Energy Unplugged by Aurora
EP.168 Pierre Bartholin, Senior Director, Glennmont Partners
Nov 16, 2023
Delve into the intricacies of revenue strategy with Pierre Bartholin from Glennmont Partners. Topics include the significance of PPAs for renewables, revenue strategy for portfolio managers, and perspectives from developers, utilities, traders, and corporate offtakers. Explore the transition to PPAs, energy risk management strategies, evolution of lenders' attitudes, banks reshaping PPA structures, and the role of strategic partnerships in the renewable energy sector.
43:22
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Quick takeaways
- PPAs are crucial for revenue strategy in the renewable energy sector, attracting interest from developers, utilities, traders, and corporate offtakers.
- Transitioning to corporate PPAs is a growing trend for renewable portfolio managers, requiring specialized teams for negotiations and pricing structures.
Deep dives
Overview of Power Purchase Agreements (PPAs)
Power Purchase Agreements (PPAs) play a crucial role in revenue strategies for renewable portfolio managers like Glenmont Partners. PPAs are long-term agreements between developers generating renewable energy and off-takers, determining duration, volume, and prices. Glenmont's focus on transitioning from subsidized models to merchant markets emphasizes the need for bankable PPAs to secure financing and hedge against market volatility.
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