The Joint Venture: inspiratia insights

The Joint Venture: inspiratia insightsThe 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.   Hosted by:Oliver Carr - Senior Hydrogen AnalystRobert Leeming - Head of NewsDila Cebeci - Senior Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of news in the energy industry and give their views on some big market trendsOn 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?  Hosted by:Oliver Carr - Senior Hydrogen AnalystRobert Leeming - Head of NewsChendwa Chintu - Energy & Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on some big market trendsFrom 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 AnalystZachary Skidmore - Senior Reporter Capucine Guillet - Energy and Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

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 AnalystChendwa Chintu - Energy and Infrastructure AnalystZachary Skidmore - Senior Reporter See Also: inspiratia > Renewables > Europe > Market Insight > European PPA Outlookinspiratia > Renewables > Europe > UK > Market Insight > Nodal pricing: a necessary transition for the UK?Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of news in the energy industry and give their views on some big market trendsOn 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? Hosted by:Oliver Carr - Senior Hydrogen AnalystRobert Leeming - Head of NewsDila Cebeci - Senior Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of industry news and give their views on some big market trendsThis 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. Hosted by:Oliver Carr - Senior Hydrogen AnalystRobert Leeming - Head of News Zachary Skidmore - Senior Reporter Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on some big market trendsFrom 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. Hosted by:Oliver Carr - Senior Hydrogen AnalystZachary Skidmore - Senior ReporterDila Cebeci - Senior Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsExclusive 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. Hosted by:Oliver Carr - Senior Hydrogen AnalystZachary Skidmore - Senior Reporter Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on some big market trendsFrom 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 AnalystRobert Leeming - Head of NewsChendwa Chintu - Energy and Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on some big market trendsFrom 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 AnalystRobert Leeming - Head of NewsCapucine Guillet - Energy and Infrastructure AnalystWe’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. Register your interest Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of news and give their views on some big market trendsFrom 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 AnalystRobert Leeming - Head of NewsChendwa Chintu - Energy and Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsIn 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 AnalystZachary Skidmore - Senior Reporter Capucine Guillet - Energy and Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe team look over the past week of news, and make some bold predictions about the future of the US and European marketsFrom 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 AnalystRobert Leeming - Head of NewsChendwa Chintu - Energy and Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

The Joint Venture: inspiratia insightsThe 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 AnalystRobert Leeming - Head of NewsCapucine Guillet - Energy and Infrastructure AnalystReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

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 beginsRob 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 AnalystOmolola Coker - Head of ReasearchRobert Leeming - Head of News Click here to view the full list of award winners and photos of the ceremony.  Subscribe and listen to all our episodes on Apple Podcasts, Spotify, and other providers. Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

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 futureIn 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.Hosted by Robert Leeming - Head of NewsGuestAbhishek Jain  - VP of Product at - PexaparkReach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

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. Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

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. Oghosa Erhahon, Advisor (Global Hydrogen Diplomacy - Nigeria) - GIZ Dominik Liegl, Advisor (Global Hydrogen Diplomacy - Germany) - GIZ Timo Bollerhey, Chief Executive Director - HINT.CO / Managing Director - H2GlobalSubscribe and listen to all our episodes on Apple Podcasts, Spotify, and other providers. Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

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.Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.

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.Reach out to us on: podcasts@inspiratia.comFind all of our latest news and analysis by subscribing to inspiratiaListen to all our episodes on Apple Podcasts, Spotify, and other providers.