The Pexapark Podcast

Pexapark
  • 0.0（0則評分）
  • 投資
  • 隔週更新

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, Luca hosts 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/podcastsAbout Us Pexapark is the price intelligence platform for clean energy, covering solar, wind, and battery storage across more than 20 countries. We help clean energy buyers, sellers, and investors navigate increasingly complex power markets with confidence.

  1. 7 小時前

    The Queen of PPAs: Natasha Luther-Jones on how Deal Making in Renewables & BESS is Evolving

    Welcome 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 construction to begin by July 2026. ERCOT has expanded its voluntary demand response program, adding operational complexity for large industrial loads.  In the second part, Luca Pedretti speaks with Natasha Luther-Jones, Partner and Global Co-Chair, Energy and Natural Resources Sector at DLA Piper, about how PPA structures and legal frameworks are adapting to a more complex market shaped by hyperscaler demand, storage growth, and evolving risk allocation. Enjoy a discussion on themes including: The evolution and partial standardization of corporate PPAsHow hyperscalers are reshaping deal structuresMulti-buyer, intermediary, and co-located PPA modelsLegal focal points: credit support, negative pricing, curtailmentStandardization trends in BESS tolling and optimization contractsLessons from Spain’s blackout and related contractual risk discussionsKey contrasts between U.S. and European offtake marketsSubscribe to Pexapark’s bi-weekly newsletter on LinkedIn Unlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    32 分鐘

  2. 10月30日

    Ahead of RE-Source: SolarPower Europe’s Walburga Hemetsberger on Solar, Storage, and Europe’s Next Energy Chapter

    Welcome 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 Atlantic, PJM and Texas face accelerating load growth and a wave of battery deployments, confirming that storage now sits at the heart of the energy transition. In the second half, Luca Pedretti speaks with Walburga Hemetsberger, CEO of SolarPower Europe, about how solar is evolving from pure generation to a cornerstone of flexibility. Topics include: The growth of RE-Source into Europe’s flagship corporate PPA forum and this year’s themes – negative-price risk, hybrid PPAs, and access for smaller buyersHow SolarPower Europe drives policy in Brussels, from high-level advocacy to detailed input on network codes and market designThe rise of Solar 2.0: combining solar with storage to deliver near-continuous clean power and stronger business casesManaging new challenges – countering misinformation, adapting to shifting policy priorities, and keeping electrification momentumUpcoming milestones: the EU Grids Package and Electrification Action Plan, both expected to advance flexibility and storage adoption Analysis notes: Subscribe to Pexapark’s bi-weekly newsletter on LinkedIn Unlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    38 分鐘

  3. 10月16日

    Watt’s Up: Engie’s Take on BESS and 24/7 CFE

    Welcome 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 24/7 carbon-free energy management, hinting at the future of corporate power procurement. In the second half, Luca Pedretti sits down with Katrin Fuhrmann, Managing Director of ENGIE Energy Management Solutions, to discuss how utilities are redefining their role in the renewable transition. Topics include: The rise of multi-technology and hybrid PPAs combining wind, solar, and storageThe evolution from PPAs to Flexibility Purchase Agreements (FPAs) and battery tollingEmerging trends in Germany and Poland’s BESS markets and their financing dynamicsEarly but fast growth: ~3 GW of co-located capacity contracted in 2025 vs 14.5 GW standalone, with two-thirds of new GB solar projects now co-locatedHow 24/7 CFE deals are progressing step by step toward truly green portfoliosUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    39 分鐘

  4. 10月2日

    The State of Co-Location. The Way forward for Hybrid PPA

    Welcome 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 Pedretti to explore the state of co-location. Enjoy a discussion on themes including: Why co-location is becoming the “route to market” for solar as standalone PPAs struggleHybrid PPAs and enhanced profiles: using one battery cycle to shift solar output from noon to evening, lifting capture rates from ~60% to 90%.Market outlook: Germany and the Netherlands lead on volatility-driven value, GB favors separate contracts, while Spain and Italy remain subsidy- and auction-drivenEarly but fast growth: ~3 GW of co-located capacity contracted in 2025 vs 14.5 GW standalone, with two-thirds of new GB solar projects now co-locatedRepowering as the next wave: hybridizing older German wind sites with solar and batteriesUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    35 分鐘

