Explorez tous les épisodes du podcast Energy Transition Today
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Titre
Date
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Powering Tomorrow - with Viola and Jan-Peter Müller
23 Aug 2024
00:30:19
In this episode, Viola sits down with Jan-Peter Müller, Managing Director and Global Head of Energy & Mobility at BayernLB. Their conversation delves into the critical role of financing in the decarbonisation of the transport sector and how BayernLB is positioning itself at the forefront of this transition.
Müller outlines BayernLB's strategic approach to supporting the decarbonisation of transport, starting with the bank’s restructuring to best reflect the markets in which it operates. Müller shares his insights on how BayernLB is navigating market risks, and how the wider debt landscape is impacting the energy transition.
Hosted by:
Viola Caon - Head of Content, inspiratia
Guest:
Jan-Peter Müller, Managing Director and Global Head of Energy & Mobility at BayernLB
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Powering Tomorrow - with Viola and Lisa McDermott
26 Jul 2024
00:41:43
In this episode, Viola sits down with Lisa McDermott, Managing Director of Energy Transition Project Financing at ABN AMRO. Their conversation explores how the bank emerged in its modern form with a strong focus on both the energy transition and the European region.
McDermott highlights ABN AMRO's unique entry into project financing renewables via offshore wind and talks us through the bank's rationale for expanding into new spaces, such as the hydrogen sector and what support mechanisms from governments make these projects more appealing.
McDermott concludes by giving her view on how banks should best deal with merchant risk in the projects they back, and gives us her view on how the sector will evolve in the near future.
Hosted by:
Viola Caon - Head of Content, inspiratia
Guest:
Lisa McDermott, Managing Director of Energy Transition Project Financing, ABN AMRO
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Powering Tomorrow - with Viola and Chris Williams
24 May 2024
00:32:47
In this episode, Viola welcomes Chris Williams, Managing Director, Head of Project Finance, London, and Global Offshore Wind at LBBW. Chris shares insights from his extensive experience in project finance, focusing on the evolving landscape of the offshore wind sector. The conversation covers a range of topics, including the challenges and opportunities in the offshore wind sector, with a particular focus on guaranteed revenue streams and the competitive landscape. Chris highlights LBBW's significant contributions to the offshore wind industry, having financed almost 10.5GW across the UK, Germany, France, and the Netherlands.
Hosted by:
Viola Caon - Head of Content, inspiratia
Guest:
Chris Williams - Managing Director, Head of Project Finance, London, and Global Offshore Wind, LBBW
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inspiratiaLive Episode 2: Deal flow, fibre, and the government's role in infrastructure
29 Apr 2021
00:45:45
Here's another bonus podcast from our inspiratiaLive series, brought to you by hosts Marco Dell'Aquila, and Joint Venture veterans Maritina Kanellakopoulou and Jon McNair. In this episode, the trio review the latest deal flow figures from the global infrastructure sector covering a year hit by Covid, with some perhaps surprising results. Later, the conversation moves to a recent huge fibre procurement in the UK and wonder whether this is the new face of PPPs in the country. This then spreads out into a broader discussion on the role of governments in infrastructure and how they can work with the private sector to get things build (and, crucially, paid for). *** inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST, allowing you to hear our views on some of the latest and hottest topics, and emerging trends.
email: conferences@inspiratia.com if you wish to attend the next live episode on 5th May, where we will be taking a deep dive into offshore wind, amongst other topics. *** Normal service will be resumed next week for the Joint Venture with an in-depth interview with Charles River Associates on electric vehicle infrastructure.
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Introducing: inspiratiaLive - Episode 1
23 Apr 2021
00:43:04
inspiratiaLive is a new weekly live broadcast, live every Wednesday at 10am BST.
inspiratiaLive will allow you to hear our views on some of the latest and hottest topics, and emerging trends.
During these live weekly broadcasts, you are invited to ask questions, make observations and join the conversation with our aim being to encourage a free flow of ideas.
Here's a recording of episode 1, which includes an in-depth discussion on the UK government's workplace pension scheme - Nest - latest moves into direct infrastructure investment.
Hosts Marco Dell'Aquila, Maritina Kanellakopoulou, and Jon McNair also review the deal flow figures for the first part of 2021, and have a discussion on how best to mobilise capital for infrastructure and match it with deals in the market.
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Climate change adaptation with Sharper Shape's Chris Beaufait
05 Mar 2021
00:58:01
Joining us this week for a wide-ranging discussion about some of the threats facing utilities is Sharper Shape CEO Chris Beaufait, with his company offering ways to introduce intelligent monitoring of networks to cope with increasing environmental threats. Smarter asset management is fast becoming a key tool for the utilities, but with such a splintered and diverse sector in places like the US, the landscape is still patchy, as we heard from Chris. Meanwhile, the news from this week focussed on the UK Budget and the launch of a National Infrastructure Bank, as well as the enticing prospect of an emerging Greek offshore wind sector. We hope you enjoy.
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Hydrogen's role in decarbonisation, with Black & Veatch
05 Feb 2021
00:49:31
Today's episode features a great chat we recently had with Jason Rowell and Randal Kaufman, an Associate VP, Global Technology Portfolio Manager, and Sales Director at Black & Veatch, respectively. Black & Veatch is an engineering firm with a more than 100-year history, with much of that time also spent working with hydrogen which, as Jason and Randal were keen to point out, is not a new phenomenon whatsoever. We discussed the critical issue of safety and the risk mitigation approaches the company takes, the role of hydrogen in the wider decarbonisation agenda, as well as the company’s view on the roadmap to hydrogen viability over the next decade. We also talked about some exciting case studies around natural gas and green hydrogen synergies, and transport applications. The energy was great, we learned a lot, and we’re looking forward to hearing your thoughts and feedback on the hydrogen debate.
