Energy Transition Today

In the latest episode of Energy Transition Today, we sit down with Ed Mountney, the investment manager of FGEN and director at Foresight Group.FGEN – formerly JLEN – is among the few UK-listed “energy transition” funds that appears to have navigated the market turbulence over the past couple of years with relative grace to execute a mandate that is largely supported by its shareholders.Mountney offers a perspective that looks beyond the hype cycle for traditional renewables and argues the case for the less publicised elements of the country’s energy transition.FGEN wasn’t immune to market trends – in the pasts its diversification strategy included a licensed marijuana farm (story in podcast) – but it appears to differ in its approach to changing market conditions.Mountney also dispels preconceptions about some established renewables technologies and lays out why popular doesn’t always equate to profitable.Reach out to us at: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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 the latest episode of Energy Transition Today, we sit down with Ingmar Wilhelm, co-founder and CEO of renewables IPP Galileo, to discuss the challenges and opportunities for clean energy technologies in Southern Europe.Wilhelm breaks down the events leading up to the blackout in Spain last year [2025] and how the market has responded since. He emphasises the importance of aligning energy generation with consumption profiles and why going the “hard route” in the near term will make developers more resilient for the future.He also addresses the fallout from the first MACSE auction in Italy and outlines why the perception of market attractiveness shifting is misguided.Wilhelm makes a case for renewables investment in Southern Europe amidst the market hype shifting to other countries in the CEE.Reach out to us at: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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 month’s episode of Energy Transition Today, we sit down with Minesh Shah, the managing director at InfraRed Capital Partners and Chris Sweetman, the chief operating officer at The Renewables Infrastructure Group (TRIG)* to talk about onshore wind repowering in Europe.Shah lays out the financial considerations for onshore wind repowering and the variables that influence TRIG’s decision to repower an asset.Sweetman, on the other hand, lays out the technical and permitting complexities associated with repowering and debunks some of the assumptions made about the process.We also discuss the need and opportunities for onshore wind repowering in Europe as well as the influence of policy and revenue streams on investors’ appetite for this asset class.[*InfraRed Capital Partners is the designated investment manager of TRIG.]Reach out to us at: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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.

Lorcan McAlindon, associate director at Amberside Advisors, on the complex regulatory and financing frameworks UK data centre developers have to navigate and the increasingly innovative solutions that are being implemented to meet the modern ESG standards while reconciling with grid congestion issues.McAlindon also touches on the lessons UK developer can from from their European counterpart and the measures they can adopt to streamline permitting.Hosted by: Maya Chavvakula Edited by: Brazen Studios Reach out to us at: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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 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 flagship green steel project, but raising broader questions about the bankability of industrial decarbonisation.In Poland again, we look at R.Power’s latest solar financing and its growing storage ambitions, alongside Qualitas Energy’s €190 million acquisition of a 376MW solar portfolio and plans to hybridise assets with batteries.We also discuss SDCL Efficiency Income Trust’s decision to wind down its portfolio amid persistent NAV discounts, and finish with DWS-backed Stellanor’s expansion into AI-ready data centres in the UK.Hosted by: Maya Chavvakula and Mathilde DorbessanEdited by: Mathilde DorbessanReach out to us at: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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'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 navigating the market.We then cover PGE's EPC contracts for a 1.2GW open cycle gas peaking portfolio across two sites, and what that long-term flexibility bet says about Poland's energy transition strategy. We also look at the EBRD's equity investment into Virya Energy's newly established Polish renewables vehicle.In the second half of the episode, we turn to Romania, with a deep dive into the country's energy transition, from coal phase-out and nuclear expansion to the CfD framework and the growing role of BESS. We examine the €150 million EC-approved grant scheme for standalone battery storage in the country, and close with Enery's €460 million financial close on one of the largest solar and BESS project in Europe.Hosted by: Maya Chavvakula, Mathilde Dorbessan, Stanley LamEdited by: Mathilde DorbessanReach out to us at: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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 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: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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 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 offtake developments linking Germany to Saudi Arabia’s green ammonia projects. Elsewhere, we unpack Poland’s latest gas and solar financing activity and Denmark’s faltering CCUS tender.  We close the episode with the UK’s evolving approach to small modular reactors, as the government sets out a formal pipeline intended to support privately funded SMR deployment while raising big questions around risk and regulation.Hosts: Maya Chavvakula, Dan Burge, Mathilde DorbessanEdit: Mathilde DorbessanReach out to us at: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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 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: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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: [email protected] all of our latest news and analysis by subscribing to inspiratiaFor tickets to our events email [email protected] 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.