Vertragspreisausfälle durch Kohlekraftwerk-Stilllegungen – Entschädigungszahlungen für Langfristverträge
Definition
German power utilities (RWE, LEAG, Uniper, EnBW, Vattenfall, Steag) held long-term coal supply contracts and power generation concessions. The Coal Commission (2018) and subsequent Coal Exit Act (July 2020) mandated accelerated phase-out: hard coal by 2035 (originally 2038), lignite closures negotiated through compensation contracts. Utilities lost revenue from stranded long-term contracts. Government negotiated bilateral contracts with operators to formalize closures and compensation. Total proven compensation: €4.35 billion (hard coal: €2.6 billion for RWE; lignite: €1.75 billion for LEAG and eastern operators). Distributed over 15 years post-closure.
Key Findings
- Financial Impact: €4.35 billion (€4,350,000,000) in PROVEN compensation payouts (2020–2038). Hard coal: €2.6 billion (RWE); Lignite east: €1.75 billion (LEAG, Vattenfall, others). Additional €40 billion in regional restructuring costs (mining regions Brandenburg, Saxony, North Rhine-Westphalia, Saxony-Anhalt) attributable to failed coal contract economics. First auction (Sept 2020): €317 million for 4.7 GW retirement.
- Frequency: One-time systemic failure (2018–2020 negotiation period); payments distributed 2020–2043.
- Root Cause: Lack of regulatory risk visibility in long-term coal supply and power generation contracts. Utilities and coal operators did not model or hedge against accelerated phase-out scenarios. Price-setting mechanisms in long-term contracts (spot vs. fixed/indexed) were misaligned with regulatory timeline risk. Contract renegotiation delayed until government mandates forced bilateral settlement.
Why This Matters
This pain point represents a significant opportunity for B2B solutions targeting Coal Mining.
Affected Stakeholders
Procurement Officers (long-term contract negotiation), CFOs (revenue forecasting, stranded asset accounting), Risk Managers (regulatory scenario planning), Energy Traders (spot vs. forward pricing), Legal/Compliance (contract renegotiation, government relations)
Deep Analysis (Premium)
Financial Impact
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Current Workarounds
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
Evidence Sources:
- https://www.climatechangenews.com/2020/01/17/germany-agrees-pay-out-to-states-and-companies-in-coal-phase-out-deal/
- https://www.enerdata.net/publications/daily-energy-news/germany-unlocks-eu40bn-compensation-coal-mining-regions.html
- https://www.wri.org/snapshots/germanys-coal-commission-guiding-inclusive-coal-phase-out
Related Business Risks
EU-Methanregulation: Sanktionen bei unzureichender Überwachung und Berichterstattung
Unterschätzte CMM-Emissionen: Fehlerhafte Datengrundlagen führen zu Fehlentscheidungen bei Abatement-Investitionen
Implementierungskosten für EU-Methanregulation: Monitoring-Infrastruktur und Systemintegration
Manuelle Compliance-Prozesse blockieren operative Effizienz: Datenverifizierung und Reporting-Backlogs
Royalty-Exemption-Schemalücke: Lignit-Befreiung in Sachsen
Royalty-Reporting: Fehlende digitale Validierung und Betriebsprüfungs-Risiko
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