UK's AR7 fallout, Germany's gas win, Poland's bet on merchant onshore wind

In this episode of Energy Transition Today, Maya and Leonard start with the fallout from the UK's Allocation Round 7 offshore wind auction, looking at record awarded volumes alongside cancelled projects and growing strain on the development pipeline, including EnBW's exit from the Morgan project and JERA Nex bp's decision to press ahead with Mona.

They then turn to Poland, where RP Global is progressing a highly leveraged, largely merchant onshore wind project, highlighting rising lender confidence in Central and Eastern Europe and the willingness of banks to finance projects without long term revenue support.

The focus moves to the Netherlands and its decision to introduce a temporary one sided CfD under the SDE++ scheme to relaunch a 1GW offshore tender at IJmuiden Ver Gamma A, aimed at restoring investor appetite after a failed zero subsidy round.

The episode also examines Germany's newly approved gas capacity programme, backed by the federal government and cleared by the European Commission, and what this means for system security and the future role of dispatchable power.

It closes with the surge in battery storage investment, including terralayr's large equity raise to scale its German BESS and flexibility platform, and Greenvolt's CfD backed, debt financed grid scale battery project in Hungary, the largest of its kind in the country.

Hosts: Maya Chavvakula and Leonard Müller

This epsiode was edited by Leonard Müller. 

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