Risk, Revenue & Resilience: The View from a Global Investor with Jordi Francesch of Nuveen

Welcome back to The Pexapark Podcast!In the first part of the episode, Luca Pedretti is joined by Jordi Francesch, Managing Director and Global Head of Asset Management at Nuveen, to discuss how renewable investors are navigating a market defined by falling capture prices, rising volatility, curtailment, and growing regulatory complexity. Drawing on experience managing a portfolio of more than 5 GW of solar and storage assets across multiple markets, Jordi shares his perspective on value creation, risk management, and the evolving role of battery storage in the energy transition.Key themes from the discussion include:Why renewable investing has shifted from financial engineering back to operational excellenceHow risk management, regulation, and revenue optimization have become critical value driversWhy asset quality and location matter more as capture rates declineHow evolving revenue stacks are changing renewable and storage investment strategiesThe growing importance of BESS for both renewable portfolios and grid integrationWhy Italy, Spain, and Germany are taking different approaches to market design and flexibilityIn the second part of the episode, Luca turns to recent Pexapark market intelligence. He reviews several major developments across renewable energy, storage, and power markets, beginning with SoftBank’s plans to invest up to €75 billion in French data center infrastructure. The discussion highlights the growing importance of large-scale power demand from digital infrastructure and the implications for future electricity consumption. The broader takeaway: new sources of demand are becoming an increasingly important consideration for renewable developers, investors, and power markets across Europe.Unlock More PPA Market InsightsRegister for your free Pexapark account to stay updated on the latest energy transition trends. Learn more >