The Pexapark Podcast

Gerard Reid, founding partner at Alexa Capital and co-host of Redefining Energy, examines the mounting pressure on Europe’s renewable asset owners. They discuss Enerparc’s insolvency, cannibalization, negative prices, overleverage, batteries, restructuring, and the race to build next-generation utilities. The conversation also explores Italy’s solar PPA market, battery tolling, regulatory risk, and upcoming auctions.

Genna Boyle, Chief Commercial Officer and Head of EMEA at Gridcog, brings a cross-market view of energy-project simulation and flexibility. She explores co-location and tri-location amid grid connection scarcity, comparing Great Britain, Spain, Germany and Australia. The conversation covers storage, price signals, data center demand and regulatory design, followed by a look at corporate contracts extending nuclear plant lifetimes.

Michael Winterson, CEO of the European Data Centre Association and a veteran of Europe’s data-centre industry, explores AI-driven growth, surging investment and the grid-access crisis holding expansion back. He discusses renewable PPAs, Europe’s rejection of gas-powered campuses, digital sovereignty and brownfield sites. Plus, Nordic wind imbalance costs and Germany’s fiercely competitive direct-marketing market.

David Willemsen, Chief Commercial and Chief Digitalisation Officer at Tion Renewables, is a builder of revenue organisations and AI-native operating models for IPPs. He discusses why traditional yieldco models are strained and how Tion rebuilt a digital-first IPP with in-house revenue tools. Conversation covers structuring commercial and data teams, proprietary data as a differentiator, and the need for AI resilience and strong data foundations.

Alice Cajani, General Manager of Enfinity Energy Europe, leads development and private PPA and storage deals across Italy and Europe. She explains how Italy’s public schemes like Energy Release and FER X are reshaping private PPA pricing. The conversation covers MACSE battery auction challenges, the shift from 24/7 to profiled PPAs, and why deep regulatory and portfolio flexibility matter.

Kathleen Peters, product owner for energy transition services who links consumption data to procurement, and Jens Lievens, CEO experienced in global industrial energy procurement, discuss how corporate power buying is shifting. They cover why full-supply deals faded, how on-site generation and PPAs change residual risk, and why data, flexibility and active management now shape procurement strategies.

Arbaaz Nayeem, Assistant/Associate Director at EY focused on innovative PPA and trading structures, and Phil Dominy, Director at EY specialising in corporate energy strategy and risk, discuss evolving corporate PPA trends. They explore how price certainty and volatility management now drive procurement. They cover retrades, collars, TBX, baseload and operational PPAs, batteries and active PPA management.

Sean Boyle, VP Markets at Doral Renewables, leads origination for large utility‑scale solar and storage. He discusses AI-driven load growth and how hyperscalers reshape procurement. The conversation covers evolving PPA and capacity-focused structures, the rise of co‑located solar-plus-storage deals, and transmission limits that constrain large-scale deployment.

Welcome back to The Pexapark Podcast!In the first part of the episode, Luca Pedretti sits down with Dimitar Enchev, Executive Director at CWP Global, to discuss why Southeast Europe remains one of Europe's most compelling renewable energy markets. Drawing on CWP's extensive development pipeline across the region, the conversation explores how wind, battery storage, corporate PPAs, and evolving market integration are reshaping investment opportunities across both EU and non-EU countries.Key themes from the discussion include:Why Southeast Europe continues to offer attractive opportunities for renewable investmentHow wind and battery storage create complementary value across the region's power marketsHow CBAM could accelerate corporate demand for renewable PPAsHow growing market integration is reshaping pricing and trading opportunitiesWhy storage and portfolio optimization are becoming critical competitive advantagesWhy flexibility will play an increasingly important role as renewable markets matureIn the second part of the episode, Luca turns to recent Pexapark market intelligence, highlighting the key themes from Pexapark's latest German market briefing. He examines continued pressure on solar PPA pricing, the growing role of co-located storage, the maturation of BESS financing through Flexibility Purchase Agreements (FPAs), and shifting regulatory frameworks supporting renewable development. The discussion also touches on Great Britain's corporate PPA market, where buyers are increasingly turning to operational assets as premiums for new-build projects continue to rise. The takeaway: across Europe's most active renewable markets, storage, flexibility, and evolving offtake structures are becoming central to project economics and investment decisions.Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

Jordi Francesch, Managing Director and Global Head of Asset Management at Nuveen, oversees multi-gigawatt solar and storage portfolios and specialises in risk and revenue optimisation. He discusses shifting focus back to operational excellence, strategies for value amid falling capture prices, the rising role of battery storage, and how regulation and market design across Europe shape investment and asset strategies.