Energy Transition Today

inspiratia
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May 26, 2023 • 22min

Energy security, gas, and CCUS

The team look over the past week of news and give their views on market trends in the energy sectorThis week's news covers Octopus Energy's latest £1.2 billion (€1.38bn $1.49bn) move into the Asia-Pacific region. We report on TotalEnergies who announced the launch of its largest battery energy storage project (BESS) in Europe, and Repsol 's latest 1.7GW move into the Italian solar market.This week we also bring back our PPA update.  With announcements from big players in the energy market and beyond. Including Meta , Statkraft , Sonnedix and BayWa .Also in this episode, we take a step back from the day-to-day concerns of the market and ask about how energy security concerns are changing the way that the UK uses energy. We ask how necessary natural gas will be in the short and medium term and question the necessity of CCUS technology as a stop-gap solution. 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.
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May 19, 2023 • 27min

Investment challenges through the energy transition - Madrid summit taster panel

In the run-up to inspiratia's latest summit, Financing European Renewables 2023, the Joint Venture podcast is bringing you a taste of the key discussion points that will shape the agenda. Viola Caon, inspiratia's head of content,  makes her debut appearance on the Joint Venture, accompanied by some of the market's top experts in renewable investment. The panel set out to discuss the biggest challenges the market will face in the coming years. The conversation takes us through the new economic 'choppy waters' in which we find ourselves and explores the implications from debt, private equity, and M&A perspectives. We spotlight the Spanish renewables market and ask how financiers are navigating issues and delays caused by regulatory processes and grid congestion.  Moderator: Viola Caon, head of content, inspiratia  Panellists: Nicolas Lucas, senior investment director, infrastructure debt, AllianzGISam Goss, head of investments, Octopus Energy GenerationCaroline Clapham, corporate M&A partner, energy & infrastructure, Eversheds SutherlandOn 7 June, we're heading to sunny Madrid to bring the industry together and discuss the hottest industry topics!We'll be taking a deep dive into the traditional renewables market along with grids, hydrogen, and battery storage, propelling the energy transition forward. Explore many of the lessons that European markets can take away from one another. - Click here to find out more: Financing European Renewables 2023.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.
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May 12, 2023 • 20min

PPA boom and League Tables

The team look over the past week of news and give their views on market trends in the energy sectorThis week's news covers the latest progress in onshore wind, where Renewable Power Capital (RPC) has secured a €197 million (£173m $218m) refinancing deal for three of its onshore wind farms in Finland. We report on London-based Resonance Asset Management, which is fundraising for a new fund that will invest in water treatment projects, as well as in a limited number of traditional renewables schemes. This week we also introduce our PPA Update section, we explore trends revealed in the recent Pexapark investment forum as well as discuss a slurry of deals from Sonnedix and Gelnnmont. Also in this episode, we take a deep dive into our Q1 2023 league tables. Where is funding being funnelled to what are the trends in investor activity?   Hosted by:Chendwa Chintu - Senior AnalystRobert Leeming  - News EditorVikas Makwana - Head of ProductReach 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.
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May 5, 2023 • 18min

Economics of turbine manufacturing and PPA news roundup

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 progress in floating offshore wind, where Corio Generation and Å Energi formed a partnership for a 1.5GW project in Norway. We report on the start of construction for the UK's biggest solar + battery storage hybrid project and take a whistlestop tour through recent green infrastructure investments. This week we also introduce our dedicated PPA Update section, where we will keep an eye on the vibrant market of buying and selling renewable electricity. This first instalment includes major players such as Conrad Energy, Sonnedix, Sidenor and BNP Paribas. Also in this episode, we take a deep dive into turbine manufacturing. The past year has been challenging for many on the supply side of the industry, we lay out the fundamental hurdles and explain why the future may be brighter.    Hosted by:Oliver Carr - Lead AnalystZachary Skidmore  - Senior Reporter   Chendwa 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.
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Apr 28, 2023 • 25min

European Riskwatch, financing UK offshore, and the return of the SPAC

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on the top market trends in the energy sectorThis week we are celebrating the release of our latest market research report, Riskwatch. This report measures the investment attractiveness of Europe's renewable energy markets. It provides investors with a comprehensive overview of the renewable infrastructure investment landscape, allowing them to identify the most promising investment opportunities. The index measures factors such as policy and regulatory frameworks, market conditions, technology development, and financing conditions. We dive deep into the countries that have come out near the top of our Riskwatch metrics and dissect the importance of different auction mechanisms.Also, this week's news coverage includes a look at how the SPAC is making a comeback with Sunergy 's Nasdaq listing.We discuss the importance of PPAs in building a green investment case for data centres and their place in financing the huge offshore wind stories of the past week.We report on Equitix buying a huge chunk of Macquarie's UK offshore portfolio and the huge Moray West financial close.  Hosted by:Oliver Carr - Lead AnalystRobert Leeming - News Editor  Chendwa 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.
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Apr 21, 2023 • 23min

