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Energy Transition Today

inspiratia

166 episodes

4 days ago

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 prepares its 896 MW Baltica 1 project for the country’s upcoming offshore wind auctio...

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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 prepares its 896 MW Baltica 1 project for the country’s upcoming offshore wind auctio...

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News Commentary

Episodes (20/166)

Energy Transition Today

Estonia’s storage breakthrough, Hornsea’s mega deal & the Dutch auction flop

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 prepares its 896 MW Baltica 1 project for the country’s upcoming offshore wind auctio...

4 days ago

26 minutes

Energy Transition Today

Ikigai’s Roberto Castiglioni on how storage will power Italy’s 2030 energy goals

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 flexibility. The conversation also delves into optimisation, co-location, and repoweri...

1 week ago

37 minutes

Energy Transition Today

ContourGlobal's Antonio Cammisecra: "renewables can't be stopped"

inspiratia sat down with Antonio Cammisecra, the chief executive of CountourGlobal, as the IPP gears up to celebrate its 20-year anniversary. Cammisecra walks us through the company’s history and its evolution towards clean energy transition. CountourGlobal began its life with a portfolio of gas assets but has since transitioned into one of fastest growing clean energy developer. Cammisecra outlines CountourGlobal and its near-term targets. He emphasises the inevitability of renewables and ho...

2 weeks ago

46 minutes

Energy Transition Today

MACSE’s low-price gamble, Europe’s offshore wind fatigue, Sweden’s green steel reckoning

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 Ignit...

3 weeks ago

40 minutes

Energy Transition Today

Intesa Sanpaolo's Luca Matrone on the state of renewables financing

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 in...

1 month ago

15 minutes

Energy Transition Today

Investing in renewables during Milan fashion week, MACSE results & France’s failed offshore tender

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 ...

1 month ago

34 minutes

Energy Transition Today

Europe’s independence moment meets Poland’s wind deadlock

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.com Find all of our latest news and analysis by subscribing to inspiratia Listen to all our episodes on Apple Podcasts, Spotify, and other providers. Music...

1 month ago

30 minutes

Energy Transition Today

Trump's UK state visit, Europe's wind politics, Germany's "reality check"

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@inspira...

1 month ago

35 minutes

Energy Transition Today

Offshore politicking, hydrogen hopes & banks rally behind UK's biggest battery

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 ...

2 months ago

37 minutes

Energy Transition Today

Trump's offshore hitlist, France's hydrogen gold rush, and AI fast-track

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 | Of...

2 months ago

50 minutes

Energy Transition Today

And it gets worse: Ørsted’s US woes deepen joined by US Wind and moral support from Equinor

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 pre...

2 months ago

40 minutes

Energy Transition Today

Gresham Fund reloads, Google bets nuclear, Scotland floats 1GW

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@ins...

2 months ago

31 minutes

Energy Transition Today

Death by a 1000 cuts: Ørsted share price plunge, Sumitomo offshore volte-face and France energy bill tug of war

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 proj...

2 months ago

34 minutes

Energy Transition Today

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 a...

3 months ago

36 minutes

Energy Transition Today

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 plannin...

3 months ago

28 minutes

Energy Transition Today

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...

3 months ago

32 minutes

Energy Transition Today

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’...

3 months ago

36 minutes

Energy Transition Today

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 ...

4 months ago

39 minutes

Energy Transition Today

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...

4 months ago

40 minutes

Energy Transition Today

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...

4 months ago

33 minutes