Research
Findings from the asset data, written for people who will check them. Every figure is reproducible from public sources, and every piece states its limits in the body rather than a footnote — because the readers are analysts who will test the number before they use it.
- ·5 min read
A third of public ownership data names the previous owner
We tested two widely-used sources against assets whose owner we already knew. Both disagreed on roughly a third — and the disagreements were not random.
35.9% UK REPD named a different owner30.7% Wikidata did, on high-confidence matches2,159 matched assets testedOwnershipData qualityMethodM&A - ·7 min read
What we found checking 47,000 European energy assets against published figures
A 7.4% capacity double-count, a grid operator recorded as a plant owner, and ownership missing on half of all capacity. Every asset database has errors; the question is whether anyone looks.
114,998 MW double-count removed49.7% → 85.7% ownership coverage12,573 assets re-attributedData qualityMethodologyOwnership - ·5 min read
When German renewables go merchant: the asset-level subsidy cliff
1,201 German assets — 7,935 MW — lose EEG support by the end of 2030, and 686 more roll off in 2032 alone. The dates are per-asset, not modelled.
5,936 assets with a dated expiry1,201 roll off by 20307,935 MW capacity by 2030GermanyEEGSubsidyPPAScreening - ·6 min read
Germany’s merchant renewables are new, not old
5,899 MW across 744 German assets generated outside EEG support in 2024 — and the median one was commissioned in 2022, not 2005.
744 merchant assets5,899 MW merchant capacity2022 median commissioning yearGermanyMerchantEEGSolarWind
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