Power purchase agreement
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Search complete. 66 mentions across 27 episodes found for "Power purchase agreement".
Sep 14, 2026
Abe SilvermanGUEST
And, and different parts of the country, and this is really important to recognize, are doing this in entirely different ways.
Abe SilvermanGUEST
Indiana, you know, the, the NIPSCO, the utility there, created a gen co affiliate that is going out and doing all the development work for new power plants and entering into long-term PPAs with the, uh, large data centers under negotiated rates.
Abe SilvermanGUEST
That's one approach, right? To really insulate customers by putting it all through a, a, you know, non-regulated affiliate.
Abe SilvermanGUEST
You know, other places, and, and this is really the situation in most of PJM, particularly for the, uh, vertically, uh, restructured-- or excuse me, for the, um, for the restructured states, non-vertically integrated states, um, you know, is this, is this BOIOMC concept.
Giles ParkinsonHOST
One of the crunch points is going to be Rio Tinto and the Gladstone smelters.
Giles ParkinsonHOST
Now, we've sort of talked quite a lot about the number of gigawatt-scale projects which have been contracted, at least PPAs written and sort of financial close for some of them.
Giles ParkinsonHOST
This is important.
Giles ParkinsonHOST
The Gladstone coal-fired power station is going to close in 2029.
49 MINS LATER
David LeitchHOST
And on we go.
David LeitchHOST
And, you know,
Giles ParkinsonHOST
question with that then, who's writing those PPAs? Because none
David McElroyGUEST
of the
Barry CinnamonHOST
And as a result, you've got more savings that you can achieve when you put in solar and especially storage.
Barry CinnamonHOST
And what's even better is there are new financing products typically called prepaid leases or prepaid PPAs that still allow homeowners to capture the 30% tax credit.
Barry CinnamonHOST
Now, about a year ago, the one big beautiful bill, nobody in the solar industry calls it beautiful, but that bill wiped out almost all of the residential clean energy tax credits and rebates.
Barry CinnamonHOST
So I'm reconnecting with clean energy leaders that we've had on before to get their advice on what's working for residential homeowners.
Michael WintersonGUEST
They cannot be perceived to be buying out the market.
Michael WintersonGUEST
So those tailwinds are going to drive our demand for more and more and more PPAs.
Luca PedrettiHOST
Before we go into that, you mentioned something interesting.
Luca PedrettiHOST
We see those hyperscale projects in the US and you say you don't see this the right fit for Europe.
16 MINS LATER
Michael WintersonGUEST
So measuring net additional energy will be part of the label program.
Michael WintersonGUEST
And so if we don't provide what we now call deep green renewable energy, we may not achieve the highest rating in this labeling scheme.
Michael WintersonGUEST
So PPAs will be fundamental to that.
Luca PedrettiHOST
Great.
David RobertsHOST
It's we have found things that are capable of delivering this.
David RobertsHOST
And you also have other geothermal developers, I think, signing PPAs with NV Energy as well, or Matt, I think, signed up for a hundred and fifty megawatts.
David RobertsHOST
To what extent is the data center pull behind people's willingness to pursue geothermal in a more concerted way? Like is that a big driver for your success?
Carl HoylandGUEST
In those two instances that you just mentioned, it, it's actually a very large driver, and one of the primary reasons NV Energy was seeking out geothermal power is because of new hyperscaler demand in their geography, looking for carbon-free base load to be able to offset the environmental impacts of what they're building.
Teresa RiberaGUEST
We need to accelerate these investments to modernize the grid and not to be blocked because the lack of modern grids to facilitate the electrification of the process or the interconnectivity between our systems.
Teresa RiberaGUEST
Update the regulation to what extent we can use things that were provided in the electricity market design, make full use of contrast for difference, PPAs to ensure that the stability in prices and therefore the ability in prices is there and facilitate the electrification of this demand side not only in households for heating and cooling for mobility, for industrial purposes to the extent possible.
Teresa RiberaGUEST
The whole set of elements is part of the program in the energy portfolio and it is part of the discussion and joint work at the Council, in the Energy Council, and in other related councils.
George EvgenidisHOST
Okay.
Tim MontagueGUEST
Um, there's no out of pocket for the host and that is cool on some level, but but it is complicated.
Sylvia Leyva MartinezHOST
Yeah, I find that fascinating because in contrast with the utility scale side, it's all PPAs.
Sylvia Leyva MartinezHOST
Most of the projects, not all of them, work under this PPA financing mechanism.
Sylvia Leyva MartinezHOST
What you mentioned is completely true, but also what we have been seeing is just PPA is becoming more and more complex.
David SenraHOST
Okay.
Zach DellGUEST
And sign a power purchase agreement with Hawaii Electric, which is a twenty-year PPA, and then go finance the whole project at, at, you know, ninety percent loan to value and, you know, earn a twenty percent levered IRR.
Zach DellGUEST
And I had, you know, in college- So, you know, after I'm working on this project in India, I end up going into, to finance, uh, you know, down the intern...
Zach DellGUEST
Basically, I was like, "Okay, this business isn't going to work.
Mudit NarainGUEST
But that will never be able to predict all the variations.
Mudit NarainGUEST
Let's say how many people will buy ACs in Kodul or how many people will buy ACs in Calcutta, right? So these things, so you still have the long-term PPAs and then you stack it up with day ahead markets or monthly ahead markets.
Mudit NarainGUEST
But all of those are commercial contracts.
Mudit NarainGUEST
How the physical quantity gets balanced is that a day before, like today, All buyers and consumers will put their bids and a fantastic algorithm will balance it out by 8 p.m.
5 MINS LATER
Kashish KapoorHOST
I don't think they can stop us from taking that electricity.
Kashish KapoorHOST
But at the same time, financially, we'll have to pay for it somehow.
Kashish KapoorHOST
If it's not in the PPAs, if you're not buying it from the exchange, how is the financial aspect of it getting matched with the physical aspect?
Mudit NarainGUEST
Absolutely.
Alastair NicklinHOST
I saw there was a job advertised and that just shows that energy procurement is becoming a strategic function within these tech companies and data center owners.
Alastair NicklinHOST
There's a few different avenues they can go down, whether it's a kind of PPA, traditional PPA or a private wire agreement.
Alastair NicklinHOST
But some are also looking at behind the meter generation, which we've sort of alluded to earlier.
Alastair NicklinHOST
And this could be through on-site renewables, gas turbines, maybe even fuel cells.
10 MINS LATER
Alastair NicklinHOST
I'm kind of trying to look ahead and think five years from now, what will be our biggest turning points? And I'm sure we've probably achieved some of them already and hindsight will tell us if we're right or not.
Alastair NicklinHOST
From my perspective, I think one of them will be utilities partnering with hyperscalers.
Alastair NicklinHOST
At the moments when we've seen data centers investing directly in generation, not just through a PPA, through actually funding project.
Alastair NicklinHOST
Kate, what do you think would be the biggest turning points if we're five years from now?
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