For details on how to register for inspiratia's Hydrogen Decade Virtual Summit - mentioned in the episode - click here: www.hydrogen-decade-summit.com.
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Zero emission aviation with ZeroAvia and SystemiQ
22 Jan 2021
01:05:56
We return for a new year of episodes covering the worlds of infrastructure and clean energy and first up is a fascinating discussion with hydrogen-powered flight pioneer ZeroAvia, as well as one of the company's backers in the form of SystemiQ. We spoke to ZeroAvia's CFO Katya Akulinicheva and SystemiQ's Irena Spazzapan about the promise of zero emission aviation, investor appetite for this kind of proposition, government support, and the wider climate agenda as we move towards COP26 in the UK this year. And we also touched upon many other topics in a wide-ranging discussion that we here at the Joint Venture really enjoyed. As ever, Maritina and Jon also took a look at some latest news from within the infrastructure and renewables sector, including an exciting hydrogen development and a potentially hugely popular IPO. To find out more about our Digital Infrastructure Virtual Summit mentioned in the episode, go here. Email us at conferences@inspiratia.com if you want to find out more about the hydrogen conference we are also holding on 17 February. Finally, catch us on Twitter: @thejointventur1.
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Smart grids with depsys's Anja Langer Jacquin
11 Dec 2020
00:59:06
This time out we are zooming in on the ever-more important world of smart grids, specifically on how the decentralised systems of days gone by are transformed into networks that can cope with more distributed renewables generation, EV charging, and batteries. This transition has the potential to create particular headaches for distribution system operators (DSOs), but the Swiss start-up depsys is trying to solve these problems by providing both hardware and software to these groups to open up the "black box" that was previously their grid networks. Through this approach, the company hopes it can help the DSOs better operate, maintain, and transition their grids to assets that can thrive in a distributed energy generation world. The company's CCO Anja Langer Jacquin joined us to tell us all about it. Also in this episode, Jon and Maritina discuss a big move in the world of offshore wind, as well as a regulatory saga within the UK utilities sector.
To find out more about our Digital Infrastructure Virtual Summit mentioned in the episode, go here: www.digital-infra-conference.com
And to listen to Maritina's Geopolitics of Energy Podcast, episodes here.
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Battery storage with Gore Street Capital's Onsu Wegner
27 Nov 2020
00:53:39
In a week when the UK launched it's long-awaited infrastructure strategy, updated its plans for future Contracts-for-Difference allocation rounds, and the world's largest offshore wind farm was financed, there was much to talk in the worlds of infrastructure and renewables. And so, Jon and his latest co-host Maritina, did just that. Except we didnt mention the financing of that huge offshore wind farm - Dogger Bank - as it came just after we recorded this. Maybe next time! We were also delighted to be joined by Onsu Wegner of Gore Street Capital to discuss her company's listed dedicated energy storage fund, reflecting on recent deals, future plans, and the wider - and fast-developing - battery storage space. Access to recordings and materials from the three inspiratia events mentioned at the top of the episode can be arranged here: New Energy Infrastructure & Battery Storage, Subsidy-free Renewables, Electric Vehicles & Sustainability. And to join us at our Digital Infrastructure Virtual Summit on 27-28 January, email conferences@inspiratia.com. We hope you enjoy the podcast.
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Advanced gasification with EQTEC's David Palumbo
23 Oct 2020
00:55:19
As countries around the world grapple with dealing with the huge a mounts of waste they produce, and bid to create truly circular economies in this area, waste-to-energy plants have sprung up everywhere as a convenient tool to address the problem. As a bonus, they also produce renewable electricity. But traditional incineration plants have drawn bad press and opposition from local groups when they are built, with concerns over emissions from these facilities. So, advanced conversion technologies such as gasification that process the waste and are intended to produce lower emissions are touted as a crucial advance for the sector. David Palumbo, CEO of advanced gasification technology provider EQTEC, came on the podcast to give us an in-depth view on the proposals in this area and what his company are currently developing. Advanced gasification has also had a stop-start history due to technical difficulties and sometimes poor output, so there is much convincing to do for would-be investors and procurement authorities. Listen to the episode to discover David's response to these issues. Also on the show this week, inspiratia's Jon McNair and Dan Colombini - our newly appointed editor - chew over some of the latest news from the worlds of infrastructure and renewable energy.
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Financing UK subsidy-free renewables with Gowling WLG and LBBW
22 Sep 2020
00:36:20
For the second of two special episodes of the Joint Venture in partnership with law firm Gowling WLG, our attention turns to the financing of new UK subsidy-free renewables projects
In this episode, you will hear a recent conversation with Nath Curtis, a banking and finance partner at Gowling WLG, and Chris Williams from the bank LBBW.
We focussed in on the financing perspective for UK subsidy-free renewables projects, taking in topics such as the effect of power price movements, the impact of Covid-19, what the optimal power purchase agreement looks like, and the prospect of subsidy returning to onshore wind and solar.
Other issues on the agenda included the longer-term viability of either fully merchant projects, or those with at least some form of merchant exposure, as well as how the level of government intervention stacks up against the requirements to meet the binding decarbonisation targets the UK has set.
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UK subsidy-free renewables development with Gowling WLG and Capital Dynamics
08 Sep 2020
00:37:54
In the first of two special episodes of the Joint Venture podcast in partnership with law firm Gowling WLG, our attention turns to the development of UK subsidy-free renewables projects.
In a conversation with Gowling WLG’s Gareth Baker, and Barney Coles from renewables investor Capital Dynamics, we take stock of the current state of the market, how Covid-19 has affected ways of working, as well as how the lockdown had impacted electricity prices and the knock-on consequences for projects’ business cases.
