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Commodities & Energy Transition in 2025
Manage episode 465213755 series 3613459
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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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Chapters
1. Intro (00:00:00)
2. Regulation (00:01:13)
3. Deals & Prices (00:02:23)
4. Wider Energy World (00:05:20)
5. Interview with Martin Fraenkel (00:07:38)
16 episodes
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