📈 Big capital keeps finding its way back to Iberian renewables. Two financings and a grid stress-test this week tell the same story: solar and storage are where investor conviction — and grid risk — are concentrated right now, even as valuations across the sector continue to firm up.
🔎 What we’re tracking today:
🤝 KKR is acquiring a 50% stake in a €1.8 billion, 1.2 GW portfolio of operating solar and onshore wind assets from TotalEnergies, spanning Germany, Spain, France and Poland. It’s a reminder that global infrastructure capital still prices European renewables as core, de-risked holdings. https://www.businesswire.com/news/home/20260802134675/en/KKR-to-Acquire-a-50-Stake-in-a-Portfolio-of-Developed-Renewable-Assets-from-TotalEnergies-Across-Europe
☀️ Sonnedix has secured €730 million in financing to expand a 540 MW solar-plus-storage portfolio across Southern Europe, including Portugal and Spain. Financing at this scale, in exactly our home markets, confirms lenders still back well-structured hybrid platforms. https://solarquarter.com/2026/08/04/sonnedix-secures-e730-million-financing-to-expand-540-mw-solar-and-bess-portfolio-across-southern-europe/
⚡ This Wednesday’s total solar eclipse over northern Spain could strip up to 9.7 GW of PV output from Europe’s grid in under two hours — the sharpest live test yet of Iberia’s solar-heavy system, and a pointed reminder of why flexible storage keeps getting funded. https://www.pv-magazine.com/2026/08/07/august-eclipse-to-test-european-us-grids-with-solar-ramps/
🧭 For Persimmon Investments, that’s the terrain we underwrite: financed, hybridised, and grid-tested.
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