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 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/

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Episoder(203)

244. AI Transforming Distribution Grids - Aug26

244. AI Transforming Distribution Grids - Aug26

There is no shortage of discussion about the role of AI in the energy transition. Yet while many talk about the future of intelligent grids, only a handful of industry leaders are delivering solutions...

31 Aug 30min

243. From EVs to BESS: Why capital is flowing to batteries - Aug26

243. From EVs to BESS: Why capital is flowing to batteries - Aug26

Recorded at the SolarPower Summit in Brussels this conversation between Laurent Segalen and Jonathan Gifford examines why batteries have become one of the fastest growing and most strategically import...

24 Aug 21min

242. HVDC & the Grid of the future - Michael Barnard - Aug26

242. HVDC & the Grid of the future - Michael Barnard - Aug26

Michael Barnard welcomes Cornelis Plet, CTO of Grid Systems Integration at GE Vernova, about the technologies reshaping modern power systems and the practical realities of building an electrified futu...

17 Aug 41min

241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

241. The Great Oxford Debate: “Energy and Aristotle" - Aug26

In March 2026, Laurent was invited by Jan Rosenow at Oriel College, Oxford, for a public debate on the energy transition. Held in the College's historic library, the discussion brought together contra...

10 Aug 34min

240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

240. The CHINT Blueprint, or the Chinese Solar revolution from the inside - Aug26

During Intersolar (The Smart E), Gerard sat down with Dr Chuan Lu, CEO Astronergy and Director of Chint Group to discuss, from the inside the Chinese Solar revolution. 2026 was Dr Lu and Chint 15th pa...

3 Aug 29min

239. Space PPAs for satellites - Jul26

239. Space PPAs for satellites - Jul26

Laurent and Gerard set out to explore one of the biggest ideas emerging alongside the excitement around the SpaceX IPO: datacenters in space. To refuel those satellites emerged the concept of an orbit...

27 Jul 26min

238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

238. Revealed: CIP’s Playbook (Live from DLA Piper) - Jul26

In June 2026, Gerard and Laurent recorded a live episode at DLA Piper’s Charging Up Capital 2026 Global Energy and Digital Investments Forum with Rowan Parkhouse, Managing Director at Copenhagen Infra...

20 Jul 35min

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right momen...

13 Jul 31min

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