The Pexapark Podcast

Episodes

• Risk, Revenue & Resilience: The View from a Global Investor with Jordi Francesch of Nuveen 18.06.2026 36m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti is joined by Jordi Francesch, Managing Director and Global Head of Asset Management at Nuveen, to discuss how renewable investors are navigating a market defined by falling capture prices, rising volatility, curtailment, and growing regulatory complexity. Drawing on experience managing a portfolio of more than 5 GW of solar and storage assets across multiple markets, Jordi shares his perspective on value cre...
• From Oil Major to Energy Integrator: Managing 6 GW of Renewables with Maria Paz of Repsol 04.06.2026 29m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti sits down with Maria Paz, Director of Energy Management and Thermal Generation at Repsol, to discuss what it takes to build and manage a large-scale renewable portfolio within an integrated energy company. With more than 6 GW of renewable capacity across Spain, the US, Chile, and Italy, Repsol offers a unique perspective on combining generation, retail demand, trading, and risk management under a single comm...
• Co-location & Hybrid PPAs in Germany: What’s Real, What’s Priced, What’s Next 21.05.2026 34m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti sits down with Max von Hausen, Pexapark’s Regional Lead for PPA and BESS Transactions in the DACH region, to explore the rise of co-located renewable and battery projects – and what hybrid PPA structures actually look like in practice. Drawing from ongoing negotiations and market outreach across Europe, the conversation examines how developers, utilities, corporates, and lenders are approaching the rapidly e...
• The Missing Layer of Power Markets: Battery Optimization with Steffen Schülzchen of Entrix 07.05.2026 37m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti speaks with Steffen Schülzchen, CEO and Founder of Entrix, about the rise of battery optimization and the role of software in turning flexibility into a scalable business. Entrix is one of Europe’s leading battery optimizers in the flexibility space, helping large-scale batteries operate across power markets, ancillary services, and evolving offtake structures. Key themes from the discussion: What a battery ...
• The AWS for Power: How Philipp Man of terralayr Wants to Shape the BESS Offtake Market 09.04.2026 36m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti speaks with Philipp Man, CEO and Founder of terralayr, about his vision for building a scalable platform for battery flexibility. The conversation explores how terralayr combines a BESS IPP model with a software-driven route to market, and how asset owners can structure revenues across contracted and merchant exposure, multiple optimizers, and evolving offtake products. Key themes from the discussion: Why fl...
• An Overview of the US BESS Offtake Market: From Tolls to TB Swaps with Supria Ranade from JP Morgan 26.03.2026 37m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti is joined by Supria Ranade, Executive Director, Power Origination at J.P. Morgan, to explore the evolving landscape of the US battery offtake market. The discussion looks at how the market is moving beyond traditional tolling structures toward more sophisticated hedging solutions such as top-bottom (TB) swaps – and what this shift means for pricing, risk transfer, and market participants. Key themes from the...
• From Volume to Value: The Next Phase of Renewable Investing with Domenico Tripodi of AIP 12.03.2026 33m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti speaks with Domenico Tripodi, Partner and Co-Head of Investments at AIP Management, about how financial investors are navigating a renewables market shaped by merchant exposure, changing valuations, and shifting value pools. The conversation explores how private capital is adapting as the sector moves beyond the growth expectations of previous years toward a more complex investment environment. Enjoy their c...
• Navigating the New IFRS Reality for PPA with Francisco Jimenez of EY 26.02.2026 36m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti sits down with Francesco Jimenez, Partner at EY, to break down a topic that has quickly become front-of-mind for many offtakers and developers: IFRS and PPA accounting. With new rules applying from January 1, 2026, the conversation looks at what has actually changed, why it matters, and how companies can prepare – especially when PPAs may trigger derivative accounting, fair value movements, and earnings vola...
• The Big Repricing: How Volatility and BESS Reshape Clean Energy Markets with Dominique Hischier of Pexapark 12.02.2026 35m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti is joined by Dominique Hischier, VP – Editorial & Analysis at Pexapark, to unpack the big theme of Pexapark’s Market Outlook 2026: “The Big Repricing – how volatility and BESS reshape clean energy markets.” Enjoy their discussion on topics including: What it means to operate in a renewables-dominated power systemWhy price volatility is becoming structural, not cyclicalHow lower capture rates, negative pr...
• Merchant Value & Volatility: Decoding BESS Bankability with Niels Jakeman of NORD/LB 29.01.2026 36m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti is joined by Niels Jakeman, Head of Energy Origination Europe at NORD/LB, to explore how battery storage is being financed today and what lenders look for as the market matures. With around 30 GWh of storage financed globally and decades of experience across renewables and infrastructure finance, Niels offers a lender’s perspective on bankability, risk allocation, and how storage fits into the broader evolut...
• Corporate PPA & The “Hourly Debate” with Jim Boyle of Sustainability Roundtable 15.01.2026 37m

