The Pexapark Podcast Tackling Margin Compression in Renewables Investment
In the eighth episode of The Pexapark Podcast, we kick 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.
Itamar Orlandi is part of Pexapark's commercial strategy team. Leveraging his vast cross-function experience in renewables investment, he's particularly passionate about interpreting market trends into tangible insights to keep pushing forward the decarbonization journey. His summary for the current state of the energy transition is 'Margin Compression'. Where do we go from here? Enjoy the discussion covering:
- Reactions from the findings of Pexapark's Renewables Market Outlook 2025 Report & Webinar
- How the market is approaching the new realities of European solar
- The industry's scrutiny of fundamental forecasts
- Three key value drivers to succeed in The Big Adjustment
Episode breakdown:
00:00- Intro
01:04-Regulation
03:17-Deals & Prices
05:22- Wider Energy World
09:44- Interview with Itamar Orlandi
Links to notes from the episode:
Italy's TIDE power market reform
Germany's 12 GW offshore wind tenders
Pexapark Renewables Market Outlook 2025 [Free Access]
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