We also assessed the tantalising prospect of the return of solar and onshore wind to the UK’s contracts for difference support framework, and what that might mean for developers and investors who might have given up entirely on ever being able to access that revenue stream again after several years of having to operate without it.
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Fuelling the future: Nuclear vs. Hydrogen
17 May 2024
00:36:41
This week, we bring you updates from two of the market's most forward-looking segments, nuclear and hydrogen. We assess the UK's nuclear ambitions and ask whether there's hope for an SMR breakthrough, as well as a focus on the winners of the first European Hydrogen Bank auction process.
We also bring you the latest on inspiratia's event series, breakthroughs in the long-awaited French floating tender, challenges and opportunities in Spain and Italy, and an explanation of what Biden’s new tariffs on Chinese imports mean for Europe.
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Crowdfunding with InfraShares's Brian Ross
07 Aug 2020
00:53:17
In this episode we chat with Brian Ross, CEO of a specialist infrastructure and energy crowdfunding platform from California called InfraShares. Brian walked us through the benefits of his company's approach and how it could unlock a whole new investment class for individual investors who rarely get the chance to directly participate in infrastructure projects. Jon and new co-host Fernando Moncada also run through some of the latest developments in infrastructure and renewables and run the rule over the idea of state-backed infrastructure banks. Check it out!
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Fundraising with Campbell Lutyens's Gordon Bajnai
24 Jul 2020
00:45:03
This week the JV turns its attention towards the fundraising landscape for infrastructure, with a special interview with Gordon Bajnai, head of global infrastructure at Campbell Lutyens. Gordon, who was formerly the prime minister of Hungary and COO at Meridiam Infrastructure, relayed to us how the fundraising market had been impacted by Covid-19, how investment strategies might change over coming months and years, and the success of the EU's coronavirus recovery package, which was agreed this week. Jon and Ott also caught up on some of the latest moves within the infrastructure and renewables sectors.
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Digital Infrastructure with Macquarie Capital's Oliver Bradley
17 Jul 2020
00:49:34
In the week when the UK government finally confirmed its ban on the use of Huawei kit in the country's 5G network, we had a timely discussion with Macquarie's Oliver Bradley who specialises in digital infrastructure investing. We also delved into some of the biggest headlines from the worlds of infrastructure and renewable energy, discussed some recent high profile portfolio sales, and pondered what the Huawei ban would mean for the infrastructure market.
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US infrastructure with Jill Jamieson
10 Jul 2020
00:42:07
Following a week when there was yet another chapter written in the infrastructure saga that has come to define at least a part of Donald Trump's administration, we talked to Jill Jamieson - a veteran US infrastructure specialist - about the recent trillion-dollar infrastructure spending proposal in the House of Representatives. We also caught up on some of the biggest headlines from the worlds of infrastructure and renewable energy and chewed over Chancellor Rishi Sunak's recent summer budget proposals in the UK.
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Minority-owned investors with Phoenix Infrastructure Group
01 Jul 2020
00:55:09
The Joint Venture Podcast investigates the most exciting deals and financial innovations, as well as broader market trends such as digital disruption, ESG and life in the post-pandemic world. In our second episode, Jon and Ott catch up on the week’s news and then talk to Jeremy M. Ebie, founder and CEO of Washington-based Phoenix Infrastructure Group. We chat with Jeremy about the minority-owned investor space, the impact of the Black Lives Matter protests, the much-touted US infrastructure bill, the challenges of Covid-19, and many more topics.
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Live launch event
22 Jun 2020
00:44:10
The Joint Venture kicked things off with a live launch event for inspiratia subscribers on Tuesday 16th June 2020.
For our launch episode, we've assembled a joint venture between inspiratia’s very own Jon McNair and Ott Tammik, who will be in the hotseat.
The pair discussed their respective experiences of recent Black Lives Matter protests in London and Washington, DC, and embarked on a whistle-stop tour of some of the latest happenings in the global infrastructure and renewable energy sectors, including:
• The stories that caught our eyes over the past week, highlighting some that may have passed you by • A featured analysis on the student accommodation sector • Updates from the evolving Covid-19 crisis
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Powering Tomorrow - with Viola and Adrien Pinsard
10 May 2024
00:33:43
In this episode, Viola welcomes Adrien Pinsard, CEO and Founder of Telis Energy Group, a green energy development platform backed by The Carlyle Group.
In this episode, Adrian shares insights from his 18 years in the sector and explains how Telis' decentralised model is designed to enhance local energy transitions across Europe. The conversation delves into the challenges and opportunities within the energy sector, particularly focusing on battery storage, agri-voltaic solutions, and the integration of renewable energy technologies at a local level. Join us to gain a deeper understanding of how Telis is shaping the future of European energy markets, with plans for a 10GW renewable energy pipeline by 2030.
Hosted by:
Viola Caon - Head of Content, inspiratia
Guest:
Adrien Pinsard - CEO and Founder, Telis Energy Group
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Tenders and planning: What is the proper role for governments?
26 Apr 2024
00:28:48
In this episode, we delve into the UK hydrogen allocation round's latest milestone and then examine the EU's efforts to bolster its hydrogen economy through the European Hydrogen Bank. Next, we turn to offshore wind, where we bring you the latest updates on both the UK's and New York's tender processes. Finally, we zoom into the UK's planning system and discuss how the Nationally Significant Infrastructure Projects system, is hindering rather than assisting renewable developments.
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The overcapacity challenge: Managing energy markets
19 Apr 2024
00:35:43
In this episode, we delve into many of the issues facing today's energy transition and discuss the solutions. In Europe, we bring you the latest on Lithuania's undersubscribed offshore wind tender process. We also highlight the rapid growth of the Spanish solar market in recent years, and pick out the key players, as seen in inspiratia's latest country focus report.
