Energy Transition Today

In this week’s episode of Energy Transition Today, we cover key developments across Europe’s energy and infrastructure markets.

We start in Poland with the newly passed UC84 reform, which aims to unblock grid connection queues but is already dividing opinion between local developers and international investors.

We then turn to Sweden, where Stegra has secured €1.4 billion in fresh financing, offering a lifeline to its fla...

This week on Energy Transition Today, we're focusing on news and analysis from Poland and Romania ahead of our Decarbonising Central & Eastern Europe event in Warsaw on 19 March.

We open with Poland's UC84 grid connection reform, the most significant regulatory intervention in the sector in years, and what its mandatory milestones, digitalisation requirements and new financial framework mean for developers and investors navigati...

Today’s podcast is the fourth in our four part series in partnership with Enfinity Global.

Enfinity is one of Europe’s leading IPPs and the winner of inspiratia’s 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity&rsquo...

This week on Energy Transition Today, we examine Germany’s decision to pause its offshore wind tenders following the country’s first failed auction, and what the move signals for developer appetite across Europe’s offshore sector.

We also cover Ørsted’s long-awaited divestment of its European onshore portfolio, TenneT Germany’s partial sale to KfW to unlock critical grid investment, and fresh hydrogen o...

Today’s podcast is the third in our four part series in partnership with Enfinity Global.

Enfinity is one of Europe’s leading IPPs and the winner of inspiratia’s 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity’...

This week on Energy Transition Today, we unpack the rapid shift in the French battery storage market as it moves from a merchant niche to core energy infrastructure, driven by larger projects, longer durations and a coming overhaul of the capacity mechanism. We also cover outcomes from the North Sea Summit, including plans for multipurpose interconnectors and a 300GW regional offshore wind target, alongside UK transmission cost cha...

In this episode of Energy Transition Today, Leonard and Maja start with the fallout from the UK’s AR7 offshore wind auction, looking at record awarded volumes alongside cancelled projects and growing strain on the development pipeline. 

They then turn to Poland, where RP Global is progressing a highly leveraged, largely merchant onshore wind project, highlighting rising lender confidence in Central and Eastern Europe.&nbs...

In this week's episode of Energy Transition Today, we begin with all things offshore wind. From the stumbles of last year to the record success of UK's AR7 tender and what that mean for offshore wind targets for 2026.

On to news, we breakdown financing for a host of technologies including solar, onshore wind and data centres.

00:00:58 | 2025 offshore wind auction failures
00:10:11 | 2026 offshore wind outlook and UK AR7 results

Today’s podcast is the second in our four part series in proud partnership with Enfinity Global.

Enfinity is one of Europe’s leading IPPs and the winner of inspiratia’s 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity...

For the first Energy Transition Today episode of the year, we summarise the goings on over the past few weeks, starting with the US military intervention in Venezuela.

The Trump administration’s intervention in Venezuela accompanied by a soft pledge to exploit the country’s oil resources has cast doubts over US’ energy transition targets. This move, barely two days into the new year, follows additional restrictions...

In this episode Leonard speaks with Ahmad El Mokadem from the European Bank for Reconstruction and Development about how energy storage is becoming bankable in Central and Eastern Europe.

Both explores how the EBRD has shifted from post communist market building to scaling renewables, grids and battery storage, and why confidence, regulation and revenue certainty now matter more than technology.

Ahmed shares insights on storage finan...

Today’s podcast is the first in our four-part series in proud partnership with Enfinity Global.  

Enfinity is one of Europe’s leading IPPs and the winner of inspiratia’s 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding En...

This end of year episode of Energy Transition Today dives into our energy transition highlights of 2025. Maya, Dan, and Leonard explore nuclear’s renewed momentum, the extraordinary progress of Ukraine’s Tyligulska wind farm built during active conflict, and the rapid rise of Poland and the wider CEE region as emerging hubs for renewables and battery storage. They look at offshore wind setbacks in the United States, the...

This episode features Valentina Mercati, the chief executive of FIVE-E Italy, who shares how private equity is reshaping early stage renewable development in one of Europes most complex markets. We explore how private equity accelerates solar, storage and biomethane projects, why permitting and grid issues continue to slow delivery in Italy, and how investors are navigating new rules, rising deadlines and shifting incentive schemes...

In this episode, COP’s Michele Schiavone breaks down why Italy is primed for floating offshore wind and what it will take for the country to turn a vast early stage pipeline into real projects. 

The conversation explores the state of Italian offshore wind policy, the delay in national auctions, the progress of landmark projects such as Seven Seas Med, and the wider potential of floating wind across the Mediterranean. ...

This week the team digs into Germany’s new power plant plan, the fast changing battery storage landscape, and what the latest grid data reveals about the scale of developer interest. We also break down the EU’s push to jump start sustainable aviation fuels and explore what is still missing to unlock real demand. In offshore wind we look at Poland’s first auction, GB Energy’s debut investment, and the final C...

In this episode, host Maya sits down with Jakub Fedorowicz, Head of M&A at R.Power Renewables, to explore why Poland’s battery storage market is ready for take-off. Recorded at the Energy Storage Summit – Europe in Munich, the conversation delves into R.Power’s evolution from a solar developer to a multi-technology IPP, the country’s shifting regulatory landscape, grid access challenges and the growing i...

In this week’s episode of Energy Transition Today, we talk about a first-of-its-kind financing for battery storage in Estonia, a clear sign of lenders’ confidence in storage-only revenues.

In the UK, Ørsted’s 2.9 GW Hornsea 3 project gets a $6.5 billion boost from Apollo Infrastructure Funds, one of the largest equity investments ever made in renewable energy, reviving optimism in offshore wind.

Poland’s PGE p...

In this episode, Leonard speaks with Roberto Castiglioni, co-founder and CEO of Ikigai Group, about how Italy’s storage market is evolving in the wake of the MACSE auction results. They discuss Ikigai’s 2.3GW battery partnership with Copenhagen Infrastructure Partners, the country’s goal to deploy up to 15GW of storage by 2030, and how long-duration and non-lithium technologies could transform Europe’s grid ...