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 cons
- Trends on tolling agreements: Portfolio-based tolls and longer tenors
- Geographical 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?
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