Explore every episode of the podcast Energy Transition Today
Dive into the complete episode list for Energy Transition Today . Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
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Title
Pub. Date
Duration
Estonia’s storage breakthrough, Hornsea’s mega deal & the Dutch auction flop
07 Nov 2025
00:26:18
In this week’s episode of Energy Transition Today, we talk about a first-of-its-kind financing for battery storage in Estonia, a clear sign of lenders’ confidence in storage-only revenues.
In the UK, Ørsted’s 2.9 GW Hornsea 3 project gets a $6.5 billion boost from Apollo Infrastructure Funds, one of the largest equity investments ever made in renewable energy, reviving optimism in offshore wind.
Poland’s PGE prepares its 896 MW Baltica 1 project for the country’s upcoming offshore wind auction, while in the Netherlands, the government faces a setback after its latest auction closed without bids.
Finally, we discuss NextWind’s €1.8 billion debt financing to repower German onshore wind farms, highlighting how capital is now driving large-scale repowering and hybrid renewable models across mature markets.
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Ikigai’s Roberto Castiglioni on how storage will power Italy’s 2030 energy goals
31 Oct 2025
00:37:19
In this episode, Leonard speaks with Roberto Castiglioni, co-founder and CEO of Ikigai Group, about how Italy’s storage market is evolving in the wake of the MACSE auction results. They discuss Ikigai’s 2.3GW battery partnership with Copenhagen Infrastructure Partners, the country’s goal to deploy up to 15GW of storage by 2030, and how long-duration and non-lithium technologies could transform Europe’s grid flexibility. The conversation also delves into optimisation, co-location, and repowering as the next frontier of the energy transition in southern Europe.
This episode was produced and edited by Leonard Müller.
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And it gets worse: Ørsted’s US woes deepen joined by US Wind and moral support from Equinor
29 Aug 2025
00:40:13
Ørsted’s US troubles deepen with a massive rights issue and political headwinds, while the Danish giant also exits Scotland’s Salamander floating wind project. We cover the looming collapse of Maryland’s 2.2GW offshore scheme and Mitsubishi’s retreat from Japan offshore wind, alongside Germany’s pivot from Chinese turbines to Siemens.
In storage, GreenGo unveils financing plans for its 250MW MACSE pipeline, BayWa r.e. and Opdenergy secure landmark UK consents, and Gore Street faces pressure ahead of a crucial AGM.
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Financing European Renewables in 2023
16 Jun 2023
00:36:14
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on market trends in the energy sector
In this episode, we take a look back at the major themes and market trends that emerged out of our first Financing European Renewables 2023 summit in Madrid last week [7 June 2023]. The event brought together some of the biggest voices in the industry, to cover everything from PPAs to M&A. From solar and storage to floating and offshore wind.
In this episode, we bring you an in-depth discussion on as many of the key themes as we could squeeze into one show.
And as usual, we also have our weekly breakdown of the top news stories from the sector. Including BayWa making moves to secure its solar supply chain, the likely capital raise options for ABO Wind and their accelerating project pipeline, and how the EIB is backing Iberdrola for 2.2GW of new renewable capacity across Europe.
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Data centres and energy needs for the AI revolution
09 Jun 2023
00:25:47
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on market trends in the energy sector
In the news this week, we cover some of the biggest deals done in the British Isles in the past week. National Grid ESO makes moves to solve the problems with the backlog of projects clogging up the grid connection process.
We examine ESB's multiple deals covering on- and offshore wind in and around Wales and Ireland, working with partners from Coriolis to Orsted. Once again, we are bringing back our PPA update section, giving you a roundup of the most important deals signed in the past few weeks.
This week's deep dive analysis is all about the hot topic of Artificial Intelligence (AI). Much has been said about the changes that this breakthrough tech field will bring to the world, but how much energy and computational recourses will this cost? We look at the impact so far and how data centres will have to evolve and grow to suit this ever-expanding demand.
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Offshore auctions - and how to do them better
02 Jun 2023
00:28:14
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on market trends in the energy sector
In the news this week, we cover the latest successes and setbacks in floating offshore wind, as Equinor opts to postpone its planned subsidy-free Trollvind floating offshore wind farm project in Norway.
We report on DORE's hydropower fund and ask if this is an underappreciated asset class in the current market. We also bring you a flurry of updates from offshore wind tenders in the last week, including Orsted making inroads into the US market, how Macqauarie's Corio Generation is planning to enter Portugal's first auctions, and why Denmark could be readying the world's single largest offshore allocation round yet.
We also bring you a report from Innovation Zero, shedding light on the issues that the UK must stand up to successfully navigate the energy transition.
And finally, with growing disquiet about the auction mechanisms being deployed around the world, we explore some of the innovative techniques that could keep renewable developments profitable whilst strengthening skills and supply chains.
