Germany’s power plan pivot, the EU’s e-SAF push and the quiet force of export credit agencies

21 November, 2025

EU

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In this week's episode of Energy Transition Today, we start with the events leading up to Germany settling on a scaled-back version of its gas strategy.

Staying in Germany, we also discuss the country's adoption of a new battery storage policy that could, in theory, progress the buildout of the asset class. We also delve into the downside of this seemingly positive development.

On to the European Commission's latest proposal to prop up and encourage investment in e-SAF and the parallels with its hydrogen strategy.

 We also break down the spate of offshore wind announcements over the past few weeks from the launch and conditions surrounding Poland's first formal offshore wind tender to GB Energy's foray into Scots floating wind, Ocean Winds' bid for the Celtic Sea site and Shell's plan to abandon one of its projects following a strategic review.

Finally, we explore why export credit agencies are becoming increasingly influential in renewable energy finance, and the policy and market forces pushing them to rethink their traditional mandates.

Hosted by:

  • Maya Chavvakula – Head of News
  • Mathilde Dorbessan – Reporter
  • Leonard Mueller – Reporter 
  • Dan Burge – Commercial Reports Lead
  • Stanley Lam – Senior Analyst

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

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