Energy Transition Today

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn this week's episode, we spotlight Blackstone's monumental close of its BGREEN III fund at $7.1 billion (£5.59bn €6.53bn), marking it as the largest energy transition private credit fund to date. Simultaneously, United Bankers unveils its new Renewable Energy Fund, with portfolio managers sharing insights on their focus.Venturing into innovative territories, RWE advances its pilot floating wind project, DemoSATH, pointing to a promising future for the technology. We provide a quick PPA roundup, featuring collaborations between Nucor & Sebree, Encavis & Allego, and Statkraft & AstraZeneca.We take a deep dive analysis into how energy markets are putting additional strain on Germany's manufacturing sectors. Is this a temporary period of readjustment, or will Germany find that competitive disadvantage is the new normal? Rounding off this episode are some of the hard facts and data from CCUS projects. With the benefit of extensive start-up funding from governments in the UK and the US, where will the long-term viability of these projects land? Hosted by:Oliver Carr - Lead AnalystZachary Skidmore - Senior Reporter Dila Cebeci - Senior AnalystReach 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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn the news this week, we explore UtsiraVIND Consortium's expansion, with heavyweights like KANSAI and Ingka Investments stepping into the Norwegian floating wind sector development. We shine a spotlight on Luminous Energy as they achieve a financial milestone for their Bracon Ash Solar Farm. We unravel their strategy, especially in the East Anglia market.We also bring you up to date on Copenhagen Infrastructure Partners' collaboration with Ignitis Renewables to usher in new offshore wind opportunities in Estonia and Latvia. And report on a major move in the French renewable landscape as Crédit Agricole acquires a significant stake in Innergex's portfolio. There's also been some troubling news from the Chinese economy, with deflation highlighting some of the troubles being experienced by China's industrial output. We dive deep to discuss the implications for renewables. And after last week's decision to grant a hundred new licenses to oil and gas projects in the North Sea, we unpick the industry's reaction to this controversial move. Hosted by:Oliver Carr - Lead AnalystZachary Skidmore - Senior Reporter Dila Cebeci - AnalystReach 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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn returning episode, we kick off a new series by bringing you up to date on several exclusive stories secured by inspiratia over the summer. This includes, from the world of funds, details on Macquarie's Green Investment Group's new open-ended fund, the imminent close of the Gresham House BSIF II, and insights from DIF Capital Partners.   We look over a challenging few stories from Vattenfall, who are facing setbacks at home and in the UK in the offshore space, and consider what's driving new divestments from Horensea 2 transmission assets. Also, in this episode, we take a tour through inspiraita's latest set of analysis pieces and see how trends in nuclear, domestic heating, and CCUS policies are all realigning along 'energy security' lines and deemphasising net-zero goals. And finally, we bring you up to date on the winners from inspiratia's league tables and offer a sneak peek at some of our own projects in the works.Hosted by:Oliver Carr - Lead AnalystDila Cebeci - AnalystAshkenaz Al - Reporter Ashley Marzimin - Data Analyst Further reading:Offshore:inspiratia > Renewables > Europe > UK > Market Insight > The rise of qualitative auctions inspiratia > Renewables > Europe > Denmark > Market Insight > Battered Blades: The Rising Storm of Wind Turbine Failuresinspiratia > Renewables > Europe > UK > Market Insight > What makes developers comfortable with merchant operations?Q&A: inspiratia > Renewables > Europe > Market Insight > Q&A - DIF Capital Partners: Attractive returns from 'vanilla' assetsCCUS: insReach 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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn this episode, we bring you exclusive updates on Voltalia's latest pan-European debt financing. We also discuss CIP reaching first close on its latest flagship fund,  the latest from Taaleri Energia's SolarWind III Fund, as well as how Brookfield Asset Management is working a pivot to green hydrogen into its investment strategy. With the ever-growing renewables market reaching maturity, there is a renewed focus on what happens to wind and solar assets towards the end of their operational lives. We ask if the circular economy is the answer. Also, as the summer heat waves are in full swing, misinformation about the effectiveness of solar panels at high temperatures is rife. We get to the bottom of why the UK's solar sector has not yet surpassed its peak generation figures from April. Hosted by:Oliver Carr - Lead AnalystDila Cebeci - AnalystZachary Skidmore - Senior Reporter 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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn this episode, we discuss the first close of NextEnnergy Capital's fifth fund, Gresham House's broadband investment in underserved areas and SP Energy's digital twin of its transmission network.As floating offshore wind approaches large scale development, we take a look at The Crown Estate's revised auction mechanism for their upcoming bidding round. Also, as renewables further penetrate the electricity market, are negative prices a concern? How will supply and demand be balanced as we progress to a net zero electricity market.Hosted by:Chendwa Chintu - Senior AnalystRobert Leeming - News Editor Reach 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.