Shows
The Pexapark PodcastRisk, Discipline and the Evolution of Trading & Origination with Domenico De Luca of AxpoWelcome back to The Pexapark Podcast! In the first part of the episode, we zoom out and look at how power markets are shifting across regulation, prices, and the wider energy world. ERCOT is launching real-time co-optimization and fully integrating BESS – the biggest reform since nodal pricing. Germany is moving toward dynamic grid fees that reward flexibility and penalize congestion. Denmark is abandoning “first come, first served” grid queues in favor of maturity-based prioritization. At the same time, Europe’s renewables landscape has entered a phase of abundance: more negative prices, lower capture factors, and pressure...
2025-12-1146 minThe Pexapark PodcastThe Next-Gen IPP Podcast Series | OX2’s Mehmet EnerginWelcome back to The Pexapark Podcast! In this special edition, we explore how leading developers are evolving into next-generation Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Mehmet Energin, Chief Investment Officer at OX2, to discuss how the company is transitioning from a pure-play developer to an active renewable asset owner. With new shareholders, shifting market dynamics, and fast-moving technology, OX2 is building the commercial, digital, and strategic muscles needed to thrive in an era of volatility, capital scarcity, and hybrid portfolios.Enjoy a d...
2025-12-0229 minThe Pexapark PodcastThe Next-Gen IPP Podcast Series | Sonnedix’s Axel ThiemannWelcome back to The Pexapark Podcast! In this special edition, we explore how leading renewables players are evolving into next-generation Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Axel Thiemann, CEO at Sonnedix, to discuss how the company is transitioning from a solar-focused developer into a more diversified and customer-facing IPP active across ten markets.Enjoy a discussion on themes including:Redefining the IPP model: from feed-in tariffs to customer-facing renewable generationExpanding from solar into batteries and wind to meet evolving customer n...
2025-12-0233 minThe Pexapark PodcastThe Next-Gen IPP Podcast Series | Taaleri Energia’s Kai Rintala and Aleksi NordlundWelcome back to The Pexapark Podcast! In this special edition, we explore how investors and fund managers are building the next generation of Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Kai Rintala, Managing Director and Aleksi Nordlund, Director of Power Markets at Taaleri Energia, to discuss how the Finnish renewables fund manager is evolving its model to capture more value across the energy value chain.Enjoy a discussion on themes including:The evolution from developer to full-spectrum value creator a...
2025-12-0233 minThe Pexapark PodcastThe Next-Gen IPP Podcast Series | Eurowind Energy’s Jesper Schaumburg-DüringWelcome back to The Pexapark Podcast! In this special edition, we explore how Independent Power Producers (IPPs) are redefining what it means to own and optimize renewable assets in a fast-changing market. In this episode Luca Pedretti sits down with Jesper Schaumburg-Düring, Commercial Director at Eurowind Energy, to discuss how the Danish company has transformed from a traditional developer into a full-fledged, multi-technology IPP with ambitions to become a true power major. Enjoy a discussion on themes including:The shift from developer to true IPP — ownin...
2025-12-0228 minThe Pexapark PodcastThe Next-Gen IPP Podcast Series | Nuveen Infrastructure’s Jordi Francesch and Pierre BartholinWelcome back to The Pexapark Podcast! In this special edition, we explore how investors are redefining Independent Power Producers (IPPs) for a new era of complexity and scale. In this episode Luca Pedretti sits down with Jordi Francesch, Managing Director, and Pierre Bartholin, Senior Director and Head of Power Hedging and Origination at Nuveen Infrastructure, to discuss how the global investment manager is building next-generation IPPs under the Nuveen Clean Energy platform. With roots in Glennmont Partners, Nuveen Infrastructure operates across 12 markets and four core technologies – onshore and offshore win...
2025-12-0234 minThe Pexapark PodcastThe Next-Gen IPP Podcast Series | Mirova’s Jérôme TricotWelcome back to The Pexapark Podcast! In this special edition, we look at how next-generation Independent Power Producers (IPPs) are becoming digital, data-driven operators. In this episode Luca Pedretti is joined by Jérôme Tricot, Director, Asset Performance & Optimisation at Mirova, a Paris-based sustainable asset manager with ~€33bn AUM, including >€4bn invested in energy-transition infrastructure and a sixth fund currently in fundraising. Jérôme explains how Mirova invests in and alongside IPPs – developing, building, and operating renewables – while evolving capabilities for revenue management, hedging, and flexible, dispatchable portfolios.Enjoy a...
2025-12-0219 minThe Pexapark PodcastThe Next-Gen IPP Podcast Series | Zelestra’s Ivan Nieto RuizWelcome back to The Pexapark Podcast! In this special edition, we explore how the new generation of Independent Power Producers (IPPs) are evolving from light, asset-based models into active, data-driven energy players. In this episode Luca Pedretti sits down with Ivan Nieto-Ruiz, Chief Commercial Officer at Zelestra, to discuss how the global multi-technology IPP is reshaping its strategy across India, Europe, and the Americas. With operations spanning Italy, Germany, Spain, the US, and Latin America, Zelestra is building a customer-focused, hybrid portfolio – integrating solar, wind, and storage to deliver dispatchable, flexible ene...
