In the first part of the episode, Luca Pedretti speaks with Philipp Man, CEO and Founder of terralayr, about his vision for building a scalable platform for battery flexibility. The conversation explores how terralayr combines a BESS IPP model with a software-driven route to market, and how asset owners can structure revenues across contracted and merchant exposure, multiple optimizers, and evolving offtake products.
Key themes from the discussion:
Why flexibility is emerging as the next critical layer in energy markets
How terralayr combines asset ownership with a software-based commercialization platform
Why asset owners are moving beyond the binary of fully merchant vs fully contracted
How virtual tolls, optimizer baskets, and auction-based mechanisms expand BESS revenue strategies
What is driving demand, pricing, and counterparty dynamics in Germany’s BESS offtake market
Why bankability still hinges on credible counterparties and proven tolling structures
In the second part of the episode, Luca turns to Pexapark market intelligence, unpacking how geopolitical tensions are reshaping European power markets. He examines how the Iran war is being priced as a structural supply risk – increasing gas prices and volatility, and improving the outlook for BESS revenues – while also widening bid-ask spreads and slowing long-term contracting. The discussion then shifts to flexible connection agreements (FCAs) in Germany, highlighting how non-firm grid access introduces volume risk and increases pricing uncertainty for traditional tolling structures. The takeaway: Germany’s BESS offtake market is increasingly pointing toward more flexible, portfolio-based and financial solutions – including partial tolling, virtual tolls, and top-bottom swaps.
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