Charged up: The rise of Europe’s BESS offtake market
Welcome back to The Pexapark Podcast! In the first part of the episode, we review the main headlines from across the pond, spotlighting PJM’s proposed revised rules for renewables participation in its capacity markets, all while the passage of the “Big Beautiful Bill” already impacts PPA deal-making in the country. More topics include Germany’s latest EEG onshore wind and solar-plus-storage innovation auctions. In the second part, Apostolis Valassas – Lead BESS Analyst at Pexapark, takes us for an intense ride on all things BESS offtakes in Europe. Deal flow in 2025 has evolved remarkably, and all eyes are on how players are capitalizing on the rapidly emerging opportunities. Enjoy a discussion on themes including: From merchant to tolling: The evolution of contractual structures, pros and consTrends on tolling agreements: Portfolio-based tolls and longer tenorsGeographical nuances: The usual suspects and the emerging heroes Case studies of how regulators and grid operators are managing the hot topic of grid charges Outlook: Floors or tolls? Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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Optimising the Future: Enspired CEO Jürgen Mayerhofer on the Storage Market’s Next Moves
Welcome back to The Pexapark Podcast! In the first part of the episode, we reflect on the proposed rollback of the US’ clean energy tax credit scheme for renewables and potential short-term and medium-term impacts. More topics include the latest findings from Pexapark’s intensified BESS insights, including tolling price discovery; the current bid ranges in Germany; BESS financing structures based on revenue and business models and more.In the second part of the episode, Juergen Mayerhofer – CEO and Founder of enspired, BESS and power assets optimiser – discusses the exciting but challenging task of helping an asset owner understand the behaviour of a BESS asset. Enjoy a discussion on themes including: The story behind enspired, entrepreneurial tips and success storiesThe evolution and outlook of the European optimisation marketThe commitment to price transparency and the recipe for trusted revenue benchmarksAre tolling agreements the “PPAs” of BESS?Outlook of revenue models and the possible financing requirements of the future Episode breakdown:00:00- Intro01:16-Regulation04:56-Deals & Prices10:14- Wider Energy World 13:43- Interview with Juergen MayerhoferLinks:AI and renewablesUnlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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Unpacking the dynamic Italian PPA market
Welcome back to The Pexapark Podcast! In the first part of the episode, we review some turbulent developments in anti-renewables regulation at the US state and federal levels, as well as the evolution of ERCOT’s PPA price assessments following the market’s revised long-term load forecast. More topics include Denmark’s revised offshore wind framework, and the implications of booming solar in Poland, Portugal, Spain and France. In the second part of the episode, David Battista – Analyst & Price Reporter at Pexapark, sheds light on the particularly dynamic energy transition story of Italy. For years, Italy’s PPA market has been talked about more for its potential than its performance. However, dynamics have shifted significantly due to increased regulatory support and strong buyer interest, all while the country is exhibiting early signs of an epic storage boom. To understand the momentum, enjoy the discussion around: Breakdown of recent PPA activity and main playersThe drivers behind the momentum and the challenges ahead Pricing environment and risks BESS developments and the key regulatory themes investors need to know Links:RenewaFi by Pexapark: Renewables industry fears ugly outcomes from Trump’s “One Big Beautiful Bill”RenewaFi by Pexapark: New net load scenarios: Why supply assumptions matterEnverus analysisUnlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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The rise of the next-gen IPP
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 industryKey reflection points on how Encavis AG is mastering its business model evolutionWhat 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 2025Lessons from Spain’s April 2025 Blackout: Making PPA contracts resilient to unforeseen eventsThe Rise of the Nextgen IPP LinkedIn post Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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What makes ERCOT such a vibrant and complex energy ecosystem?
Welcome back to The Pexapark Podcast! In this episode, before we go deep into the dynamics of the Texas energy market, we start with a edit of key developments in European renewables. Topics include early takeaways from the Spanish blackout, the latest from Italy’s MACSE auction and possible strategy decisions by players, and Germany’s proposes bidding zone split. We also dive into the increasingly notable trend of rising balancing costs, the price divergence in the Nordics and more. In the second part of the episode, Ian Niebor – Head of Energy Transition Research at Enverus, offers a deep dive into what makes ERCOT one of the most vibrant and complex energy ecosystems globally, citing its diversity of resources, policy landscape, and rapid infrastructure development. On the supply side, the discussion highlights continued growth in solar, storage, and selective gas capacity additions, tempered by policy fragmentation and limited coordination mechanisms.Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >
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, he’s hosting 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/podcasts
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