Publicação
TagEnergy : evolving the business model into the next growth phase
| Resumo: | The following Thesis, developed as a Case Study on real-world company TagEnergy, exploreshow the structural transformation of electricity systems is reshaping strategic choices for renewable independent power producers (IPPs). As electrification, digitalization and rising demand for flexibility increase both system complexity and price volatility, value creation is moving beyond pure generation to integrated, capability-driven models. Based on Literature Review on electricity market design, system transformation and business model innovation, the thesis analyzes the trade-offs faced by mid-sized IPPs as they scale from project developers into asset owners. TagEnergy’s case illustrates a central strategic dilemma: preserve a lean, capital-efficient IPP model that is optimized for speed, or to selectively evolve toward a more integrated energy platform, capable of monetizing flexibility, optimization and customer-oriented services. The findings indicate that this is more than a binary choice. Rather, the study argues for phased and selective integration of critical capabilities. This strategy allows the firm to improve value capture, while preserving organizational agility and capital discipline, offering a robust strategyacross multiple market scenarios. Additionally, the Thesis includes a Teaching Note to help instructors managing the in-class discussion of the Case Study through example-questions and analysis. |
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| Autores principais: | Ramminger, Tim Jörg Arne |
| Assunto: | Strategy Merchant Renewable energy IPP Business model Estratégia Comerciante Energia renovável |
| Ano: | 2026 |
| País: | Portugal |
| Tipo de documento: | dissertação de mestrado |
| Tipo de acesso: | acesso embargado |
| Instituição associada: | Universidade Católica Portuguesa |
| Idioma: | inglês |
| Origem: | Veritati - Repositório Institucional da Universidade Católica Portuguesa |
| Resumo: | The following Thesis, developed as a Case Study on real-world company TagEnergy, exploreshow the structural transformation of electricity systems is reshaping strategic choices for renewable independent power producers (IPPs). As electrification, digitalization and rising demand for flexibility increase both system complexity and price volatility, value creation is moving beyond pure generation to integrated, capability-driven models. Based on Literature Review on electricity market design, system transformation and business model innovation, the thesis analyzes the trade-offs faced by mid-sized IPPs as they scale from project developers into asset owners. TagEnergy’s case illustrates a central strategic dilemma: preserve a lean, capital-efficient IPP model that is optimized for speed, or to selectively evolve toward a more integrated energy platform, capable of monetizing flexibility, optimization and customer-oriented services. The findings indicate that this is more than a binary choice. Rather, the study argues for phased and selective integration of critical capabilities. This strategy allows the firm to improve value capture, while preserving organizational agility and capital discipline, offering a robust strategyacross multiple market scenarios. Additionally, the Thesis includes a Teaching Note to help instructors managing the in-class discussion of the Case Study through example-questions and analysis. |
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