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Energy security, gas, and CCUS
26 May 2023
00:22:28
The team look over the past week of news and give their views on market trends in the energy sector
This week's news covers Octopus Energy's latest £1.2 billion (€1.38bn $1.49bn) move into the Asia-Pacific region. We report on TotalEnergies who announced the launch of its largest battery energy storage project (BESS) in Europe, and Repsol's latest 1.7GW move into the Italian solar market.
This week we also bring back our PPA update. With announcements from big players in the energy market and beyond. Including Meta, Statkraft, Sonnedixand BayWa.
Also in this episode, we take a step back from the day-to-day concerns of the market and ask about how energy security concerns are changing the way that the UK uses energy. We ask how necessary natural gas will be in the short and medium term and question the necessity of CCUS technology as a stop-gap solution.
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Investment challenges through the energy transition - Madrid summit taster panel
19 May 2023
00:27:19
In the run-up to inspiratia's latest summit, Financing European Renewables 2023, 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, makes her debut appearance on the Joint Venture, accompanied by some of the market's top experts in renewable investment.
The panel set out to discuss the biggest challenges the market will face in the coming years. The conversation takes us through the new economic 'choppy waters' in which we find ourselves and explores the implications from debt, private equity, and M&A perspectives.
We spotlight the Spanish renewables market and ask how financiers are navigating issues and delays caused by regulatory processes and grid congestion.
Moderator:
Viola Caon, head of content, inspiratia
Panellists:
Nicolas Lucas, senior investment director, infrastructure debt, AllianzGI
Caroline Clapham, corporate M&A partner, energy & infrastructure, Eversheds Sutherland
On 7 June, we're heading to sunny Madrid to bring the industry together and discuss the hottest industry topics!
We'll be taking a deep dive into the traditional renewables market along with grids, hydrogen, and battery storage, propelling the energy transition forward. Explore many of the lessons that European markets can take away from one another. - Click here to find out more: Financing European Renewables 2023.
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PPA boom and League Tables
12 May 2023
00:19:49
The team look over the past week of news and give their views on market trends in the energy sector
This week's news covers the latest progress in onshore wind, where Renewable Power Capital(RPC) has secured a €197 million (£173m $218m) refinancing deal for three of its onshore wind farms in Finland. We report on London-based Resonance Asset Management,which is fundraising for a new fund that will invest in water treatment projects, as well as in a limited number of traditional renewables schemes.
This week we also introduce our PPA Update section, we explore trends revealed in the recent Pexaparkinvestment forum as well as discuss a slurry of deals from Sonnedixand Gelnnmont.
Also in this episode, we take a deep dive into our Q1 2023 league tables. Where is funding being funnelled to what are the trends in investor activity?
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Economics of turbine manufacturing and PPA news roundup
05 May 2023
00:17:54
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on market trends in the energy sector
In the news this week, we cover the latest progress in floating offshore wind, where Corio Generation and Å Energi formed a partnership for a 1.5GW project in Norway. We report on the start of construction for the UK's biggest solar + battery storage hybrid project and take a whistlestop tour through recent green infrastructure investments.
This week we also introduce our dedicated PPA Update section, where we will keep an eye on the vibrant market of buying and selling renewable electricity. This first instalment includes major players such as Conrad Energy, Sonnedix, Sidenor and BNP Paribas.
Also in this episode, we take a deep dive into turbine manufacturing. The past year has been challenging for many on the supply side of the industry, we lay out the fundamental hurdles and explain why the future may be brighter.
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European Riskwatch, financing UK offshore, and the return of the SPAC
28 Apr 2023
00:24:32
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on the top market trends in the energy sector
This week we are celebrating the release of our latest market research report, Riskwatch. This report measures the investment attractiveness of Europe's renewable energy markets. It provides investors with a comprehensive overview of the renewable infrastructure investment landscape, allowing them to identify the most promising investment opportunities. The index measures factors such as policy and regulatory frameworks, market conditions, technology development, and financing conditions.
We dive deep into the countries that have come out near the top of our Riskwatch metrics and dissect the importance of different auction mechanisms.
Also, this week's news coverage includes a look at how the SPAC is making a comeback with Sunergy's Nasdaq listing.
We discuss the importance of PPAs in building a green investment case for data centres and their place in financing the huge offshore wind stories of the past week.
We report on Equitixbuying a huge chunk of Macquarie's UK offshore portfolio and the huge Moray West financial close.
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Strategic investments, new corporate PPAs and hydrogen auctions
21 Apr 2023
00:22:32
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on the top market trends in the energy sector
In this week's episode, we closely examine the biggest investment news of the past week, including London CIV's multi-million package to back Macquarie's energy transition strategy and Brookfield's acquisition of leading transportation and infrastructure provider Triton International.