2025-12-0228 minThe Pexapark PodcastThe Next-Gen IPP Podcast Series | Nadara’s Joanna EllisWelcome back to The Pexapark Podcast! In this special edition, we explore how next-generation Independent Power Producers (IPPs) are evolving beyond development into active commercial and operational players. In this episode Luca Pedretti sits down with Joanna Ellis, Chief Commercial Officer at Nadara, to discuss how the company – formed in 2024 through the merger of Renantis and Venti and Energy – is shaping the IPP-plus model. With over 4 GW of capacity across nine European markets, Nadara is expanding from onshore wind into solar and offshore wind while managing revenues end to end through in-ho...
2025-12-0229 minThe Pexapark PodcastInside the Rise of Storage with Tom Thunell of TybaWelcome back to The Pexapark Podcast! In the first part of the episode, we look at how policy and markets are converging around storage and flexibility. Germany is preparing an industrial power price subsidy from 2026, offering 50 €/MWh for part of energy-intensive companies’ load over three years, while France’s EDF has widened access to its long-term nuclear-based contracts to thousands more companies beyond just heavy industry. Romania is launching a demand-side flexibility market, allowing large users to offer demand reductions in the day-ahead market and share revenues with consumers – part of a broader shift across Europe and the US t...
2025-11-2742 minThe Pexapark PodcastThe Queen of PPAs: Natasha Luther-Jones on how Deal Making in Renewables & BESS is EvolvingWelcome back to The Pexapark Podcast! In the first part of the episode, we review key developments shaping renewable energy dealmaking. Across Europe, regulation is evolving to stabilize short-term markets and accelerate grid connections — from Germany refining its Energy Acts to allow grid charging for co-located assets, to Italy’s DL Energia decree and Energy Release 2.0 program supporting grid access and industrial demand. Spain is expediting storage permitting and introducing data center regulation to boost renewable electricity use. In the U.S., the “one big, beautiful bill” continues to define renewable policy, with tax credit eligibility requiring construc...
2025-11-1331 min
Clean Energy Industry NewsClean Energy's Global Surge: Partnerships, Investments, and the Path to a Sustainable FutureThe clean energy industry has seen significant developments in the past 48 hours, marked by major partnerships, regulatory changes, and bold investment pledges at COP30. Globally, renewable energy capacity additions broke records, with 582 gigawatts installed in 2024, outpacing fossil fuel investments for the first time. South America emerged as a key player, contributing 23 gigawatts last year, but the International Renewable Energy Agency warned that annual investment must rise from 58 billion dollars to 500 billion dollars to meet transition goals. This would fuel a projected 1.1 percent annual GDP growth boost and over 12 million energy jobs by 2050.In Europe, volatility persists in power...
2025-11-1103 minThe Pexapark PodcastAhead of RE-Source: SolarPower Europe’s Walburga Hemetsberger on Solar, Storage, and Europe’s Next Energy ChapterWelcome back to The Pexapark Podcast! In the first part of the episode, we cover big shifts in renewables: France unveiled a revamped capacity market (centralized RTE-run auctions from November 2026) and a new injection tariff guiding storage behavior to ease grid congestion. Italy’s FER-X solar and wind auctions landed right in line with Pexapark’s fair-value benchmarks, while Germany’s Innovation auction showed sharper competition and only a small premium for solar-plus-storage projects. Meanwhile, data centers continue to dominate corporate PPA demand – around 30% of the total – with Northern Europe emerging as a key growth region. Across the Atlant...
2025-10-3038 minThe Pexapark PodcastWatt’s Up: Engie’s Take on BESS and 24/7 CFEWelcome back to The Pexapark Podcast! In the first part of the episode, we cover big shifts in renewables: Europe’s day-ahead power market now trades in 15-minute intervals, boosting flexibility and volatility – a win for batteries and flexible demand. Switzerland’s new Acceleration Act aims to cut renewable permitting times dramatically, while Poland stands out with its first major BESS framework deal (1.3 GW / 5.2 GWh).Elsewhere, Germany’s PPA market slowed, the Nordics stayed quiet, and in the UK, solar-plus-storage co-location continues to rise. Meanwhile, Google’s partnership with Shell Energy Europe ushers in a new era of 24...
2025-10-1638 minThe Pexapark PodcastThe State of Co-Location. The Way forward for Hybrid PPAWelcome back to The Pexapark Podcast! In the first part of the episode, we look at key market shifts: Germany launches a €500m guarantee scheme to revive its stalled PPA market, Italy’s FER-X auction confirms solar’s dominance with many projects now turning to PPAs at €54–60/MWh, and the Netherlands injects €1.2bn to rescue offshore wind. Battery revenues in Europe dipped on weak summer volatility but are already recovering, while the U.S. set a record with 4.9 GW of new storage in one quarter. In the second half, Jens Holstein – EVP Advisory at Pexapark – joins Luca Pedret...
