PowerPod

In this episode of Offshore Wind Leaders, host Ivar Slengesol speaks with Jérôme Guillet, one of the pioneers of offshore wind project finance and Managing Director of Snow. Drawing on more than 30 years of experience in energy finance, Guillet explains how early offshore wind projects were funded, why cost of capital remains the industry's most important driver, and how financing structures have shaped market development over the past two decades. The conversation also explores the changing role of utilities, the withdrawal of many oil and gas companies from offshore wind, lessons from European auction design, and the outlook for emerging offshore wind markets. Guillet concludes with his perspective on the broader energy transition, emphasizing the growing importance of decentralized energy solutions and smaller market participants

In this episode of Offshore Wind Leaders, host Ivar Slengesol speaks with offshore wind pioneer Huub den Rooijen, whose career spans more than 25 years across Shell, The Crown Estate, and the wider renewable energy sector. The discussion explores the evolution of offshore wind from early demonstration projects in the North Sea to today's large-scale market challenges, emphasizing the importance of data, environmental stewardship, and marine spatial planning. Huub also shares his perspective on floating offshore wind, arguing that governments and industry must collaborate more closely to bridge the gap between ambitious leasing targets and commercially viable technology. Drawing parallels with major European defense and aerospace programs, he calls for a cross-border approach to accelerate floating wind innovation and strengthen long-term energy security.

In this episode of Offshore Wind Leaders, Johan Sandberg, CEO of SeaTwirl, discusses the evolution of floating offshore wind, the challenges facing the industry, and the role of innovation in accelerating deployment. He shares insights from nearly two decades in offshore wind and explains how SeaTwirl’s vertical-axis turbine technology aims to reduce costs and unlock new opportunities for smaller-scale offshore energy projects. The conversation also explores leadership, financing, energy security, and the future of floating wind in an increasingly AI-driven world.

In this episode of PowerPod, host Dan Wiseman is joined by Jamie Berthal-Hooker and Chris Ayres to discuss the role of AI in offshore wind forecasting and market analysis, and what human expertise continues to bring that generative AI cannot fully replicate. They explore how TGS 4C analysts deliver value through deep market immersion, genuine passion, contextual judgment, and the ability to read between the lines of political announcements, developer statements and media headlines. The conversation covers AI’s strengths in processing large data volumes alongside its limitations in nuance, long-term structural insight and primary source scrutiny, using examples from the US and other markets to illustrate why detective-style human analysis remains essential for credible forecasts beyond official targets.

In this episode of PowerPod, host Dan Wiseman is joined by Jordan May to discuss the UK’s Allocation Round 8 for offshore wind, covering the current process, expected outcomes, pricing dynamics, and broader market challenges. They break down the status of the round as the qualification window opens, noting strong continuity with the previous auction in parameters and strike price, while highlighting the key change allowing Other Deepwater Offshore projects to compete in the same pot as floating wind. The conversation examines likely technology outcomes, the potential role of minima for floating, expected strike prices remaining similar to last year due to persistent steel, financing and installation costs, and the continued upward pressure from geopolitical factors. Jordan and Dan also explore delivery risks around 2030 targets, non-delivery mechanisms, the rejection of Chinese manufacturing plans on security grounds, European supply-chain constraints, and the near-term focus on the forthcoming budget notice alongside future leasing round developments.