We also pick out the most interesting PPAs signed in the past few weeks, involving players across the industry, including Google, KGAL, and Axpo.
While we have been away, there were plenty of updates on the hydrogen auction processes emerging around Europe. We report on the latest from Portugal and the UK and discuss the implications of the EU's newly released terms for the European Hydrogen Bank.
Also, this episode has a special preview of inspiratia's latest research report - Riskwatch. We demystify the hard work that goes into sourcing the data and building the market index models on which these research reports are based.
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New solar trends with Glennmont and Energy Security Day
30 Mar 2023
00:36:05
The Joint Venture: inspiratia insights The team looks over the past week of news in the energy industry and give their views on some big market trends - joined by special guest Scott Lawrence
Scott is a founding partner of Glennmont Partners, leads all of the firm’s solar initiatives and is actively involved in new financing initiatives.
Scott has worked in renewable energy power generation for more than a decade, leading many of the investments across Glennmont’s fund platform. Prior to founding Glennmont Partners, Scott was the co-founder and director of Windsor Alternative Investments – a company formed to finance and develop solar power plants in Europe. Before focusing on renewable energy, Scott was involved in private equity acquisitions and debt capital finance for commercial real estate transactions in Europe and the United States.
Also on this episode, we cover some of the standout announcements of the last week. Rob brings us up to date on the latest moves from Gresham House and Foresight, how Impax is considering a move towards hydrogen, and the European Investment Bank is backing improvements to the Portuguese grid.
We also take a first look at the UK government's Energy Security day as Dila brings us the latest details and puts the government moves in some context.
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Gresham Fund reloads, Google bets nuclear, Scotland floats 1GW
22 Aug 2025
00:31:40
This week on Energy Transition Today: Gresham House reloads with a £240m refinancing, Sosteneo and Nuveen close fresh funds, and data centres from Texas to Finland drive record deals. We also look at Google’s nuclear PPA with Kairos and Equinix’s SMR bets, before closing with Scotland and France pushing floating wind to new milestones.
Interested in tickets for our Milan event or the awards show? Email conferences@inspiratia.com or buy directly on our website.
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Response to UK budget and sneak peek at new hydrogen research
24 Mar 2023
00:26:57
The Joint Venture: inspiratia insights The team look over the past week of news in the energy industry and give their views on some big market trends
On this week's episode we all take on the UK budget as we ask what it means for the UK's renewables market. What does it mean for nuclear to be declared 'sustainable'? Will the lack of direct support cause delays in the offshore space? Rob also brings us the latest news on Orsted's response to the budget, and talks us through the last week's big deals, including some standouts in digital infrastructure.
We also look at the EU's Net-Zero Industry Act, and Chendwa puts this latest move in the context of the EU's electricity market reform plan.
And in a special preview just for the Joint Venture listeners, Oliver walks us through the headline finding of inspiratia's next market research report, 'The Green Hydrogen Index: Market Focus on Australia'. What are the advantages of Australia's emerging hydrogen market, and how does it compare with other key countries?
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Energy policy round up: 2023 so far
16 Mar 2023
00:20:28
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on some big market trends
From the news desk, Zach brings us up to date on the latest renewables news. Including a dive into CIP's latest South African acquisitions, and a look at Orsted's advancing Swedish offshore wind developments, even as their Hornsea 3 plans are thrown into question.
Capucine brings us right up to date on the big policy moves of the year so far, where we focus on the US, UK and EU's race to reform energy markets en route to net-zero. We cover the IRA, REMA, and the EU Commission's electricity market reforms.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Zachary Skidmore - Senior Reporter
Capucine Guillet - Energy and Infrastructure Analyst
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New research: The evolving PPA market
09 Mar 2023
00:27:19
This week we put PPAs (Power Purchase Agreements) in the full spotlight. After releasing our European PPA Outlook report this week, Chendwa Chintu walks us through Europe's top markets, top buyers and sellers, and gives us a forward looking outlook on how past developments will affect the future.
Also this week, Zach highlights some of the most interesting deals from the past week, including solar developments in southern Europe and three big PPA signings.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Chendwa Chintu - Energy and Infrastructure Analyst
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Funding round flurry and the outlook for nuclear
02 Mar 2023
00:22:26
The Joint Venture: inspiratia insights The team look over the past week of news in the energy industry and give their views on some big market trends
On this week's episode, Robert brings us the latest updates from some of Europe's top funds including a scoop from NextEnergy's £595 million (€563m US$601m) fundraiser. After a flurry of closes this week, we look at their differing strategies.
Also this week, Dila has been keeping a close eye on the policy developments around nuclear energy. We compare the plans and aspirations of of the UK's nuclear market with those of France. What lessons are there to learn from contrasting the different approaches of these two major markets?
