Energy Transition Today

In this episode, we break down the UK Autumn Budget and unpack its impact on the energy sector, from new tax hikes to extended windfall levies. We explore how the Chanellors' new fiscal rules could fundamentally change the UK's investment environment. 

We also put the spotlight on the future of tidal energy in the UK, discussing why some projects are surging forward while others face setbacks. Finally, we dive into the hydrogen market’s challenges as major players like bp and Shell scale back projects amid rising costs and policy shifts. 

Hosted by:

• Oliver Carr - Head of Data Analysis
• Aishwarya Harsure - Analyst 

Reach out to us at: [email protected]

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In this episode, Viola welcomes Tami Miguens, Director of Software Engineering at Eavor Technologies, to explore cutting-edge advancements in geothermal energy. Miguens delves into the mechanics and mission behind Eavor's innovative "Eavor-Loop" system, a pioneering closed-loop geothermal technology capable of delivering clean, local, and base-load energy almost anywhere on the planet.

Miguens explains how cloud-based solutions can support scalability and accessibility, positioning geothermal as a key player in the global push for net-zero targets. 

Reach out to us at: [email protected]

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

©2024 inspiratia. All rights reserved.

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In this episode, we provide a comprehensive analysis of this week's UK Investment Summit and the major announcements that came out of it. We bring you the latest on the rebranding of the UK Infrastructure Bank into the much-anticipated National Wealth Fund and its implications for infrastructure and energy transition projects. Key topics include the billions in new funding commitment and sectors such as carbon capture, decarbonised industry, and gigafactories.
We dive into the latest investments in data centres, offshore wind, and fast-charging EV infrastructure, alongside a critical discussion on the EV sector’s challenges.
We also share insights from our recent industry event in Milan, Investing in the Energy Transition, touching on topics like biofuels, floating offshore wind, and battery energy storage, while hinting at our upcoming 2025 event series. 
Finally, we look at the UK's newly proposed cap-and-floor scheme for long-duration energy storage, highlighting future technologies and upcoming projects in this evolving space. 

Hosted by:

• Oliver Carr - Head of Data Analysis
• Nicholas Davies - Managing Director
• Ashkenaz A.L. - Reporter

Reach out to us at: [email protected]

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

©2024 inspiratia. All rights reserved.

This content is protected by copyright. Please respect the author's rights and do not copy or reproduce it without permission.

 In this first episode of our new podcast series, inspiratia meets, we welcome Pierre Lebon, Director of Analytics at cQuant, for an insightful discussion on the critical role data analytics plays in the energy sector. Pierre, with over 20 years of experience in asset valuation, risk management, and portfolio optimisation, shares how cQuant's advanced analytics platform helps clients navigate the complexities of the energy transition.

Pierre delves into key trends shaping the industry, including negative energy prices, the rise of battery energy storage, and the increasing importance of ESG targets. 

Hosted by:

• Viola Caon - Head of Content, inspiratia 

Guest:

• Pierre Lebon - Director of Analytics, cQuant

Reach out to us at: [email protected]

Find all of our latest news and analysis by subscribing to inspiratia

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Music credit: NDA/Show You instrumental/Tribe of Noise

©2024 inspiratia. All rights reserved.

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In this episode, Viola is joined by Gareth Dauley,  chief executive officer of KOE Group and co-founder of the non-profit IntoNetZero. Gareth discusses his work in bridging the skills gap in the energy sector, promoting diversity, and fostering entrepreneurship through IntoNetZero. 

Dauley reflects on his journey with KOE Group and the trends affecting the renewable and battery storage space. From the macroeconomic environment affecting renewable energy to the pressure from data centres on grid capacity and the role of battery storage as a crucial stabiliser in a volatile market. 

Hosted by:

• Viola Caon - Head of Content, inspiratia 

Guest:

• Gareth Dauley -  Chief Executive Officer of KOE Group, Co-founder of IntoNetZero 

Reach out to us at: [email protected]

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

©2024 inspiratia. All rights reserved.

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In this episode, we dive into the latest Contracts for Difference (CfD) auction results from the UK's AR6 round. After a disappointing AR5 with no new offshore wind projects, AR6 saw a resurgence, with 9.6GW of renewable capacity awarded. We also bring you the latest on the German onshore and solar wind tenders. These sectors continue to grow, but is Germany keeping pace with its ambitious targets? 

Later in the episode, we discuss the slowing pace of the e-methanol market in Europe despite its potential to decarbonise hard-to-abate sectors. 

Hosted by:

• Oliver Carr - Head of Data Analysis
• Viola Caon - Head of Content
• Aishwarya Harsure - Analyst 

Investing in the Energy Transition | inspiratia

Reach out to us at: [email protected]

Find all of our latest news and analysis by subscribing to inspiratia

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Music credit: NDA/Show You instrumental/Tribe of Noise

©2024 inspiratia. All rights reserved.

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In this episode, Viola is joined by Francesco Cacciabue, Global Head of Clean Energy Investment at Nuveen Infrastructure. They discuss the company’s recent rebranding and its strategic implications for clean energy, infrastructure debt, and digital infrastructure investments. 

Cacciabue provides an overview of how Nuveen Infrastructure is navigating the evolving energy transition landscape. He explains their approach to proven technologies like solar and wind, as well as their cautious entry into emerging areas such as floating offshore wind and hydrogen. The conversation also touches on macroeconomic challenges, including inflation and geopolitical uncertainty, and how these are shaping the infrastructure investment landscape.

Hosted by:

• Viola Caon - Head of Content, inspiratia 

Guest:

• Francesco Cacciabue - Global Head of Clean Energy Investments, Nuveen Infrastructure

Reach out to us at: [email protected]

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

©2024 inspiratia. All rights reserved.

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After a summer break, we return to dive into the latest developments in the energy transition sector. We discuss the UK's evolving planning regime under the new government and its implications for renewable projects, as well as significant updates from the offshore wind sector in Poland. 
We provide an in-depth analysis of the Inflation Reduction Act (IRA) in the US, examining its impact on the renewable market and global investment patterns. And finally, we highlight the US's first floating offshore wind farm research lease and what it means for the future direction of the sector.

Hosted by:

• Oliver Carr - Head of Data Analysis
• Maya Chavvakula - News Editor
• Aishwarya Harsure - Analyst 

[Note: This episode was recorded on 29/8/2024]

Reach out to us at: [email protected]

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

©2024 inspiratia. All rights reserved.

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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

Reach out to us at: [email protected]

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

©2024 inspiratia. All rights reserved.

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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 

Reach out to us at: [email protected]

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

©2024 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.