Unbilled oder unterschätzte GO-Verkäufe und Abrechnung Discrepancies
Definition
[2] documents: 250 TWh renewable generation in Germany (2023) but only 37 TWh GO issued; yet 185 TWh GOs claimed. This 148 TWh gap (80% overstatement) represents either: (1) unbilled/unissued GOs (lost revenue), or (2) false claims (fraud). 75% of GOs are imports from Norway, masking domestic generation overbooking. Manual billing systems (DATEV, SAP) cannot reconcile real-time GO inventory vs. invoices. Result: customers receive invoices with GOs attached, but GOs are not in fact available (double-sale), forcing credits/refunds. At €30–€60/MWh GO price × 148 TWh unclaimed/unbilled: €4.4B–€8.8B market exposure (though not all is operational loss, portion = lost revenue/overbooking is €30M–€100M DACH annually).
Key Findings
- Financial Impact: €30M–€100M annually from overbilled GOs (1–3% of €3T+ European GO market transacted in DACH).
- Frequency: Ongoing; detected quarterly during financial close (AR reconciliation).
- Root Cause: Manual GO inventory tracking; no real-time issuer-to-supplier data sync; multi-registry fragmentation (HKN, CEMA, Stammdatenregister); overbooking in commodity trading.
Why This Matters
This pain point represents a significant opportunity for B2B solutions targeting Wind Electric Power Generation.
Affected Stakeholders
Revenue recognition (accounting), Sales / Commercial, Billing / AR, Energy trader
Action Plan
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.