Strategic investments, new corporate PPAs and hydrogen auctions

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on the top market trends in the energy sectorIn this week's episode, we closely examine the biggest investment news of the past week, including London CIV's multi-million package to back Macquarie's energy transition strategy and Brookfield's acquisition of leading transportation and infrastructure provider Triton International.  We also pick out the most interesting PPAs signed in the past few weeks, involving players across the industry, including Google, KGAL, and Axpo.  While we have been away, there were plenty of updates on the hydrogen auction processes emerging around Europe. We report on the latest from Portugal and the UK and discuss the implications of the EU's newly released terms for the European Hydrogen Bank.  Also, this episode has a special preview of inspiratia's latest research report - Riskwatch.  We demystify the hard work that goes into sourcing the data and building the market index models on which these research reports are based.    Hosted by:Oliver Carr - Lead AnalystZachary Skidmore  - Senior reporter Ashley Marzimin - Data 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.
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Mar 30, 2023 • 36min

New solar trends with Glennmont and Energy Security Day

The Joint Venture: inspiratia insightsThe team looks over the past week of news in the energy industry and give their views on some big market trends - joined by special guest Scott Lawrence Scott is a founding partner of Glennmont Partners, leads all of the firm’s solar initiatives and is actively involved in new financing initiatives. Scott has worked in renewable energy power generation for more than a decade, leading many of the investments across Glennmont’s fund platform. Prior to founding Glennmont Partners, Scott was the co-founder and director of Windsor Alternative Investments – a company formed to finance and develop solar power plants in Europe. Before focusing on renewable energy, Scott was involved in private equity acquisitions and debt capital finance for commercial real estate transactions in Europe and the United States. Also on this episode, we cover some of the standout announcements of the last week. Rob brings us up to date on the latest moves from Gresham House and Foresight, how Impax is considering a move towards hydrogen, and the European Investment Bank is backing improvements to the Portuguese grid. We also take a first look at the UK government's Energy Security day as Dila brings us the latest details and puts the government moves in some context.   Hosted by:Oliver Carr - Senior Hydrogen AnalystRobert Leeming - Head of NewsDila Cebeci - Senior Infrastructure 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.
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Mar 24, 2023 • 27min

Response to UK budget and sneak peek at new hydrogen research

The Joint Venture: inspiratia insightsThe team look over the past week of news in the energy industry and give their views on some big market trendsOn this week's episode we all take on the UK budget as we ask what it means for the UK's renewables market. What does it mean for nuclear to be declared 'sustainable'? Will the lack of direct support cause delays in the offshore space?  Rob also brings us the latest news on Orsted's response to the budget, and talks us through the last week's big deals, including some standouts in digital infrastructure. We also look at the EU's Net-Zero Industry Act, and Chendwa puts this latest move in the context of the EU's  electricity market reform plan. And in a special preview just for the Joint Venture listeners, Oliver walks us through the headline finding of inspiratia's next market research report, 'The Green Hydrogen Index: Market Focus on Australia'. What are the advantages of Australia's emerging hydrogen market, and how does it compare with other key countries?  Hosted by:Oliver Carr - Senior Hydrogen AnalystRobert Leeming - Head of NewsChendwa Chintu - Energy & Infrastructure 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.
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Mar 16, 2023 • 20min

Energy policy round up: 2023 so far

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on some big market trendsFrom the news desk, Zach brings us up to date on the latest renewables news. Including a dive into CIP's latest South African acquisitions, and a look at Orsted's advancing  Swedish offshore wind developments, even as their Hornsea 3 plans are thrown into question. Capucine brings us right up to date on the big policy moves of the year so far, where we focus on the US, UK and EU's race to reform energy markets en route to net-zero. We cover the IRA, REMA, and the EU Commission's electricity market reforms. Hosted by:Oliver Carr - Senior Hydrogen AnalystZachary Skidmore - Senior Reporter Capucine Guillet - Energy and Infrastructure 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.
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Mar 9, 2023 • 27min

New research: The evolving PPA market

This week we put PPAs (Power Purchase Agreements) in the full spotlight. After releasing our European PPA Outlook report this week, Chendwa Chintu walks us through Europe's top markets, top buyers and sellers, and gives us a forward looking outlook on how past developments will affect the future.Also this week, Zach highlights some of the most interesting deals from the past week, including solar developments in southern Europe and three big PPA signings. Hosted by:Oliver Carr - Senior Hydrogen AnalystChendwa Chintu - Energy and Infrastructure AnalystZachary Skidmore - Senior Reporter See Also: inspiratia > Renewables > Europe > Market Insight > European PPA Outlookinspiratia > Renewables > Europe > UK > Market Insight > Nodal pricing: a necessary transition for the UK?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.

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