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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