Saved in:
Bibliographic Details
Main Authors: Stiewe, Clemens, Xu, Alice Lixuan, Eicke, Anselm, Hirth, Lion
Format: Preprint
Published: 2024
Subjects:
Online Access:https://arxiv.org/abs/2405.17166
Tags: Add Tag
No Tags, Be the first to tag this record!
_version_ 1866929360027516928
author Stiewe, Clemens
Xu, Alice Lixuan
Eicke, Anselm
Hirth, Lion
author_facet Stiewe, Clemens
Xu, Alice Lixuan
Eicke, Anselm
Hirth, Lion
contents The average revenue, or market value, of wind and solar energy tends to fall with increasing market shares, as is now evident across European electricity markets. At the same time, these markets have become more interconnected. In this paper, we empirically study the multiple cross-border effects on the value of renewable energy: on one hand, interconnection is a flexibility resource that allows to export energy when it is locally abundant, benefitting renewables. On the other hand, wind and solar radiation are correlated across space, so neighboring supply adds to the local one to depress domestic prices. We estimate both effects, using spatial panel regression on electricity market data from 2015 to 2023 from 30 European bidding zones. We find that domestic wind and solar value is not only depressed by domestic, but also by neighboring renewables expansion. The better interconnected a market is, the smaller the effect of domestic but the larger the effect of neighboring renewables. While wind value is stabilized by interconnection, solar value is not. If wind market share increases both at home and in neighboring markets by one percentage point, the value factor of wind energy is reduced by just above 1 percentage points. For solar, this number is almost 4 percentage points.
format Preprint
id arxiv_https___arxiv_org_abs_2405_17166
institution arXiv
publishDate 2024
record_format arxiv
spellingShingle Cross-border cannibalization: Spillover effects of wind and solar energy on interconnected European electricity markets
Stiewe, Clemens
Xu, Alice Lixuan
Eicke, Anselm
Hirth, Lion
Econometrics
The average revenue, or market value, of wind and solar energy tends to fall with increasing market shares, as is now evident across European electricity markets. At the same time, these markets have become more interconnected. In this paper, we empirically study the multiple cross-border effects on the value of renewable energy: on one hand, interconnection is a flexibility resource that allows to export energy when it is locally abundant, benefitting renewables. On the other hand, wind and solar radiation are correlated across space, so neighboring supply adds to the local one to depress domestic prices. We estimate both effects, using spatial panel regression on electricity market data from 2015 to 2023 from 30 European bidding zones. We find that domestic wind and solar value is not only depressed by domestic, but also by neighboring renewables expansion. The better interconnected a market is, the smaller the effect of domestic but the larger the effect of neighboring renewables. While wind value is stabilized by interconnection, solar value is not. If wind market share increases both at home and in neighboring markets by one percentage point, the value factor of wind energy is reduced by just above 1 percentage points. For solar, this number is almost 4 percentage points.
title Cross-border cannibalization: Spillover effects of wind and solar energy on interconnected European electricity markets
topic Econometrics
url https://arxiv.org/abs/2405.17166