Energy Transition Today

Hosted by inspiratia

Investing News Commentary

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Episodes

186

Latest episode

Jul 2026

Language

EN-GB

About the show

Energy Transition Today is an inspiratia podcast and covers all aspects of the Energy Transition. From up-to-date information on the latest deals in the market to probing analysis of policy, technology, and financial trends. We bring you insightful interviews with key market players alongside the cutting-edge insights of our market experts.

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60 recent

July 29, 202639 min

The compelling case for renewables investment in Spain & Italy with Galileo’s Ingmar Wilhelm

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: 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.

July 9, 202637 min

The opportunities and potential for onshore wind repowering in Europe with TRIG/ InfraRed

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: 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.

June 11, 202633 min

UK data centres in practice: permitting, delivery and decarbonisation with Amberside Advisors

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: 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.

April 17, 202635 min

Poland’s grid reset, Stegra’s €1.4bn lifeline & infra funds under pressure

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: 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.

March 13, 202633 min

Decarbonising Central & Eastern Europe: deep dive on Poland and Romania

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: 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.

February 17, 202647 min

The future of the energy transition with Enfinity Global

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.

February 6, 202635 min

Germany halts offshore wind tenders, Ørsted’s €1.44bn divestment, UK SMR ownership framework

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: 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.

February 3, 202639 min

Unlocking capital for the energy transition with Enfinity Global

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.

January 30, 202628 min

France capacity market reform, North Sea Summit outcomes, Central and Eastern Europe BESS deal flow

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.

January 23, 202630 min

UK's AR7 fallout, Germany's gas win, Poland's bet on merchant onshore wind

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.