"While it puts manufacturers under pressure, the fall in costs benefits project developers, electricity producers and suppliers, as well as consumers," explains Christian Rom, manager at DNB Asset Management.
"The summer of 2026 showed what inaction costs; the courts, for their part, have begun to say who must be held responsible for it," emphasize François de Cambiaire and Lydia Méziani, lawyers at de Cambiaire & Méziani Associates.
The renewable energy market has undergone a turbulent evolution over the past few years. "Despite this context, long-term opportunities remain attractive for investors in this sector," says Stian Ueland, manager of the DNB Renewable Energy fund at DNB Asset Management.