2025-10-0234 minThe Pexapark PodcastState of the Spanish Offtake Market Post-BlackoutWelcome back to The Pexapark Podcast! In the first part of the episode, we dive into a fast-moving month for policy and pricing: the EU’s ETS review and fresh UK CfD momentum, a surprise SDE++ underspend in the Netherlands, and Spain’s storage-first push with generous capex support. We zoom in on market signals: Poland’s PPA landscape with easing risk discounts (notably for onshore wind) versus solar’s capture headwinds; the US split-screen of ERCOT’s storage boom and PJM’s hyperscaler-fueled demand premium; and why surging Nordic balancing costs are rewriting short-term risk and contract structures across Europ...
2025-09-1836 minThe Pexapark PodcastUnpacking the 5 Key Trends That Paint the Full Picture of Europe’s PPA & BESS Offtake MarketsWelcome back to The Pexapark Podcast! In this episode, we look at what shaped offtake in H1 2025. Wind remains under pressure – Europe is busy renegotiating old projects rather than launching new ones. Romania’s CfD round saw solar overshoot targets at ~€41.7/MWh, while wind missed volumes and pushed prices higher. In northern Sweden, oversupply has driven prices into the teens and forced curtailments, while Spain is fast-tracking co-located batteries after April’s blackout, though spreads remain too tight to add much PPA value. Meanwhile, the EU has introduced a new industrial support scheme to cut heavy-industry power costs in exchange...
2025-09-0437 minThe Pexapark PodcastPJM in Flux: Capacity Price Spikes, Renewables & How The World’s Largest Power Market WorksWelcome back to The Pexapark Podcast! In the first part of the episode, we unpack what’s been moving the renewable energy markets over the past weeks. From the sweeping impact of the “Big Beautiful Bill” reshaping U.S. clean energy, to PJM’s latest capacity auction price spikes, we explore how policy shifts and market dynamics are changing the trajectory of long-term renewables. Our deal tracker reveals surging utility PPA volumes, with Italy and Spain leading the way, while Poland firmly joins Europe’s front-rank of offtake markets – this time with its first landmark BESS transactions. We also touch on Ger...
2025-08-2138 minThe Pexapark PodcastFrom Data to Benchmarks: How Price Reporting Shapes MarketsWelcome back to The Pexapark Podcast! In the first part of the episode, we dive into recent developments shaping the renewable energy landscape, starting with the European Commission’s long-awaited assessment of the Guarantees of Origin (GoO) market. Hot topics include record-setting results from PJM’s latest capacity auction, implications of hyperscaler-driven demand, and the UK’s Allocation Round 7 for CfDs—and what all of this means for PPA pricing dynamics. We wrap up this section with a compelling look into why hyperscalers like Google are paying over $100/MWh for power—even as forward markets sit near $50—and what that tells u...
2025-08-0743 minThe Pexapark PodcastFrom Electrons to Intelligence: How Crusoe Powers AI with Modular, 24/7 EnergyWelcome back to The Pexapark Podcast! In the first part of the episode, we unpack Europe’s latest regulatory moves, starting with Italy’s FER-X auction, which drew over 20 GW in bids – double its cap – signaling a shift to a more mature offtake market. In Germany, BESS deal activity remains strong despite a court-backed BKZ grid levy. Meanwhile, the UK delivers long-awaited clarity: CfD tenors extended to 20 years and zonal pricing officially ruled out.In the second part of the episode, Forrest Carroll – Energy & Infrastructure Lead at Crusoe – joins us to unpack how AI infrastructure is reshaping energy procu...
2025-07-2439 minThe Pexapark PodcastCharged up: The rise of Europe’s BESS offtake marketWelcome back to The Pexapark Podcast! In the first part of the episode, we review the main headlines from across the pond, spotlighting PJM’s proposed revised rules for renewables participation in its capacity markets, all while the passage of the “Big Beautiful Bill” already impacts PPA deal-making in the country. More topics include Germany’s latest EEG onshore wind and solar-plus-storage innovation auctions. In the second part, Apostolis Valassas – Lead BESS Analyst at Pexapark, takes us for an intense ride on all things BESS offtakes in Europe. Deal flow in 2025 has evolved remarkably, and all eyes are on how...
2025-07-1039 minThe Pexapark PodcastOptimising the Future: Enspired CEO Jürgen Mayerhofer on the Storage Market’s Next MovesWelcome back to The Pexapark Podcast! In the first part of the episode, we reflect on the proposed rollback of the US’ clean energy tax credit scheme for renewables and potential short-term and medium-term impacts. More topics include the latest findings from Pexapark’s intensified BESS insights, including tolling price discovery; the current bid ranges in Germany; BESS financing structures based on revenue and business models and more.In the second part of the episode, Juergen Mayerhofer – CEO and Founder of enspired, BESS and power assets optimiser – discusses the exciting but challenging task of helping an asset owner un...
