
  • Volume/profile risk: variable renewable output means the contracted volume may not always be available; someone must handle the residual (financially or physically)

Market context

Corporate PPAs are increasingly common globally. Standard examples include Google/Apple renewable data center contracts, and Belgian examples such as Google-Engie offshore wind. Growth is driven by:

  • Corporate sustainability commitments requiring renewable electricity
  • Merchant revenue uncertainty increasing as subsidy schemes end
  • Art. 19a–19b of Regulation 2024/1747 requiring member states to remove PPA barriers and ensure guarantee schemes for buyer-default risk

Relevance to wiki topics

  • Power Purchase Agreement: this source provides the primary detailed typology for the PPA concept page
  • Electricity Market Design Reform 2024: PPAs are a central instrument in the 2024 reform’s investor support framework
  • Flexibility: synthetic PPAs using CfD structures create price stability that enables renewable investment — the revenue base for flexibility-providing assets