David Edmonds

speaker

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

David Edmonds’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

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

Now, the flip side of that is EDF as a supplier, we are the largest supplier by volume of there and take on most of this risk that comes through.

We are exposed to that risk of shaping costs as a supplier instead.

So if we see capture rates for renewables being a lot lower than expected, we will have to pay a bigger CF.

F D top up payment to the generators.

on that, that will help in terms of trying to think through what we do about it.

We're actively engaged in the conversation.

That's the first thing to say.

And the role we often try to play, as as you said, being biggest off taker, biggest supplier, biggest optimizer as well in the market is to try and play that role of our interests are the interests of the energy system, generally, because we are a big active player in all the key areas of that.

And I think it is that balanced approach is what we're trying to take.

At the moment.

So we can see ways that it can be a good policy measure to bring in.

It can smooth earnings for generators over time and give them certainty of what they're going to earn, which is a good thing for them.

And that could also potentially benefit if it means you can pull forward some of the lower prices they're expecting to earn in future and realize that a bit more now.

So that we can move costs between years potentially by bringing this in and have.

Generators earn the same amount for longer, which means they make less money now than they would and make more money in the future than they would and roughly the same amount overall.

On the other side of it, it's trying to make sure that that doesn't have any unintended consequences that flow through, particularly into consumer bills.

Now, first way, particularly related to shaping costs, that could come through, is to set a good level for a wholesale CFD.

Someone needs to be able to say what a good strike price is for those generators over however long these agreements will be.

And the discussion we've had today is it's hard to know right

Now, what the shaping costs are going to be for wind.

Showing 81–100 of 143 · page 5 of 8