2025-06-2639 minThe Pexapark PodcastUnpacking the dynamic Italian PPA marketWelcome back to The Pexapark Podcast! In the first part of the episode, we review some turbulent developments in anti-renewables regulation at the US state and federal levels, as well as the evolution of ERCOT’s PPA price assessments following the market’s revised long-term load forecast. More topics include Denmark’s revised offshore wind framework, and the implications of booming solar in Poland, Portugal, Spain and France. In the second part of the episode, David Battista – Analyst & Price Reporter at Pexapark, sheds light on the particularly dynamic energy transition story of Italy. For years, Italy’s PPA market...
2025-06-1239 minThe Pexapark PodcastThe rise of the next-gen IPPWelcome back to The Pexapark Podcast! In the first part of the episode, we review the latest regulatory updates, including Greece’s fast track of 4.7 GW of new standalone merchant BESS and Germany’s consultation on a grid fee reform. More topics include a spotlight on the current play of Virtual PPAs in Europe and lessons from Spain’s April 2025 blackout from a PPA contractual perspective. In the second part of the episode, we invited Mario Schirru – CEO of Encavis AG, to discuss the burning topic of the rise of the next generation Independent Power Producer (IPP). We recent...
2025-05-2941 minThe Pexapark PodcastWhat makes ERCOT such a vibrant and complex energy ecosystem?Welcome back to The Pexapark Podcast! In this episode, before we go deep into the dynamics of the Texas energy market, we start with a edit of key developments in European renewables. Topics include early takeaways from the Spanish blackout, the latest from Italy’s MACSE auction and possible strategy decisions by players, and Germany’s proposes bidding zone split. We also dive into the increasingly notable trend of rising balancing costs, the price divergence in the Nordics and more. In the second part of the episode, Ian Niebor – Head of Energy Transition Research at Enverus, offers a deep...
2025-05-1534 minThe Pexapark PodcastFrom Backbone to Back up? Understanding Gas’s Role in Setting Future Power PricesWelcome back to The Pexapark Podcast! In this episode, we start with an ERCOT edit, including an update on the energy market’s PPAs and Tolls pricing following Trump’s tariffs on Chinese imports; a major load forecast revision, and the rising political tension in Texas. More topics include the proposals of the French energy regulator to boost the local PPA market, Germany’s latest EEG solar auction, and more, followed by a deep dive into the evolving nature of gas markets. Seb Kennedy is the founding Editor of Energy Flux, a premium newsletter analysing global natural gas mar...
2025-04-3035 minThe Pexapark PodcastInside the Booming European Short-Term PPA MarketWelcome back to The Pexapark Podcast! In this episode, we start by unpacking Italy’s first FER X auction and how it could impact the country’s PPA market. More topics include Poland’s new support scheme for BESS, the two drivers affecting PPA valuations recently, and the data centers boom in the Nordics, followed by a dive deep into one of the fastest-evolving segments of the renewable energy landscape – the booming European short-term PPA market.Boon-Li Wong, Head of Portfolio & Trading Services here at Pexapark, carries over 15 years of experience in energy trading and risk management across g...
2025-04-1733 minThe Pexapark PodcastThe 24/7 Challenge: Matching Clean Power Hour by HourWelcome back to The Pexapark Podcast! In this episode, we take you through a ride from Texas’ forward-looking ‘firming obligation’ proposal for new renewables, to the latest headlines in Europe – including Portugal’s political quicksand, Poland’s possible upcoming onshore wind opportunity, and the latest subsidy schemes developments in Greece, France and the UK and more, followed by a deep dive into the challenges of hourly matching for 24/7 straight from hands-on industry experience. Juan Pablo Cedra, is the CEO & Founder at Renewabl – a marketplace for 24/7 carbon-free energy – and the entrepreneurial mastermind behind many net zero-driven ventures. The latest venture he...
2025-04-0332 minThe Pexapark PodcastEurope's Dynamic Battery Storage Business ModelsWelcome back to The Pexapark Podcast! On the regulatory front of this episode, we discuss the European Investment Bank's credit guarantee scheme for PPAs, and some initial reactions from industrial offtakers. More topics include the vibrant Italian energy storage market and its latest developments and reflections on the increased support for nuclear coming from big tech companies, followed by an in-depth conversation on all things battery offtake agreements in Europe. Besides a Pexapark alumni, Brian Knowles is also a long-standing battery geek and the Director of Energy Storage & Power Marketing at Cube Green Energy. Brian has been at...
