Energy Transition Today

inspiratia

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

  1. 5 DAYS AGO

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

    In this week’s episode of Energy Transition Today, we cover key developments across Europe’s energy and infrastructure markets. We start in Poland with the newly passed UC84 reform, which aims to unblock grid connection queues but is already dividing opinion between local developers and international investors. We then turn to Sweden, where Stegra has secured €1.4 billion in fresh financing, offering a lifeline to its flagship green steel project, but raising broader questions about the bankability of industrial decarbonisation. In Poland again, we look at R.Power’s latest solar financing and its growing storage ambitions, alongside Qualitas Energy’s €190 million acquisition of a 376MW solar portfolio and plans to hybridise assets with batteries. We also discuss SDCL Efficiency Income Trust’s decision to wind down its portfolio amid persistent NAV discounts, and finish with DWS-backed Stellanor’s expansion into AI-ready data centres in the UK. Hosted by: Maya Chavvakula and Mathilde Dorbessan Edited by: Mathilde Dorbessan Reach out to us at: podcasts@inspiratia.com Find all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers.  Music credit: NDA/Show You instrumental/Tribe of Noise ©2025 inspiratia. All rights reserved. This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

    35 min
  2. 13 MAR

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

    This week on Energy Transition Today, we're focusing on news and analysis from Poland and Romania ahead of our Decarbonising Central & Eastern Europe event in Warsaw on 19 March. We open with Poland's UC84 grid connection reform, the most significant regulatory intervention in the sector in years, and what its mandatory milestones, digitalisation requirements and new financial framework mean for developers and investors navigating the market. We then cover PGE's EPC contracts for a 1.2GW open cycle gas peaking portfolio across two sites, and what that long-term flexibility bet says about Poland's energy transition strategy. We also look at the EBRD's equity investment into Virya Energy's newly established Polish renewables vehicle. In the second half of the episode, we turn to Romania, with a deep dive into the country's energy transition, from coal phase-out and nuclear expansion to the CfD framework and the growing role of BESS. We examine the €150 million EC-approved grant scheme for standalone battery storage in the country, and close with Enery's €460 million financial close on one of the largest solar and BESS project in Europe. Hosted by: Maya Chavvakula, Mathilde Dorbessan, Stanley Lam Edited by: Mathilde Dorbessan Reach out to us at: podcasts@inspiratia.com Find all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers.  Music credit: NDA/Show You instrumental/Tribe of Noise ©2025 inspiratia. All rights reserved. This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

    33 min
  3. The future of the energy transition with Enfinity Global

    17 FEB

    The future of the energy transition with Enfinity Global

    Today’s podcast is the fourth in our four part series in partnership with Enfinity Global. Enfinity is one of Europe’s leading IPPs and the winner of inspiratia’s 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity’s approach to navigating - and shaping - the continent’s energy future.   In this episode, Maya is joined by Enfinity’s European leadership team, including Julio Fournier, CEO Europe, and Alessandro Ceschiat, General Manager for Italy, to unpack how the company has rapidly evolved from a “quiet” renewables player into a global IPP and partner of choice.  They discuss what it means to build a 35 GW+ pipeline across multiple markets, how lessons from Latin America and APAC are being applied in Europe, and why Enfinity Global believes trust, repeat partnerships, and local community engagement are central to long‑term value creation. This episode is hosted by Maya Chavvakula, Head of News at inspiratia.     This episode edited by Leonard Müller, Reporter at inspiratia.   This episode is sponsored by Enfinity Global. Reach out to us at: podcasts@inspiratia.com Find all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers.  Music credit: NDA/Show You instrumental/Tribe of Noise ©2025 inspiratia. All rights reserved. This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

    48 min
  4. 6 FEB

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

    This week on Energy Transition Today, we examine Germany’s decision to pause its offshore wind tenders following the country’s first failed auction, and what the move signals for developer appetite across Europe’s offshore sector. We also cover Ørsted’s long-awaited divestment of its European onshore portfolio, TenneT Germany’s partial sale to KfW to unlock critical grid investment, and fresh hydrogen offtake developments linking Germany to Saudi Arabia’s green ammonia projects. Elsewhere, we unpack Poland’s latest gas and solar financing activity and Denmark’s faltering CCUS tender.   We close the episode with the UK’s evolving approach to small modular reactors, as the government sets out a formal pipeline intended to support privately funded SMR deployment while raising big questions around risk and regulation. Hosts: Maya Chavvakula, Dan Burge, Mathilde Dorbessan Edit: Mathilde Dorbessan Reach out to us at: podcasts@inspiratia.com Find all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers.  Music credit: NDA/Show You instrumental/Tribe of Noise ©2025 inspiratia. All rights reserved. This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

    35 min
  5. Unlocking capital for the energy transition with Enfinity Global

    3 FEB

    Unlocking capital for the energy transition with Enfinity Global

    Today’s podcast is the third in our four part series in partnership with Enfinity Global. Enfinity is one of Europe’s leading IPPs and the winner of inspiratia’s 2025 Developer of the Year and Financial Structure of the Year awards. In our series together, we explore the challenges, opportunities, and key decisions that European developers are faced with today and take a deep dive into understanding Enfinity’s approach to navigating - and shaping - the continent’s energy future.   In this episode, our reporter Mathilde is joined by Amadeu Anguela, Head of Capital Formation and Investments for Europe at Enfinity Global, and David Cerqueira, Director at Arkereos Capital, to unpack how the renewable energy financing landscape has evolved in recent years and what that means for developers and investors today. Together, they discussed shifting macro fundamentals, the rise of new financing structures, and how institutional capital is adapting to increased volatility and complexity. Amadeu and David also explore how battery storage is reshaping investment strategies, why energy management is becoming central to value creation and how developers are rethinking market focus, scale and capital stack optimisation across Europe. This episode is hosted and edited by Mathilde Dorbessan, Reporter at inspiratia. This episode is sponsored by Enfinity Global. Reach out to us at: podcasts@inspiratia.com Find all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers.  Music credit: NDA/Show You instrumental/Tribe of Noise ©2025 inspiratia. All rights reserved. This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

    40 min
  6. 23 JAN

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

    In this episode of Energy Transition Today, Leonard and Maja start with the fallout from the UK’s AR7 offshore wind auction, looking at record awarded volumes alongside cancelled projects and growing strain on the development pipeline.  They then turn to Poland, where RP Global is progressing a highly leveraged, largely merchant onshore wind project, highlighting rising lender confidence in Central and Eastern Europe.  The focus moves to the Netherlands and its decision to introduce a temporary one sided CfD to relaunch a 1GW offshore tender and rebuild investor appetite.  The episode also examines Germany’s newly approved gas capacity programme and what it means for system security, before closing with the surge in battery storage investment, including major equity and debt financings for terralayr in Germany and Greenvolt’s grid scale project in Hungary. Hosts: Maya Chavvakula and Leonard Müller This epsiode was edited by Leonard Müller.  Reach out to us at: podcasts@inspiratia.com Find all of our latest news and analysis by subscribing to inspiratia For tickets to our events email conferences@inspiratia.com or buy them directly on our website. Listen to all our episodes on Apple Podcasts, Spotify, and other providers.  Music credit: NDA/Show You instrumental/Tribe of Noise ©2025 inspiratia. All rights reserved. This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

    30 min

About

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