Wake Up to Money Wind & Water
Jan 15, 2026
Join Shanti Kellerman, Co-Chief Investment Officer at Seven Investment Management, as she shares insights into the FTSE 100 and cautious hiring trends. Daniel Todaro, managing director of Gecko Group, discusses the shift to value-based marketing and AI's role in agencies. Anna Moosa from RenewableUK breaks down the UK offshore wind auction, emphasizing its investment appeal. Meanwhile, Mike Keel, of the Consumer Council for Water, addresses the challenges faced during the South East Water outages, highlighting the impact on local businesses.
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Offshore Wind Is Cheapest New Power
- The UK’s latest auction (AR7) cleared 8.4GW, signalling strong investor confidence and cutting strike prices to about £91/MWh.
- Anna Moosa argued new offshore wind is cheaper than new gas or nuclear and key to energy security by 2030.
Compare New Assets Not Existing Prices
- Critics warn contracts may lock in legacy costs while technology gets cheaper, creating short-term bill risks.
- Anna Moosa countered that comparing new-build costs, not existing asset prices, shows renewables are still the lowest-cost option.
Secure Supply Chains And Grid In Tandem
- Governments must give clear, steady signals to build supply chains and grid capacity alongside generation.
- Anna Moosa urged a steady pipeline of auctions and coordinated grid investment to avoid delivery bottlenecks.