2025-03-2034 minThe Pexapark PodcastThe Evolution of PPA and Tolls Pricing in ERCOTWelcome back to The Pexapark Podcast! On the regulatory front of this episode, we discuss why EU’s Clean Industrial Deal could be a game-changer for PPAs and the takeaway from France’s TURPE 7 grid reforms. The latest pricing insights in two of the most liquid renewable PPA markets, Germany and ERCOT, reveal diverging trends. More topics include the evolving syneries of AI data center demand and battery storage forecasts in ERCOT and PJM, followed by an in-depth conversation on the evolution of PPA and Tolls pricing in the former. Noam Yaffe is the CEO & Founder of Renew...
2025-03-0631 min
Redefining Energy171. PPAs and Tolling: lessons for the future - Mar25It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market report.Laurent and Gerard are joined by Luca to highlight the key insights from this year’s findings:Corporate PPA demand remains stable, but with new entrantsMore deals, but smaller sizes: The number of transactions increased by 16% (+37 deals), even as total volumes declined.Innovative deal structures on the rise: Hybrid models, such as solar-wind PPAs, multi-buyer/portfolio arrangements, and cross-border agreements, are gaining traction, offering en...
2025-03-0326 minThe Pexapark PodcastTackling Margin Compression in Renewables InvestmentIn the eighth episode of The Pexapark Podcast, we kick off with an edit of Europe's latest regulatory updates while also touching upon Norway's socio-political crisis on the back of the country's hydro contribution to the continent's mix. More topics include Germany's new offshore wind pipeline, Spain's emerging financing challenges, GB's mismatch of pricing expectations, and more, followed by a focused discussion on the shifts and trends shaping renewable markets in 2025. Itamar Orlandi is part of Pexapark's commercial strategy team. Leveraging his vast cross-function experience in renewables investment, he's particularly passionate about interpreting market trends into tangible i...
2025-02-2037 minThe Pexapark PodcastCommodities & Energy Transition in 2025In the seventh episode of The Pexapark Podcast, Luca contemplated the US’s latest energy policy updates following President Trump’s prolific executive orders over his first term weeks. More topics include the impact of the new AI tool DeepSeek on PPA prices and energy demand discussions; battery storage stories from around the globe, and more, followed by a guest interview on the macro themes in energy commodities for 2025. Martin Fraenkel is Pexapark’s newly elected Chairman of the Board of Directors. He’s been dedicated to bringing price transparency to the energy commodities markets for nearly 40 years. Wh...
2025-02-0639 minRedefining Energy168. "Invest where it hurts!" - Laurent at PexaparkWhile Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transition. Laurent has designed a typology of possible investments from the least desirable to the essential. 1) Aspirational2) Shoehorn3) Compliance4) Profitable5) SalvationLaurent describes his numerous investments and how this framework has helped him deliver consequential returns.
2025-02-0317 minThe Pexapark PodcastThe State of 24/7 OfftakesIn 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 i...
2025-01-2234 minThe Pexapark PodcastEnergy 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...
2025-01-0925 minThe Pexapark PodcastBeyond standard PPAs: Practical reflections on new types of power dealsIn 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 portfol...
2024-12-1933 minThe Pexapark PodcastUnlocking Multi-buyer PPAsIn 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 Si...
2024-12-0527 minThe Pexapark PodcastThe German PPA Market at CrossroadsIn 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...
2024-11-2125 min
The Pexapark PodcastNegative Prices and PPAsIn our inaugural episode, our edit of market trends to keep an eye on includes ACER shelving the idea of more PPA templates; increased REMIT reporting requirements; ERCOT planning for big tech to pay for grid updates; and more global energy transition stories attracting our attention followed by an in-depth focus on negative prices and PPAs.This year has seen record levels of negative pricing hours, and the situation could get worse before it gets better. How the risk affects both clean energy sellers and buyers is one of the hottest topics, with many question marks on...
2024-11-0626 min
A Day in the Life of an SDR Leader (SDR Leaders of EMEA Podcast)A Day in the Life Of Tom Salley (Sales Development Manager @ Pexapark)Many EMEA SDR Leaders are often alone, their bosses are in the USA & they are often first-line leaders. With the added pressure of being at the heart of driving 30-40% of a company’s revenue, we are not setting our leaders up for success.
This podcast gives you the chance to meet like-minded peers, gain valuable insights & best practices, in the most unique of leadership challenges; leading multicultural, multi-language teams
We speak to SDR Leaders in EMEA about their role, how to get the best out of their teams, th...
