Commodities & Energy Transition in 2025
In the seventh episode of The Pexapark Podcast, Luca contemplated the US’s latest energy policy updates following President Trump’s prolific executive orders over his first term weeks. More topics include the impact of the new AI tool DeepSeek on PPA prices and energy demand discussions; battery storage stories from around the globe, and more, followed by a guest interview on the macro themes in energy commodities for 2025.
Martin Fraenkel is Pexapark’s newly elected Chairman of the Board of Directors. He’s been dedicated to bringing price transparency to the energy commodities markets for nearly 40 years. What is the one phrase he kept from the latest World Economic Forum? Are renewables following the price discovery footsteps of Oil& Gas? What are the implications of the US’s clear pivot to fossil fuels in Europe?
Links to notes from the episode:
Pexapark Renewables Market Outlook 2025
The Evolution of BESS offtake agreements in Europe
Martin’s Five Commodity Themes for 2025
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The Pexapark Podcast
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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