  5. 9月18日

    State of the Spanish Offtake Market Post-Blackout

    Welcome 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 Europe. In the second part, Jesús Boccio – Senior Originator at Pexapark – joins us to unpack the state of Spain’s offtake market after this year’s blackout. Enjoy a discussion on themes including: From blackout to blueprint: Operating Procedure 7.4, synthetic inertia, and a fast-track for co-located BESSHybrid PPAs: early Spanish deals and how batteries can lift PPA value profilesNegative prices & balancing: managing exposure as BRP models tighten and costs riseSpain’s buyer lens: fewer deals, smarter structures, and short-tenor hedges as a bridgeOutlook & timing: when Spain’s storage wave could break – and how to be readyUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    37 分鐘

  6. 9月4日

    Unpacking the 5 Key Trends That Paint the Full Picture of Europe’s PPA & BESS Offtake Markets

    Welcome 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 for reinvestment into decarbonisation. And with PPA indices now just under €50/MWh, mark-to-market practices are quickly becoming the norm. In the second half, Dominique Hischier – VP - Analysis & Editorial at Pexapark joins us to break down the numbers: Volumes down 26% YoY, with the biggest hit in wind and multi-tech PPAs.Solar stays resilient, especially in Italy, while Germany slumps ~84% on cannibalisation and negative prices.Utilities return as pricing comes closer to fair value and appetite for risk grows.Corporates more cautious, less willing to pay “green at any cost” and wary of negative-price risk.BESS booming, with activity spreading across Europe, longer durations, and first hybrid deals shifting output into higher-value hours. Analysis notes: Why PPA Buyers and Sellers Turn to Mark-to-Market Valuations for Their DealsUnpacking H1 Deal Flow: 5 Key TrendsUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    38 分鐘

  7. 8月21日

    PJM in Flux: Capacity Price Spikes, Renewables & How The World’s Largest Power Market Works

    Welcome 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 Germany’s stalled offshore wind auctions, the rise of storage-backed solar smoothing intraday volatility, and how even small shifts in generation timing can dramatically reduce negative price hours. In the second part of the episode, Yaniv Jaffe, Senior Product Manager at Pexapark joins us for a deep dive into what makes PJM tick. Enjoy a discussion on themes including: PJM’s scale and unique multi-state market designThe growing influence of data center demand on load forecastsWhy the capacity market has become so valuable (and politically sensitive)How renewable capture factors and REC prices stack up against ERCOT and CAISOInterconnection queue bottlenecks and their impact on project build-outRevenue stacking opportunities for wind, solar, and storage in PJMLessons PJM can take from ERCOT’s volatility and California’s renewable penetrationWhat investors, developers, and off-takers should watch most closely in PJM going forwardUnlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    39 分鐘

  8. 8月7日

    From Data to Benchmarks: How Price Reporting Shapes Markets

    Welcome 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 us about today’s bifurcated energy markets. In the second part of the episode, Owain Johnson – Global Head of Research at CME Group and author of Price Reporters – joins us to unpack how price benchmarks are made and why they matter so much to renewable energy markets. Enjoy a discussion on themes including: How commodity price benchmarks are created—and what it takes for them to gain market trustWhy benchmarks are critical for unlocking finance, risk management, and scale in energy marketsThe journey from price reporting to industry-wide adoption and financializationWhat we can learn from benchmark journeys in emerging energy commodities like lithium, ethanol, and weather derivativesCase studies on benchmarks in energy transition commodities—like ethanol, lithium, and even temperature indicesAI’s role in enhancing price discovery and transparency—while preserving the irreplaceable human touch Unlock More PPA Market Insights Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

    44 分鐘
顯示全部 (27)

簡介

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, Luca hosts 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/podcastsAbout Us Pexapark is the price intelligence platform for clean energy, covering solar, wind, and battery storage across more than 20 countries. We help clean energy buyers, sellers, and investors navigate increasingly complex power markets with confidence.

資訊

  • 創作者
    Pexapark
  • 活躍年代
    2024年 - 2025年
  • 集數
    27
  • 年齡分級
    兒少適宜
  • 版權
    © 2025 The Pexapark Podcast
  • 節目網站
    The Pexapark Podcast

你可能也會喜歡