Bertalan Gyenes

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83 appearances 1 recordings 1 series first heard Jul 2026 last heard 14 Jul

Bertalan Gyenes’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Talking New Energy · 248. Are wind PPAs about to become more expensive? · 14 Jul 2026 podcast

If you've used a completed D like agnostic approach in terms of what the build out is going to be over the next few years and use the this method to to show that this is really going to just increase as a concept.

Yeah, that's right.

So a few years ago it would have been rare to have a time period with more than forty percent of generation coming from wind.

But that is going to change.

Even today, it's fairly common to see time periods with forty percent or even sixty percent of generation coming from wind.

That is the really big part of this.

And our analysis is also showing.

Showing that really is that 40% and above area where wind is really starting to cannibalize the prices that we can see in the market.

So we're going from a world in which those kinds of time periods when cannibalization really started to have an impact on the power prices were quite rare, to an era where that is going to change and we are going to end up in a world where that is really starting to have an impact on.

A lot more frequently.

Yeah, so went on to actually look at what we actually expect to take place in terms of the total wind builnout and how we're expecting demand to actually increase.

And we've seen that we are expecting this to be a lot more frequent as well.

So if we take into account what the government has been doing over the past few years, what they've announced, how the market is moving as well, how many intermittent renewable generators have CW.

contracts.

We've used our Envision model, our Envision dispatch model, which models the power system on a half hour basis going out to twenty fifty.

We're seeing the same effect as what we've seen over the past few years and using that kind of statistical method that are we're going to have a lot more time periods in that space.

You're going to see this kind of relationship in fact play play out a lot more going forward.

Yeah, so I think we're expecting that the Horses C of D will take a similar shape.

to a PPA, so Power Purchase Agreement.

So it's going to be about fixing the wholesale price for existing generators.

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