2024-08-1527 min
Plugged In: the energy news podcastAnother bumper year for PPAsEuropean power purchase agreements (PPAs) look set for another bumper year with potential volume of 20 GW. However, there is some market hesitancy amid economic headwinds and flagging wholesale electricity prices. There is also a good chance for Germany to knock Spain off the top spot for PPA growth. Listen in!Host: Snjólfur Richard Sverrisson, Editor-in-Chief, MontelGuest: Luca Pedretti, Pexapark
2024-02-2926 minRedefining Energy120. The new value of green power and PPAs - Feb24To discuss everything that’s going on in the PPA market (and a lot of things are happening), Gerard and Laurent bring back the excellent Luca Pedretti, CEO and co-founder Pexapark. Pexapark is the leading swiss-based intelligence platform on PPA in Europe.With Luca, we have an extensive conversation about the recent evolutions in the PPA market. Trends, duration, size, shapes, types of contracts, risk-sharing arrangements... We try to lay out how the market prices the following risks: capture risks, cannibalization risks, curtailment risks, settlement risks, credit risks…Then the discussion moves to the Tech titans and their unqu...
2024-02-1931 min
TransmissionPower purchasing agreements with Luca Pedretti (Co-Founder & COO @ Pexapark)Traditionally required by high-demand consumers such as data centres or metal industries, power purchase agreements, or PPAs are used to secure an energy price over an agreed timeframe. But times are changing, and different types of businesses need PPAs. What does the market look like for these agreements in the future?In this episode, Quentin is joined by Luca Pedretti, COO and Co-Founder of Pexapark. Over the course of the conversation, they discuss:What is a power purchase agreement and how do they work?Pexapark’s vision and the problems they are trying to solve.A look at emerging trends an...
2024-01-0436 min
TransmissionPower purchase agreements with Luca Pedretti (Co-Founder & COO @ Pexapark)Traditionally required by high-demand consumers such as data centres or metal industries, power purchase agreements, or PPAs are used to secure an energy price over an agreed timeframe. But times are changing, and different types of businesses need PPAs. What does the market look like for these agreements in the future?In this episode, Quentin is joined by Luca Pedretti, COO and Co-Founder of Pexapark. Over the course of the conversation, they discuss:What is a power purchase agreement and how do they work?Pexapark’s vision and the problems they are trying to solve.A look at emerging trends an...
2024-01-0436 min
TransmissionPower purchase agreements with Luca Pedretti (Co-Founder & COO @ Pexapark)Traditionally required by high-demand consumers such as data centres or metal industries, power purchase agreements, or PPAs are used to secure an energy price over an agreed timeframe. But times are changing, and different types of businesses need PPAs. What does the market look like for these agreements in the future?In this episode, Quentin is joined by Luca Pedretti, COO and Co-Founder of Pexapark. Over the course of the conversation, they discuss:What is a power purchase agreement and how do they work?Pexapark’s vision and the problems they are trying to so...
2024-01-0436 min
Swisspreneur ShowEP #368 - Michael Waldner: Buying and Selling Renewable EnergyTimestamps:
1:27 - Renewable energy in 2008
10:02 - The volatility of the energy market
16:00 - Renewables subsidies on their way out
25:18 - Growing pains as a company
31:53 - Raising funds in an unideal context
About Michael Waldner:
Michael Waldner is the co-founder and CEO at Pexapark, a provider of energy risk and portfolio management capabilities for renewable energy. He holds a MSc in Industrial Management and Manufacturing Engineering from ETH and previously worked at companies like EGL AG and Axpo Trading AG before starting P...
2024-01-0343 min
Energy Transition TodayFinancing the energy transition - with SMBCWelcome to the newly rebranded "Energy Transition Today", formerly known as The Joint Venture podcast. As we unveil our new identity, complete with a fresh logo, a revamped website, and a redefined mission, our core objective remains steadfast: to provide you with the most comprehensive news, analysis, and data in the energy and infrastructure industry. Thank you for your continued support, and we hope you enjoy the enhanced experience with "Energy Transition Today".In today's episode, we are delighted to welcome Caroline Lytton as our guest. Caroline is Managing Director and Head of th...
2023-11-1435 min
The HC Commodities PodcastCo-Locating Energy Storage & Renewables with Brian KnowlesCombining energy storage and renewables tackles intermittency and synchronicity (the famous duck curve) and unlocks the economics and trading opportunities. However, implementation is challenging. The technical and engineering challenges around which battery and the transformers required to connect to the grid (currently on extended back log). The contracts and commercials are challenging? How will manage and profit from the trade? And both of these depend on location and regulatory environment. Joining us to discuss the complexities and opportunities around combining energy storage and renewables is Brian Knowles, Director of Energy Storage and Flexibility at Pexapark, the PPA pricing and c...
