Author: rassuncao@me.com
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Big capital keeps finding its way back to Iberian renewables
🔎 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,…
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Big oil is still buying into renewables — and private equity is right behind it
TotalEnergies and KKR just showed how deep that appetite runs, with Iberia in the mix on both sides of the ledger. What we’re tracking today: TotalEnergies has agreed to acquire Shell’s…
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Grid-sharing is going mainstream in Iberia, and Africa just switched on its largest hybrid plant
What we’re tracking today: EDP added battery storage to Spain’s first triple-hybrid at Las Lomillas, Cuenca: a 2005-vintage 49.5 MW wind farm now sharing one ~50 MW grid connection with a…
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Grid capacity is opening up in Spain just as Africa’s storage build-out hits new scale
Two signals from opposite ends of our footprint this week: Iberia widening the pipe for more renewables, and Gulf-backed developers turning African storage pledges into commissioned…
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Renewables balance sheets are getting bigger — and so is what they can build
From European refinancing platforms to Africa’s largest hybrid project, capital and delivery are moving together this week. What we’re tracking today: Nadara closed a €1.2 billion…
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Consolidation keeps winning in Iberian wind and solar
Yesterday’s deals confirm it: capital is rotating hard into de-risked, operating assets, and into the grid infrastructure that lets more of them connect. What we’re tracking today: Galp…
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Storage is the new renewables deal of the week
A quieter 24 hours for brand-new headlines, but the underlying trend keeps compounding: capital is rotating from pure generation into storage and grid infrastructure — the assets that make…
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Iberia’s capital keeps moving — even as returns tighten.
H1 earnings season just closed the books on Spain and Portugal’s two largest utilities, and the picture is split: infrastructure capital is scaling up, pure-play generation margins are not…
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Renewable Energy Projects Developments in Africa – Challenges and Opportunities
Africa holds ~60% of the world’s best solar resources, yet accounts for only a fraction of global renewable energy capacity. The gap between potential and execution is where the real…
