206. Renewables Repriced: Hedge Funds and Algo power trading - dec25
Redefining Energy1 Joulu 2025

206. Renewables Repriced: Hedge Funds and Algo power trading - dec25

For much of the past two decades, renewable energy investment was viewed as a core infrastructure play—favoured by funds and long-term capital seeking predictable, government-backed cash flows. Yet the gradual phase-out of subsidies and the increasing exposure of renewables to wholesale power price volatility have eroded that stability.

Are investors misreading the new market dynamics? And can renewable portfolios be optimized under a fundamentally different investment logic?

FlexPower, founded in 2022 in Hamburg and, as of October 2025, fully owned by Citadel, the global hedge fund, represents this shift. The firm operates at the intersection of short-term power trading and battery optimization, deploying data-driven strategies across European markets.

FlexPower exemplifies how agile, technology-led firms are reshaping power markets by leveraging algorithmic trading, high-frequency data analytics, and real-time dispatch optimization. Their approach contrasts sharply with traditional infrastructure investors who continue to rely on fixed offtake agreements and policy support.

In conversation with FLexPower Managing Director Amani Joas, Laurent and Gerard examine how algorithmic trading and hedge fund participation are redefining price formation in grids increasingly dominated by intermittent renewables. The discussion highlights a structural divergence: while incumbents pursue regulatory certainty, new entrants monetize volatility itself—treating renewable assets as dynamic trading platforms rather than passive infrastructure.

The energy transition is no longer just a technological revolution—it’s a financial one.

Jaksot(175)

128. Tracking and Trading Green Electrons 24/7 - Apr24

128. Tracking and Trading Green Electrons 24/7 - Apr24

What is the value of green electrons? Hard to say. Depends where, depends when. What is sure is that, in view of recent regulations and corporate commitments, they must be tracked.From an annual basis...

15 Huhti 202431min

127. Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital

127. Live from Berlin – “Are Renewables still an Infrastructure Play” with Markus Wandt, CIO Aquila Capital

This week, Gerard and Laurent have been invited to a private event organized by Aquila Capital in March 2024, during the Global Infrastructure Conference, where they debate with Markus Wandt, CIO Aqui...

8 Huhti 202421min

126. Grid-Enhancing Technologies - Apr24

126. Grid-Enhancing Technologies - Apr24

The main hindrance to the development of renewables is the connection queue. Basically, grid operators tell developers “Sorry guys, we’re full”. A recent study by RMI has proven that this is simply no...

1 Huhti 202430min

125. From Houston to Berlin (via Bilbao), Better Days!

125. From Houston to Berlin (via Bilbao), Better Days!

This week, Gerard and Laurent talk about the 3 big energy gatherings that happened this week. Houston (CERAweek), Bilbao (WindEurope) and Berlin (Global Infrastructure Summit). Laurent and Gerard were...

25 Maalis 202411min

124. The challenging Energy Transition of Japan - Mar24

124. The challenging Energy Transition of Japan - Mar24

“It’s hard to play a good game when you have been served weak cards”. This is the perennial challenge of Japan when it comes to the Energy Transition. And the game is getting harder when your two main...

18 Maalis 202429min

123. Conferences and Exhibitions

123. Conferences and Exhibitions

This week, Gerard and Laurent talk about Conferences / Exhibition that they recently attended and what they have learned there. Gerard was in Germany’s E-World while Laurent was in London’s Energy Sto...

11 Maalis 20249min

122. The EV fast-charging revolution - Mar24

122. The EV fast-charging revolution - Mar24

The two limiting factors for a faster deployment of EVs are the price of vehicles and “range anxiety”. While the former is being addressed by an ever-growing number of cheaper models available on the ...

4 Maalis 202430min

121. Data, data and data

121. Data, data and data

This week, Gerard and Laurent talk about three great reports that have recently been published and deliver some world-class data about past achievements, current status and the direction of travel. As...

26 Helmi 20249min

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