171.  PPAs and Tolling: lessons for the future - Mar25
Redefining Energy3 Maalis 2025

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 report.
Laurent and Gerard are joined by Luca to highlight the key insights from this year’s findings:
  • Corporate PPA demand remains stable, but with new entrants
  • More deals, but smaller sizes: The number of transactions increased by 16% (+37 deals), even as total volumes declined.
  • Innovative deal structures on the rise: Hybrid models, such as solar-wind PPAs, multi-buyer/portfolio arrangements, and cross-border agreements, are gaining traction, offering enhanced flexibility and risk-sharing.
  • The continuous rise of 24/7 energy with the need to track and trade GoOs

We also delve into the topic of negative prices, capture prices, and their implications. The conversation extends to Pexapark’s predictions for 2025.

Additionally, we explore the growing role of batteries, new tolling agreements, and their impact, along with how batteries are increasingly incorporated into PPAs.

Finally, we turn our attention to the US market, discussing Pexapark’s first acquisition of a US company, Renewafi, marking a significant step in Pexapark’s american expansion.

Link to Report: https://pexapark.com/pexapark-renewables-market-outlook-2025/
Link to Renewafi: https://www.renewafi.com/

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...

7 Huhti 202529min

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

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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