While solar in Europe is booming, we further explore some of the consequences of overcapacity production and its impact on the trading relations between the EU, the US and China. We also bring you exclusive research on one of the most promising tools on the horizon for grid management, the Virtual Power Plant.
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Decarbonising transport: From motorways to runways
12 Apr 2024
00:29:50
In this episode, we explore key developments across the transport and energy sectors, from the expansion of electric vehicle charging infrastructure to pioneering zero-emission aviation. We also discuss the evolving roles of batteries, new data centres, and an intriguing debt consolidation. In this episode, we look at the recent uptick in the electric vehicle charging market, highlighting moves from Macquarie Capital and Italian forecourt owner IP. We also explore the innovative financing models reshaping public transport, with a focus on Rock Rail and Aviva Capital Partners’ initiative, Rock Road making moves into zero-emission busses. In addition, we examine the significant role of batteries in the global energy transition, focusing on the shift from traditional lithium-ion batteries to alternative technologies like solid-state and sodium-ion. In the realm of aviation, we assess the potential of Sustainable Aviation Fuels (SAFs) to mitigate the environmental impact of air travel. With insights into the integration of SAFs with existing fuel systems and the pivotal role of government and private investments. Finally, the spotlight falls on Amazon Web Services' venture into establishing a hyperscale data centre in Ennis, Ireland. And we wrap up by taking a close look at Neoen's strategic consolidation of its debt across various renewable assets in Australia.
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Powering Tomorrow - with Viola and Neil Brown
05 Apr 2024
00:42:47
In this first special episode of a new series, Viola welcomes Neil Brown, head of capital formation at Low Carbon, for a thought-provoking discussion on the forefront of the energy transition.
The conversation delves into the critical challenges and opportunities facing the industry as it moves towards a net zero future.
With Low Carbon’s extensive experience in the solar and wind sectors, we delve into the financing of traditional renewables, how to meet the needs of a 'just transition’, and the promising markets and technologies poised to make significant contributions to the energy transition.
We also discuss the impact of the post-Covid-19 fundraising environment and how it shapes the trajectory towards achieving a sustainable, low-carbon economy. Neil sheds light on the broader implications of supply chain challenges and the strategic moves Low Carbon is making to navigate these waters.
Hosted by:
Viola Caon - Head of Content, inspiratia
Guest:
Neil Brown - Head of Capital Formation, Low Carbon
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Wind, solar, and batteries: Europe's competitive evolution
22 Mar 2024
00:38:46
In this episode, we dive deep into the heart of renewable energy's latest developments in Europe. Starting off with Norway's first offshore wind tender, which saw The Ventyr JV between Parkwind, Ingka Investments and NorSea being awarded the development mandate for the 1.5GW Sørlige Nordsjø II. We take the opportunity to take a driven look at Europe's offshore wind sector.
Next, we turn to the solar industry, where we dissect a series of tender announcements across Europe, including the French Ministry of Ecological Transition's solar results, and Romania's first solar and onshore CfD auction. We also look at announcements from Sonnedix on a ten-project portfolio and examine new solar commitments from the EIB.
Digging into this, we take a look at how Europe's solar manufacturing sector is holding up in the face of stiff competition from China.
Also on this episode, we dive deep into the market dynamics of battery energy storage in Europe and discuss the challenges of unrealised revenue models.
Finally, turning to the UK's second REMA consultation, we address the pros of regional pricing but also how it could leave stranded assets in the UK's most promising renewable sites.
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Europe's solar dilemma: Bottlenecks and bright sides
15 Mar 2024
00:28:57
In this episode, we discuss the current state and future prospects of the solar energy sector in Europe, underscored by significant developments, challenges, and strategic shifts.
We begin with a closer look at X-ELIO's recent financial closure of its 123MWp solar portfolio in Spain, and then on to Romania's launch of its first solar and onshore wind contract for difference (CfD) tariff auction with €3 billion of state aid scheme approved by the European Commission. We also bring you the latest on France and Germany's solar tender results.
We also delve into prominent solar manufacturer Meyer Burger's strategic retreat from the European market. We unpack the reasons for this decision, place it in the context of the shifting picture of global supply chains and critical minerals, and discuss its potential impact on the market.
We also explore Norway's stance in combating climate change through its sixth licensing round for exploring seabed acreage for carbon capture and storage on the Norwegian continental shelf.
Also on this episode, we bring you inspiratia's latest county-focused analysis, unpacking key data points around the Finnish renewables market.
Finally, in a week that has seen the UK government commit to more natural gas infrastructure, just as it announces the second consultation on REMA, we discuss the difficulties of balancing energy security and sustainability.
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Budgets within budgets
08 Mar 2024
00:31:34
In this episode, we dissect the UK's 2024 Spring Budget. With big updates on nuclear progress, auction timelines and a host of new money for different DESNZ programmes, we unpick the implications for the country's future energy sector.
With over £1 billion now committed to the process, we examine all of the latest updates regarding the Contracts for Difference auction Allocation Round 6 and discuss why so much is riding on this year's tender results and what it means for the players involved.
Meanwhile in the US, NYSERDA confirms a weighted average strike price of $105.15/MWh for offshore wind projects under its latest renewables tariff auction, with significant rebidding activity observed. We make sense of this rapidly evolving picture.
Additionally, we touch on the promise of Vehicle-to-Grid technology, exploring its potential to transform EVs from mere energy consumers to vital contributors to grid stability. We delve into the technical choices between AC and DC charging systems and the broader challenges V2G faces, such as battery life and regulatory coordination.
