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)

112a. Redefining Energy Awards for 2023 (incl. Book of the Year)

112a. Redefining Energy Awards for 2023 (incl. Book of the Year)

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112. Weaponizing of energy: the end of innocence - Dec23

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Last episode of the Year. And what a year. We passed 1m downloads since inception. In 2023, we will have 470k downloads up 34% compared to 2022. Gerard and Laurent saw the Weaponisation of Energy co...

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111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

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This Sunday, a Special Episode. We are going live to COP28 in Dubai.Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double dow...

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111.  The Grand Master of Energy Storage - Dec23

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In the past 5 years, we have seen an incredible rise of Energy Storage (ESS) on numerous Grids. Those markets, whether in Europe (10GW) or in the USA (16GW), have been created by the magic formula whe...

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110. French Nuclear “Oh la la” - Nov23

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109. Top Trends in Climate Tech - Nov23

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We hear a lot about Climate Tech, and the VC investments about to revolutionize and accelerate the Energy Transition. Gerard and Laurent wanted to know more. And there is no better place than Silicon ...

1 Marras 202326min

108. Wind: the necessary Reset - Oct23

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Honestly, we have struggled to find a suitable title for this Episode. We thought of and then abandoned catchier titles such as “Withering Wind”, “Have we reached peak wind?” and even “Wind – WTF”. Fi...

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107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

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The smaller the grid, the higher the price. Islands have been plagued forever by a higher price of power. This is an inherent consequence of their small scale. Add on the top some natural catastrophes...

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