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.

The land of Enegiewende represents one of the largest renewable markets in Europe, but pending market reforms are set to shake the business models of both PPAs and CfDs. Luca caught up with Jens Hollstein, EVP Advisory at Pexapark, on the fundamental dynamics of PPA deal-making in the country and how they differ for solar, offshore and onshore wind; the current interplay between the auctions and the PPA route and how BMWK’s proposed reforms on the EEG scheme can cause a fundamental recalibration of business models for new renewables.

Episode breakdown:

00:00-Intro
00:45-Regulation
04:45-Deals & Prices
08:11-Energy Twitter
11:19-Interview German PPA Market at Crossroads

Links to notes from the episode:

BMWK proposes four reform options for EEG auctions

EnergyTwitter 1: Greg Jackson rant on Dunkelflaute

EnergyTwitter 1: Italian PPA Market

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The German PPA Market at Crossroads