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Powering Tomorrow - with Viola and Vimal Vallabh
19 Jul 2024
00:35:56
In this episode, Viola sits down with Vimal Vallabh, partner and global head of energy at Morrison. Their conversation explores Morrison's evolution from a New Zealand-based fund manager to one with a global scope in the renewable energy sector. Vallabh discusses the firm's strategic shift towards renewables and its current view on offshore wind, energy storage, and the broader implications of energy transition.
Vallabh offers unique insights into the challenges and opportunities within the renewable energy landscape, including the impacts of regulatory changes and the need for government action to mitigate investment risks. This conversation delves into Morrison’s contributions to a net-zero future and examines the evolving global market dynamics in the renewable energy sector.
Hosted by:
Viola Caon - Head of Content, inspiratia
Guest:
Vimal Vallabh, partner and global head of energy at Morrison
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PPA insights and new tender highlights
01 Mar 2024
00:33:40
In this episode, we delve into the evolving landscape of Power Purchase Agreements (PPAs) in Europe, focusing on the comprehensive European PPA Report 2023, highlighting a record-breaking 14.13GW capacity procured through 198 deals.
We dig into the report's findings, including the rise in popularity of virtual and cross-border PPAs, the crucial role of legal advisers in navigating these agreements, and the top markets and sectors in the PPA landscape, with particular attention to the growth in solar, onshore wind, and novel technologies like green hydrogen.
In the news, we delve into the latest developments in the energy transition sector, with an inspiratia exclusive on Zenobe's efforts to secure additional funding for its electric vehicle projects in the UK. Additionally, we spotlight Gresham House's BSIF II fund and discuss their energy storage strategy.
We also turn our attention to the busy world of energy auctions and tenders. Providing insights into the latest UK T-1 and T-4 capacity auctions, as well as the groundbreaking offshore floating wind tender in the UK's Celtic Sea. We also cover Spain's steps towards a new "competitive bidding" offshore wind energy tender under the National Integrated Energy and Climate Plan for 2030.
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Approaching the hydrogen horizon
23 Feb 2024
00:35:10
In this episode, we delve deep into the rapidly evolving hydrogen sector, exploring key developments across Europe, the UK, and the US. We begin by examining the European Commission's recent €6.9 billion state aid approval and the latest developments in the hydrogen bank auction process, comparing these efforts to the Danish PtX tender outcomes.
In the UK, we reflect on recent developments, including the progress of Scotland's Fife green hydrogen heating network project, and Equinor's Hydrogen to Humber (H2H) Saltend project. And many more stories from across Europe.
We take a deep dive into our latest research report, the Green Hydrogen Index: Europe, as we dive into some of the headline results and compare how different European players measure up on hydrogen production, offtake, and infrastructure.
Also on this episode, we bring you another update on 2024 elections, this time focussing on Indonesia. One of the world’s largest democracies, and a major player in global nickel supply chains. We ask what impact the election could have and explore the effect on nickel supply chains in the Asia Pacific region.
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Who is leading the energy transition?
16 Feb 2024
00:26:48
In this episode, we start by taking a look at Hy24's second fund, a €500 million initiative focused on hydrogen technology manufacturing. Then, at the new of the West Wind project in Orkney being approved, promising a 2GW capacity wind farm that could significantly impact Scotland's renewable energy landscape.
Next, we journey to the US, discussing the finalisation of seabed specifications for two new offshore wind areas in Oregon, set to accommodate a 2.4GW capacity. Also, we look to New York, where the fourth offshore wind solicitation round has sparked interest with six bids for a 3GW capacity.
We also cover the Octopus Energy and National Grid partnership in the UK, aimed at expediting the installation of heat pumps and other low-carbon technologies, potentially revolutionising energy efficiency in British homes.
Furthermore, we discuss Romania's ambitious solar-BESS tenders, Equis' Melbourne Renewable Energy Hub, and PVDP's search for investors to develop the UK's 840MW Botley West solar farm.
Also, in this episode, we bring you the latest on inspiratia's reports from Q1 2024. Find them here: inspiratia reports
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What a week: Europe's troublesome transition
09 Feb 2024
00:34:13
In this episode, we explore pivotal developments in Europe's renewable energy sector, including the acquisition of a solar portfolio in Ireland by Octopus Renewables Infrastructure Trust and the strategic changes in renewable energy investments by Orsted following a challenging few months.
We also examine hydrogen initiatives, including Germany's strategy for hydrogen-ready power plants, Spain's substantial investment in hydrogen projects, and the European Hydrogen Bank's first auction. Additionally, we discuss Germany's solar tender results and round up UK-based solar farm developments, including financing milestones and planning permits.
Finally, we bring you an update on all of the latest green policy shifts from the EU and UK in the last week. From protests to policy shifts.
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Offshore breakthroughs and the future of EV charging
02 Feb 2024
00:28:12
In this episode, we explore Mirova's first close on the MET6 fund and Romania's first 2GW CfD scheme, which is currently delayed as it awaits EU approvals, and the UK government's controversial decision to exclude onshore wind projects from being considered 'nationally significant infrastructure projects'.
In the offshore space, we cover New York's fourth offshore wind solicitation round, attracting high-profile bids from major developers into what has historically been a troubled market. And we look into Germany's latest launch of offshore wind tenders, another critical step in Europe's renewable energy expansion.
This week's analysis focuses firstly on Hornsea 3, which is set to be the UK's largest offshore wind farm. We unravel the project's challenging journey to its final investment decision.
Finally, we take a data-driven look at the UK's electric vehicle journey, discussing the challenges and advancements in EV charging infrastructure. Despite policy shifts and industry challenges, the UK shows progress in EV infrastructure but faces hurdles in meeting specific targets.
