Episodit

  • 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 AnalysisMaya Chavvakula - News EditorAishwarya Harsure - Analyst


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

    Reach out to us at: [email protected]

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

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  • Puuttuva jakso?

    Paina tästä ja päivitä feedi.

  • 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.

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

  • 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.

  • 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

    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 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

    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 episode, Viola sits down with Sarah Merrick, founder and CEO of Ripple Energy. Ripple Energy enables individuals to collectively own large-scale wind farms and solar parks through a cooperative model, providing savings on electricity bills.

    Merrick discusses the company's unique approach, its development since 2017, and the challenges faced in engaging with developers and consumers. She highlights the importance of consumer involvement in the energy transition, Ripple’s plans for international expansion, and how the election results could be a game-changer for the cooperative ownership model.

    Hosted by:

    Viola Caon - Head of Content, inspiratia

    Guest:

    Sarah Merrick - Founder and CEO, Ripple Energy

    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.

  • Today we delve into the key highlights and discussions from inspiratia's recent Energy Storage Summit 2024. We explore the evolving landscape of energy storage, touching on critical topics such as financing challenges, the role of battery energy storage in grid stability, and emerging trends in co-location and long-duration storage.

    We also bring you an update on Germany's ambitious grid expansion plans and the regulatory landscape shaping the future of renewable integration.

    Hosted by:

    Viola Caon - Head of ContentDila Cebeci Smith - Senior Analyst

    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 episode, Viola speaks with Julian Gerstner, Head of Storage EMEA and APAC at BayWa. Gerstner provides an in-depth overview of BayWa's strategy in the energy storage sector, focusing on its expansion, and highlights the unique opportunities and challenges in the market.

    Gerstner explores current market trends, including the saturation of ancillary services and newly emerging revenue streams. We also address the critical role of regulatory frameworks in driving storage investments and the necessity of integrating storage to support renewable energy expansion.

    Hosted by:

    Viola Caon - Head of Content, inspiratia

    Guest:

    Julian Gerstner - Head of Storage EMEA and APAC, BayWa

    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 episode, we delve into the recent elections across the world and their implications for the energy transition. Join us as we explore the election outcomes in the European Union, Switzerland, and Mexico. We also take a look at what will shape the newly called French election.
    And it's manifesto week in the UK. We delve into the plans of the UK's main parties, unpacking what a change of government could mean for the transition.

    Also in this episode, we unpack the latest news from the Netherlands and Germany's offshore wind tenders.

    Hosted by:

    Oliver Carr - Head of Data AnalysisMaya Chavvakula - News EditorDila Cebeci Smith - Senior Analyst

    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 episode, Viola speaks with Alex Wilson, Managing Director and European Head of Corporate Structured Finance at CIBC Capital Markets. Alex gives a thorough overview of CIBC's European corporate banking strategy, highlighting its focus on energy, infrastructure, natural resources, and technology. He discusses the significant uptick in CIBC's structured finance activities, its strong relationships with North American sponsors, and its growing position in European markets.

    Alex also delves into current market trends, emphasising the abundant liquidity in the energy and infrastructure sectors and the rising importance of greenfield financing and capital restructuring. He addresses the challenges and opportunities in financing the energy transition, including the critical role of low-carbon technologies especially energy storage.

    Additionally, Alex shares his view on the growing role of private credit in infrastructure debt markets, the significance of critical minerals in the energy transition, and the pressing need for improved grid connectivity to support renewable energy expansion.

    Hosted by:

    Viola Caon - Head of Content, inspiratia

    Guest:

    Alex Wilson - Managing Director and European Head of Corporate Structured Finance, CIBC

    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 episode, we delve into France's latest efforts to bolster its offshore wind sector following the historic awarding of Europe's first commercial floating wind CfD.
    We present an analysis of Germany's EV market, which, unfortunately, is behind in public adoption. We also bring you the latest news on Brookfield's bid to takeover renewables developer Neoen.
    And finally, there's a general election right around the corner in the UK. We get in our early predictions for how the energy sector will factor into the national debate.

    Hosted by:

    Oliver Carr - Head of Data AnalysisMaya Chavvakula - News EditorDila Cebeci Smith - Senior Analyst

    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 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

    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.

  • 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.

    Hosted by:

    Oliver Carr - Head of Data AnalysisNicholas Davies - Managing DirectorAishwarya Harsure - 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 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

    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 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.

    Hosted by:

    Oliver Carr - Head of Data AnalysisMaya Chavvakula - News Editor Dila Cebeci Smith - Senior Analyst

    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 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.

    Hosted by:

    Oliver Carr - Lead AnalystViola Caon - Head of ContentDila Cebeci Smith - Senior Analyst

    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 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.

    Submissions are now open for the Europe Energy Transition Awards 2024. The deadline for submission is 4 May.

    Find out more about our next industry event: Financing European Renewables, 16 May.

    Hosted by:

    Oliver Carr - Head of Data AnalysisMaya Chavvakula - News Editor Dila Cebeci Smith - Senior Analyst

    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 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

    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 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.

    Hosted by:

    Oliver Carr - Lead AnalystViola Caon - Head of ContentDila Cebeci Smith - Senior Analyst

    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.