In the first part of the episode, Luca Pedretti is joined by Jordi Francesch, Managing Director and Global Head of Asset Management at Nuveen, to discuss how renewable investors are navigating a market defined by falling capture prices, rising volatility, curtailment, and growing regulatory complexity. Drawing on experience managing a portfolio of more than 5 GW of solar and storage assets across multiple markets, Jordi shares his perspective on value creation, risk management, and the evolving role of battery storage in the energy transition.
Key themes from the discussion include:
Why renewable investing has shifted from financial engineering back to operational excellence
How risk management, regulation, and revenue optimization have become critical value drivers
Why asset quality and location matter more as capture rates decline
How evolving revenue stacks are changing renewable and storage investment strategies
The growing importance of BESS for both renewable portfolios and grid integration
Why Italy, Spain, and Germany are taking different approaches to market design and flexibility
In the second part of the episode, Luca turns to recent Pexapark market intelligence. He reviews several major developments across renewable energy, storage, and power markets, beginning with SoftBank’s plans to invest up to €75 billion in French data center infrastructure. The discussion highlights the growing importance of large-scale power demand from digital infrastructure and the implications for future electricity consumption. The broader takeaway: new sources of demand are becoming an increasingly important consideration for renewable developers, investors, and power markets across Europe.
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