Cele mai bune Pexapark podcast-uri (2025)

1
Risk, Discipline and the Evolution of Trading & Origination with Domenico De Luca of Axpo 46:46

18d ago46:46

46:46

Welcome back to The Pexapark Podcast! In the first part of the episode, we zoom out and look at how power markets are shifting across regulation, prices, and the wider energy world. ERCOT is launching real-time co-optimization and fully integrating BESS – the biggest reform since nodal pricing. Germany is moving toward dynamic grid fees that reward…

1
The Next-Gen IPP Podcast Series | OX2’s Mehmet Energin 29:28

27d ago29:28

29:28

Welcome back to The Pexapark Podcast! In this special edition, we explore how leading developers are evolving into next-generation Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Mehmet Energin, Chief Investment Officer at OX2, to discuss how the company is transitioning from a pure-play developer to an active renew…

1
The Next-Gen IPP Podcast Series | Sonnedix’s Axel Thiemann 33:27

27d ago33:27

33:27

Welcome back to The Pexapark Podcast! In this special edition, we explore how leading renewables players are evolving into next-generation Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Axel Thiemann, CEO at Sonnedix, to discuss how the company is transitioning from a solar-focused developer into a more diversified…

1
The Next-Gen IPP Podcast Series | Taaleri Energia’s Kai Rintala and Aleksi Nordlund 33:10

27d ago33:10

33:10

Welcome back to The Pexapark Podcast! In this special edition, we explore how investors and fund managers are building the next generation of Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Kai Rintala, Managing Director and Aleksi Nordlund, Director of Power Markets at Taaleri Energia, to discuss how the Finnish re…

1
The Next-Gen IPP Podcast Series | Zelestra’s Ivan Nieto Ruiz 28:02

27d ago28:02

28:02

Welcome back to The Pexapark Podcast! In this special edition, we explore how the new generation of Independent Power Producers (IPPs) are evolving from light, asset-based models into active, data-driven energy players. In this episode Luca Pedretti sits down with Ivan Nieto-Ruiz, Chief Commercial Officer at Zelestra, to discuss how the global mult…

1
The Next-Gen IPP Podcast Series | Eurowind Energy’s Jesper Schaumburg-Düring 28:35

27d ago28:35

28:35

Welcome back to The Pexapark Podcast! In this special edition, we explore how Independent Power Producers (IPPs) are redefining what it means to own and optimize renewable assets in a fast-changing market. In this episode Luca Pedretti sits down with Jesper Schaumburg-Düring, Commercial Director at Eurowind Energy, to discuss how the Danish company…

1
The Next-Gen IPP Podcast Series | Nadara’s Joanna Ellis 29:34

27d ago29:34

29:34

Welcome back to The Pexapark Podcast! In this special edition, we explore how next-generation Independent Power Producers (IPPs) are evolving beyond development into active commercial and operational players. In this episode Luca Pedretti sits down with Joanna Ellis, Chief Commercial Officer at Nadara, to discuss how the company – formed in 2024 th…

1
The Next-Gen IPP Podcast Series | Nuveen Infrastructure’s Jordi Francesch and Pierre Bartholin 34:15

27d ago34:15

34:15

Welcome back to The Pexapark Podcast! In this special edition, we explore how investors are redefining Independent Power Producers (IPPs) for a new era of complexity and scale. In this episode Luca Pedretti sits down with Jordi Francesch, Managing Director, and Pierre Bartholin, Senior Director and Head of Power Hedging and Origination at Nuveen In…

1
The Next-Gen IPP Podcast Series | Mirova’s Jérôme Tricot 19:20

27d ago19:20

19:20

Welcome back to The Pexapark Podcast! In this special edition, we look at how next-generation Independent Power Producers (IPPs) are becoming digital, data-driven operators. In this episode Luca Pedretti is joined by Jérôme Tricot, Director, Asset Performance & Optimisation at Mirova, a Paris-based sustainable asset manager with ~€33bn AUM, includi…

1
Inside the Rise of Storage with Tom Thunell of Tyba 42:03

1M ago42:03

42:03

Welcome back to The Pexapark Podcast! In the first part of the episode, we look at how policy and markets are converging around storage and flexibility. Germany is preparing an industrial power price subsidy from 2026, offering 50 €/MWh for part of energy-intensive companies’ load over three years, while France’s EDF has widened access to its long-…

1
The Queen of PPAs: Natasha Luther-Jones on how Deal Making in Renewables & BESS is Evolving 31:30

2M ago31:30

31:30

Welcome back to The Pexapark Podcast! In the first part of the episode, we review key developments shaping renewable energy dealmaking. Across Europe, regulation is evolving to stabilize short-term markets and accelerate grid connections — from Germany refining its Energy Acts to allow grid charging for co-located assets, to Italy’s DL Energia decr…

1
Ahead of RE-Source: SolarPower Europe’s Walburga Hemetsberger on Solar, Storage, and Europe’s Next Energy Chapter 38:08

2M ago38:08

38:08

Welcome back to The Pexapark Podcast! In the first part of the episode, we cover big shifts in renewables: France unveiled a revamped capacity market (centralized RTE-run auctions from November 2026) and a new injection tariff guiding storage behavior to ease grid congestion. Italy’s FER-X solar and wind auctions landed right in line with Pexapark’…

1
Watt’s Up: Engie’s Take on BESS and 24/7 CFE 38:58

2M ago38:58

38:58

Welcome back to The Pexapark Podcast! In the first part of the episode, we cover big shifts in renewables: Europe’s day-ahead power market now trades in 15-minute intervals, boosting flexibility and volatility – a win for batteries and flexible demand. Switzerland’s new Acceleration Act aims to cut renewable permitting times dramatically, while Pol…

1
The State of Co-Location. The Way forward for Hybrid PPA 34:52

3M ago34:52

34:52

Welcome back to The Pexapark Podcast! In the first part of the episode, we look at key market shifts: Germany launches a €500m guarantee scheme to revive its stalled PPA market, Italy’s FER-X auction confirms solar’s dominance with many projects now turning to PPAs at €54–60/MWh, and the Netherlands injects €1.2bn to rescue offshore wind. Battery r…

1
State of the Spanish Offtake Market Post-Blackout 36:43

3M ago36:43

36:43

Welcome back to The Pexapark Podcast! In the first part of the episode, we dive into a fast-moving month for policy and pricing: the EU’s ETS review and fresh UK CfD momentum, a surprise SDE++ underspend in the Netherlands, and Spain’s storage-first push with generous capex support. We zoom in on market signals: Poland’s PPA landscape with easing r…

1
Unpacking the 5 Key Trends That Paint the Full Picture of Europe’s PPA & BESS Offtake Markets 37:46

4M ago37:46

37:46

Welcome back to The Pexapark Podcast! In this episode, we look at what shaped offtake in H1 2025. Wind remains under pressure – Europe is busy renegotiating old projects rather than launching new ones. Romania’s CfD round saw solar overshoot targets at ~€41.7/MWh, while wind missed volumes and pushed prices higher. In northern Sweden, oversupply ha…

1
PJM in Flux: Capacity Price Spikes, Renewables & How The World’s Largest Power Market Works 38:56

4M ago38:56

38:56

Welcome back to The Pexapark Podcast! In the first part of the episode, we unpack what’s been moving the renewable energy markets over the past weeks. From the sweeping impact of the “Big Beautiful Bill” reshaping U.S. clean energy, to PJM’s latest capacity auction price spikes, we explore how policy shifts and market dynamics are changing the traj…

1
From Data to Benchmarks: How Price Reporting Shapes Markets 43:56

5M ago43:56

43:56

Welcome back to The Pexapark Podcast! In the first part of the episode, we dive into recent developments shaping the renewable energy landscape, starting with the European Commission’s long-awaited assessment of the Guarantees of Origin (GoO) market. Hot topics include record-setting results from PJM’s latest capacity auction, implications of hyper…

1
From Electrons to Intelligence: How Crusoe Powers AI with Modular, 24/7 Energy 39:58

5M ago39:58

39:58

Welcome back to The Pexapark Podcast! In the first part of the episode, we unpack Europe’s latest regulatory moves, starting with Italy’s FER-X auction, which drew over 20 GW in bids – double its cap – signaling a shift to a more mature offtake market. In Germany, BESS deal activity remains strong despite a court-backed BKZ grid levy. Meanwhile, th…

1
Charged up: The rise of Europe’s BESS offtake market 39:23

6M ago39:23

39:23

Welcome back to The Pexapark Podcast! In the first part of the episode, we review the main headlines from across the pond, spotlighting PJM’s proposed revised rules for renewables participation in its capacity markets, all while the passage of the “Big Beautiful Bill” already impacts PPA deal-making in the country. More topics include Germany’s lat…

1
Optimising the Future: Enspired CEO Jürgen Mayerhofer on the Storage Market’s Next Moves 39:38

6M ago39:38

39:38

Welcome back to The Pexapark Podcast! In the first part of the episode, we reflect on the proposed rollback of the US’ clean energy tax credit scheme for renewables and potential short-term and medium-term impacts. More topics include the latest findings from Pexapark’s intensified BESS insights, including tolling price discovery; the current bid r…

1
Unpacking the dynamic Italian PPA market 39:00

7M ago39:00

39:00

Welcome back to The Pexapark Podcast! In the first part of the episode, we review some turbulent developments in anti-renewables regulation at the US state and federal levels, as well as the evolution of ERCOT’s PPA price assessments following the market’s revised long-term load forecast. More topics include Denmark’s revised offshore wind framewor…

1
The rise of the next-gen IPP 41:12

7M ago41:12

41:12

Welcome back to The Pexapark Podcast! In the first part of the episode, we review the latest regulatory updates, including Greece’s fast track of 4.7 GW of new standalone merchant BESS and Germany’s consultation on a grid fee reform. More topics include a spotlight on the current play of Virtual PPAs in Europe and lessons from Spain’s April 2025 bl…

1
What makes ERCOT such a vibrant and complex energy ecosystem? 34:43

8M ago34:43

34:43

Welcome back to The Pexapark Podcast! In this episode, before we go deep into the dynamics of the Texas energy market, we start with a edit of key developments in European renewables. Topics include early takeaways from the Spanish blackout, the latest from Italy’s MACSE auction and possible strategy decisions by players, and Germany’s proposes bid…

1
From Backbone to Back up? Understanding Gas’s Role in Setting Future Power Prices 35:48

8M ago35:48

35:48

Welcome back to The Pexapark Podcast! In this episode, we start with an ERCOT edit, including an update on the energy market’s PPAs and Tolls pricing following Trump’s tariffs on Chinese imports; a major load forecast revision, and the rising political tension in Texas. More topics include the proposals of the French energy regulator to boost the l…

1
Inside the Booming European Short-Term PPA Market 33:14

9M ago33:14

33:14

Welcome back to The Pexapark Podcast! In this episode, we start by unpacking Italy’s first FER X auction and how it could impact the country’s PPA market. More topics include Poland’s new support scheme for BESS, the two drivers affecting PPA valuations recently, and the data centers boom in the Nordics, followed by a dive deep into one of the fast…

1
The 24/7 Challenge: Matching Clean Power Hour by Hour 32:14

9M ago32:14

32:14

Welcome back to The Pexapark Podcast! In this episode, we take you through a ride from Texas’ forward-looking ‘firming obligation’ proposal for new renewables, to the latest headlines in Europe – including Portugal’s political quicksand, Poland’s possible upcoming onshore wind opportunity, and the latest subsidy schemes developments in Greece, Fran…

