$47M in PPA Value Erosion.
Your Counterparty Knows It. Do You?
When PPAs signed at $45/MWh meet today's $28/MWh spot market, counterparties start looking for exits. SlideStrike helps you see the exposure before they bring it up.
The Value Erosion Waterfall
PPA-by-PPA Status
| Asset | PPA Price | Market | Gap | Expiry | Status |
|---|---|---|---|---|---|
| Solar TX-1 | $42/MWh | $38/MWh | -4 | 2027 | underwater |
| Wind OK-1 | $28/MWh | $35/MWh | +7 | 2028 | upside |
| Solar AZ-1 | $35/MWh | $36/MWh | +1 | 2026 | renew |
| BESS CA-1 | $85/MWh | $92/MWh | +7 | 2029 | upside |
| Wind IA-1 | $32/MWh | $28/MWh | -4 | 2025 | urgent |
Renegotiation Strategy Matrix
Questions from CEOs
About PPA management
QHow does SlideStrike model PPA value erosion?
We compare your contracted prices against forward curves, calculate mark-to-market exposure, and model counterparty incentives. You see which contracts are most likely to face renegotiation pressure.
QCan it help with renegotiation strategy?
Yes. SlideStrike models different restructuring scenarios: price reduction with extension, volume flex, index linkage. You see the NPV impact of each option before negotiations begin.
QWhat about refinancing implications?
SlideStrike shows how PPA changes affect debt capacity, covenant compliance, and credit ratings. Your lenders' concerns are quantified before they raise them.
PPA Portfolio Intelligence
Value erosion. Counterparty risk. Renegotiation strategy.