Soldera Feature Spotlight: Market Insights & Quarterly Outlooks

The GO space is notoriously difficult to forecast, for a number of reasons. We touched on some of these in our articles on market volatility, regulatory factors, and AIB statistics, but as a quick recap - GOs are an incredibly dynamic market and they are not regulated as financial instruments, only as tracking mechanisms for renewable energy claims. This means that big players can move volumes quickly and impact prices, and, as with any regulations-sculpted market, politics consistently acts as the primary and notoriously unpredictable price variable that surprises market participants.

But, all hope is not lost. Every quarter, Soldera responds to the fact the most producers lack the market intelligence needed to optimize their strategy. We publish Quarterly Market Outlooks, free for all members, designed to level the playing field in terms of information. The report is structured to be suitable for both sophisticated producers (think complex SPV structures, internal risk teams, and active GO strategy optimization), all the way down to small, independent renewable producers. No more being caught between information overload and decision paralysis - we bring the facts to you.

Actionable Market Analysis

Soldera's Market Insights & Quarterly Outlooks cuts through the noise with what our members call "best in class" market analysis. Where competitors either offer nothing or bury producers under dense, academic reports that are totally separated from their business case - we deliver what matters: spot-on supply and demand drivers with no extra nonsense. Every quarter, our market intelligence looks to generate actionable insights, not to send you a confusing wall of text. The format is deliberately streamlined, covering the straightforward supply-demand factors across both long and short-term that busy producers can actually digest and act upon. For instance, our last edition (Q3 2025) accurately pre-empted the critical variables currently shaping Q3: renewable generation shortfalls, regulatory uncertainty around CSRD scope changes, and weather-driven supply risks. If you’re curious, you can catch the episode here - keep reading to see how the written report itself can be accessed.

For those with forwards enabled, each quarterly outlook includes our forward strategy recommendation: the answer to that persistent "30% or 60%" forward-hedging question. Our analysis typically decides which approach is better for current market conditions, giving producers the confidence to act decisively rather than second-guess their strategy. In our last report, we cut through the noise to deliver clear hedging recommendations for a market caught between improving fundamentals and policy headwinds.

These aren't baseless recommendations. Our quarterly insights also include price data visualizations, that show by exactly how much our previous recommendations would have helped Forward Advantage clients achieve in terms of percentage premiums over benchmark market prices when implemented, with recent tender results showing 30% above spot market performance during volatile periods.

Recent market intelligence has highlighted key opportunities:

• 70% forward premiums during optimal selling windows
• Arbitrage opportunities between vintage years
• Volatility patterns that can swing prices 50% within a single week

Access and Formats

Outlooks are completely free as part of our success-fee-only model, with both designed to fit different operational needs and portfolio sizes.

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Why Producers Choose Our Market Intelligence

We see two main producer archetypes that really value our quarterly outlooks:

• Time-Pressed Decision Makers: We know that when you’re growing a renewable business, you pretty much don’t have time to research the GO market, as it isn’t your #1 priority above other business functions. Thankfully, we make it our #1 priority (sorry, we know that’s a cheesy line), and our quarterly format delivers maximum insight with minimal time investment.
• Sophisticated Risk Teams: Even producers with internal analytics teams find our market intelligence valuable for optimization and validation of their hedging corridors. You might have a strong analytical edge as it stands, and you just want additional analyses to reinforce your assessment of the market.

Finally, remember that our outlooks integrate seamlessly with the strategy tools within our platform, allowing producers to immediately implement recommendations with simple percentage adjustments rather than complex manual processes - forward hedging is the most obvious example of this in action, with quarterly adjustments as straightforward as setting your preference.

This stems back to our view of what makes a great market product:

• The option to trust us: Not everybody wants to take on the markets by themselves, and to be honest, we don’t encourage it. You will always have the option to send your volumes to our spot and forward aggregation services, where we are contractually obliged to fetch the best prices we possibly can, only selling to the highest bidder.
• Freedom: We’ve proven to be good at what we do, but we never claim to know best. This is why our success fee doesn’t apply to sales made outside of Soldera channels, and you’re always free to sell your own volumes as you please.
• Intelligence: Giving our members the best information to make decisions: Naturally, we’re building Soldera around a neutral view of the market that discourages impulse trading and encourages and facilitates FAN sales (Frequent, Aggregated, Networked). However, we know that producers want the agency to execute deals on their own terms - which is why we are committed to giving you the right information to set presets.

That’s the ethos: combining freedom with information means you’re always in charge of your own GO strategy - and you always have the ability to hand the reins to us or keep a hold of them yourself.

So, to wrap up: for producers tired of being "in the dark" about GO market dynamics, our quarterly outlook will bring strategic clarity. Soldera is the trusted GO manager across 3000+ European renewable energy sites for firms like Nuveen, Svea Solar, Sunly, Solör Bioenergi, Utilitas, and BaltCap. If you want to see how market intelligence translates to a more informed GO portfolio, register to begin.