11. ETRM as a Control System for Long-Dated Risk.m4a
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Power Origination & PPAs Trading Desk Master Program
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Module PDFs
Brochure - Power Origination & PPAs Trading Desk Master Program.pdf
Module 0 - Power & PPAs From Zero.pdf
Module 1 - What a Power Origination Desk Really Is (Chapters 1-12).pdf
Module 2 - PPA Market Structure & Reality (Chapters 13-28).pdf
Module 3 - Senior Structuring Playbooks (Chapters 29-48).pdf
Module 4 - Valuation, Curves & Model Skepticism (Chapters 49-64).pdf
Module 5 - Risk, Credit & Capital Survival (Chapters 65-82).pdf
Module 6 - Execution, Operations & Lifecycle Risk (Chapters 83-94).pdf
Module 7 - Systems, ETRM & Governance (Chapters 95-104).pdf
Module 8 - Behavior, Accountability & Leadership (Chapters 105-115).pdf
Module 0 - Power & PPAs From Zero
Module 00 - Power & PPAs From Zero.mp4
Module 00 - Power & PPAs From Zero.chapters.txt
0.1. MW, MWh, Capacity Factor and What an Asset Actually Produces.m4a
0.2. Load, Generation and Why Power Must Balance Instantly.m4a
0.3. Nodes, Zones and Hubs_ Where a Price Exists.m4a
0.4. Shape_ Why an Hour Is Not an Hour, and How Profile Is Valued.m4a
0.5. The Forward Curve, the Liquid Horizon, and What Lies Beyond It.m4a
0.6. What a PPA Is_ The Parties, the Term and the Obligation.m4a
0.7. Physical vs Synthetic, and What Changes Between Them.m4a
0.8. As-Generated vs Fixed Profile vs Baseload.m4a
0.9. Basis, Curtailment and the Risks That Do Not Go Away.m4a
0.10. Floors, Caps, Collars and Volume Flexibility, Mechanically.m4a
0.11. Discounting a Twenty-Year Cash Flow, by Hand.m4a
0.12. The PPA Valued End to End, Both Directions.m4a
0.13. Who Regulates and Subsidises What.m4a
0.14. The Desk_ Originator, Structurer, Portfolio Manager, and the Handover.m4a
Module 1 - What a Power Origination Desk Really Is (Chapters 1-12)
Module 01 - What a Power Origination Desk Really Is.mp4
Module 01 - What a Power Origination Desk Really Is.chapters.txt
1. Origination vs Trading - Where Risk Actually Lives.m4a
2. Why Origination Is Trading with a Long Fuse.m4a
3. Senior Accountability for 10-20 Year Decisions.m4a
4. Desk Mandates, Capital Allocation & Return Hurdles.m4a
5. When Not to Originate.m4a
6. Physical vs Synthetic PPAs.m4a
7. Origination vs Portfolio Management.m4a
8. How Origination Desks Actually Fail.m4a
9. Authority, Overrides & Deal Kill Rights.m4a
10. Senior View of Origination P&L.m4a
11. ETRM as a Control System for Long-Dated Risk.m4a
12. Lessons from Failed Origination Books.m4a
Module 2 - PPA Market Structure & Reality (Chapters 13-28)
Module 02 - PPA Market Structure & Reality.mp4
Module 02 - PPA Market Structure & Reality.chapters.txt
13. Utility PPAs vs Corporate PPAs.m4a
14. Why There Is No “Standard” PPA.m4a
15. Merchant Exposure Hidden Inside PPAs.m4a
16. Fixed-for-Floating Structures.m4a
17. Hub vs Node vs Zonal Delivery Risk.m4a
18. Shape Risk over Long Horizons.m4a
19. Profile Risk from Renewables.m4a
20. Basis Risk That Never Goes Away.m4a
21. Curtailment Risk in Congested Grids.m4a
22. Regulatory & Subsidy Dependency.m4a
23. Credit Risk in Corporate Offtakers.m4a
24. Early Termination Clauses.m4a
25. Change-in-Law Landmines.m4a
26. Liquidity Illusions in Long-Term Power.m4a
27. When Market Assumptions Break.m4a
28. Case Study_ “Safe” PPA That Wasn’t.m4a
Module 3 - Senior Structuring Playbooks (Chapters 29-48)
Module 03 - Senior Structuring Playbooks.chapters.txt
Module 03 - Senior Structuring Playbooks.mp4
29. Pricing Long-Dated Risk Without Liquidity.m4a
30. Embedded Optionality in PPAs.m4a
31. Shaping Long-Term Exposure.m4a
32. Volume Flexibility Clauses.m4a
33. Floor, Cap & Collar Structures.m4a
34. Proxy Generation Risk.m4a
35. Weather Correlation Over Decades.m4a
36. Managing Residual Merchant Tails.m4a
37. Portfolio vs Single-Deal Thinking.m4a
