Renewable Portfolio Construction for Cloud Hyperscalers
Description
Cloud hyperscalers are scaling clean electricity procurement while managing real-world power market risk. This talk gives a practitioner’s view of how Microsoft has pursued its renewable electricity goals, using widely adopted tools like power purchase agreements (PPAs) and renewable attributes. We’ll walk through common PPA structures (e.g., contracts‑for‑differences) and how they allocate volume, shape, and operational risk between buyers and projects. Finally, we’ll discuss how portfolio‑level Monte Carlo simulation can translate uncertain generation and prices into a distribution of outcomes and why capture rates and renewables “cannibalization” are now central to forecasting value.
This event is free and open to the public; registration is not required. Zoom link is here.
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Speaker Bio
Martin Roeck is an Applied Scientist on Microsoft's Datacenter Energy & Infrastructure team, where he works on the commercial optimization of Microsoft's 40GW renewables portfolio and manages hedge execution for global wholesale electricity exposure. Previously, he worked on plastics recycling optimization at Google X and modeled the techno-economic feasibility of microgrids at Veckta. Martin holds a Master's in Engineering Management from Dartmouth's Thayer School of Engineering and a B.A. in Economics from Hobart College.