In the seventh episode of The Pexapark Podcast, Luca contemplated the US’s latest energy policy updates following President Trump’s prolific executive orders over his first term weeks. More topics include the impact of the new AI tool DeepSeek on PPA prices and energy demand discussions; battery storage stories from around the globe, and more, followed by a guest interview on the macro themes in energy commodities for 2025. Martin Fraenkel is Pexapark’s newly elected Chairman of the Board of Directors. He’s been dedicated to bringing price transparency to the energy commodities markets for nearly 40 years. What is the one phrase he kept from the latest World Economic Forum? Are renewables following the price discovery footsteps of Oil& Gas? What are the implications of the US’s clear pivot to fossil fuels in Europe?  Links to notes from the episode:Pexapark Renewables Market Outlook 2025 The Evolution of BESS offtake agreements in EuropeNextEnergy UpdateMartin’s Five Commodity Themes for 2025 Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

In the sixth episode of The Pexapark Podcast, Luca reflects on Europe’s recent CfD rounds and how they compare to PPA prices in France, Poland and Germany. More topics include Norsk Hydro’s new risk management strategy for procurement; why 2025 could transform Europe’s offshore wind; the hidden messages behind Constellation Energy becoming the biggest power generator in the US and more, followed by a 360 discussion on the state of the 24/7 procurement journey.Killian Daly is an Executive Director at EnergyTag- a non-profit dedicated to enabling 24/7 offtakes – aka, hourly matching of consumption with green production. Having worked in an energy-intensive consumer, he understands first-hand the fundamental drivers of the concept, and he’s on a mission to bring this vision closer to reality. A lot done. A lot more to do. Enjoy the discussion covering:Practical requirements needed by producers and consumers to facilitate this journeyExamples of organisations on that mission and how they do itThe role of multiple- technology renewable deals and upscaled energy intelligenceBottlenecks, regulation and the milestones to reachLinks to notes from the episode:The greater PPA that never wasWind hatePolish CfDsEurelectric- Pexapark 24/7 studyUnlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

Laurent Segalen, a clean energy investment banker and co-host of the acclaimed podcast 'Redefining Energy,' shares his deep insights on the energy transition. He highlights the looming battery boom and the evolving landscape of renewable investments, touching on significant offshore wind projects and the impact of regulatory changes. Laurent candidly discusses what frustrates him about current investment trends and emphasizes the vital need for profitable, scalable solutions in the quest for Net Zero.

In the fourth episode of the Pexapark Podcast, Luca critically reflects on Denmark’s offshore wind setback; Germany’s oversubscribed auction and how it stacks up against PPA prices; toxic energy debates on the back of the second Dunkelfaute; the doom and gloom of Swedish onshore wind and more, followed by a vibrant discussion on exciting new PPA structures in the market. The risks and requirements of today’s PPA environment demand more creativity and an open mind to how deals are closed. Ann Cocquyt, Director & Regional Lead- PPA Transactions at Pexapark, reflects on her closed transactions portfolio and shares her practical thoughts on all the key new structures we see in the market. From zero-price risk allocation clauses – which in reality should never have been a ‘new’ trend, to how Combo PPAs should be priced. What are the different contractual setups of renewables-plus-storage deals? Why are only big corporates able to lead the 24/7 demand? And what is the one required ingredient to qualify for a Multi-buyer PPA?Links to notes from the episode:EnergyTwitter 1: Lion Hirth  EnergyTwitter 2: Moving Beyond Simple PPAs   Energy Word 1: Bloomberg on Swedish wind  Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

In the third episode of The Pexapark Podcast, Luca’s commentary on all things global renewables and PPAs includes the attractiveness of GSE’s Energy Release Platform destined to serve Italian energy-intensive industrials; Spain’s energy storage consultation; US’s Grain Belt Express high-voltage direct line project confirming that there’s no transition without transmission, and more, followed by a spotlight conversation on Multi-buyer PPAs. The PPA Market is moving in new frontiers, with Multi-buyer PPAs receiving much attention due to their promise to unlock new demand segments by aggregating smaller buyers. Luca dives behind the topic with Jon Sigvert, CEO & Co-founder at Reel, a Copenhagen-based B2B electricity supplier and balancing responsible party only active in the Corporate PPA space, unfolding the opportunities and the challenges of the concept and how aggregation can eventually facilitate 24/7 PPAs. Episode breakdown:00:00- Intro00:59-Regulation04:06-Deals & Prices 06:27-Energy Twitter08:00- Wider Energy World 09:33-Interview with Jon Sigvert Links to notes from the episode:EnergyTwitter 1: Graig LawrenceEnergyTwitter 2: Moving Beyond Simple PPAs  Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

In this episode of The Pexapark Podcast, our edit of market developments includes an initial overview of the possible impact that Trump’s return could have on the US’s energy transition; Sweden’s rejection of 32 GW offshore wind on the back of security concerns; controversial discourse on the back of the German Dunkelfaute and more thought-provoking developments across the globe, followed by a spotlight conversation on Germany’s PPA Market. The land of Enegiewende represents one of the largest renewable markets in Europe, but pending market reforms are set to shake the business models of both PPAs and CfDs. Luca caught up with Jens Hollstein, EVP Advisory at Pexapark, on the fundamental dynamics of PPA deal-making in the country and how they differ for solar, offshore and onshore wind; the current interplay between the auctions and the PPA route and how BMWK’s proposed reforms on the EEG scheme can cause a fundamental recalibration of business models for new renewables. Episode breakdown:00:00-Intro 00:45-Regulation04:45-Deals & Prices 08:11-Energy Twitter11:19-Interview German PPA Market at Crossroads Links to notes from the episode:BMWK proposes four reform options for EEG auctionsEnergyTwitter 1: Greg Jackson rant on Dunkelflaute EnergyTwitter 1: Italian PPA MarketUnlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >

In our inaugural episode, our edit of market trends to keep an eye on includes ACER shelving the idea of more PPA templates; increased REMIT reporting requirements; ERCOT planning for big tech to pay for grid updates; and more global energy transition stories attracting our attention followed by an in-depth focus on negative prices and PPAs.This year has seen record levels of negative pricing hours, and the situation could get worse before it gets better. How the risk affects both clean energy sellers and buyers is one of the hottest topics, with many question marks on how the market can balance out the situation. To shed light on this complex issue, Luca sat down with Dominique Hischier, Pexapark's Head of Analysis, to explore the drivers behind the phenomenon and key implications for PPA negotiations.Episode breakdown00:00-Introduction The Pexapark Podcast03:08-Deals & Prices06:22-EnergyTwitter 07:45-Wider Energy World09:24-Interview Negative Prices Links to analysis notes from the episode:EnergyTwitter 1: Solar-plus-wind hybridisation in Spain https://www.20minutos.es/lainformacion/economia-y-finanzas/canibalizacion-precios-dispara-firma-contratos-electricos-combinan-eolica-solar-fotovoltaica-5638835/EnergyTwitter 2: 7/11 PPAs https://www.linkedin.com/posts/luca-pedretti-746ba218_ppas-renewableenergy-711ppa-activity-7247707528933830657-4p6H?utm_source=share&utm_medium=member_desktopNegative prices in PPAs – The state of play in 2024 https://pexapark.com/blog/negative-prices-in-ppas-the-state-of-play-in-2024/ Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >