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The Pexapark Podcast

Pexaparkwww.pexapark.com

Welcome to The Pexapark Podcast, your fortnightly edit of impactful intelligence in renewable energy, Power Purchase Agreements (PPA) and beyond.

Every two weeks, our COO & Co-Founder Luca Pedretti kicks off with key market, regulatory, pricing and deal making updates in Europe and North America.

In the second part, Luca hosts an in-depth conversation with an industry expert, discussing candid perspectives on the critical trends shaping our sector.

For more insights, register for a free Pexapark account here: https://go.pexapark.com/podcasts

About Us

Pexapark is the price intelligence platform for clean energy, covering solar, wind, and battery storage across more than 20 countries. We help clean energy buyers, sellers, and investors navigate increasingly complex power markets with confidence.

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Episodes

Europe's Dynamic Battery Storage Business Models

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 nuclear coming from big tech companies, followed by an in-depth conversation on all things battery offtake agreements in Europe. Besides a Pexapark alumni, ...

Mar 20, 202535 minSeason 2Ep. 6

The Evolution of PPA and Tolls Pricing in ERCOT

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 the evolving syneries of AI data center demand and battery storage forecasts in ERCOT and PJM, followed by an in-depth conversation on the evolution of ...

Mar 06, 202531 minSeason 2Ep. 5

Tackling Margin Compression in Renewables Investment

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 of pricing expectations, and more, followed by a focused discussion on the shifts and trends shaping renewable markets in 2025. Itamar Orlandi is part...

Feb 20, 202538 minSeason 2Ep. 4

Commodities & Energy Transition in 2025

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, followed by a guest interview on the macro themes in energy commodities for 2025. Martin Fraenkel is Pexapark’s newly elected Chairman of the Board of Dir...

Feb 06, 202540 minSeason 2Ep. 3

The State of 24/7 Offtakes

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 biggest power generator in the US and more, followed by a 360 discussion on the state of the 24/7 procurement journey. Killian Daly is an Executive Direct...

Jan 22, 202534 minSeason 2Ep. 2

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

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 Renaissance’ and more, followed by a candid chat on energy transition investment with Laurent Segalen. In a world full of ideas and opinions around Net Zero, L...

Jan 09, 202526 minSeason 2Ep. 1

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

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 structures in the market. The risks and requirements of today’s PPA environment demand more creativity and an open mind to how deals are closed. Ann Coc...

Dec 19, 202433 minSeason 1Ep. 4

Unlocking Multi-buyer PPAs

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 transition without transmission, and more, followed by a spotlight conversation on Multi-buyer PPAs. The PPA Market is moving in new frontiers, with Multi-bu...

Dec 05, 202427 minSeason 1Ep. 3

The German PPA Market at Crossroads

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-provoking developments across the globe, followed by a spotlight conversation on Germany’s PPA Market. The land of Enegiewende represents one of the largest r...

Nov 21, 202426 minSeason 1Ep. 2

Negative Prices and PPAs

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 year has seen record levels of negative pricing hours, and the situation could get worse before it gets better. How the risk affects both clean energy ...

Nov 06, 202427 minSeason 1Ep. 1
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