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

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

Episoder(175)

98. Optimising solar fleets: the “secret sauce” - May23

98. Optimising solar fleets: the “secret sauce” - May23

How to optimise a fleet of hundreds of solar parks? And the work needs to start once the asset has been energised...and continue for decades. Plus, as with an iceberg, most of the work is below the su...

15 Mai 202329min

97. The endless conundrum of power markets reform - May23

97. The endless conundrum of power markets reform - May23

The Power Markets have been created thirty years ago to respond to the Energy Deregulation drive. They have recently faced crisis, such as the Ukraine Russia war or storm Yuri in Texas, with power pri...

1 Mai 202331min

96. How to monetise large scale Batteries?  - Apr23

96. How to monetise large scale Batteries? - Apr23

The Energy Storage Market, namely large-scale batteries, is the fastest growing segment of the Energy transition. Texas, UK, California, and Australia are witnessing phenomenal deployment rates. We ar...

15 Apr 202328min

95. Zero Carbon Europe : Blue Pill or Red Pill?  - Apr23

95. Zero Carbon Europe : Blue Pill or Red Pill? - Apr23

Can we really go to Net Zero and keep energy secure and affordable with current policies, or do we need to make hard choices that politicians might not be willing to sustain over the long term? Are th...

1 Apr 202331min

94. Heat Pumps are Hot - Mar23

94. Heat Pumps are Hot - Mar23

3 million heat pumps were installed in Europe in 2022 (up 38% year on year) with some markets going crazy (Poland went up 120%). The movement is not limited to Europe, as US annual sales rose above 4 ...

15 Mar 202331min

93.  Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

93. Supply chain - wind, solar, batteries: how to fix the mess? - Mar23

The supply chains in renewables are a total mess. Security of Supply, Price fluctuations, Technological changes, ESG… Acquiring equipment on time and on budget is becoming a harder challenge by the da...

1 Mar 202331min

92. Who’s winning the battery arms race? - Feb23

92. Who’s winning the battery arms race? - Feb23

We discovered Simon Moores, CEO of Benchmark Minerals Intelligence, on YouTube, during a legendary testimony during the US Senate in 2019. Simon just blew our mind, so it had been an ambition for this...

15 Feb 202332min

91. The radical transformations of the PPA market - Feb23

91. The radical transformations of the PPA market - Feb23

Power Purchase Agreements (PPAs) are private contracts between a producer of renewable energy and consumers. The PPA was developing consistently, mainly driven by Utilities. Then 2022 arrived and we w...

1 Feb 202327min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
stormkast-med-valebrokk-stordalen
rss-fa-makro
rss-andelige-tanker-med-camillo
rss-markedspuls-2