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Breakthrough battery financing, floating wind surge, and EU hydrogen auctions
23 Feb 2023
00:20:47
The Joint Venture: inspiratia insights The team look over the past week of industry news and give their views on some big market trends
This week, there's been plenty of news from floating offshore wind projects from around the world. Zachary brings us up to date with the latest in South Korea, Taiwan, and Spain.
Robert gives us an in-depth look at how battery storage developer Zenobe was able to secure £235 million in debt financing for a 1GW capacity facility in Scotland.
Oliver also talks us through the latest developments that will affect green hydrogen projects in the EU. Including the €800m auction scheme and the new green fuel standards.
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Turbulence for offshore projects, and Germany’s digital deficit
16 Feb 2023
00:20:49
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on some big market trends
From the news desk, Zachary shares the biggest moves of the week in offshore wind, from Dogger Bank's new extension, CIP's €8 billion move into the Portuguese market, to the planning issues holding back Hornsea 4.
On her Debut appearance, Dila Cebeci gives us an update on Germany's digital infrastructure sector, and explains why Europe's largest economy is lagging behind in key metrics.
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PPA update, BEIS splits, and Australia's hydrogen exports
09 Feb 2023
00:27:01
The Joint Venture: inspiratia insights Exclusive interview with hydrogen expert, David Urry - Investment Director at Austrade. The team look over the past week of news and give their views on some big market trends
From the news desk, Zachary brings us up to date with big deals done by CIP and TotalEnergies, Statkraft's latest PPAs, and the EU's new approach to taking on the US's IRA. We also cover the break of BEIS in the latest government shake-up and ask what it means for the industry.
Oliver interviews David Urry, Investment Director at the Australian Trade and Investment Commission, on the country's potential as an energy exporter and the importance of public/private cooperation across boarders in building a new hydrogen economy.
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Gas, grids and digital infrastructure
02 Feb 2023
00:22:08
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on some big market trends
From the news desk this week, Rob takes us through oil giants moving into the US offshore market, Amazon's latest line of data centres in Dublin, and Macquarie's busy week buying and selling gas infrastructure. Also this week, Chendwa turns his attention to the recent renewable energy auctions in South Africa, where grid constraints have proved to be a major issue in expanding the market. Chendwa tells us how these issues could soon be prevalent in the UK.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Robert Leeming - Head of News
Chendwa Chintu - Energy and Infrastructure Analyst
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Bonus episode: How is Pexapark priming its renewables clients for success in 2023?
01 Feb 2023
00:22:57
The Joint Venture podcast: How is Pexapark priming its renewables clients for success in 2023?
Inspiratia meets Pexapark's VP of Product to discuss the company's exciting plans for the future
In this episode of the Joint Venture, Robert Leeming sits down with Abhishek Jain who is VP of Product at Pexapark – the software and advisory company that has supported well over 80 PPA transactions over its lifetime.
During the episode, Robert and Abhishek discuss the new portfolio analysis tool that Pexapark has recently launched, as well as the company's new partnership with Afry.
Abhishek also uses the episode to talk about how the company is helping to guide its clients through the ups and downs of the renewables market, as well as offering some predictions on how he thinks 2023 will develop and what curve balls could be on the way.
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EV charging update and the Skidmore report
26 Jan 2023
00:18:40
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on some big market trends
From the news desk, Rob takes us through how this week Shell acquired US charging company Volta, Gore Street moves into the US energy storage market, and SSE make a colocation first in Ireland.
This week, Capucine has turned her attention to the recommendations made in Chris Skidmore's Net-Zero review, and tells us who's happy and who is left disappointed.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Robert Leeming - Head of News
Capucine Guillet - Energy and Infrastructure Analyst
We’re putting the pedal to the metal into the world of EVs on April 25th! Join us for the inaugural edition of our EV event on 25th April in London at The View.
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Death by a 1000 cuts: Ørsted share price plunge, Sumitomo offshore volte-face and France energy bill tug of war
15 Aug 2025
00:34:18
In this week’s episode of Energy Transition Today, we unpack a turbulent period for offshore wind and renewable energy policy across the world.
We begin with Orsted’s plan to raise nearly €8 billion to fund its US offshore wind projects after investor pullback and a 30% share price drop, as the company signals plans to scale back in the US.
In Estonia, Sumitomo has withdrawn from a joint offshore wind venture in Estonia, citing unclear government support, which casts uncertainty over the project’s future.
The Dutch government has also reshaped the 2 GW IJmuiden Ver Beta project, delaying its green hydrogen phase and splitting delivery into two stages.
There’s better news from Romania, where the latest CfD auction awarded 2.75GW of onshore wind and solar with 15-year support.
But in Poland, a presidential veto threat could block reforms to ease onshore wind restrictions.
We close with France’s ongoing delay to its multi-annual energy program, which is stalling major offshore auctions.
