Welcome back to The Pexapark Podcast! In the first part of the episode, we review the latest regulatory updates, including Greece’s fast track of 4.7 GW of new standalone merchant BESS and Germany’s consultation on a grid fee reform. More topics include a spotlight on the current play of Virtual PPAs in Europe and lessons from Spain’s April 2025 blackout from a PPA contractual perspective.

In the second part of the episode, we invited Mario Schirru – CEO of Encavis AG, to discuss the burning topic of the rise of the next generation Independent Power Producer (IPP). We recently had a widely shared post on LinkedIn about how developers are evolving into full-scale energy businesses, managing merchant risk, revenue optimisation, and more. The response made clear that this shift is top of mind across the industry, so we invited Mario to discuss topics including:

What does being an IPP entail, and why are IPPs the biggest risk-takers in the industry
Key reflection points on how Encavis AG is mastering its business model evolution
What is within the realm of possibilities for IPPs, and what is the outlook on how the model could evolve

Links:

Virtual PPAs: State of play in 2025

Lessons from Spain’s April 2025 Blackout: Making PPA contracts resilient to unforeseen events

The Rise of the Nextgen IPP LinkedIn post

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The rise of the next-gen IPP