120. The new value of green power and PPAs - Feb24
Redefining Energy19 Helmi 2024

120. The new value of green power and PPAs - Feb24

To discuss everything that’s going on in the PPA market (and a lot of things are happening), Gerard and Laurent bring back the excellent Luca Pedretti, CEO and co-founder Pexapark. Pexapark is the leading swiss-based intelligence platform on PPA in Europe.
With Luca, we have an extensive conversation about the recent evolutions in the PPA market. Trends, duration, size, shapes, types of contracts, risk-sharing arrangements... We try to lay out how the market prices the following risks: capture risks, cannibalization risks, curtailment risks, settlement risks, credit risks…
Then the discussion moves to the Tech titans and their unquenchable thirst for green power are reshaping the market for green electrons. How new innovations like hourly Green Certificates (GoOs, REGOS) are appearing and adding some transparency in the price discovery process?
We finally debate about those soviet-era industrial policies in term of fuel choices (nuclear, hydrogen) that seem to ignore the permanent technological innovations (batteries), the need for flex, and the power of the market signals.
A lot of those themes are also detailed in Pexapark annual PPA report available below

We thank our friends and partners of Aquila Capital for supporting the show.

Link to Pexapark 𝐄𝐮𝐫𝐨𝐩𝐞𝐚𝐧 𝐏𝐏𝐀 𝐌𝐚𝐫𝐤𝐞𝐭 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 2024 Report
https://pexapark.com/european-ppa-market/

In this report you’ll find:

💡 A 360° 𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐟 𝐏𝐏𝐀 𝐝𝐞𝐚𝐥-𝐦𝐚𝐤𝐢𝐧𝐠 in 2023: Top PPA countries, buyers & sellers, and more thought-provoking data-driven insights
💡 𝐍𝐞𝐱𝐭 𝐟𝐫𝐨𝐧𝐭𝐢𝐞𝐫𝐬 on the rising: Hybrid PPAs, 24/7 green procurement, PPAs for Green H2 Production, Multi-buyer PPAs
💡 𝐌𝐚𝐜𝐫𝐨 𝐭𝐡𝐞𝐦𝐞𝐬 setting the rhythm: PPA pricing, market fundamentals and risks, regulatory environment, CfDs vs PPAs
💡 Distilment of our 𝐓𝐨𝐩 𝐏𝐫𝐞𝐝𝐢𝐜𝐭𝐢𝐨𝐧𝐬 𝐟𝐨𝐫 2024

Jaksot(174)

143. Bill Gates and Energy (1/2) – the Thesis

143. Bill Gates and Energy (1/2) – the Thesis

Bill Gates is sucking a lot of oxygen in the Energy Transition. Is he a force for good, or a nuisance? What is his thesis and where does it come from? And is the thesis still valid in 2024 or obsolete...

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142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

142. Batteries vs Hydrogen (Gerard is Live at EcoSummit 2024)

This week, it is a solo by Gerard Reid.This is the audio of its remarkable presentation at EcoSummit Berlin in June 2024. The topic is “Batteries vs Hydrogen”Link to the YouTube   https://www.youtube....

22 Heinä 202415min

141. Texas, California: From Renewable Energy developer to IPP - Jul24

141. Texas, California: From Renewable Energy developer to IPP - Jul24

Texas and California have witnessed a crazy growth in Solar and Batteries in recent years. In 2024 California has 24GW of Solar and 9GW of batteries on its grid; Texas has grown even faster with 31GW ...

15 Heinä 202429min

140. SolarPower Europe introduces the "Flexibility Revolution"

140. SolarPower Europe introduces the "Flexibility Revolution"

After a crazy Intersolar in Munich which welcomed more than 120,000 visitors, the pace of Solar deployment in Europe is going exponentially.Gerard and Laurent bring in Walburga Hemetsberger, CEO of So...

8 Heinä 202411min

139. The ESG label is outdated. What now? - Jul24

139. The ESG label is outdated. What now? - Jul24

Glencore’s CEO Gary Nagle has once described ESG as “some person in the basement in office number 27 engaged in a box-ticking exercise.” And a lot of fossil fuel companies – while being less explicit ...

1 Heinä 202431min

138. The Energy Institute’s Statistical Review of World Energy

138. The Energy Institute’s Statistical Review of World Energy

We bring in Nick Wayth, CEO of Energy Institute (EI), for the release of the 73rd Edition of the Statistical Review of World Energy. The Energy Institute Statistical Review of World Energy™ analyses d...

24 Kesä 202415min

137. Subsea interconnectors: new horizons - Jun24

137. Subsea interconnectors: new horizons - Jun24

UK is at the nexus of the subsea interconnector’s new economy. Great Britain is connected to Continental Europe by 8 interconnectors representing up to 15% of its power consumption.Subsea cables are n...

17 Kesä 202427min

136. Special Eurelectric with PPC’s CEO Georgios Stassis

136. Special Eurelectric with PPC’s CEO Georgios Stassis

Laurent interviews Georgios Stassis, PPC’S CEO, during Eurelectric Power Summit 24.PPC, the Greek Utility, is a remarkable turnaround story: from a soviet-style dinosaur a few years ago, PPC has becom...

10 Kesä 202417min

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