The HC Commodities Podcast

Power Purchase Agreements: reassessing the risks behind renewable power’s growth engine with Werner Trabesinger


Listen Later

PPAs unlocked the power of renewables leading to the sectors incredible rise over the past decade. These long term agreements, primarily selling the power to utilities, provided the foundation for a whole slate of new developers to create wind and solar farms across Europe and US. Everything worked well in a decade of low prices and low volatility. Then came 2021 and these long term PPAs created an existential risk to certain participants. Utilities have faced huge margin calls to manage their exposure to hedged PPAs warehoused on their balance sheets. What is the history of the PPA? What do the events of 2021 mean for the PPA going forwards? How will their structure and tenure change in response? And what will it do to the appetite of buyers and what will that mean for the renewable power industry? Our guest is Werner Trabesinger, Head of Quantitative Analytics at Pexapark, a software company enabling market players to sell, manage and buy renewable power.

 

To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insider

 

To connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

...more
View all episodesView all episodes
Download on the App Store

The HC Commodities PodcastBy Paul Chapman, HC Group

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

151 ratings


More shows like The HC Commodities Podcast

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

592 Listeners

Odd Lots by Bloomberg

Odd Lots

1,993 Listeners

Energy Gang by Wood Mackenzie

Energy Gang

1,252 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

399 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,448 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

Redefining Energy by Laurent Segalen and Gerard Reid

Redefining Energy

132 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

Excess Returns by Excess Returns

Excess Returns

84 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

In Good Company with Nicolai Tangen by Norges Bank Investment Management

In Good Company with Nicolai Tangen

187 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

218 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

155 Listeners