The Pexapark Podcast
Pexapark
Welcome to The Pexapark Podcast, your fortnightly edit of impactful intelligence in renewable energy, Power Purchase Agreements (PPA) and beyond. Every two weeks, our COO & Co-Founder Luca Pedretti kicks off with key market, regulatory, pricing and deal making updates in Europe and North America.In the second part, Luca hosts an in-depth conversation with an industry expert, discussing candid perspectives on the critical trends shaping our sector. For more insights, register for a free Pexapark account here: https://go.pexapark.com/podcastsAbout UsPexapark is the price intelligence platform for clean energy, covering solar, wind, and battery storage across more than 20 countries. We help clean energy buyers, sellers, and investors navigate increasingly complex power markets with confidence.
Episodes
Mentioned books
Mar 26, 2026 • 37min
An Overview of the US BESS Offtake Market: From Tolls to TB Swaps with Supria Ranade from JP Morgan
Supriya Ranade, Executive Director for Power Origination at J.P. Morgan, brings deep experience structuring battery offtake and hedging across US wholesale markets. She discusses the shift from tolling to top-bottom swaps. Short takes cover the three core battery revenue streams, regional differences in ERCOT and CAISO, TB tenor/liquidity, and who trades these products.
17 snips
Mar 12, 2026 • 34min
From Volume to Value: The Next Phase of Renewable Investing with Domenico Tripodi of AIP
Domenico Tripodi, Partner and Co‑Head of Investments at AIP Management, brings years of energy transition and fund management experience. He discusses how financial structuring and analytics protected capital during 2019–2023. He explains the shift of value toward aggregation and brownfield assets. He covers the need for new commercial capabilities, portfolio revenue management, and the rising importance of flexibility and ancillary services.
5 snips
Feb 26, 2026 • 37min
Navigating the New IFRS Reality for PPA with Francisco Jimenez of EY
Francesco Jimenez, Partner at EY specializing in IFRS for financial instruments and PPA valuation. He discusses the January 2026 IFRS changes and which PPAs may be treated as derivatives. He explains own-use exemptions for nature-dependent assets, how fair value and hedge accounting affect reported volatility, and practical steps companies should take to prepare.
16 snips
Feb 12, 2026 • 35min
The Big Repricing: How Volatility and BESS Reshape Clean Energy Markets with Dominique Hischier of Pexapark
Dominique Hischier, VP of Editorial & Analysis at Pexapark and expert in renewable power markets and battery trends, explores how structural price volatility and BESS are reshaping clean energy value. She discusses falling solar capture, negative prices, shifting revenue toward flexibility, the rise of FPAs and merchant routes for batteries, and PJM market tightness driven by data centers and retirements.
13 snips
Jan 29, 2026 • 37min
Merchant Value & Volatility: Decoding BESS Bankability with Niels Jakeman of NORD/LB
Niels Jakeman, Head of Energy Origination Europe at NORD/LB with decades in renewables and ~30 GWh of storage financed, shares a lender’s view on battery bankability. He covers what lenders want for storage projects. He explores merchant risk, tolling versus optimization structures, hybrid portfolios, and how France’s shifting power regime reshapes long-term offtake dynamics.
21 snips
Jan 15, 2026 • 38min
Corporate PPA & The “Hourly Debate” with Jim Boyle of Sustainability Roundtable
Jim Boyle, Founder and CEO of Sustainability Roundtable, shares his two decades of expertise in corporate sustainability and clean energy procurement. He discusses how the withdrawal of US clean energy tax credits boosts immediate PPA activity, while reduced subsidies could slow deployment in the long run. The conversation explores the controversial 'hourly debate' concerning the Greenhouse Gas Protocol and its impact on corporate participation in PPAs. Jim argues for optional 24/7 procurement for broader engagement and emphasizes the importance of valuing storage in renewable markets.
16 snips
Dec 11, 2025 • 47min
Risk, Discipline and the Evolution of Trading & Origination with Domenico De Luca of Axpo
Domenico De Luca, Head of Trading & Sales at Axpo, shares insights from one of Europe's leading trading firms. He discusses how power markets are changing, emphasizing the shift to short-term trading in response to renewable energy volatility. De Luca explores the importance of risk management and evolving contract structures in a landscape of negative prices and dynamic grid fees. He highlights the emerging role of batteries, the need for long-duration storage, and argues for gas's pragmatic role in the transition to a decarbonized future.
Dec 2, 2025 • 29min
The Next-Gen IPP Podcast Series | Eurowind Energy’s Jesper Schaumburg-Düring
Jesper Schaumburg-Düring, the Commercial Director at Eurowind Energy, shares insights into how the company has evolved from a traditional developer into a pioneering multi-technology Independent Power Producer. He discusses the importance of flexibility in asset design for future market mechanisms and how trader skills are essential for navigating complex PPAs and managing risks. Jesper emphasizes the critical role of data and IT infrastructure in optimizing revenues and highlights the challenges and opportunities presented by hybrid assets.
11 snips
Dec 2, 2025 • 28min
The Next-Gen IPP Podcast Series | Zelestra’s Ivan Nieto Ruiz
Ivan Nieto Ruiz, Chief Commercial Officer at Zelestra, discusses the evolution of Independent Power Producers from traditional models to data-driven, customer-centric platforms. He highlights the significance of batteries as a growth engine, transforming renewable energy systems into hybrid solutions. The conversation delves into the challenges and strategies of building commercial operations, managing diverse market data, and the importance of tailored PPAs. Ivan emphasizes the shift towards long-term contracts and the necessity of hiring experienced talent to navigate this dynamic landscape.
Dec 2, 2025 • 34min
The Next-Gen IPP Podcast Series | Nuveen Infrastructure’s Jordi Francesch and Pierre Bartholin
Join Jordi Francesch, Managing Director, and Pierre Bartholin, Senior Director at Nuveen Infrastructure, as they dive into the evolving landscape of Independent Power Producers. They discuss Nuveen's vertically integrated approach to clean energy, blending development, construction, and operation. The duo explores the rise of agile, risk-aware IPPs and the concept of 'virtual utilities' that balance long-term contracts with market optimization. Digitalization strategies, energy trading, and procurement mastery are highlighted as crucial for success in today's complex market.
