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)

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119. The decarbonization  of the shipping industry

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118. Doubling Energy Efficiency - Feb24

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117. Infrastructure Investing, the consolidation

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29 Tammi 202411min

116. Cleantech100 – the Hangover

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22 Tammi 202412min

115. The future of Yieldcos (listed Infrastructure Funds) - Jan24

115. The future of Yieldcos (listed Infrastructure Funds) - Jan24

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15 Tammi 202431min

114. Nuclear, Offshore Wind and Cummins

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8 Tammi 202413min

113. Our Predictions for 2024 - Jan24

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