Across the board, renewable investment is increasingly caught in political crossfire, with shifting policies and investor caution shaping the sector’s trajectory.
Hosted by:
Maya Chavvakula – Head of News Mathilde Dorbessan – Reporter Dan Burge – Commercial Reports Lead
Reach out to us at: podcasts@inspiratia.com
Find all of our latest news and analysis by subscribing to inspiratia
Listen to all our episodes on Apple Podcasts, Spotify, and other providers.
Music credit: NDA/Show You instrumental/Tribe of Noise
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Offshore wind, infrastructure funds, and SMRs
20 Jan 2023
00:26:19
The Joint Venture: inspiratia insights The team look over the past week of news and give their views on some big market trends
From the news desk, Rob takes us through how the biggest fish in the market are snapping up offshore and floating wind projects.
Chendwa gives us a quick 101 lesson on how to direct your global infrastructure fund in the midst of a recession.
And after some eventual progress at Sizewell C, Oliver ponders the future of the UK's stalling nuclear sector, and asks if SMRs are the answer we've been waiting for.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Robert Leeming - Head of News
Chendwa Chintu - Energy and Infrastructure Analyst
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Germany pivots on hydrogen policy while Macron faces new opposition
13 Jan 2023
00:20:14
The Joint Venture: inspiratia insights In the first episode of 2023, the team picks apart the renewable announcements you missed from the holiday break, and helps to make sense of the big political stories of recent days.
From the news desk, Zachary makes his debut by taking us through a busy Christmas period in Scandinavia - with GIG making divestments in onshore while Greencoat snap up offshore.
Oliver gives us his take on Germany's softening approach to blue hydrogen in a landmark Equinor-RWE pipeline deal from Norway.
Capucine returns with a feature on how Emmanuel Macron's renewable agenda was almost derailed this week, as we look to the future of French energy policy.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Zachary Skidmore - Senior Reporter
Capucine Guillet - Energy and Infrastructure Analyst
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2022 Christmas Special
21 Dec 2022
00:41:59
The Joint Venture: inspiratia insights The team look over the past week of news, and make some bold predictions about the future of the US and European markets
From the news desk, Rob takes us through some of the latest renewables market updates in the run up to Christmas and Oliver has some policy updates from the UK and EU on hydrogen and state aid.
Chendwa takes a deep dive into the PPA market of North America, explaining the fundamental drives, and telling us more about where the price pressure is coming from.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Robert Leeming - Head of News
Chendwa Chintu - Energy and Infrastructure Analyst
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Solar bonanza and Moroccan growth
09 Dec 2022
00:27:05
The Joint Venture: inspiratia insights The team look over the past week of news, and put the most promising North African renewable market under the spotlight
From the news desk, Rob bring us the latest updates; including major European solar acquisitions, huge steps forward in green hydrogen for aviation and green steel, and BayWa's move towards the Irish market.
Capucine also tells us about the how Morocco is really starting to flourish as the investment environment becomes more attractive. With help from inspiratia's riskwatch index.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Robert Leeming - Head of News
Capucine Guillet - Energy and Infrastructure Analyst
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NEW: Winners in the Energy Market
02 Dec 2022
00:30:35
In the first instalment of our new weekly podcast series - inspiratia insights - the team discuss the runners and riders of inspiratia's Energy and Sustainability awards. We also take a look at the latest industry news, as the mad scramble to close Q4 deals begins
Rob talks us through Shell's new Danish biogas acquisition, the rollout of fibre in rural Germany, and the projects funded by the UK's new energy storage competition.
We also reflect on inspiratia's recent Energy and Sustainability awards ceremony, where excellence was across the industry was recognised. Omolola talks us through the process of separating the lucky the winners from the crowded field.
Hosted by:
Oliver Carr - Senior Hydrogen Analyst
Omolola Coker - Head of Reasearch
Robert Leeming - Head of News
Click here to view the full list of award winners and photos of the ceremony.
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The Joint Venture: What are the complexities in combating the energy crisis?
22 Nov 2022
00:32:44
inspiratia's Head of Research, Omolola Coker, speaks with Moody's Benjamin Leyre and Simon Kornek from Statkraft about the market interventions Europe are undertaking in order to alleviate the energy crisis.
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The Joint Venture: Voices from the hydrogen industry
19 Oct 2022
00:30:12
The Joint Venture: Voices from the hydrogen industry
In this episode Oliver catches up with five of the most interesting delegates at the World Hydrogen Congress in Rotterdam. This was an event where many of the top players in Europe came together to discuss the fast-evolving hydrogen market.
These discussions include how to build up new hydrogen-from-waste production projects, the role of green ammonia a maritime shipping fuel and energy carrier, the relationships that need to be built between African and European nations to create a hydrogen economy, and the approach that the German government is taking to an auction-based hydrogen marketplace.
