Contracted offtake: US clean energy procurement set for evolution as market matures (Ep. 236)

About this episode

The episode discusses the evolution of clean energy procurement in the US as Power Purchase Agreements mature and corporate buyers reassess their commitments.

Power Purchase Agreements, or PPAs, contractually guarantee revenues to power-generation projects for a fixed number of years and have underwriten the boom in renewable electricity development. The US tech sector dominated PPA activity in 2025 as it seeks to increase installed generation capacity in North America and maintains prior commitments to net-zero pledges. S&P Global Energy Experts Bruno Brunetti and Francis Browne join hosts Hill Vaden and Sam Humphreys to discuss recent trends in clean energy procurement and why market participants should expect evolution as the initial wave of PPA contracts rolls off and corporate buyers consider future commitments. Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

People in this episode

Hosts: Hill Vaden, Sam Humphreys

Guests: Bruno Brunetti, Francis Browne

Topics covered

• clean energy procurement
• Power Purchase Agreements
• renewable electricity
• net-zero commitments
• market evolution

Keywords

• Power Purchase Agreements
• clean energy
• renewable energy
• net-zero
• energy procurement
• US tech sector
• market trends

Mentioned in this episode

Organizations: S&P Global Energy, US tech sector

Places: North America

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