Energy Transition Today

inspiratia
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Aug 8, 2025 • 36min

A week of relentless pearl clutching: Failure of Germany’s offshore tender, death of hydrogen cars and signs of real trouble at Gore Street Storage Fund

In this week’s episode of Energy Transition Today, we begin with latest goings on in the UK market with the half-hearted outrage at new delivery estimates for Sizewell C nuclear plant. We then delve into the latest developments from the ongoing row between the management of Gore Street Storage Fund and some of its investors.On to Germany with Vattenfall’s foray into the country’s onshore wind market and the disastrous but predictable failure of its latest 2.5GW offshore wind tender.We also touch on US scrapping offshore wind leasing schedule and Trump administration’s plans to rescind $7 billion in solar subsidies previously allocated to low-income households across the country.We round off the conversation with France’s €11 billion subsidy package for three floating offshore wind farms, Stellantis’ abrupt withdrawal from its hydrogen vehicle programme and the award criteria for European Commission’s latest hydrogen bank auction.00:00:33  - Sizewall C00:05:04 - Gore Street00:10:35 - Vattenfall 00:12:32  - German offshore auction failure 00:17:29 - More US offshore drama 00:21:52 - Trump threatens solar subsidies00:23:47 - €11bn for French floating wind00:28:17 -  Death of hydrogen cars 00:32:31 - Death of hydrogen cars00:34:43 - Financing renewables & fashion weekTo buy tickets for the Investing in the Energy Transition in Milan visit our website or write us at conferences@inspiratia.com 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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Aug 1, 2025 • 28min

Samuel L Jackson’s love for offshore wind, further revolt at Gore Street and EC’s lacklustre climate budget

In this week’s episode of Energy Transition Today, we start with the most important energy transition news of the week, nay the year, actor Samuel L Jackson’s partnership with Vattenfall for seaweed crisps.We move on to financing updates over the past seven days, starting with an exclusive on Elements Green’s debt package for its 360MW battery project in the UK, Sonnedix’s €2 billion debt consolidation, DESNZ’s price caps for renewable technologies under the upcoming AR7 auction and planning consent for, what is set to be, UK’s first floating offshore wind farm.For the deeper dives, we touch on the ongoing tensions between the board of Gore Street Storage Fund and a couple of its investors as well as well as Smart Pension UK’s investment in Octopus’ UK renewables portfolio.We end on a breakdown of the European Commission’s proposed budget for 2028-2034 and the European Union’s LNG deal with the US.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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4 snips
Jul 25, 2025 • 33min

A major win for nuclear in Europe? While Equinor takes a $1bn hit on US offshore wind portfolio

In this week’s episode of Energy Transition Today we start with a breakdown of major European nuclear news: the sale of equity stake and financing strategy for Sizewell C in the UK along with Bulgaria’s plans for expansion of its nuclear output.In the next part we discuss the debt package for Rezolv’s onshore wind farm in Romania, the sale of bp’s 1.7GW US onshore wind portfolio, Equinor’s offshore wind impairment and OVO Energy’s onshore wind repowering plans in the UK.On to funds news, we breakdown the structure of Macquarie’s first Europe infra debt strategy and end on shareholder troubles brought on by declining share price of Gore Street Storage fund.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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Jul 18, 2025 • 37min

Trump takes an axe to another offshore wind farm while UK codified concessions for the asset class

In this week’s episode of Energy Transition Today we go over the four major financial closes announced during the course of last week: Cero’s £200m package for a solar trio in the UK, CityFibre’s £2.3bn deal for FTTH rollout, Osprey Charging’s £110m facility for EV charging networks and Iberdrola-Masdar JV’s £3.6bn deal for a 1.4GW offshore wind farm.Staying on the offshore wind theme we breakdown the new reforms to the upcoming AR7 auction, rollback of Dutch offshore wind targets and Trump’s latest attempt at derail US’ offshore wind build out.We wrap up with policy updates on zonal pricing and Stellantis’ fails hydrogen gamble.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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Jul 10, 2025 • 39min

Xlinks sacrificed at Sizewell C alter, Trumps ren attack passed into law + update on French and Dutch policy reforms

