To discuss everything thatโs 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 risksโฆThen 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?ย 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.ย
A lot of those themes are also detailed in Pexapark annual PPA report available here.
We thank our friends and partners of Aquila for supporting the show.
Link to Pexapark ๐๐ฎ๐ซ๐จ๐ฉ๐๐๐ง ๐๐๐ ๐๐๐ซ๐ค๐๐ญ ๐๐ฎ๐ญ๐ฅ๐จ๐จ๐ค 2024 Report
https://pexapark.com/european-ppa-market/
In this report youโll find:
๐ก A 360ยฐ ๐ซ๐๐ฏ๐ข๐๐ฐ ๐จ๐ ๐๐๐ ๐๐๐๐ฅ-๐ฆ๐๐ค๐ข๐ง๐ in 2023: Top PPA countries, buyers & sellers, and more thought-provoking data-driven insights
๐ก ๐๐๐ฑ๐ญ ๐๐ซ๐จ๐ง๐ญ๐ข๐๐ซ๐ฌ on the rising: Hybrid PPAs, 24/7 green procurement, PPAs for Green H2 Production, Multi-buyer PPAs
๐ก ๐๐๐๐ซ๐จ ๐ญ๐ก๐๐ฆ๐๐ฌ setting the rhythm: PPA pricing, market fundamentals and risks, regulatory environment, CfDs vs PPAs
๐ก Distilment of our ๐๐จ๐ฉ ๐๐ซ๐๐๐ข๐๐ญ๐ข๐จ๐ง๐ฌ ๐๐จ๐ซ 2024