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

Published: Feb. 19, 2024, 12:45 a.m.

To discuss everything that\u2019s 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 risks\u2026
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 \U0001d404\U0001d42e\U0001d42b\U0001d428\U0001d429\U0001d41e\U0001d41a\U0001d427 \U0001d40f\U0001d40f\U0001d400 \U0001d40c\U0001d41a\U0001d42b\U0001d424\U0001d41e\U0001d42d \U0001d40e\U0001d42e\U0001d42d\U0001d425\U0001d428\U0001d428\U0001d424 2024 Report
https://pexapark.com/european-ppa-market/

In this report you\u2019ll find:

\U0001f4a1 A 360\xb0 \U0001d42b\U0001d41e\U0001d42f\U0001d422\U0001d41e\U0001d430 \U0001d428\U0001d41f \U0001d40f\U0001d40f\U0001d400 \U0001d41d\U0001d41e\U0001d41a\U0001d425-\U0001d426\U0001d41a\U0001d424\U0001d422\U0001d427\U0001d420 in 2023: Top PPA countries, buyers & sellers, and more thought-provoking data-driven insights
\U0001f4a1 \U0001d40d\U0001d41e\U0001d431\U0001d42d \U0001d41f\U0001d42b\U0001d428\U0001d427\U0001d42d\U0001d422\U0001d41e\U0001d42b\U0001d42c on the rising: Hybrid PPAs, 24/7 green procurement, PPAs for Green H2 Production, Multi-buyer PPAs
\U0001f4a1 \U0001d40c\U0001d41a\U0001d41c\U0001d42b\U0001d428 \U0001d42d\U0001d421\U0001d41e\U0001d426\U0001d41e\U0001d42c setting the rhythm: PPA pricing, market fundamentals and risks, regulatory environment, CfDs vs PPAs
\U0001f4a1 Distilment of our \U0001d413\U0001d428\U0001d429 \U0001d40f\U0001d42b\U0001d41e\U0001d41d\U0001d422\U0001d41c\U0001d42d\U0001d422\U0001d428\U0001d427\U0001d42c \U0001d41f\U0001d428\U0001d42b 2024