Market round-up – April 2026

April was a productive month for European energy transition deal flow. Solar and storage dominated, Poland's UC84 reshaped the conversation around market access, and Stegra's rescue financing kept one of Europe's flagship green industry projects on track. All of it played out against the Iran conflict, which sent gas and oil prices sharply higher, lifted revenues for existing battery assets and injected a fresh layer of uncertainty into the power price assumptions underpinning deals across every sector.