Afleveringen
-
Welcome 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 on debt structures where legacy PPAs weren’t designed for today’s volatility. Owners are rewriting contracts, reshaping hedges, and bridging the next 3–5 years until storage and flexibility scale.
A new generation of IPPs is emerging – defined not by how well they build megawatts, but by how well they manage risk, revenue, and flexibility in markets where volatility is becoming the norm.
In the second half, Luca Pedretti speaks with Domenico De Luca, Head of Trading & Sales and Executive Board Member at Axpo, for a deep dive into how one of Europe’s largest trading organizations is navigating volatility, managing global portfolios, and preparing for a future shaped by renewables, storage, and shifting market fundamentals.
Enjoy a discussion on themes including:
How trading & origination have evolved — and which fundamentals still anchor the businessThe shift from long-term to short-term value as volatility growsHow renewables, cannibalization, and batteries are reshaping PPAs and merchant riskThe emerging role of hybrid assets and tolling structures in storageWhy Europe still needs long-duration flexibility and disciplined risk-takingNotes
𝗧𝗵𝗲 𝗻𝗲𝘅𝘁-𝗴𝗲𝗻 𝗜𝗣𝗣 𝗴𝗼𝗲𝘀 𝗯𝗲𝘆𝗼𝗻𝗱 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻. Instead of passively taking weather-driven output, they control and optimize when and how renewables hit the grid and the market – shaping, shifting, and firming power as they scale into multi-GW, multi-tech, multi-market portfolios.
If you want to understand what “next-gen IPP” looks like in practice, we’ve made two free resources available on the Pexapark website:
𝗣𝗲𝘅𝗮𝗽𝗮𝗿𝗸 𝗣𝗼𝗱𝗰𝗮𝘀𝘁 𝗦𝗲𝗿𝗶𝗲𝘀: 8 interviews with early leaders who are re-defining the IPP model in Europe. Listen here𝗧𝗵𝗲 𝗜𝗣𝗣 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸: a hands-on guide for energy leaders, unpacking how IPPs are evolving to capture value, manage risk, and optimize revenues in modern power markets. Read/download free here (no forms)Unlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 discussion on themes including:
Why OX2 is returning to the IPP model and how EQT’s 2024 acquisition accelerated the shiftThe new value drivers: structuring, operations, and merchant risk managementBuilding capabilities in origination, portfolio optimization, and hybrid PPAsHow digital tools and data integration support smarter asset managementThe balance between scale, focus, and flexibility in today’s IPP landscapeLessons for the future: creating bankable products, attracting talent, and staying agileUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Zijn er afleveringen die ontbreken?
-
Welcome 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 needsThe rise of data and digitalization – standardizing systems and creating a unified data lakeBalancing long-term stability with growth amid volatile power marketsThe evolution of commercial teams: analytics, origination, and C-suite digital leadershipChallenges and opportunities ahead – from financing and volatility to grid integrationUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 across development, construction, operations, and commercializationHow Taaleri Energia operates “like an IPP” within a fund management modelThe growing importance of power market expertise and origination in maximizing returnsDeciding what to outsource vs. build in-house in trading, hedging, and portfolio managementWhy sophisticated risk analysis and data infrastructure are becoming must-havesBuilding a lean power markets team supported by a broader investment group focused on trading strategyThe next frontier: AI, digitalization, and attracting new talent to energy tradingUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 energy solutions.
Enjoy a discussion on themes including:
The shift from “light in operation” IPPs to dispatchable, customer-centric platformsHow price cannibalization and falling battery costs are transforming renewables into hybrid, storage-backed systemsDeveloping route-to-market operations – managing merchant exposure, short-term trading, and green certificate desks (IRECs, GOs, RECs, carbon credits)Why batteries are Zelestra’s central growth engine and the key to long-term competitivenessEvolving customer relationships: from standard PPAs to tailor-made structured deals and hybrid tolling modelsUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 — owning, operating, and optimizing assets for long-term valueEurowind’s goal to become a power major by scaling across technologies and marketsBuilding flexible assets ready for future market mechanisms like Picasso and ancillary servicesBringing trader knowledge into the IPP model to manage capture rates, volumetric risks, and PPA complexityHow Eurowind’s commercial division operates like a trading company — with originators, analysts, and portfolio managers across key marketsThe critical role of data, IT infrastructure, and ETRM systems in managing risk and optimizing revenuesThe challenge of hybrid assets combining wind, PV, and BESS — and the shift from corporate to utility PPAsWhy understanding risks, market correlations, and flexibility is key to the next generation of IPPsUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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-house trading, origination, analytics, and risk management.
