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Tackling Margin Compression in Renewables Investment

38 min • 20 februari 2025

In the eighth episode of The Pexapark Podcast, we kick off with an edit of Europe's latest regulatory updates while also touching upon Norway's socio-political crisis on the back of the country's hydro contribution to the continent's mix. More topics include Germany's new offshore wind pipeline, Spain's emerging financing challenges, GB's mismatch of pricing expectations, and more, followed by a focused discussion on the shifts and trends shaping renewable markets in 2025.

Itamar Orlandi is part of Pexapark's commercial strategy team. Leveraging his vast cross-function experience in renewables investment, he's particularly passionate about interpreting market trends into tangible insights to keep pushing forward the decarbonization journey. His summary for the current state of the energy transition is 'Margin Compression'. Where do we go from here? Enjoy the discussion covering:

Reactions from the findings of Pexapark's Renewables Market Outlook 2025 Report & Webinar
How the market is approaching the new realities of European solar
The industry's scrutiny of fundamental forecasts
Three key value drivers to succeed in The Big Adjustment

Episode breakdown:

00:00- Intro

01:04-Regulation

03:17-Deals & Prices

05:22- Wider Energy World

09:44- Interview with Itamar Orlandi

Links to notes from the episode:

Italy's TIDE power market reform

Portugal's FRA auction

Germany's 12 GW offshore wind tenders

Q4 2024 Market Report GB

Pexapark Renewables Market Outlook 2025 [Free Access]