2023-10-0452 min
Redefining Energy - Minutes / Archives 2022-2386. Energy Storage Awards, Start Ups fund raising, Tesla Semi, Hydrogens dries up, Batteries investments.Every Sunday, Laurent and Gerard debrief last week’s news in the Energy Transition. This week on the menu:Laurent celebrates developers at the British Energy Storage Awards Ceremony (winners: Zenobe, Fluence, Habitat, Gore Street);Great Energy start-ups keep on raising money (1komma5, Pexapark, Accure, Skoon, Electrons, Renewabl);Tesla Semi is obliterating Hydrogen trucks while H2 filling stations in Denmark and California are running dry;Huge battery investments (Cathodes in Morocco, Northvolt in Quebec)
2023-10-0107 minRedefining Energy101. Iron + Carbon = Innovations (Clean Power, LDES, Hydrogen, CCUS) - Jul23Steel is essential for the equipment of the Energy Transition (Wind, EVs) but at the same time bears a very significant carbon footprint: 1.8tCO2/t steel. Pushed and/or incentivised by policies in the US and EU, the Steel industry must innovate to reduce its CO2 emissions which today represent 7%-8% of the world’s carbon dioxide.ArcelorMittal (the world biggest steel company outside China) is in the thick of it. It is not just writing reports but investing through its own VC fund called XCarb Innovation Fund. Through XCarb ArcelorMittal invests tens of millions of dollars in three ma...
2023-07-0129 min
Energy EvolutionPPAs as a key driver to meet Europe's climate targetsPower Purchase Agreements (PPAs) were born out of Europe's desire to wean itself off renewable energy subsidies. PPAs are now becoming more common across the region as more companies use them as a key risk hedging and decarbonisation tool. From a very niche industry, PPAs are becoming mainstream, with companies now having entire PPA departments, which would have been unthinkable a few years ago. Henry Edwardes-Evans, Head of Gas and Power News, discusses the fundamentals and potential of the European PPA market with Kira Savcenko, Senior Power Editor, and Diego Ortíz, Principal Research Analyst in the Gas, Power and...
2023-05-2523 minEnergy EvolutionPPAs as a key driver to meet Europe's climate targetsPower Purchase Agreements (PPAs) were born out of Europe's desire to wean itself off renewable energy subsidies. PPAs are now becoming more common across the region as more companies use them as a key risk hedging and decarbonisation tool. From a very niche industry, PPAs are becoming mainstream, with companies now having entire PPA departments, which would have been unthinkable a few years ago. Henry Edwardes-Evans, Head of Gas and Power News, discusses the fundamentals and potential of the European PPA market with Kira Savcenko, Senior Power Editor, and Diego Ortíz, Principal Research Analyst in the Gas, Power and...
2023-05-2523 minEnergy Transition TodayPPA boom and League TablesThe team look over the past week of news and give their views on market trends in the energy sectorThis week's news covers the latest progress in onshore wind, where Renewable Power Capital (RPC) has secured a €197 million (£173m $218m) refinancing deal for three of its onshore wind farms in Finland. We report on London-based Resonance Asset Management, which is fundraising for a new fund that will invest in water treatment projects, as well as in a limited number of traditional renewables schemes. This week we also introduce our PPA Update section, we...
2023-05-1219 min
Plugged In: the energy news podcastThe golden age of PPAs?The looming end of temporary interventions in Europe’s wholesale market has triggered a wave of activity in power purchase agreements (PPAs), as companies rush to secure green energy. What has been the impact of the European Commission’s market design proposal on PPAs and the expansion of renewables? Listen to a discussion of why storage will increasingly be a key part of long-term energy deals and why analysis regarding the costs of solar power is outdated almost as soon as it is published. Host: Richard Sverrisson, Editor-in-Chief, Montel Guest: Luca Pedretti, Co-Founder and Chief Operati...
2023-05-1125 minEnergy Transition TodayBonus episode: How is Pexapark priming its renewables clients for success in 2023?The Joint Venture podcast: How is Pexapark priming its renewables clients for success in 2023?Inspiratia meets Pexapark's VP of Product to discuss the company's exciting plans for the futureIn this episode of the Joint Venture, Robert Leeming sits down with Abhishek Jain who is VP of Product at Pexapark – the software and advisory company that has supported well over 80 PPA transactions over its lifetime.During the episode, Robert and Abhishek discuss the new portfolio analysis tool that Pexapark has recently launched, as we...
2023-02-0122 minRedefining Energy91. The radical transformations of the PPA market - Feb23Power Purchase Agreements (PPAs) are private contracts between a producer of renewable energy and consumers. The PPA was developing consistently, mainly driven by Utilities. Then 2022 arrived and we witnessed an unprecedented volatility in PPA markets in Europe.What were the consequences of that turmoil on the PPA markets in terms of prices, tenures, counterparties? Did PPA provide good hedges to sellers and buyers?We have brought in Luca Pedretti, the COO & Co-Founder of Pexapark to dive into the intricacies of the PPA market. Pexapark is the leading analytic platform of PPAs.How has the market evolved in...