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This year is make or break for hydrogen
26 Jan 2024
00:36:51
In this week's episode, we start with key takeaways from our recent networking event in collaboration with Squire Patton Boggs, where market experts gathered to share an overview of the hydrogen industry's current landscape, highlighting the challenges and opportunities in technology, finance, and regulatory aspects.
Our news team presents an exclusive story on H2 Green Steel's groundbreaking €4.5bn financing package for its hydrogen-powered facility in Sweden. We also bring you the latest on Field's acquisition of Scottish BESS projects, TotalEnergies and European Energy's Nordic offshore wind partnership, CIP's launch of Copenhagen Energy Islands, and Pantheon's Infrastructure Fund final close.
In our analysis section, we explore the UK's relationship with hydrogen heating, find out how disruption in the Red Sea is having a knock-on effect on supply chains for EV manufacturers, and ask why traditional nuclear projects are still falling behind.
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Megaprojects, major acquisitions, and political risk
19 Jan 2024
00:32:40
In this week's episode, we delve into the proposed Great North Road Solar Park in Nottinghamshire, where Elements Green has initiated consultations for its £1 billion, 800MW solar and battery energy storage project.
We cover the massive news of BlackRock's cash and shares acquisition of Global Infrastructure Partners, in a deal valued at $12.5 billion, poised to reshape the global infrastructure investment market.
In this jam-packed episode, we will also cover Hy24's investment in Norwegian manufacturer Hexagon Purus, progress in Scottish Green Hydrogen Heating Trials, and Aira's capital boost for European heat pump expansion. As well as Lithuania's latest offshore wind tender launch for 700MW worth of projects in the Baltic Sea.
In our analysis section, we will dissect the elections in Taiwan, which were crucial for the global semiconductor industry and saw the DPP win a third term. This victory poses new challenges in balancing economic, energy, and geopolitical dynamics, particularly with China.
And finally, we will bring you an update on Germany's climate and energy budget, which faced a legal challenge, resulting in a significant funding cut. This impacts key initiatives like EV and solar expansion, adding pressure to Germany's net-zero goals amid economic strains and public protests.
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New Year's Revolution: Hornsea, SunZia, and beyond
12 Jan 2024
00:30:22
In this episode, we discuss the $11.05 billion debt package for one of the largest green infrastructure projects in US history, Pattern Energy Group's SunZia Wind and Transmission projects.
We also take a look at Corre Energy's Green Hydrogen Hub project in Denmark, an initiative in long-duration energy storage, Mulilo Energy's participation in South Africa's second battery energy storage tender, and the UK's £300 million funding for a HALEU fuel production facility.
We also focus on Ørsted's final investment decision on the Hornsea 3 Offshore Wind Farm, which is poised to become one of the world's largest offshore wind farms after months of back-and-forth in government negotiations.
We delve into Statkraft's €6 billion investment programme in Norway, a plan encompassing upgrades to hydroelectric power plants and the construction of new onshore wind farms. And ask how Norway's net-zero ambitions are pushing it towards becoming a major offshore wind player.
Finally, we examine the vital role of microgrids in the energy transition, exploring their emergence as decentralised, resilient power solutions. We contrast Europe's cautious approach with the US's proactive adoption, highlighting challenges, advancements, and the pivotal role microgrids play in shaping a sustainable, net-zero future.
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Good COP or bad COP?
15 Dec 2023
00:36:42
In this episode, we delve into the results of the UK's first hydrogen CfD, HAR1, where 11 winners have a total electrolyser capacity of 125MW — with an ambitious timeline targeting FID by 2024 and operational status by 2025. We then shift focus to Estonia's burgeoning offshore wind sector, highlighting the 1.4GW Liivi 2 area, where a joint venture between CIP and Ignitis Group was the sole bidder. We also explore the challenges in Norway's offshore sector, discuss BP's strategic acquisition of Lightsource, and Germany's troublesome 2024 budget - which is finally coming unstuck. We take an in-depth review of the COP28 summit held in Dubai. We dissect the summit's final agreement, the establishment of the Loss and Damage Fund, and the commitments to triple renewable energy capacity. The episode also casts a light on the pivotal roles of China and the US in these negotiations, underlining the complexities of international climate politics. Lastly, we turn our attention to the European Union's Grid Action Plan. We explore the EU's ambitious plans for grid expansion, digitalisation, and cyber-securing of its electricity network, highlighting the challenges and opportunities within the broader context of global environmental initiatives.
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New look, new direction, new year
08 Dec 2023
00:33:37
In this episode, we bring you the full story of inspiratia's rebrand and the launch of our new website. This marks a milestone for us with a renewed focus on becoming the energy transition specialist. The rebranding emphasises our commitment to informing, influencing, and inspiring our audience through innovative, educational, and advocacy-driven content.
We are pleased to welcome Nick Davies, our MD, to share insights into inspiratia's core principles, including leadership in energy transition news, the promotion of groundbreaking technologies, and enthusiasm for renewable energy adoption.
The episode also delves into the latest news and trends in the renewable energy sector, including major developments in onshore wind projects in France, TotalEnergies' stake in the Xlinks Morocco-UK Power project, and GreenGo Energy's ambitious green energy park in Mauritania.
Additionally, this episode covers Aker Carbon Capture's new feasibility study in Finland, Octopus Energy's offshore wind fund, and the UK Global Investment Summit's renewable energy investments.
We conclude by reflecting on the year's trends and the future of the energy transition, highlighting the importance of technological advancement and political support in achieving a sustainable future. We also look to the future and give our listeners a sneak preview of what events and research inspiratia are planning for the new year.