We spoke to:
Leonard Kempler, Chief Product Officer - Plagazi
Elena Stylianou, Technology Manager (Ammonia/Hydrogen) - KBR, Inc.
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The Joint Venture: Is Africa the next frontier in the race for hydrogen?
27 Jun 2022
00:53:15
In this episode, Omolola Coker and Oliver Carr chat with Marco Raffinetti, CEO of Hyphen Hydrogen Energy, about his plans to build a 3GW green hydrogen production facility in Namibia, worth US$10 billion.
We learn more about the tender process for this ambitious project and discuss the Namibian government's commitment to become a hydrogen exporter. The discussion also turns to the strategic advantages of hydrogen production on the African continent and the responsibilities that first movers have on entering new markets.
Join us later this year at the Pan Pacific Hotel, London, for our Hydrogen Decade Summit where we‘ll be joined by more respected hydrogen leaders from across the industry. Tickets are FREE for inspiratia subscribers. Register here.
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The Joint Venture: Navigating investments with HydrogenOne Capital
07 Jun 2022
00:42:59
In this episode, Oliver catches up with Richard Hulf and JJ Traynor from LSE listed investment fund HydrogenOne Capital. We discuss the fund's origin, investment philosophy, and grand visions for the future.
Our conversation touches on many of the topics that affect investment decisions in innovative hydrogen projects and businesses. These include the disruption to supply chains and importance of energy security, the need for capital in an underserved market, and fostering new developments up and down the hydrogen value chain.
Join us on Wednesday 22 June at the Pan Pacific Hotel, London, for our Hydrogen Decade Summit where we‘ll be joined by more respected hydrogen leaders from across the industry. Tickets are FREE for inspiratia subscribers. Register here.
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The Joint Venture: Is the electric vehicle charging revolution on track or veering off-road?
06 May 2022
00:41:04
In this episode Robert Leeming speaks to Massimo Resta, Partner at Zouk Capital, the London-based private-equity business that was responsible for raising the successful Charging Infrastructure Fund.
During the episode, Robert and Massimo discuss the ongoing investment of the fund, the rise and fall of the SPAC deal, the investability of charging infrastructure and the long-term prospects for this exciting sector.
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A week of relentless pearl clutching: Failure of Germany’s offshore tender, death of hydrogen cars and signs of real trouble at Gore Street Storage Fund
08 Aug 2025
00:36:05
In this week’s episode of Energy Transition Today, we begin with latest goings on in the UK market with the half-hearted outrage at new delivery estimates for Sizewell C nuclear plant. We then delve into the latest developments from the ongoing row between the management of Gore Street Storage Fund and some of its investors.
On to Germany with Vattenfall’s foray into the country’s onshore wind market and the disastrous but predictable failure of its latest 2.5GW offshore wind tender.
We also touch on US scrapping offshore wind leasing schedule and Trump administration’s plans to rescind $7 billion in solar subsidies previously allocated to low-income households across the country.
We round off the conversation with France’s €11 billion subsidy package for three floating offshore wind farms, Stellantis’ abrupt withdrawal from its hydrogen vehicle programme and the award criteria for European Commission’s latest hydrogen bank auction.
00:00:33 - Sizewall C 00:05:04 - Gore Street 00:10:35 - Vattenfall 00:12:32 - German offshore auction failure 00:17:29 - More US offshore drama 00:21:52 - Trump threatens solar subsidies 00:23:47 - €11bn for French floating wind 00:28:17 - Death of hydrogen cars 00:32:31 - Death of hydrogen cars 00:34:43 - Financing renewables & fashion week
To buy tickets for the Investing in the Energy Transition in Milan visit our website or write us at conferences@inspiratia.com
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The Joint Venture: Can floating wind unlock the UK's hydrogen potential?
04 May 2022
00:26:57
In this episode, Oliver catches up with Stirling Habbitts from renewable financial advisory firm Green Giraffe. We discuss the intrinsically linked futures of offshore wind projects and green hydrogen production in the UK.
This episode touches on the fallout from the UK government’s Hydrogen Strategy, how to work with offtakers to build a financial case for green hydrogen projects, and gets into the details of how floating offshore wind could revolutionise hydrogen production.
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The Joint Venture: Pushing innovation in the UK PPA market
27 Apr 2022
01:06:09
In our latest episode, Head of Research at inspiratia, Omolola Coker, speaks with a diverse group of energy practitioners.
She's joined by James Stainer, partner at global law firm Gowling WLG, Tim Foster - Head of Energy Services at Conrad Energy, Adam Clarke - Managing Director at The Energy Consortium (TEC), and Chris Bowden - Managing director at Squeaky.
