The German energy landscape is on the verge of a fundamental realignment. As the Federal Ministry for Economic Affairs and Climate Action (BMWK) prepares the draft bill for the Renewable Energy Sources Act (EEG) 2027—scheduled for late January 2026—key industry associations are positioning themselves. Recent impulses from the BEE(German Renewable Energy Federation) and the BDEW (German Association of Energy and Water Industries) make one thing clear: the market design for solar power is undergoing a radical reconstruction.
Since the current legislative process is expected to be completed by the 2026 summer break and the existing EEG expires at the end of that year, now is the critical moment to plan future-proof Agri-PV (agrivoltaics) projects.
The New Paradigm: Contracts for Difference (CfD)
A central pillar of the reform is the transition from the traditional market premium to two-way Contracts for Difference (CfDs). This model aims to cushion price volatility and protect both investors and the state from extreme market fluctuations.
A Practical Example: The CfD Approach Explained Imagine you operate an Agri-PV plant and “agree” on a so-called “Strike Price” of 9 cents per kilowatt-hour (kWh) with the state:
- Scenario: Low Market Price. If the exchange electricity price drops to 5 cents/kWh, the state compensates the 4‑cent difference. Your total revenue remains stable at 9 cents/kWh, guaranteeing the necessary planning security for your financing partners.
- Scenario: High Market Price. If the exchange price rises to 12 cents/kWh, you keep your agreed revenue of 9 cents and return the surplus 3 cents to the state.
Why the EU Has Been Braking on “Solar Package I”
This systemic shift is a direct response to regulatory requirements from Brussels. The EU Commission has not yet granted final approval for parts of the Solar Package I, as it perceives a risk of improper “windfall profits.” By focusing on CfDs, the EEG 2027 aims to create a symmetrical distribution of risk, thereby securing long-term state aid approval.
Ylektra: Strategic Advantage Through Transparency
While many market players were caught off guard by the EU’s firm stance, Ylektra is among the pioneers of this development.
- Foregoing Speculative Excess Revenue: In our economic analyses for Agri-PV projects, we have always pursued a conservative and professional approach. We deliberately calculate without speculative windfall profits. Our models are based on stable yields that remain fully viable even under a CfD regime.
- Guaranteed Bankability: Ylektra anticipated early on that the CfD model would become the European standard. Our plant designs are optimized to minimize capital costs through maximum transparency. We advocate for a lean CfD design: liquidity risks can only be effectively eliminated if difference payments are based on realistically achievable market prices.
Alignment of BEE & BDEW: Focus on System Integration
Despite different priorities, both the BEE and BDEW are united in calling for producers to take greater system responsibility.
- Grid Compatibility as the Key: The BDEW is calling for incentives for plants that relieve the grid rather than overloading it during peak times.
- The Ylektra Solution: Our intelligent tracker systems follow the sun’s path, significantly shifting production to high-value shoulder periods (morning and evening).
- Smart Hybrid Solutions: We consistently combine Agri-PV with battery storage. This strategy follows the principle of “utilize instead of curtail,” making your operation independent of short-term grid bottlenecks.
Innovative Approaches: Quantity-Based Subsidies
A forward-thinking proposal from the BEE is the move away from time-based subsidies. Instead of calculating rigidly over 20 years, a plant would be guaranteed a fixed amount of electricity (kWh). In the event of negative prices, the plant curtails production without losing its subsidy entitlement—the volume is simply fed into the grid at a later, more lucrative time.
Ylektra’s Plea for Local Planning Autonomy
Agri-PV offers ecological added value that is often slowed down by bureaucratic hurdles—especially on land without automatic “privileged” status. For the EEG 2027 amendment, we propose giving municipalities more effective tools to reduce bureaucracy for locally supported Agri-PV projects. Leaner procedures reduce realization costs and massively accelerate regional value creation.
Conclusion: Secure the Future of Agri-PV Now
The upcoming draft bill in late January 2026 will define the regulatory environment for years to come. While political preference for Agri-PV remains, the requirements for technical flexibility and financial solidity are increasing.
Choose a concept that anticipates the energy transition of tomorrow, today.
