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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 Dorbessan Edited by: Mathilde Dorbessan Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 Lam Edited by: Mathilde Dorbessan Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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] Find all of our latest news and analysis by subscribing to inspiratia For 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 Dorbessan Edit: Mathilde Dorbessan Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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] Find all of our latest news and analysis by subscribing to inspiratia For 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 Müller Edit: Leonard Müller  Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 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 Müller This epsiode was edited by Leonard Müller.  Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 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 00:27:47 | Financing and M&A news across Europe Hosts: Maya Chavvakula and Leonard Müller This epsiode was edited by Leonard Müller.  Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 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: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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.

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 Müller Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 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 financing, private capital mobilisation, energy security after the war in Ukraine, and what the next phase of the Central and Eastern European energy transition could look like over the coming years. This episode is hosted, produced and edited by Leonard Müller. Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 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 Enfinity’s approach to navigating - and shaping - the continent’s energy future.   In this episode, our analyst, Daniel Burge, is joined by Alice Cajani, Enfinity’s head of Energy Commercialisation, and Roberto Pozzi, Head of Origination at A2A, to discuss the finer points of commercialising the capacity springing up across Europe.  Our guests reflect on lessons learned from the forefront of the transition, explore the complexities of developer-utility collaboration, and muse on what needs to happen next to foster more robust European energy markets in 2026.   This episode is hosted by Daniel Burge, Lead Commercial Analyst at inspiratia.  This episode was edited by Leonard Müller, Reporter at inspiratia.  This episode is sponsored by Enfinity Global.  Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 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 cooling of Europe’s hydrogen ambitions, and the strategic reset underway at BP and other oil and gas majors.  Hosts: Maya Chavvakula, Daniel Burge, Leonard Müller This epsiode was edited by Leonard Müller.  Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 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. Valentina also sets out where she sees the strongest opportunities for growth and how a platform approach can unlock value across the energy transition. This episode is hosted by Maya Chavvakula, Head of News at inspiratia.   This episode was edited by Leonard Müller, Reporter at inspiratia.  Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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 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.  We look at the routes to market that investors need, the supply chain capabilities already in place, and the realistic outlook for construction by the end of the decade. It is a clear and grounded look at a market that could shape the next era of European offshore wind. This episode is hosted, produced and edited by Leonard Müller. Reach out to us at: [email protected] Find all of our latest news and analysis by subscribing to inspiratia For 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.