AR8: Can frozen strike prices absorb rising offshore wind risk?
13 July, 2026
The government’s AR8 notices clarify the mechanics of the next CfD round, but they also expose the central tension facing the market: developers are being asked to price delivery risk and supply-chain inflation against administrative strike prices that remain anchored to AR7. Does AR8 provide enough hedge room to deliver viable projects in a market trapped between increasing developer delivery risk and the government's frozen pricing?
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