$1,999

Power Origination & PPAs Trading Desk Master Program

Course
157 Lessons

Origination is trading with a long fuse, 10-20 year decisions. A senior, governance-first program of 115 cumulative chapters - built for people who run the desk, not those learning the basics. Disclaimer: Educational use only, Excludes vendor screenshots, licensed software and live demonstrations. Support, mentoring and consulting not included. Digital access, usage or downloads make the purchase non-refundable

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Module PDFs

Brochure - Power Origination & PPAs Trading Desk Master Program.pdf

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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

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Module 00 - Power & PPAs From Zero.chapters.txt

0.1. MW, MWh, Capacity Factor and What an Asset Actually Produces.m4a

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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

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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