SPARC.
How it works

Shifting production,
one MWh at a time

SPARC: A market mechanism for shifting contracted coal generation to verified renewable delivery, one MWh at a time.

01
The problem

Contractually saturated,
not physically full

Reserve margins in Thailand and the Philippines exceed 40%. The system already has more contracted generation than it needs. Long-term PPAs guarantee coal plant offtake regardless of cost.

Every new renewable MWh added as a new contract increases consumer obligation and stresses grid systems. It does not replace contracted coal capacity or dispatch directly.

Electricity demandContracted coal obligation+40% contracted above demand140%100%
02
SPARC
The current model

Binary exit requires capital
that doesn’t scale

The Energy Transition Mechanism and similar approaches need to purchase the full net present value of remaining PPA cash flows. That logic works for one or two transactions. It cannot decarbonize a fleet.

Capital intensity

Requires the NPV of remaining PPA cash flows upfront — typically hundreds of millions per plant before a single MWh shifts.

Complexity

Three to five year preparation timelines across debt and equity restructuring, involving every creditor and counterparty.

Political friction

Creates a concentrated loser in the coal operator, who has every incentive to lobby against the mechanism at every stage.

Sunk cost

Buying out the PPA surrenders a granted production right at full price. The entire cost passes to carbon buyers, pricing them out.

03
SPARC
What SPARC is

Production rights inside
existing coal contracts,
made transferable

SPARC doesn’t buy out a coal plant or terminate an existing PPA. Behind the scenes it disaggregates the contract into defined delivery bands. A renewable generator acquires a band, delivers the MWh, and the coal plant produces less. The contract remains intact. Production shifts one MWh at a time.

BEFOREAFTER SPARCPPACOAL PPAone contractSPARC STREAM1SPARC STREAM2SPARC STREAM3SPARC STREAM4tradable delivery bandsRENEWABLEOPERATORRENEWABLEOPERATORCOAL PLANTOPERATOR
04
SPARC
Layer one

The SPARC stream is
the forward object

A SPARC stream is a registered delivery band inside an existing coal PPA. It carries the right to supply power, the right to receive payment, and the embedded right to emit carbon, along with the corresponding delivery and availability obligations. These rights were previously inseparable from the PPA. SPARC makes them transferable.

POWER PURCHASE AGREEMENTSPARC STREAMRight tosupply powerRight toreceivepaymentEmbeddedemission right(tCO₂ / MWh)Delivery &availabilityobligationsThe underlying PPA remains legally intact.A defined band can be assigned to an approved delivery party.
05
SPARC
Layer two

A SPARC is created
at delivery

When one eligible MWh is delivered under a registered SPARC stream and confirmed through metering, one SPARC is created. It records the delivery, the right to get paid and carries the embedded emission right associated with the originating coal PPA. The SPARC registry reflects what actually happened.

01Coal operator & renewable energy agree band terms
02RE generator dispatches to grid; metered
03Registry records the MWh-level event
04Renewable attribute evidenced; linked
05Unused emission right recorded ex-post
Stream registeredMWh deliveredSPARC createdREC linkedARC issued
06
SPARC
Three records, three claims

Three instruments prove
different points.

The SPARC record proves the MWh fulfilled a coal-backed delivery band. If this MWh was produced with renewables, a REC or equivalent certificate proves the energy attribute. In this case, an ARC proves the emission right attached to that band was not used.

Contractual record
SPARC
Proves
This MWh fulfilled a registered delivery band inside an existing coal PPA, including its embedded emission right
Does not prove
The renewable attribute, which requires a linked REC or equivalent certificate
Energy attribute record
REC
Proves
This specific MWh was generated from a qualifying renewable source
Does not prove
The contractual context of the delivery, or the emission right attached to the production band
Carbon record
ARC
Proves
An emission right was registered, held under a specific SPARC stream, and not exercised when a lower-emission MWh fulfilled the band
Does not prove
The renewable attribute or the contractual substitution, which require the linked SPARC and REC
Claiming coal-band substitution requires both the SPARC record and lower-emission evidence.
07
SPARC
Verified unused emission rights

An ARC is a receipt,
not a promise

An ARC is issued only after lower-emission electricity has fulfilled a registered stream. It records the emission right attached to that band but not exercised. The reference point is not a modeled counterfactual; it is the coal-backed production and emission right already recorded in the stream.

That matters because a verified claim on lower-emission delivery inside Southeast Asia’s coal fleet requires strong evidence.

ARC AVOIDED RIGHT TO EMIT CARBON ISSUED EX-POST · REGISTRY-BACKED · NO COUNTERFACTUAL
08
Mechanism overview

How SPARC works

09
SPARC
SPARC.
~30 GWCoal in PPAs in Southeast Asia. None requires a buyout.
OnePPA can stay intact. Production shifts on the inside.
EveryARC is a receipt, not a promise.

Green, from the inside out.

10
Tap sides or swipe