"Das ARIM Mesh erkennt einen kritischen Drift zwischen Ihrem Portfolio-Pfad und der EPBD 2026. Eine sofortige technische Due Diligence wird empfohlen."
Decision-Grade Artifact
CRREM stranding pathway
Stranding-risk decision basis
Snapshot
Stranded year
2025
CO2 intensity
36 kg/m2a
Emissions
181 tCO2/a
Verdict
CRITICAL
Insights
✓On the current intensity the asset crosses the CRREM target line in 2025.
✓Stranding is a moving line - it pulls forward as the CRREM pathway steepens toward 2050.
What to watch
!Post-stranding: liquidity discount, financing constraints (EPBD 2026) and value loss compound.
!A single retrofit can reset the stranding year - inaction is the expensive option.
Next steps
->Plan a retrofit roadmap that pushes the stranding year past your hold horizon.
->Budget CapEx against the stranding timeline, not reactively.
->Commission a technical due diligence for the portfolio path.
Gemeinsam Ihr Energie-Portfolio in 60 Minuten sondieren.
Unter NDA. Wir schauen auf Ihre größten 3 Assets und nennen Ihnen die größten Hebel - kostenfrei. Yield-Modelle und Förder-Stack besprechen wir konkret.
We use cookies and Google Analytics to provide you with the best experience and improve our website. Your data is processed anonymously. Privacy Policy