Energy Transition Today

We are back with an epsiode packed with news for you. 00:02:21 | Italy's MACSE auction — how 10 GWh of storage cleared at rock bottom prices, why Enel dropped a smaller unit, and what thin margins and grid timing mean for delivery and the next rounds.00:13:15 | Offshore Wind — UK’s permitting delays for the Five Estuaries, Outer Dowsing, and Morecambe wind farms; Poland’s push to fast-track its Baltic Sea auctions amid political tension; and Lithuania’s faltering tender that left Ignitis the lone bidder, exposing a fragile regional market. 00:31:51 | Green steel — Stegra’s flagship green steel project wrestles with a funding gap, temporary gas use and heavier in house logistics, testing whether Europe can bank hydrogen based steel at scale. This episode was edited by Leonard Müller. Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

In this episode recorded live at our Investing in the Energy Transition event in Milan, inspiratia speaks with Luca Matrone, Global Head of Energy at Intesa Sanpaolo, about how Europe’s leading lenders are navigating a rapidly changing energy market. Maya and Luca discuss the bank’s global renewable strategy, the outlook for hydrogen and storage, and why Italy’s regulatory framework continues to attract capital. From blended finance models to the future of SMRs, this episode explores where institutional finance meets the next wave of clean energy investment.Interested in tickets for our Munich event? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

We are back to form with this week's episode of Energy Transition Today. We kick off the first part with a debrief of the key takeaways from inspiratia's annual Investing in Energy Transition Summit in Milan.In the news section we start with the breakdown of the much-awaited results of Italy's first battery storage tender. Then onto offshore wind tenders in France, from the semi-successful AO8 process to the failed AO7 tender.We end on the potential strategy shift for TotalEnergies brought on by shareholder pressure to increase profit share.Hosted by:Maya Chavvakula – Head of NewsMathilde Dorbessan – ReporterReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

00:01:03 | Von der Leyen outlines a bold vision for Europe’s energy sovereignty, from battery manufacturing to grid upgrades and clean tech demand.00:10:32 | In Poland, a political clash over the 10H rule stalls onshore wind growth, leaving investors and the EU grappling with stalled ambitions.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

00:02:02 | Trump’s state visit brings billions in AI and nuclear pledges to the UK, but questions remain over grid capacity and energy security. 00:09:49 | Meanwhile, Europe’s offshore wind sector faces political drama, from Dutch subsidies to French and Norwegian tender battles. 00:26:59 | We close with Germany’s stark reality check, where a new energy plan pits acceleration against austerity.Interested in tickets for our Milan event or the awards show? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

00:02:04 | Orsted’s courtroom push to restart Revolution Wind sets the tone as US permits wobble and Massachusetts projects face fresh scrutiny. We also unpack Lithuania’s fourth delay to its 700 MW auction and the EU’s new tripartite contracts bringing governments, developers and industry to the same table for offshore wind, grids and storage.00:14:57 | Back in Britain, Bluefield secures consent across four solar and storage sites, and Fidra’s 1.4 GW Thorpe Marsh reaches close with a broad banking club and support from the National Wealth Fund.00:22:47 | In analysis, we stress test the Hydrogen Council’s new data, separating pipeline hype from bankable demand and asking where real offtake will land by 2030.Interested in tickets for our Milan event or the awards show? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

This episode covers a stormy week for offshore wind in the US, contrasts it with South Korea’s public led auction wins and the UK’s late approval for the 1.5 GW Morgan project, then turns to France’s push to drill for natural gold hydrogen. We assess Shell’s decision to drop its Dutch biofuels plant and highlight CIP’s move on Finland’s largest biogas facility, before asking if Europe can repurpose ageing coal and gas sites as data centre campuses to meet fast growing AI demand.00:02:04 | Offshore wind battles: US turmoil, Asian growth, and UK progress00:24:58 | Clean fuels in flux: breakthroughs, exits, and new investments00:41:00 | AI demand meets ageing energy infrastructureInterested in tickets for our Milan event or the awards show? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

Ørsted’s US troubles deepen with a massive rights issue and political headwinds, while the Danish giant also exits Scotland’s Salamander floating wind project. We cover the looming collapse of Maryland’s 2.2GW offshore scheme and Mitsubishi’s retreat from Japan offshore wind, alongside Germany’s pivot from Chinese turbines to Siemens. In storage, GreenGo unveils financing plans for its 250MW MACSE pipeline, BayWa r.e. and Opdenergy secure landmark UK consents, and Gore Street faces pressure ahead of a crucial AGM.Interested in tickets for our Milan event or the awards show? Email conferences@inspiratia.com or buy them directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

This week on Energy Transition Today: Gresham House reloads with a £240m refinancing, Sosteneo and Nuveen close fresh funds, and data centres from Texas to Finland drive record deals. We also look at Google’s nuclear PPA with Kairos and Equinix’s SMR bets, before closing with Scotland and France pushing floating wind to new milestones.Interested in tickets for our Milan event or the awards show? Email conferences@inspiratia.com or buy directly on our website.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

In this week’s episode of Energy Transition Today, we unpack a turbulent period for offshore wind and renewable energy policy across the world.We begin with Orsted’s plan to raise nearly €8 billion to fund its US offshore wind projects after investor pullback and a 30% share price drop, as the company signals plans to scale back in the US.In Estonia, Sumitomo has withdrawn from a joint offshore wind venture in Estonia, citing unclear government support, which casts uncertainty over the project’s future.The Dutch government has also reshaped the 2 GW IJmuiden Ver Beta project, delaying its green hydrogen phase and splitting delivery into two stages.There’s better news from Romania, where the latest CfD auction awarded 2.75GW of onshore wind and solar with 15-year support.But in Poland, a presidential veto threat could block reforms to ease onshore wind restrictions.We close with France’s ongoing delay to its multi-annual energy program, which is stalling major offshore auctions.Across the board, renewable investment is increasingly caught in political crossfire, with shifting policies and investor caution shaping the sector’s trajectory.Hosted by:Maya Chavvakula – Head of NewsMathilde Dorbessan – ReporterDan Burge – Commercial Reports LeadReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.Music credit: NDA/Show You instrumental/Tribe of NoiseReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratia Interested in tickets for one of our events? Email conferences@inspiratia.com or buy them directly on our website.Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music credit: NDA/Show You instrumental/Tribe of Noise©2025 inspiratia. All rights reserved.This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.