The Pexapark Podcast
Welcome to The Pexapark Podcast, your edit of impactful intelligence in renewable energy, PPAs and
beyond – hosted bi-weekly, by our COO & Co-Founder, Luca Pedretti.
Each episode leads with key market, regulatory, pricing and deal making updates in Europe and North America, followed by a candid discussion with an industry expert on the critical trends shaping our sector.
The Evolution of PPA and Tolls Pricing in ERCOT
In 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 PPA and Tolls pricing in the former.
Episode 8 | Tackling Margin Compression in Renewables Investment
In the eighth episode of The Pexapark Podcast, Luca kicks 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.
Episode 7 | 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.
Episode 6 | 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.
Episode 5 | 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.
Episode 4 | 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.
Episode 3 | Unlocking the Power of 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.
Episode 2 | 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.
Episode 1 | 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 sellers and buyers is one of the hottest topics, with many question marks on how the market can balance out the situation. To shed light on this complex issue, Luca sat down with Dominique Hischier, Pexapark’s Head of Analysis, to explore the drivers behind the phenomenon and key implications for PPA negotiations.