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, including >€4bn invested in energy-transition infrastructure and a sixth fund currently in fundraising. Jérôme explains how Mirova invests in and alongside IPPs – developing, building, and operating renewables – while evolving capabilities for revenue management, hedging, and flexible, dispatchable portfolios.
Enjoy a discussion on themes including:
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The evolution of IPPs: from maximising generation to optimising when and how energy is produced amid price volatility
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Operational control as a core skill: EMS systems, curtailment, AI-driven forecasting, and hybridisation with storage
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Internalising key expertise and building local partnerships across Europe to manage risk and drive efficiency
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The new energy-management frontier: balancing, route-to-market, and merchant exposure as core revenue levers
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Cross-market innovation inspired by Australia and California – capacity swaps and virtual tolling as future models
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Mirova’s digital stack: from in-house stochastic models to a SaaS + API ecosystem integrating SCADA, asset, and risk tools
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The road ahead: VPPs, AI, and regulatory readiness – why the shift from electricity to electronicity defines the next era of IPPs