Energy Transition Today

A deep look at Poland’s UC84 grid reform, its binding milestones, digitalisation push and new fees reshaping connection rules. Discussion of PGE’s 1.2GW gas peaking portfolio and the debate over gas peakers versus batteries. Overview of Romania’s shifting support mechanisms, a €150m battery subsidy scheme and a €460m financing milestone for a large solar plus BESS project.

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’s approach to navigating - and shaping - the continent’s energy future.  In this episode, Maya is joined by Enfinity’s European leadership team, including Julio Fournier, CEO Europe, and Alessandro Ceschiat, General Manager for Italy, to unpack how the company has rapidly evolved from a “quiet” renewables player into a global IPP and partner of choice. They discuss what it means to build a 35 GW+ pipeline across multiple markets, how lessons from Latin America and APAC are being applied in Europe, and why Enfinity Global believes trust, repeat partnerships, and local community engagement are central to long‑term value creation.This episode is hosted by Maya Chavvakula, Head of News at inspiratia.    This episode edited by Leonard Müller, Reporter at inspiratia.  This episode is sponsored by Enfinity Global.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaFor tickets to 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.

Discussion of Germany pausing its North Sea offshore wind tender after a failed auction and the policy uncertainty shaking developer confidence. Coverage of Ørsted’s €1.44bn sale of its European onshore portfolio and the financial strain from U.S. offshore exposure. TenneT Germany’s minority sale to KfW to fund grid upgrades. New hydrogen offtake ties to Saudi green ammonia and the UK’s plan for privately funded small modular reactors.

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’s approach to navigating - and shaping - the continent’s energy future.  In this episode, our reporter Mathilde is joined by Amadeu Anguela, Head of Capital Formation and Investments for Europe at Enfinity Global, and David Cerqueira, Director at Arkereos Capital, to unpack how the renewable energy financing landscape has evolved in recent years and what that means for developers and investors today.Together, they discussed shifting macro fundamentals, the rise of new financing structures, and how institutional capital is adapting to increased volatility and complexity. Amadeu and David also explore how battery storage is reshaping investment strategies, why energy management is becoming central to value creation and how developers are rethinking market focus, scale and capital stack optimisation across Europe.This episode is hosted and edited by Mathilde Dorbessan, Reporter at inspiratia.This episode is sponsored by Enfinity Global.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaFor tickets to 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.

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 challenges, fresh onshore and BESS deal flow in Poland, Germany and Romania, and major portfolio financings shaping the European energy transition. Hosts: Maya Chavvakula, Mathilde Dorbessan, Leonard MüllerEdit: Leonard Müller Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaFor tickets to 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.

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. The focus moves to the Netherlands and its decision to introduce a temporary one sided CfD to relaunch a 1GW offshore tender and rebuild investor appetite. The episode also examines Germany’s newly approved gas capacity programme and what it means for system security, before closing with the surge in battery storage investment, including major equity and debt financings for terralayr in Germany and Greenvolt’s grid scale project in Hungary.Hosts: Maya Chavvakula and Leonard MüllerThis epsiode was edited by Leonard Müller. Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaFor tickets to 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.

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 failures00:10:11 | 2026 offshore wind outlook and UK AR7 results00:27:47 | Financing and M&A news across EuropeHosts: Maya Chavvakula and Leonard MüllerThis epsiode was edited by Leonard Müller. Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaFor tickets to 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.

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’s approach to navigating - and shaping - the continent’s energy future.  In this episode, our reporter Leonard Müller is joined by Sam Harden, Global Director of Energy Storage at Enfinity Global, and Ed Porter, VP of Insights at Modo Energy, to unpack how battery storage is scaling across global power markets and what separates the countries that are moving fast from those still struggling to unlock flexibility.The discussion ranges from the role of policy and grid design to evolving revenue models, connection bottlenecks, and the growing importance of long duration storage.This episode is hosted and edited by Leonard Müller, Reporter at inspiratia.This episode is sponsored by Enfinity Global.Reach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaFor tickets to 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.

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 on 6GW of offshore wind capacity that is currently under construction.On this side of the pond, there has been slow but steady progress within the renewables sector with Gresham Houses new storage acquisition, Equitix increasing its ownership of offshore transmission assets, among other green infra-assets, and the gradual inflow of winner announcements under NESO’s Gate 2 tender.Poland, on the other hand, has defied all odds and successfully concluded its first offshore wind auction late last month. The country also proceeded to log impressive progress on grid upgrade projects that will facilitate the influx of offshore wind generation in the future.In addition, Poland has been steadily adding more gas peaking capacity to its generation portfolio to plug the gap left by its aging coal fleet. This move has widespread backing including from commercial banks.Hosts: Maya Chavvakula, Daniel Burge, Mathilde Dorbessan, Leonard MüllerReach out to us at: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaFor tickets to 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.

Ahmad El Mokadem, a Senior Energy Transition Finance Lead at the EBRD, discusses the evolving landscape of energy storage in Central and Eastern Europe. He highlights how the EBRD has shifted focus to scaling renewable energy and grid integration. Ahmed emphasizes that bankability hinges on revenue predictability and regulatory stability rather than just technology. He shares insights on mobilizing private capital post-Ukraine war, promising markets like Poland and Romania, and the future of battery procurement strategies.