Weekly round-up

State intervention, grid constraints and infrastructure bottlenecks emerged as forces across Europe’s energy and digital markets in late April and early May. Belgium moved to renationalise its nuclear fleet, Poland rewrote grid connection economics ahead of UC84 enforcement, and Brussels tightened its stance on Chinese renewables hardware. At the same time, capital continued to flow into operating wind assets and data infrastructure, even as physical limits in markets such as Frankfurt and London are becoming increasingly binding.