CfD Performance Review: Lessons from AR7 and AR7a to Prepare for AR8

The session will assess the outlook for AR8, including strike price expectations, cannibalisation risk, budget allocation, and whether current auction structures reflect real-world project economics. 

• The outcomes of AR7 and AR7a and evaluate the effectiveness of CfD reforms. 

• How developers are balancing CfD participation with merchant and corporate PPA strategies in an increasingly cannibalised power market. 

• How reforms influenced participation, pricing, and project planning. 

• Lessons to inform project positioning and strategy under future CfD rounds or alternative revenue support mechanisms.