Thomas Maut

speaker

82 appearances 1 recordings 1 series first heard Jun 2026 last heard 30 Jun

Thomas Maut’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 Jun 2026 with 1.

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Talking New Energy · 246. Can merchant batteries make solar PPAs work again? Insights from Alight · 30 Jun 2026 podcast

Hello, you are listening to Talking New Energy.

My name is Thomas Maut.

I'm the head of storage here at LCP Delta.

Uh and today I am lucky enough to be joined by Johan Hernstong, the head of revenue at Alite.

Johan, would you like to introduce yourself?

We're very happy to have you on.

I do want to talk a little bit about maybe just to set the stage a little bit, what makes a light distinctive as a company and how you're approaching the market.

I've already touched on, I think, a very heavy focus on PPAs for the solo of existing assets that you've been building out, but also on originating and developing pest assets.

So I wondered if you could talk a little bit about how you're approaching those two, how the

Behave differently.

An interesting dynamic there.

It basically feels like

For the solar assets, you're basically doing pay-as-produced BBAs, they're taking out the price risk as much as you can.

There are a lot of different angles there, but maybe let's start with the solar because that's the historical starting point.

How much can you really de-risk through PPAs?

Is the market liquid enough to support that volume?

Is there enough off-taker appetite?

Does a pay as produced PPA really insulate you?

Or are you still exposed to negative prices?

To what extent is it really like a full de-risk?

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