Transcribed

120. The new value of green power and PPAs - Feb24

Feb 19, 2024 ยท 31m 14s
120. The new value of green power and PPAs - Feb24
Description

To discuss everything thatโ€™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....

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To discuss everything thatโ€™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 risksโ€ฆ
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 ๐„๐ฎ๐ซ๐จ๐ฉ๐ž๐š๐ง ๐๐๐€ ๐Œ๐š๐ซ๐ค๐ž๐ญ ๐Ž๐ฎ๐ญ๐ฅ๐จ๐จ๐ค 2024 Report
https://pexapark.com/european-ppa-market/

In this report youโ€™ll find:

๐Ÿ’ก A 360ยฐ ๐ซ๐ž๐ฏ๐ข๐ž๐ฐ ๐จ๐Ÿ ๐๐๐€ ๐๐ž๐š๐ฅ-๐ฆ๐š๐ค๐ข๐ง๐  in 2023: Top PPA countries, buyers & sellers, and more thought-provoking data-driven insights
๐Ÿ’ก ๐๐ž๐ฑ๐ญ ๐Ÿ๐ซ๐จ๐ง๐ญ๐ข๐ž๐ซ๐ฌ on the rising: Hybrid PPAs, 24/7 green procurement, PPAs for Green H2 Production, Multi-buyer PPAs
๐Ÿ’ก ๐Œ๐š๐œ๐ซ๐จ ๐ญ๐ก๐ž๐ฆ๐ž๐ฌ setting the rhythm: PPA pricing, market fundamentals and risks, regulatory environment, CfDs vs PPAs
๐Ÿ’ก Distilment of our ๐“๐จ๐ฉ ๐๐ซ๐ž๐๐ข๐œ๐ญ๐ข๐จ๐ง๐ฌ ๐Ÿ๐จ๐ซ 2024
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Author Laurent Segalen + Gerard Reid
Organization Laurent Segalen + Gerard Reid
Website www.redefining-energy.com
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