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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn this episode, we cover Berenberg's second close on its Green Energy Debt Fund IV, Germany's latest undersubscribed auction round, and look at why there could be more delays in New York's flagship offshore wind farms.As the war in Ukraine rumbles on, we look to the future and ask what it will take to rebuild the country's war-torn infrastructure. How are O&M techniques evolving to match the needs of ever-larger wind turbines? We explore how new floating platforms fit into this evolving picture.And finally, with a commanding lead in the opinion polls and a general election campaign looming, we take a look at the UK Labour Party's offering for energy security and net-zero. Hosted by:Oliver Carr - Lead AnalystA. L. Ashkenaz - Reporter Chendwa Chintu - Senior Analyst 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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn this episode, we look over the past week's news, including BlackRock's fourth Global Renewable Power Fund, progress on UK deals from Vattenfall and DIF Capital Partners, and how BP and Orsted have moved to end the long-running dispute over Hornsea 4. We weigh up the pros and cons of opting for merchant operations vs the relative certainty of a PPA in today's power market and discuss what risks can affect the long-term operations of ever-growing wind turbines. Also in this episode, we take a data-driven look at where renewable and sustainable infrastructure investment is being spent in Saudi Arabia and discuss if the second-biggest oil producer in the world can really go green. Hosted by:Oliver Carr - Lead AnalystZachary Skidmore - Senior Journalist Chendwa Chintu - Senior Analyst Oren Serafin - Analyst 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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn this episode, we take a look back at the major themes and market trends that emerged out of our first Financing European Renewables 2023 summit in Madrid last week [7 June 2023]. The event brought together some of the biggest voices in the industry, to cover everything from PPAs to M&A. From solar and storage to floating and offshore wind. In this episode, we bring you an in-depth discussion on as many of the key themes as we could squeeze into one show. And as usual, we also have our weekly breakdown of the top news stories from the sector. Including BayWa making moves to secure its solar supply chain, the likely capital raise options for ABO Wind and their accelerating project pipeline, and how the EIB is backing Iberdrola for 2.2GW of new renewable capacity across Europe.Hosted by:Oliver Carr - Lead AnalystRobert Leeming  - News EditorViola Caon - Head of ContentReach 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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn the news this week, we cover some of the biggest deals done in the British Isles in the past week. National Grid ESO makes moves to solve the problems with the backlog of projects clogging up the grid connection process. We examine ESB's multiple deals covering on- and offshore wind in and around Wales and Ireland, working with partners from Coriolis to Orsted. Once again, we are bringing back our PPA update section, giving you a roundup of the most important deals signed in the past few weeks.This week's deep dive analysis is all about the hot topic of Artificial Intelligence (AI). Much has been said about the changes that this breakthrough tech field will bring to the world, but how much energy and computational recourses will this cost? We look at the impact so far and how data centres will have to evolve and grow to suit this ever-expanding demand.  Hosted by:Oliver Carr - Lead AnalystZachary Skidmore  - Senior reporterDila Cebeci - Senior AnalystReach 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.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on market trends in the energy sectorIn the news this week, we cover the latest successes and setbacks in floating offshore wind,  as Equinor opts to postpone its planned subsidy-free Trollvind floating offshore wind farm project in Norway. We report on DORE's hydropower fund and ask if this is an underappreciated asset class in the current market. We also bring you a flurry of updates from offshore wind tenders in the last week, including Orsted making inroads into the US market, how Macqauarie's Corio Generation is planning to enter Portugal's first auctions, and why Denmark could be readying the world's single largest offshore allocation round yet.We also bring you a report from Innovation Zero, shedding light on the issues that the UK must stand up to successfully navigate the energy transition.And finally, with growing disquiet about the auction mechanisms being deployed around the world, we explore some of the innovative techniques that could keep renewable developments profitable whilst strengthening skills and supply chains.  Hosted by:Oliver Carr - Lead AnalystRobert Leeming  - News EditorChendwa Chintu - Senior AnalystReach 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.