Welcome to The Pexapark Podcast, your fortnightly edit of impactful intelligence in renewable energy, Power Purchase Agreements (PPA) and beyond. Every two week...
In the sixth episode of The Pexapark Podcast, Luca reflects on Europe’s recent CfD rounds and how they compare to PPA prices in France, Poland and Germany. More topics include Norsk Hydro’s new risk management strategy for procurement; why 2025 could transform Europe’s offshore wind; the hidden messages behind Constellation Energy becoming the biggest power generator in the US and more, followed by a 360 discussion on the state of the 24/7 procurement journey.Killian Daly is an Executive Director at EnergyTag- a non-profit dedicated to enabling 24/7 offtakes – aka, hourly matching of consumption with green production. Having worked in an energy-intensive consumer, he understands first-hand the fundamental drivers of the concept, and he’s on a mission to bring this vision closer to reality. A lot done. A lot more to do. Enjoy the discussion covering:Practical requirements needed by producers and consumers to facilitate this journeyExamples of organisations on that mission and how they do itThe role of multiple- technology renewable deals and upscaled energy intelligenceBottlenecks, regulation and the milestones to reachLinks to notes from the episode:The greater PPA that never wasWind hatePolish CfDsEurelectric- Pexapark 24/7 studyUnlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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34:20
Energy Transition – Investing where it hurts: Where would Laurent Segalen put his money?
In the fifth episode of The Pexapark Podcast, Luca discusses major stories indicating that 2025 will be the year of batteries: from year-end capacity forecasts by key grid operators highlighting an upcoming storage boom to Spain’s Capacity Market. More topics include Better Energy’s restructuring; the latest updates from France’s ‘Nuclear Renaissance’ and more, followed by a candid chat on energy transition investment with Laurent Segalen.In a world full of ideas and opinions around Net Zero, Laurent, a clean energy investment banker and co-host of the award-winning podcast “Redefining Energy”, has his bespoke hierarchical classification for investment opportunities. What is the magic sentence every investor wants to hear? What upsets him in the investment space at the moment, and what keeps him motivated? Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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25:51
Beyond standard PPAs: Practical reflections on new types of power deals
In the fourth episode of the Pexapark Podcast, Luca critically reflects on Denmark’s offshore wind setback; Germany’s oversubscribed auction and how it stacks up against PPA prices; toxic energy debates on the back of the second Dunkelfaute; the doom and gloom of Swedish onshore wind and more, followed by a vibrant discussion on exciting new PPA structures in the market. The risks and requirements of today’s PPA environment demand more creativity and an open mind to how deals are closed. Ann Cocquyt, Director & Regional Lead- PPA Transactions at Pexapark, reflects on her closed transactions portfolio and shares her practical thoughts on all the key new structures we see in the market. From zero-price risk allocation clauses – which in reality should never have been a ‘new’ trend, to how Combo PPAs should be priced. What are the different contractual setups of renewables-plus-storage deals? Why are only big corporates able to lead the 24/7 demand? And what is the one required ingredient to qualify for a Multi-buyer PPA?Links to notes from the episode:EnergyTwitter 1: Lion Hirth EnergyTwitter 2: Moving Beyond Simple PPAs Energy Word 1: Bloomberg on Swedish wind Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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33:10
Unlocking Multi-buyer PPAs
In the third episode of The Pexapark Podcast, Luca’s commentary on all things global renewables and PPAs includes the attractiveness of GSE’s Energy Release Platform destined to serve Italian energy-intensive industrials; Spain’s energy storage consultation; US’s Grain Belt Express high-voltage direct line project confirming that there’s no transition without transmission, and more, followed by a spotlight conversation on Multi-buyer PPAs. The PPA Market is moving in new frontiers, with Multi-buyer PPAs receiving much attention due to their promise to unlock new demand segments by aggregating smaller buyers. Luca dives behind the topic with Jon Sigvert, CEO & Co-founder at Reel, a Copenhagen-based B2B electricity supplier and balancing responsible party only active in the Corporate PPA space, unfolding the opportunities and the challenges of the concept and how aggregation can eventually facilitate 24/7 PPAs. Episode breakdown:00:00- Intro00:59-Regulation04:06-Deals & Prices 06:27-Energy Twitter08:00- Wider Energy World 09:33-Interview with Jon Sigvert Links to notes from the episode:EnergyTwitter 1: Graig LawrenceEnergyTwitter 2: Moving Beyond Simple PPAs Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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27:24
The German PPA Market at Crossroads
In this episode of The Pexapark Podcast, our edit of market developments includes an initial overview of the possible impact that Trump’s return could have on the US’s energy transition; Sweden’s rejection of 32 GW offshore wind on the back of security concerns; controversial discourse on the back of the German Dunkelfaute and more thought-provoking developments across the globe, followed by a spotlight conversation on Germany’s PPA Market. The land of Enegiewende represents one of the largest renewable markets in Europe, but pending market reforms are set to shake the business models of both PPAs and CfDs. Luca caught up with Jens Hollstein, EVP Advisory at Pexapark, on the fundamental dynamics of PPA deal-making in the country and how they differ for solar, offshore and onshore wind; the current interplay between the auctions and the PPA route and how BMWK’s proposed reforms on the EEG scheme can cause a fundamental recalibration of business models for new renewables. Episode breakdown:00:00-Intro 00:45-Regulation04:45-Deals & Prices 08:11-Energy Twitter11:19-Interview German PPA Market at Crossroads Links to notes from the episode:BMWK proposes four reform options for EEG auctionsEnergyTwitter 1: Greg Jackson rant on Dunkelflaute EnergyTwitter 1: Italian PPA MarketUnlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
Welcome to The Pexapark Podcast, your fortnightly edit of impactful intelligence in renewable energy, Power Purchase Agreements (PPA) and beyond. Every two weeks, our COO & Co-Founder Luca Pedretti kicks off with key market, regulatory, pricing and deal making updates in Europe and North America.In the second part, he’s hosting an in-depth conversation with an industry expert, discussing candid perspectives on the critical trends shaping our sector. For more insights, register for a free Pexapark account here: https://go.pexapark.com/podcasts
France