
The Energy Revolution The future of PPAs and 24/7 power, with Juan Pablo Cerda (Renewabl)
5 snips
Jan 28, 2026 Juan Pablo Cerda, serial entrepreneur and CEO of Renewabl, modernizes corporate power purchase agreements with data and tech. He talks about why PPAs still matter, evolving PPA structures like pay-as-produced and shaped contracts, and the tech and metering needed for 24/7 hourly renewable matching.
AI Snips
Chapters
Transcript
Episode notes
PPAs Complement CFDs Not Replace Them
- PPAs and CFDs serve different purposes: CFDs drive volume while PPAs serve corporate decarbonization and price/volume visibility.
- Corporates use PPAs to make verifiable sustainability claims and manage long-term price risk.
Buyer Motives Are Shifting Toward Claims
- Corporate motives shifted from pure additionality to verifiable claims and price/volume certainty.
- Companies now accept operational assets if traceable and auditable rather than insisting only on new builds.
Tailor PPAs To Consumption Profiles
- Use flexible PPA structures (shapes, pay-as-produced, tenure) to match a buyer's consumption profile.
- Treat PPAs as live assets and deploy technology to monitor production and matching in real time.