  Welcome back to The Pexapark Podcast! In the first part of the episode, Luca Pedretti is joined by Jim Boyle, CEO and Founder of Sustainability Roundtable, for a wide-ranging conversation on how corporate renewable procurement is evolving across the US and Europe. Drawing on nearly two decades of buyer-side experience, Jim offers a nuanced perspective on how policy shifts, accounting standards, and market design are influencing deal flow and buyer behaviour. Enjoy their conversation on themes...
• Risk, Discipline and the Evolution of Trading & Origination with Domenico De Luca of Axpo 11.12.2025 46m

  Welcome back to The Pexapark Podcast! In the first part of the episode, we zoom out and look at how power markets are shifting across regulation, prices, and the wider energy world. ERCOT is launching real-time co-optimization and fully integrating BESS – the biggest reform since nodal pricing. Germany is moving toward dynamic grid fees that reward flexibility and penalize congestion. Denmark is abandoning “first come, first served” grid queues in favor of maturity-based prioritization. ...
• The Next-Gen IPP Podcast Series | Mirova’s Jérôme Tricot 02.12.2025 19m

  Welcome back to The Pexapark Podcast! In this special edition, we look at how next-generation Independent Power Producers (IPPs) are becoming digital, data-driven operators. In this episode Luca Pedretti is joined by Jérôme Tricot, Director, Asset Performance & Optimisation at Mirova, a Paris-based sustainable asset manager with ~€33bn AUM, including >€4bn invested in energy-transition infrastructure and a sixth fund currently in fundraising. Jérôme explains how Mirova invests in...
• The Next-Gen IPP Podcast Series | Nuveen Infrastructure’s Jordi Francesch and Pierre Bartholin 02.12.2025 34m

  Welcome back to The Pexapark Podcast! In this special edition, we explore how investors are redefining Independent Power Producers (IPPs) for a new era of complexity and scale. In this episode Luca Pedretti sits down with Jordi Francesch, Managing Director, and Pierre Bartholin, Senior Director and Head of Power Hedging and Origination at Nuveen Infrastructure, to discuss how the global investment manager is building next-generation IPPs under the Nuveen Clean Energy platform. With root...
• The Next-Gen IPP Podcast Series | Nadara’s Joanna Ellis 02.12.2025 29m

  Welcome back to The Pexapark Podcast! In this special edition, we explore how next-generation Independent Power Producers (IPPs) are evolving beyond development into active commercial and operational players. In this episode Luca Pedretti sits down with Joanna Ellis, Chief Commercial Officer at Nadara, to discuss how the company – formed in 2024 through the merger of Renantis and Venti and Energy – is shaping the IPP-plus model. With over 4 GW of capacity across nine European markets, N...
• The Next-Gen IPP Podcast Series | Eurowind Energy’s Jesper Schaumburg-Düring 02.12.2025 28m

  Welcome back to The Pexapark Podcast! In this special edition, we explore how Independent Power Producers (IPPs) are redefining what it means to own and optimize renewable assets in a fast-changing market. In this episode Luca Pedretti sits down with Jesper Schaumburg-Düring, Commercial Director at Eurowind Energy, to discuss how the Danish company has transformed from a traditional developer into a full-fledged, multi-technology IPP with ambitions to become a true power major. En...
• The Next-Gen IPP Podcast Series | Zelestra’s Ivan Nieto Ruiz 02.12.2025 28m

  Welcome back to The Pexapark Podcast! In this special edition, we explore how the new generation of Independent Power Producers (IPPs) are evolving from light, asset-based models into active, data-driven energy players. In this episode Luca Pedretti sits down with Ivan Nieto-Ruiz, Chief Commercial Officer at Zelestra, to discuss how the global multi-technology IPP is reshaping its strategy across India, Europe, and the Americas. With operations spanning Italy, Germany, Spain, the US, an...
• The Next-Gen IPP Podcast Series | Taaleri Energia’s Kai Rintala and Aleksi Nordlund 02.12.2025 33m

  Welcome back to The Pexapark Podcast! In this special edition, we explore how investors and fund managers are building the next generation of Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Kai Rintala, Managing Director and Aleksi Nordlund, Director of Power Markets at Taaleri Energia, to discuss how the Finnish renewables fund manager is evolving its model to capture more value across the energy value chain. Enjoy a discussion on themes including: The ...
• The Next-Gen IPP Podcast Series | Sonnedix’s Axel Thiemann 02.12.2025 33m

  Welcome back to The Pexapark Podcast! In this special edition, we explore how leading renewables players are evolving into next-generation Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Axel Thiemann, CEO at Sonnedix, to discuss how the company is transitioning from a solar-focused developer into a more diversified and customer-facing IPP active across ten markets. Enjoy a discussion on themes including: Redefining the IPP model: from feed-in tariffs to...
• The Next-Gen IPP Podcast Series | OX2’s Mehmet Energin 02.12.2025 29m

  Welcome back to The Pexapark Podcast! In this special edition, we explore how leading developers are evolving into next-generation Independent Power Producers (IPPs). In this episode Luca Pedretti sits down with Mehmet Energin, Chief Investment Officer at OX2, to discuss how the company is transitioning from a pure-play developer to an active renewable asset owner. With new shareholders, shifting market dynamics, and fast-moving technology, OX2 is building the commercial, digital, and s...