2023-02-0127 min
Plugged In: the energy news podcastHas green growth stalled amid patchwork interventions?Europe’s green energy transition risks stalling amid a patchwork of regulation across the 27-nation bloc intended to tax surplus revenues of renewable energy generators. This could also impact the important PPA market, where corporates dominated the sector in 2022. Listen to a discussion about the trends expected for 2023 and how interventions could affect the market and the burgeoning green PPA sector. Host: Richard Sverrisson, Editor-in-Chief, Montel Guest: Dominique Hischier, Head of Analysis, Pexapark
2023-01-1329 min
The Climate Transition PodcastCan renewables investors become smart energy traders?The growth of renewables in the global energy mix is forcing renewables operators to get smart about their trading strategies, so they can thrive in a competitive market. In this episode, we discuss how these firms can adapt to changes such as the move to shorter power purchase agreements; the emergence of new business opportunities; and the importance of digital technology to support these strategies. Can renewables compete on a level playing field with fossil fuels? And how will this keep evolving as the climate transition gains pace? We discuss this with Luca Pedretti, COO & Co-Founder of Pexapark...
2022-07-2526 min
Interchange RechargedThe Ever-Changing Role of PPAs In The Energy Transition9 months ago The Interchange spoke with Harald Overholm from Alight. Alight is one of the leading providers of Power Purchase Agreements in Europe. Since then we’ve seen massive changes in the market, rampant inflation and stock market turmoil.To analyse the changes currently underway in the PPA sector, we are joined by Luca Pedretti, from PexaPark. PexaPark use unique data sets to offer pricing across multiple European markets. The discussion moves from talk of price volatility and how it can be managed, to the future of the renewable sector and what needs to be don...
2022-07-0841 min
CTRM RadioThe Impacts of the Energy Transition on ETRM Software - CTRMRadio Episode 29The energy transition has really just started and will continue for many years. as we move from traditional generation assets towards smaller, distributed renewables, what might the impacts on ETRM software be? Will there be new requirements? New solutions?
We asked four vendors for their insights and opinions including Shaun Ankers, CEO of Energy One, Chris Regan, Business Lead of Energy STP at Brady Technologies, Luca Pedretti, Co-Founder and COO at Pexapark and Ganesh Natarajan of Enuit.
We thank them for participating and you for listening. Please do like and share.
2022-03-0246 min
Plugged In: the energy news podcastEnergy Transition wobbleThe consequences of energy price spikes and massive wholesale market volatility have not only hit the pockets of households and the balance sheets of industrial firms, but have also slowed the pace of deals for power purchase agreements (PPAs). Will the energy crisis and the threat of regulatory intervention cause the expansion of renewables to wobble?Listen to a discussion on the key deals (and dealmakers) of 2021 and the outlook for this year.Guest: Luca Pedretti, COO and Co-Founder of PexaparkTo get more insights from Luca, you can join this Pexapark webinar: l...
2022-01-2823 minThe HC Commodities PodcastPower Purchase Agreements: reassessing the risks behind renewable power’s growth engine with Werner TrabesingerPPAs unlocked the power of renewables leading to the sectors incredible rise over the past decade. These long term agreements, primarily selling the power to utilities, provided the foundation for a whole slate of new developers to create wind and solar farms across Europe and US. Everything worked well in a decade of low prices and low volatility. Then came 2021 and these long term PPAs created an existential risk to certain participants. Utilities have faced huge margin calls to manage their exposure to hedged PPAs warehoused on their balance sheets. What is the history of the PPA? What do...
2022-01-1251 min
Insider's Guide to Energy49 - Understanding Power Purchase AgreementsThis week Chris and Johan are joined by Pexapark’s co-founder, Luca Pedretti. Pexapark is a leading provider of software and advisory services for sales and risk management in the fast-emerging market of power purchase agreements. With the phase-out of renewable subsidies in Europe power purchase agreements offer a new opportunity of renewable energy sourcing according to Luca. Tune in to learn about the holy trinity of renewable energy risks and meeting the demand of various buyer segments. Link to Pexapark:https://pexapark.com/
2021-12-0651 min
The Solar Journey PodcastEpisode #005 - Luca PedrettiIn this episode, we had a chat with Swiss national Luca Pedretti. Luca has a vast background as an energy trader and held various positions at EGL and Axpo. One of his first tasks working for a utility was to assist in negotiating a PPA for the first 100 Megawatt wind park in Poland. It was then that he realized that PPA's are going to become the driving force for furthering investments in renewable energy.
Luca has dedicated his career to the development and negotiation of PPAs and has been riding the PPA boom in the last couple...
2020-08-1150 min
Energy GangEurope Invests Big in Green Recovery, While US Keeps the Status QuoWe’re back with another live show from quarantine. Europe is crafting a €750 billion recovery package in response to the economic impact of coronavirus. It will devote more than €200 billion directly to low-carbon infrastructure projects. That could enable hundreds of billions more for renewables, efficiency, clean public transport, and hydrogen.Meanwhile, here in the U.S., our recent stimulus sent billions of dollars to debt-laden oil producers. With potentially one shot left to pass another recovery package, everyone is afraid to utter the word “climate.”Coronavirus highlights yet another political and economic divide. How badly i...
2020-06-111h 02