Hosted by:
Viola Caon - Head of Content
Nicholas Davies - Managing Director
Aishwarya Harsure - Reporter
NOTE: This episode was recorded on November 30th following the UK Global Investment Summit.
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The election week post-mortem
12 Jul 2024
00:36:22
In this episode, we delve into the latest updates in the energy sector following a week of significant political events. We explore Dominion Energy's acquisition of offshore wind rights in the US and highlight the mixed outcomes of recent offshore wind auctions in Estonia.
We also provide an in-depth analysis of the recent UK and French elections, examining how the Labour Party's victory in the UK and the unexpected win of France's left-wing party, NFP, will impact energy transition policies in both countries.
Hosted by:
Oliver Carr - Head of Data Analysis Maya Chavvakula - News Editor
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Tenders, funds and nuclear setbacks
24 Nov 2023
00:23:41
In this episode, we delve into the critical updates in the global offshore wind energy sector. Leading with Norway's recent strides, we examine the shortlisted bidders for the Sørlige Nordsjø II offshore tender, announced by the Norwegian Ministry of Petroleum and Energy. We also scrutinise why Danish developer Orsted has announced its withdrawal from the Blavinge partnership and its broader retreat from Norwegian offshore wind tenders.
Meanwhile, the US offshore wind sector saw the Department of the Interior's final approval for the construction and operation of the Empire Wind project. This collaboration between Equinor and BP signals a positive trajectory for offshore wind in the US.
In the UK, the government's decision to raise the strike price for the offshore CfD scheme by over 50% is a strategic move to bolster the economic viability of these projects. We dissect this policy change and its potential impact on the upcoming Allocation Round 6 and beyond.
We also bring you a comprehensive funds roundup, highlighting the imminent final close of Ancala Partners' third flagship fund, the anticipated inaugural investment of Rubicon Capital Management's latest debt fund, and the ambitious target set by SWEN Capital Partners for its third biomethane fund.
Finally, we delve into the recent developments surrounding NuScale, a key player in the small modular reactor (SMR) sector. NuScale's journey has been marked by both promise and challenges, particularly highlighted by the termination of its flagship project with Utah Associated Municipal Power Systems. This decision underscores the complex dynamics and hurdles faced by SMRs, including rising inflation, supply chain costs, and interest rates, which have significantly affected the economics of such projects.
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Financing the energy transition - with SMBC
14 Nov 2023
00:35:05
Welcome to the newly rebranded "Energy Transition Today", formerly known as The Joint Venture podcast.
As we unveil our new identity, complete with a fresh logo, a revamped website, and a redefined mission, our core objective remains steadfast: to provide you with the most comprehensive news, analysis, and data in the energy and infrastructure industry.
Thank you for your continued support, and we hope you enjoy the enhanced experience with "Energy Transition Today".
In today's episode, we are delighted to welcome Caroline Lytton as our guest. Caroline is Managing Director and Head of the Sustainable Finance Unit at SMBC Group EMEA. In this role, she leads the Sustainable Finance Unit within the International and Structured Finance Department and coordinates the bank's ESG Advisory & Solutions Hub.
Our interview with Caroline delves into SMBC's external commitments in sustainable finance and how these align with the bank's overarching strategy. We gained insight into SMBC's strategies to overcome market issues in the past year before turning to the evolution of the energy transition landscape in the coming years.
Also this week, inspiratia is hosting our annual awards ceremony on Thursday evening, 16 November, at the Nobu Hotel. We will be revealing the winners of the Europe Energy Transition Awards 2023, showcasing the leading individuals and institutions propelling the energy transition forward, along with the most noteworthy transactions.
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The oncoming EV trade war
03 Nov 2023
00:33:24
In this episode, we cover Orsted, which this week announced the shelving of two major US offshore wind projects in New Jersey, as well as a new joint venture with Eversource.
We also discuss the Danish PtX tender, illuminating the competitive landscape of green hydrogen production and the frontrunners poised to redefine Denmark's renewable energy scene. In Lithuania, we explore Ignitis Group's latest onshore wind developments with CAPEX estimates of €550 million.
Plus, we touch on Lithuania's offshore wind prospects. And in New South Wales, Australia, where the state's fourth renewables tender round targets an impressive 3GW capacity.
Also in this episode, we delve into the UK's newly enacted Energy Act 2023, a monumental piece of legislation promising to reshape the nation's energy framework. We unpack the aspirations and mechanisms of the Act, which seeks to catalyse £100 billion in private investment to future-proof the UK's energy system.
And finally, we turn to analyse the intensifying tension within Europe's electric vehicle EV sector. Dissecting the "EV panic" that has gripped the continent, we examine the EU's new investigation into the subsidies that Chinese electric car manufacturers receive.
Europe's alarm at the potential loss of its automotive market share to China's heavily subsidised and competitively priced EVs has the potential to lead down the path of retaliatory action and could be the first step towards, tension, tariffs and trade war.
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The green skills crisis
27 Oct 2023
00:42:55
In this episode, we are joined by Chris Claydon, the CEO of JTL, a leader in skills training within the engineering and construction sectors. Chris provides an insightful perspective on the green skills gap that hampers the UK's energy transition efforts. The interview delves into the challenges and solutions in skilling up the existing workforce, the role of apprenticeships in training a new generation of professionals, and the necessity for government intervention to avert a looming 'skills crisis'.
In this week's news, we cover the UK National Grid's upgrade plans in Suffolk and Kent, part of their Sea Link project aiming to add 2GW of transmission capacity. We also explore RES's 400MW Steeple Renewables Project in Nottinghamshire, and then turn to the Nordics, where Norway's first public procurement exercise for offshore wind tenders has experienced delays yet again in 2023.
