Welcome back to The Pexapark Podcast!
In the first part of the episode, Luca Pedretti is joined by Jim Boyle, CEO and Founder of Sustainability Roundtable, for a wide-ranging conversation on how corporate renewable procurement is evolving across the US and Europe. Drawing on nearly two decades of buyer-side experience, Jim offers a nuanced perspective on how policy shifts, accounting standards, and market design are influencing deal flow and buyer behaviour. Enjoy their conversation on themes including:
- Why the withdrawal of US clean energy tax credits appears to be accelerating near-term PPA activity
- How reduced subsidies could, over time, slow deployment and potentially ease cannibalisation in more mature renewable markets
- The growing significance of the “hourly debate” and proposed changes to the Greenhouse Gas Protocol
- Why mandating 24/7, in-grid matching could materially limit broader corporate participation in PPAs
- The case for keeping 24/7 procurement optional, while exploring ways to better value storage and flexibility beyond carbon accounting
In the second part of the episode, we turn to recent Pexapark market intelligence. We look at the EU’s upcoming Carbon Border Adjustment Mechanism (CBAM) and why its strict requirements around physical, hourly-matched PPAs may limit near-term uptake in Southeast Europe and Turkey. The episode closes with a more constructive signal from German onshore wind, where oversubscribed auctions and improving price dynamics suggest that shovel-ready projects could increasingly turn to the PPA market after years dominated by subsidy schemes.
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