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(174)

89. Our Predictions for 2023 - Jan23

89. Our Predictions for 2023 - Jan23

Happy new year 2023 to all our listeners. In this Episode, it is Nostradamus vs. Cassandra all over again: Laurent and Gerard review their 2022 predictions (Episode 65) and look forward to the future....

2 Tammi 202330min

88. The Solar Juggernaut - dec22

88. The Solar Juggernaut - dec22

Another year of explosive growth for the Solar Industry: production above 300GW, +45% yoy. What’s behind this staggering growth? How are the supply chain evolving? What are the “Fab four” and what new...

15 Joulu 202231min

87. Inflection point for Biogas/Biomethane - dec22

87. Inflection point for Biogas/Biomethane - dec22

The biogas/biomethane industry is now one of the promising segments of the Energy Transition: security of supply, renewables sources, local jobs, round the clock dispatchability; the industry ticks al...

1 Joulu 202230min

86. The politics of Energy Infrastructure - nov22

86. The politics of Energy Infrastructure - nov22

Geopolitics and Climate disasters have shown how fragile Energy flows and infrastructures have become. Moving electrons or molecules is becoming an ever-greater challenge in the drive to decarbonisati...

15 Marras 202229min

85. Energy Trading: the "Lehman Moment" - nov22

85. Energy Trading: the "Lehman Moment" - nov22

The war in Ukraine has triggered a dislocation of Energy markets, especially in Europe. This has led to a point a few months ago when governments had to bail out all Utilities which were caught on the...

1 Marras 202231min

84. Floating Offshore Wind - oct22

84. Floating Offshore Wind - oct22

Offshore Wind was one of the great development successes of the past decade, growing in 10 years from a few pilot projects to a real industry. Two zones have been at the fore front: the North Sea (wit...

15 Loka 202230min

83. The rising tide of Electric Shipping - oct22

83. The rising tide of Electric Shipping - oct22

Decarbonising the shipping industry seemed very aspirational until recently. Lofty goals are out there: “The International Maritime Organization (IMO) has set an ambition to reduce the carbon intensit...

1 Loka 202227min

82. The new Carbon Markets - sep22

82. The new Carbon Markets - sep22

In the past two years, we’ve seen a remarkable renaissance of the carbon markets. Some markets are of a “compliance” type - like in Europe - heavily regulated but limited in geography and scope; but t...

15 Syys 202230min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-lahtijat
rss-draivi
rss-porssipuhetta
rahapuhetta
oppimisen-psykologia
rss-rahamania
rss-seuraava-potilas
rss-neuvottelija-sami-miettinen
rss-bisnesta-bebeja
rss-paatos-podcast-suomen-kovimmat-paatoksentekijat-2
rss-paasipodi
rss-40-ajatusta-aanesta
taloudellinen-mielenrauha
syo-nuku-saasta
kasvun-kipuja
rss-viisas-raha-podi