38. Scaling Origination Without Blowing Risk.m4a
39. Knowing When to Walk Away.m4a
40. Risk-Off Origination Playbooks.m4a
41. Correlation Breakdown Events.m4a
42. Counterparty Concentration Risk.m4a
43. Cross-Commodity Embedded Exposure.m4a
44. Senior Deal Review Framework.m4a
45. Post-Deal Regret Analysis.m4a
46. When “Green Premiums” Collapse.m4a
47. Structuring for Exit (or Lack Thereof).m4a
48. Case Study_ Deal That Looked Perfect.m4a
Module 4 - Valuation, Curves & Model Skepticism (Chapters 49-64)
Module 04 - Valuation, Curves & Model Skepticism.mp4
Module 04 - Valuation, Curves & Model Skepticism.chapters.txt
49. Long-Term Power Curves - Why They Lie.m4a
50. Shape Forecasting over 10-20 Years.m4a
51. Congestion Forecasting Fiction.m4a
52. Weather Models Traders Don’t Trust.m4a
53. Technology Change Risk (Batteries, Flex).m4a
54. Carbon Price Assumptions.m4a
55. Subsidy & Policy Assumptions.m4a
56. MTM as a Narrative, Not Truth.m4a
57. P&L Attribution for Origination.m4a
58. Model Override Governance.m4a
59. Stressing Assumptions, Not Prices.m4a
60. Consultant Models vs Desk Reality.m4a
61. Managing Analytics Teams.m4a
62. Excel Shadow Books in Origination.m4a
63. When Quant Certainty Destroys Value.m4a
64. Case Study_ Model-Driven Origination Loss.m4a
Module 5 - Risk, Credit & Capital Survival (Chapters 65-82)
Module 05 - Risk, Credit & Capital Survival.chapters.txt
Module 05 - Risk, Credit & Capital Survival.mp4
65. Risk as Capital Preservation.m4a
66. Long-Tail Merchant Risk.m4a
67. Basis Risk You Cannot Hedge.m4a
68. Liquidity Risk (No Exit Reality).m4a
69. Credit Exposure over Contract Life.m4a
70. Margining & Collateral Triggers.m4a
71. Counterparty Downgrade Scenarios.m4a
72. Stress Testing Policy Reversal.m4a
73. Kill Switches for Origination Pipelines.m4a
74. Who Pulls the Plug - And When.m4a
75. Risk Escalation Playbooks.m4a
76. Trading Through Regulatory Scrutiny.m4a
77. Lessons from Long-Term Power Failures.m4a
78. Texas & EU PPA Lessons.m4a
79. Board-Level Risk Communication.m4a
80. Capital Allocation Mistakes.m4a
81. Portfolio Survival Framework.m4a
82. Case Study_ Desk That Survived.m4a
Module 6 - Execution, Operations & Lifecycle Risk (Chapters 83-94)
Module 06 - Execution, Operations & Lifecycle Risk.mp4
Module 06 - Execution, Operations & Lifecycle Risk.chapters.txt
83. From Term Sheet to COD.m4a
84. Construction Delay Risk.m4a
85. Underperformance & Claims.m4a
86. Settlement Disputes.m4a
87. Data Quality over Decades.m4a
88. Contract Management Failures.m4a
89. Asset vs Desk Misalignment.m4a
90. Operational Overrides & Audit Risk.m4a
91. Force Majeure Abuse.m4a
92. Renegotiation Reality.m4a
93. End-of-Life Risk.m4a
94. Operational Risk Case Study.m4a
Module 7 - Systems, ETRM & Governance (Chapters 95-104)
Module 07 - Systems, ETRM & Governance.mp4
Module 07 - Systems, ETRM & Governance.chapters.txt
95. Why ETRM Struggles with PPAs.m4a
96. Long-Dated Deal Capture.m4a
97. Exposure Views That Matter.m4a
98. MTM Under Deep Uncertainty.m4a
99. Reporting for Boards & Regulators.m4a
100. Shadow Systems & Excel.m4a
101. Governance Failures in Origination.m4a
102. Change Control over 20 Years.m4a
103. What a Desk-Grade Origination Stack Looks Like.m4a
104. When Systems Create False Comfort.m4a
Module 8 - Behavior, Accountability & Leadership (Chapters 105-115)
Module 08 - Behavior, Accountability & Leadership.mp4
Module 08 - Behavior, Accountability & Leadership.chapters.txt
105. Career Risk of Long-Dated Decisions.m4a
106. Incentives vs Long-Term Outcomes.m4a
107. Overconfidence in Transition Narratives.m4a
108. Decision-Making Under Uncertainty.m4a
109. Crisis Leadership Years After the Trade.m4a
110. Culture_ Deal-Making vs Discipline.m4a
111. Ethics & Disclosure Risk.m4a
112. Managing Post-Loss Environments.m4a
113. Succession Risk in Origination Desks.m4a
114. Lessons from Long-Lived Origination Teams.m4a
115. Legacy of a Senior Originator.m4a