The discussion dives into the current geopolitics of energy the industry fines finds itself in, tackling whether the prices we see today are transitionary, and if so, how can PPAs become more innovative in order to make such prices sustainable and meet the ever-changing needs of both offtakers and sellers.
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Data Centres: Key Trends and Opportunities
21 Apr 2022
00:19:06
In this episode, inspiratia's senior infrastructure analyst, Andrew Pope, speaks to Jonathan Evans, director of Total Data Centre Solutions, to discuss his views on where the data centre market is headed in 2022.
With some major M&A activity taking place in the sector in recent years, notably KKR's US$15 billionn acquisition of CyrusOne, Jonathan imparts some of the deep knowledge gained from his decades of experience in data centre development to give us an idea of what major trends will emerge in the market over coming years.
Primarily, the the discussion focuses on how the maturation of the data centre market in developed countries is influencing financing and M&A activity, while also touching on new themes including the potential shift in investor focus to emerging markets and the growing role of renewable power in data centre development.
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German Green Hydrogen with Uniper
21 Feb 2022
00:30:51
In this episode Oliver catches up with Dr Axel Wietfeld, CEO of Uniper Hydrogen based in Düsseldorf, Germany.
We discuss the growing interest in green hydrogen in Germany and some of the steps that the energy giant Uniper is taking to meet this new demand, including the work being done at the burgeoning hydrogen hub at the port of Wilhelmshaven.
Our talk encompasses many of the fundamentals that are driving the transformation pushing Germany towards a hydrogen economy. We ask how the current level of energy prices are changing the market landscape, whether the new coalition government’s lofty decarbonisation goals are realistic, and how the issues of working across borders to build international supply chains can be overcome.
All of this and more is discussed in this episode of the Joint Venture podcast.
Catch us on Twitter: @thejointventur1 and subscribe and listen to all our episodes on Apple Podcasts, Spotify, and other providers.
DISCLAIMER: The German government has stated in May 2021 that 8 billion euros in state funding made up of federal and state funds will be raised. Around 4.4 billion euros come from the Federal Ministry of Economics; up to 1.4 billion euros from the Federal Ministry of Transport. The remaining funding will be provided by the federal states. In total, investments of 33 billion euros are to be triggered, of which more than 20 billion euros will come from private investors. In addition, the new government has already announced further funding.
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The Joint Venture: State of UK solar with BayWa r.e.
16 Feb 2022
00:34:33
In this episode Omolola and Kelechi catch up with Gordon MacDougall, Managing Director at BayWa r.e. UK, to discuss the state of the UK's solar market.
Our chat touches on the growing excitement for the upcoming contracts for difference (CfD) results this spring, especially with the re-entry of solar and the recently announced news to make CfDs an annual affair.
However, there are still many questions to answer, such as how will solar fair amidst the rising technology costs and energy price volatility? How will the CfD affect solar's subsidy-free future, and can storage help optimise its potential? We touch on these topics and more in our latest episode.
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Unwrapping the Just Transition
10 Feb 2022
00:48:23
On our latest, and first ESG episode, Kelechi speaks with Sustainability & Ecosystem Stewardship Research Manager Morgan Scott and Technical Executive Brenda Brickhouse from the Electric Power Research Institute (EPRI).
EPRI is a non-profit energy research and development organisation based in the United States. With Kelechi they discuss the growing intricacies of ESG that the energy industry is navigating. For instance, how do companies incorporate equity and justice into their day-to-day and balance the desirable outcomes for different groups, and managing the scales of a just transition.
They touch on the risks that exist at each of these levels and how can they be minimised, as well as the impacts of renewable energy development beyond direct projects.
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Listen Back: Building out to 40GW by 2030
06 Dec 2021
00:54:28
This week, inspiratia broadcasts another invaluable discussion held at day two of its Subsidy-Free and Offshore Wind Summit 2021, this time all ears are on the UK's offshore wind prospects. This panel, moderated by inspiratia's head of intelligence and research Omolola Coker, sought to explore the rapid expanse of the UK's offshore wind market and its relationship with our renewable energy targets.
With the ambitious deadline of 40GW by 2030 drawing close, our second panel of experts discuss the reality of offshore wind and its appeal for newcomers and incumbents alike. To examine the sector and its role in the energy transition, Omolola is joined by Mark Muldowney, manging director at BNP Paribas, Marco Schweer, director at SMBC and Clement Weber, founder of Green Giraffe.
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Listen Back: The evolution of the UK's subsidy-free renewables market
26 Nov 2021
00:46:34
This week, inspiratia is broadcasting one of the invaluable discussions held at our Subsidy-Free Renewables Conference in London last month. This panel, moderated by inspiratia’s senior renewables analyst Kelechi Udeala, sought to explore the role of subsidy-free development on the road to net zero in the UK.
