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)

175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

175. Capitalizing on the Infrastructure giants’ Blind Spots - Apr25

Capitalizing on the Infrastructure giants’ Blind Spots: How can a specialised PE fund thrive under the new US Administration?The Energy Transition encompasses more than just power and AI. We have chos...

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174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks

174. Live from Cambridge – Laurent and Gerard with Pr. David Cebon on Electrifying trucks

Early March, Gerard and Laurent were invited by the Cambridge University Energy Technology Society (CUETS) for a live session of Redefining Energy.In front of hundreds of attentive students, they had ...

31 Maalis 202530min

173. The politization of Critical Materials - Mar25

173. The politization of Critical Materials - Mar25

The XXIst century economy will be powered by 'critical minerals' such as lithium, nickel, cobalt, and rare earths. China has spent the past 20 years building a dominant position across the supply chai...

24 Maalis 202533min

172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)

172. The new age of Energy Security, Flexibility, and Resilience (with Eurelectric)

Laurent welcomes Kristian Ruby, Secretary General of Eurelectric, to discuss Energy Security, Resilience and Flexibility though the impact of E-Mobility.Energy Security has become a critical issue, es...

17 Maalis 202524min

171.  PPAs and Tolling: lessons for the future - Mar25

171. PPAs and Tolling: lessons for the future - Mar25

It has become a tradition to welcome Luca Pedretti, Co-Founder of Pexapark, to the show to discuss the evolving PPA market, especially now that Pexapark has released its annual State of the Market rep...

3 Maalis 202526min

170. Why is the electricity Supercycle unstoppable? Gerard in Davos

170. Why is the electricity Supercycle unstoppable? Gerard in Davos

As urgent calls for climate change action continue, an energy supercycle is underway, driven by the increasing need for electrification and digitalization, particularly in high-growth sectors like AI ...

24 Helmi 202526min

169. 2025 State of play in the battery universe - Feb25

169. 2025 State of play in the battery universe - Feb25

2024 has been another exceptional year for the battery industry. We have invited Aaron Wade to discuss the various technological and economic aspects of this rapidly expanding universe. Aaron is a ris...

17 Helmi 202529min

168. "Invest where it hurts!" - Laurent at Pexapark

168. "Invest where it hurts!" - Laurent at Pexapark

While Gerard Reid was at Davos, schmoozing with world leaders, Laurent Segalen was invited by Luca Pedretti on the Pexapark podcast. They had a conversation around where to invest in the Energy Transi...

3 Helmi 202517min

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