In technology investment, we examine the UK Government's Joule Challenge, a project focused on developing next-generation floating wind turbines. And we cover the joint venture between Norsk Hydro and Macquarie Asset Management, where Macquarie is investing $332 million.
We also bring you the headline results of inspiratia's league tables. The full list can be found here.
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Lessons learnt from Energy Storage 2023
20 Oct 2023
00:29:51
In this week's news, we examine Copenhagen Infrastructure Partners' two new funds and bring you updates from their Jeonnam I offshore wind project in Korea.
In the M&A space, we discuss I Squared Capital's announcements of its major investment into Absolute Energy and Axpo's acquisition of a Finnish onshore wind farm.
In the geothermal sector, we discuss the significant development of the United Downs Deep Geothermal Power project in the UK, the country's first-ever geothermal plant to be awarded a CfD.
Our reporter, Aishwarya, makes her debut on the podcast by bringing us coverage of Statkraft and Aker Horizons' green ammonia and hydrogen project in Norway, and Engie's recently completed purchase of two onshore wind farms in Poland.
Also in this episode, we bring you highlights from the team after inspiratia's latest event. The Energy Storage Summit 2023. We review some of the most important takeaways from the event, including priorities for developers in the UK market, the constraints of limited grid connections, and the growing case for co-location.
We are joined by special guest Genna Boyle, last year's recipient of inspiratia's 'Remember the Name' award and current director at Gridcog for the UK and Europe.
Genna tells us about her transformative year and shares valuable insights into a wide range of the complex issues that affect the financing and operations of energy storage and renewables. We discuss how grid constraints, colocation, and changing regulatory and market conditions are pushing operators towards software-led solutions for energy assets.
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Battery profits and the new carbon tax
06 Oct 2023
00:30:07
In this episode, we explore why DIF Capital Partners is divesting its significant renewable assets in Australia. Meanwhile, Community Windpower halts its 308MW onshore wind farm project in Scotland, citing increased construction costs and the UK's windfall tax as pivotal factors making the project commercially unviable.
In the policy arena, we examine the UK Crown Estate's expansion of its Celtic Sea floating wind auction to 4.5GW and discuss its broader implications for the development of new floating offshore wind technologies. Additionally, we delve into the German Federal Ministry of Transport's recent electric vehicle charging network tender, highlighting its impact on the European EV market.
We also attempt to decipher the European Union's Carbon Border Adjustment Mechanism, examining its objectives, potential challenges, and what it will mean for those who have to do business across the EU border.
Finally, we turn our attention to the UK's declining profits in the Battery Energy Storage System sector despite its critical role in supporting the country's growing reliance on renewable energy. Amidst market saturation and plummeting prices, we explore how operators are shifting strategies to adapt to the new market dynamics.
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Europe's boom and bust solar paradox
29 Sep 2023
00:28:24
In this episode, we delve into some of the challenges facing Europe's solar sector. Despite optimism with installations exceeding expectations, there are growing concerns about the sustainability of this growth. A warning letter from SolarPower Europe to the European Commission has raised alarm bells, cautioning against the threat posed by inexpensive Chinese imports. These imports risk undermining European solar manufacturers and could lead to insolvency within the sector. We will explore the pressing need for policy intervention to balance the competitive landscape and safeguard Europe's energy transition.
Also in the news, we discuss the Baltic Power offshore wind farm in Poland, which recently reached financial close with €3.6 billion (£3.11bn $3.81bn) in commitments. This marks a historic move, setting the stage for Poland's first financed and constructed offshore wind farm. We unpack the financial arrangements and the implications for the Polish renewable energy landscape.
Additionally, we look at more news from Poland, where Equinor and Polenergia are making strides with their MFW Baltyk 1 offshore wind farm. We discuss the project's environmental consent status and what it suggests about the future of Poland's offshore wind sector.
We also turn our focus to the UK, where Orsted is entering the solar market with a 750MW solar farm in Lincolnshire, and then to Sweden, where energy company Ellevio has acquired an onshore wind transmission network, connecting one of Europe's largest wind farm clusters to the national grid.
We'll discuss recent policy changes in the UK that have raised concerns about the country's climate priorities. We'll explore Rishi Sunak's new net zero policy direction and its impact on the UK's position as a climate leader.
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Behind the scenes on successful battery financing
22 Sep 2023
00:36:53
In the run-up to inspiratia's Energy Storage Summit, the Joint Venture podcast is bringing you a taste of the key discussion points that will shape the agenda. Viola Caon, inspiratia's head of content, sits down with some of the market's top energy storage experts to discuss recent successes and how very far this sector can still go.
Moderator:
Viola Caon, head of content, inspiratia
Panellists:
Ben Francis, greenfield director at InfraCapital and non-executive director at Zenobe
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Time to update the CfD
15 Sep 2023
00:55:08
The team looks over the past week of news in the energy industry and gives its views on some big market trends - joined by special guest Jake Tudge corporate affairs director at National Gas
In this episode, we delve into the startling outcome of the UK government's fifth CfD allocation round (AR5), which garnered zero bids for large-scale offshore wind projects, jeopardising the country's 2030 targets for renewable energy. We discuss the industry's concerns and the implications for future auctions.
National Grid's new approach to grid capacity allocation aims to speed up the connection of shovel-ready projects. Taken along with Government promises to relax planning laws for wind farms, is this the impetus that the industry needs?
We also cover significant deals in the sector, including KKR and Infracapital's combined investment in Zenobe, news of DIF Capital Partners exceeding its fundraising target, and Shell securing a large PPA in Germany, extending its reach into the European renewable market.
Also on this episode, we have an exclusive interview with Jake Tudge about what's changed and what has stayed the same since the formation of National Gas, delving into the future of the UK's hydrogen infrastructure.