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)

74. The new profile of Energy Transition Funds - may22

74. The new profile of Energy Transition Funds - may22

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73. High energy prices vs. the Energy transition - may22

73. High energy prices vs. the Energy transition - may22

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71. Ventures and breakthroughs to decarbonise Heat - apr22

71. Ventures and breakthroughs to decarbonise Heat - apr22

Decarbonising Heat is a significant challenge on the road to Net-Zero, Climate Resilience and Energy Security. It is also a very complex problem as there are several categories of heat that require di...

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70. Why digital management of Batteries matters? - mar22

70. Why digital management of Batteries matters? - mar22

The deployment of Li-Ion batteries has exploded in recent years and is expected to enjoy a 30% annual growth until 2030. But those very critical pieces of hardware need a brain to fully function, and...

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69. Escape from Russia: Rewiring Europe - mar22

69. Escape from Russia: Rewiring Europe - mar22

The war in Ukraine is a total gamechanger. Beyond the personal drama and misery inflicted on millions of human beings, it triggers a tremor in the world of Energy of a magnitude not seen since the Oil...

1 Mar 202223min

68. Green Hydrogen: miracle or mirage? - feb22

68. Green Hydrogen: miracle or mirage? - feb22

As we are celebrating the 20th anniversary of the seminal book by Jeremy Rifkin “The Hydrogen Economy” and the astronomical amount of non-sense it contained, we wanted to have a real look at the prosp...

15 Feb 202229min

67. From PowerPoint to Gigafactory - feb22

67. From PowerPoint to Gigafactory - feb22

Gigafactory: a term first coined by Elon Musk in 2013 when announcing the Tesla+Panasonic giant battery plant in Nevada. There are currently more than 260 Gigafactories planned around the world, but l...

1 Feb 202230min

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