Energy Transition Today 2025 in review: nuclear's return, wartime wind, and Polish progress
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Dec 12, 2025 In a thrilling year-end recap, the hosts dive into nuclear energy's resurgence, with new projects capturing global interest. They spotlight Ukraine's Tyligulska wind farm, ingeniously constructed amidst conflict, showcasing renewables as a pathway to energy independence. Poland emerges as a key player in renewables and battery storage, while cautioning about a potential battery bubble. The discussion also touches on setbacks for US offshore wind and BP's strategic pivot back to oil and gas, reflecting a dynamic energy landscape in 2025.
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Nuclear's Renewed Momentum
- Nuclear saw a major resurgence in 2025 with policy shifts and corporate deals driving momentum in the US and Europe.
- Long lead times and high capex mean enthusiasm may reshape policy and security landscapes rather than deliver quick capacity.
China's Lead Changes Geopolitics
- China leads current nuclear build, completing plants in 5–7 years, raising strategic supply questions for Europe and the US.
- Nuclear is treated as energy and security infrastructure, so cross-border sourcing faces political limits.
Building Wind In Wartime Ukraine
- The Tyligulska (Tyligulska) wind farm in Ukraine built during active conflict reached phase-two FID and expanded capacity.
- Denmark's export credit guarantee made the largest private energy investment in Ukraine since the invasion possible.