Tune in to hear our first panel of experts discuss the financing trend changing the game of energy investment and the evolution of new technologies. To examine this exciting mode of financing and what it means for the energy transition, Kelechi is joined by Hannah Staab, Head of Advisory at Natural Power, Caroline Lytton, Head of Power & Renewables Global Structured Finance at SMBC and Barney Coles, Managing Director at Capital Dynamics.
Kelechi covers topics from the recent hikes in electricity prices, the market outlook and the role of co-location in our new energy makeup. The panel also debate how the UK renewables market is evolving and the impact of restored CfDs for solar and onshore wind for a landscape now accustomed to no incentives.
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The Joint Venture: COP26 with Gowling WLG and Foresight Group
18 Nov 2021
01:07:55
On our latest episode Omolola speaks with Gowling WLG partner Ben Stansfield and Foresight Group’s sustainability lead, Lily Crompton on their take on the COP26 conference.
Our conversation picks up on the last day of the two-week COP26 conference where Ben and Lily join us on the Joint Venture to dig into the outcomes of the event and whether expectations were met.
Topics covered include initial thoughts on the draft agreement, the UK’s Net Zero Strategy, the impact on certain industries, and how to incorporate biodiversity into greenfield opportunities with interesting examples of how investors can capitalise on this.
Finally, we discuss the strategies available to investors to incorporate more sustainable assets into their portfolios and what transition risks lie ahead in pursuit of net-zero plans.
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Hydrogen investments with KGAL
11 Aug 2021
00:40:45
Maritina and Oliver - in his Joint Venture debut - speak to Thomas Engelmann, KGAL’s Head of Energy Transition, about the company’s plans on the sector's hottest subject, the exciting word of hydrogen.
Thomas has a distinguished career in sustainable energy and corporate finance and shares with us some of his experience, expertise, and unique perspective with us to shed some light on the question of how investors are approaching hydrogen projects.
Topic covered include business models that are growing around different parts of the hydrogen value chain, which projects are showing the most promise for investment, as well as how ESG investors are approaching the choice between blue and green hydrogen.
Finally, we take a look at the state of the policy and regulatory environment for hydrogen projects, and ask where we can expect to see big policy commitment from first mover governments.
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Samuel L Jackson’s love for offshore wind, further revolt at Gore Street and EC’s lacklustre climate budget
01 Aug 2025
00:28:08
In this week’s episode of Energy Transition Today, we start with the most important energy transition news of the week, nay the year, actor Samuel L Jackson’s partnership with Vattenfall for seaweed crisps.
We move on to financing updates over the past seven days, starting with an exclusive on Elements Green’s debt package for its 360MW battery project in the UK, Sonnedix’s €2 billion debt consolidation, DESNZ’s price caps for renewable technologies under the upcoming AR7 auction and planning consent for, what is set to be, UK’s first floating offshore wind farm.
For the deeper dives, we touch on the ongoing tensions between the board of Gore Street Storage Fund and a couple of its investors as well as well as Smart Pension UK’s investment in Octopus’ UK renewables portfolio. We end on a breakdown of the European Commission’s proposed budget for 2028-2034 and the European Union’s LNG deal with the US.
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Energy Efficiency with SDCL/SEEIT
10 Aug 2021
00:55:44
Sustainable Development Capital (SDCL) has been around since 2007, always focused on the energy efficiency space and decentralised projects, with a pretty wide geographical remit active in Europe, the UK, NA and Asia).
Over the years, energy efficiency as a concept has kind of become more mainstream and visible, and in 2018 SDCL went public with an energy efficiency vehicle in London, SEEIT.
Its investments since listing have included all manner of energy efficiency assets – decentralised solar, CHP, LED lighting, onsite utility services, and more, all backed by long-term contracts.
Maritina and Fernando sit down with founder and CEO Jonathan Maxwell to talk about how far SEEIT has come since listing, how investors' attitudes towards the asset class has changed, and importantly, how the definition of EE has evolved over time and what that means for the investment proposition.
In this week's inspiratiaLive, we had Omolola Coker, inspiratia's Data Manager joining the gang for the first time and discussing EQT's mammoth US$5.3bn acquisition of energy-from-waste (EfW) specialist Covanta Holding Corporation. What where the motivations behind paying premium prices to get in on the circular economy?
Maritina starts the broadcast reviewing ScotWind's offshore wind leasing round, just after applications for bids closed. Who are all the known bidders? What do we know about their strategy? After the episode was recorded, ScotWind announced that for the 15 sites, the body received 74 applications.
*** 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.
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inspiratiaLive Episode 11: More hydrogen IPOs, US offshore wind to the fore
08 Jul 2021
00:47:51
In this week's inspiratiaLive, Maritina and Fernando are focusing on HydrogenOne Capital's upcoming London Stock Exchange IPO and the impressive permitting activity in the US offshore wind sphere. *** 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.