In this week’s episode of Energy Transition Today, we begin with the latest update on the French energy infra bill and the likely outcomes for the proposal.Then on to the seemingly shocking downfall of the Xlinks project and how the outcome could have been linked to the UK Government’s Sizewell C pledge. In addition, the spate of announcements ahead of the UK – France Summit today [10 July 2025].Across the pond, we go over the implications of Trump’s One Big Beautiful Bill Act being passed into law and the successive executive order that further tightens the noose for renewables.We end on the Dutch government’s political woes and how that could prove to be disastrous for the country’s near-term energy generation targets.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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Jul 3, 2025 • 40min

France avoids renewables disaster and Xlinks dealt a blow by the UK gov

In this week's episode of energy transition today we discuss the outcome of the vote on France's controversial energy bill and what it means for the country's build out ambitions.In the UK, we breakdown the circumstances surrounding the government begging off support for the 11.5GW Xlinks project potentially threatening the imminent financial close on phase one.We also touch on Northvolt's ongoing piecemeal sale, the collapse of a 2.2GW hydrogen project in Australia, potential merger of Ovo Energy and Scottish Power and the suspension of the $6 billion sale process for Cubico.Hosted by:Maya Chavvakula – Head of NewsMathilde Dorbessan – Junior ReporterAishwarya Harsure – 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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Jun 26, 2025 • 33min

UK reaffirms renewables pledge while France threatens to nuke its progress

In this week's episode of Energy Transition Today, the team breaks down the salient points of the UK's spending review and the related 10-year infrastructure strategy.Most notably, the proposal to expand the remit of the Clean Industry Bonus to subsidise onshore wind and hydrogen.Across the Channel, the French far-right has introduced a poison pill to an infrastructure bill that threatens to halt all renewable energy projects.On the news front, we go over Apollo's nuclear investment, Aries' Plenitude acquisition, Startkraft's reduced renewables mandate and SDCL's share price woes.We rounded off the discussion with the European Commission's proposal for an AI gigafactory PPP proposal and its progress in Germany.Hosted by:Maya Chavvakula – Head of NewsMathilde Dorbessan – Junior ReporterAishwarya Harsure – 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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Jun 19, 2025 • 40min

Financing European Renewables Summit debrief and more offshore wind chaos

In this week's episode of Energy Transition Today, the team summarises the key takeaways from inspiratia's Financing Renewables Summit 2025.We analyse the implications of the Iberian Peninsula blackout and how that has impacted the private sector's appetite for renewables in the region. We also go over the evolving risk profile and complex financing structures being developed to allow the private sector to fund the buildout of renewables.On the news front, we unpack the results of the latest German offshore wind tender, the developments for the Global Offshore Wind Conference 2025 and plans for electricity interconnection between France and Spain.Hosted by:Maya Chavvakula – Head of NewsOliver Carr – Head of AnalysisMathilde 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.
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Jun 13, 2025 • 30min

Batteries and long-duration storage as the tide turns on nuclear

In this week's episode of Energy Transition Today, we discuss the latest updates surrounding Ofgem's Long Duration Energy Storage (LDES) tender. With the deadline for submissions now closed, what's next for the auction and what are the key dates to keep in your diaries?We also explore the latest news in the nuclear sector, with the UK's government coming out in full support of the Sufolk-based Sizewell C project, all eyes are on the space.In keeping with this theme, we also take a deep dive into the nuclear landscape across Europe and the US – sharing which countries are recommitting to the technology and what projects are coming down the pike.On the battery energy storage (BESS) front, we discuss Spain's recently announced BESS tender, and which company is making its first foray into the German BESS market.Hosted by:Natalie Bannerman – Senior ReporterAshkenaz A.L. – Senior ReporterAishwarya Harsure – AnalystReach 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.
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Jun 6, 2025 • 34min

Politics vs Policy: the struggle for clarity and how it can hinder the energy transition

In this week's episode of Energy Transition Today, we discuss the dramatic collapse of the Dutch government and its implications for the country's offshore wind push.We also review the UK's Allocation Round 7 and the reasons behind why market expectations for this process may not align with reality. In a similar vein, why some of the provisions under the country's inaugural cap and floor scheme for long duration storage could threaten the bankability of the asset class.On the offshore wind front, we discuss the developments for the sector in France and Lithuania and round off the news with Foresight's renewables spending spree.This week, we also take a closer look at Trump's One Big Beautiful Bill and the proposed support for nuclear energy.Hosted by:Maya Chavvakula – Head of NewsMathilde Dorbessan – Junior ReporterAishwarya Harsure – AnalystReach 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.

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