120. The new value of green power and PPAs - Feb24

This podcast episode explores the role of Power Purchase Agreements (PPAs) in the renewable energy market and the challenges and trends associated with financing renewable assets. The speakers discuss the importance of PPAs in facilitating the energy transition, determining the price and volume of exchanged electrons, and addressing volume and shape risk. They also highlight the role of intermediaries in PPA dealmaking, the growing trend of co-located storage in solar projects, and the emergence of hybrid PPAs. The conversation delves into the complexities of PPA portfolios, grid constraints, curtailment risk, and the need for demand flexibility. Overall, the speakers express optimism about the future of the PPA market in financing intermittent renewables and the golden age of PPAs in Europe and the US.