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 PPAs
- How hyperscalers are reshaping deal structures
- Multi-buyer, intermediary, and co-located PPA models
- Legal focal points: credit support, negative pricing, curtailment
- Standardization trends in BESS tolling and optimization contracts
- Lessons from Spain’s blackout and related contractual risk discussions
- Key contrasts between U.S. and European offtake markets
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