Enjoy a discussion on themes including:
The evolution from developer to “IPP-plus”: owning, operating, and optimizing assets for long-term valueBuilding in-house commercial capability – origination, analytics, risk, and trading desksManaging physical dispatch in the UK, Italy, and Spain within strict risk frameworksCreating a single source of truth through digital and risk management platformsEvolving the team: 50+ commercial specialists and growing IT partnerships across the businessNavigating the future revenue stack – corporate vs. utility PPAs, merchant exposure, and portfolio-level managementHow Nadara differentiates through scale, in-house expertise, and strong shareholder alignmentUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 wind, solar PV, and batteries – with a growing footprint spanning Europe, the US, and Asia.
Enjoy a discussion on themes including:
How Nuveen Infrastructure integrates development, construction, operation, and revenue structuring under one clean energy platformThe evolution from passive infrastructure to agile, risk-aware IPPs combining energy management, procurement, and digital systemsWhy today’s IPPs must think like investors – vertically integrated, equity-minded, and growth-orientedThe rise of “virtual utilities”: balancing long-term PPAs with merchant exposure and active portfolio optimizationBuilding commercial capabilities: from energy risk and hedging teams to short-term market optimization and guarantees of origin tradingDigitalization and data strategy – deploying ETRMs, digital twins, and automation to manage complex portfolios efficientlyScaling smart: around 20 FTEs per gigawatt as a market benchmark for efficient, system-driven IPPsThe next wave: batteries, co-location, and mastering optimization across hybrid portfoliosKey challenges and opportunities – regulatory adaptability, talent density, and putting the off-taker and grid at the center of the IPP modelUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 discussion on themes including:
The evolution of IPPs: from maximising generation to optimising when and how energy is produced amid price volatilityOperational control as a core skill: EMS systems, curtailment, AI-driven forecasting, and hybridisation with storageInternalising key expertise and building local partnerships across Europe to manage risk and drive efficiencyThe new energy-management frontier: balancing, route-to-market, and merchant exposure as core revenue leversCross-market innovation inspired by Australia and California – capacity swaps and virtual tolling as future modelsMirova’s digital stack: from in-house stochastic models to a SaaS + API ecosystem integrating SCADA, asset, and risk toolsThe road ahead: VPPs, AI, and regulatory readiness – why the shift from electricity to electronicity defines the next era of IPPsUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 toward managing load as well as supply.
In Italy, the post-MOXIE battery storage market is moving from tolling agreements toward day-ahead spread swaps as investors increasingly bet on widening spreads and more negative prices. Meanwhile in ERCOT, BESS revenues have dipped even as long-term arbitrage values reach record highs and toll offers stay flat, driving renewed interest in storage dealmaking.
In the second part, Luca Pedretti speaks with Tom Thunell, co-founder of Tyba, about how the US battery storage market is evolving and what this shift means for IPPs transitioning from traditional renewables into storage-heavy portfolios. Enjoy a discussion on themes including:
ERCOT’s upcoming real-time co-optimization shift and how it reshapes storage revenues and trading strategiesWhy storage is increasingly becoming the lead investment driver in hybrid projectsThe rise of large behind-the-meter and data-center-linked storage deploymentsKey differences in value stacks and operations between markets like CAISO and ERCOTWhy many ISOs still undervalue storage in capacity accreditation – and how early movers offer lessonsHow IPPs must shift from development-finance models to more trading- and operations-centric approachesPortfolio strategies for new storage investors, from leveraging existing interconnections to diversifying markets and offtake structuresUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
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 > -
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 adoptionAnalysis notes:
Subscribe to Pexapark’s bi-weekly newsletter on LinkedInUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
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 > -
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 > -
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 > -
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 > -
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 > -
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 touchUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 procurement. From modular compute units to megawatt-scale data center builds, Forrest shares a first-hand view into how power strategy meets AI ambition. Enjoy a discussion on themes including:
What it means to be a vertically integrated AI/data center operatorModular compute unit sizing and client types (hyperscalers, enterprise AI)Power procurement strategy: site selection, contract structuring, energy mixUse of PPAs, hedges, batteries, and carbon tracking mechanismsDemand flexibility and whether full utilization leaves room for rampingWhat energy developers and utilities should better understand about data center needsUnlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > -
Welcome 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 players are capitalizing on the rapidly emerging opportunities. Enjoy a discussion on themes including:
From merchant to tolling: The evolution of contractual structures, pros and consTrends on tolling agreements: Portfolio-based tolls and longer tenorsGeographical nuances: The usual suspects and the emerging heroes Case studies of how regulators and grid operators are managing the hot topic of grid charges Outlook: Floors or tolls?Unlock More PPA Market Insights
Register for your free Pexapark account to stay updated on the latest energy transition trends. Learn more > - Laat meer zien