1
Europe's Dynamic Battery Storage Business Models 34:34

9M ago34:34

34:34

Welcome back to The Pexapark Podcast! On the regulatory front of this episode, we discuss the European Investment Bank's credit guarantee scheme for PPAs, and some initial reactions from industrial offtakers. More topics include the vibrant Italian energy storage market and its latest developments and reflections on the increased support for nuclea…

1
The Evolution of PPA and Tolls Pricing in ERCOT 31:14

10M ago31:14

31:14

Welcome back to The Pexapark Podcast! On the regulatory front of this episode, we discuss why EU’s Clean Industrial Deal could be a game-changer for PPAs and the takeaway from France’s TURPE 7 grid reforms. The latest pricing insights in two of the most liquid renewable PPA markets, Germany and ERCOT, reveal diverging trends. More topics include th…

1
Tackling Margin Compression in Renewables Investment 37:34

10M ago37:34

37:34

In the eighth episode of The Pexapark Podcast, we kick off with an edit of Europe's latest regulatory updates while also touching upon Norway's socio-political crisis on the back of the country's hydro contribution to the continent's mix. More topics include Germany's new offshore wind pipeline, Spain's emerging financing challenges, GB's mismatch …

1
Commodities & Energy Transition in 2025 39:35

11M ago39:35

39:35

In the seventh episode of The Pexapark Podcast, Luca contemplated the US’s latest energy policy updates following President Trump’s prolific executive orders over his first term weeks. More topics include the impact of the new AI tool DeepSeek on PPA prices and energy demand discussions; battery storage stories from around the globe, and more, foll…

1
The State of 24/7 Offtakes 34:20

11M ago34:20

34:20

In the sixth episode of The Pexapark Podcast, Luca reflects on Europe’s recent CfD rounds and how they compare to PPA prices in France, Poland and Germany. More topics include Norsk Hydro’s new risk management strategy for procurement; why 2025 could transform Europe’s offshore wind; the hidden messages behind Constellation Energy becoming the bigg…

1
Energy Transition – Investing where it hurts: Where would Laurent Segalen put his money? 25:51

12M ago25:51

25:51

In the fifth episode of The Pexapark Podcast, Luca discusses major stories indicating that 2025 will be the year of batteries: from year-end capacity forecasts by key grid operators highlighting an upcoming storage boom to Spain’s Capacity Market. More topics include Better Energy’s restructuring; the latest updates from France’s ‘Nuclear Renaissan…

1
Beyond standard PPAs: Practical reflections on new types of power deals 33:10

1y ago33:10

33:10

In the fourth episode of the Pexapark Podcast, Luca critically reflects on Denmark’s offshore wind setback; Germany’s oversubscribed auction and how it stacks up against PPA prices; toxic energy debates on the back of the second Dunkelfaute; the doom and gloom of Swedish onshore wind and more, followed by a vibrant discussion on exciting new PPA st…

1
Unlocking Multi-buyer PPAs 27:24

1y ago27:24

27:24

In the third episode of The Pexapark Podcast, Luca’s commentary on all things global renewables and PPAs includes the attractiveness of GSE’s Energy Release Platform destined to serve Italian energy-intensive industrials; Spain’s energy storage consultation; US’s Grain Belt Express high-voltage direct line project confirming that there’s no transit…

1
The German PPA Market at Crossroads 25:58

1y ago25:58

25:58

In this episode of The Pexapark Podcast, our edit of market developments includes an initial overview of the possible impact that Trump’s return could have on the US’s energy transition; Sweden’s rejection of 32 GW offshore wind on the back of security concerns; controversial discourse on the back of the German Dunkelfaute and more thought-provokin…

1
Negative Prices and PPAs 26:36

1y ago26:36

26:36

In our inaugural episode, our edit of market trends to keep an eye on includes ACER shelving the idea of more PPA templates; increased REMIT reporting requirements; ERCOT planning for big tech to pay for grid updates; and more global energy transition stories attracting our attention followed by an in-depth focus on negative prices and PPAs. This y…

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