PowerCast is your go-to podcast for everything energy – from the fast-moving world of wholesale markets to the intricacies of PPAs and the evolving landscape of battery optimisation. Whether you're an industry professional, energy enthusiast, or just curious about how power gets bought, sold, and stored, we break down the complexities and bring you insights from the frontlines of the energy transition. Tune in as we explore the trends, challenges, and innovations shaping the future of power.
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PowerCast is your go-to podcast for everything energy – from the fast-moving world of wholesale markets to the intricacies of PPAs and the evolving landscape of battery optimisation. Whether you're an industry professional, energy enthusiast, or just curious about how power gets bought, sold, and stored, we break down the complexities and bring you insights from the frontlines of the energy transition. Tune in as we explore the trends, challenges, and innovations shaping the future of power.
PowerCast: The Price of Abundance. What Record Solar Means for PPA Value
PowerCast by EDF
20 minutes
1 month ago
PowerCast: The Price of Abundance. What Record Solar Means for PPA Value
Record-breaking solar generation defined Summer 2025, with GB output reaching 13.8 TWh but capture rates falling to around 85% of baseload prices. David and Dan Wilkinson discuss what this means for PPA valuation, shaping costs, and the balance between fixed and indexed contracts. They unpack why price cannibalisation is accelerating, how wind and solar trends compare, and how co-located batteries and behind-the-meter generation can protect value. The episode also previews EDF’s new monthly capture-price reporting, giving offtakers and developers faster insight into renewable market shifts.
PowerCast by EDF
PowerCast is your go-to podcast for everything energy – from the fast-moving world of wholesale markets to the intricacies of PPAs and the evolving landscape of battery optimisation. Whether you're an industry professional, energy enthusiast, or just curious about how power gets bought, sold, and stored, we break down the complexities and bring you insights from the frontlines of the energy transition. Tune in as we explore the trends, challenges, and innovations shaping the future of power.
