Energy

Renewable energies have been an economically and even more socially important asset class not only since the energy transition.

Analysis Article Comment Discussion Forecast Infographic Interview Monthly News Podcast Report Survey Video Weekly Whitepaper

Energy analysiss

Analysis

UK offshore wind build-out to depend on grid connections and market reforms, says GlobalData

GlobalData sieht den Ausbau britischer Offshore-Windkraft von schnelleren Netzanschlüssen, verstärktem Übertragungsnetz und Marktreformen abhängig. Bis 2035 dürfte die Kapazität fast doppelt so groß sein, erneuerbare Energien stellen rund 73% der Flotte.

AnalysisForecastReport

Canada’s drive for clean energy is hampered by interprovincial grid constraints, says GlobalData

GlobalData believes that Canada’s expansion of clean energy is being held back by limited interprovincial grids. Whilst wind, solar and nuclear capacity is set to grow by 2035, a lack of east-west transmission and a slow permitting process are jeopardising integration and supply.

Energy Infrastructure Markets

Analysis

Sweden’s north-south grid divide risks limiting the value of new clean power capacity, says GlobalData

GlobalData warns that the north-south grid divide in Sweden could limit the value of new clean generation and widen regional differences in electricity prices. Capacity will grow, driven by renewables, by 2035; faster grid expansion by Svenska kraftnät will be crucial.

Energy Infrastructure

AnalysisNewsReportSurvey

Study reveals that European institutional property investors need greater certainty regarding payback times and less operational disruption to accelerate action on energy efficiency

New re:sustain study of 200 European institutional property managers: Fewer operational disruptions (79 per cent) and faster certainty of payback (65 per cent) are driving efficiency measures. Unclear regulation (55 per cent) is holding things back. Only 20–40 per cent of assets have an up-to-date BMS (62 per cent of respondents).

Energy Real Estate

AnalysisReport

Qatar’s utility-scale solar drive is set to reshape the power generation mix, says GlobalData

Qatar is accelerating the expansion of large-scale solar PV to diversify its electricity mix and reduce emissions, according to GlobalData. The share of renewable energy is set to rise from 12.0 per cent (2025) to 25.9 per cent (2035); gas will remain central, accounting for around 74 per cent of capacity. The target is 4 GW by 2030.

Energy

AnalysisComment

Expert assessment: The cost-effectiveness of photovoltaic systems on blocks of flats

From 2027, the feed-in tariff for new solar installations is set to be abolished. VREY founder Julius Pahmeier emphasises that PV on smaller blocks of flats with high self-consumption remains profitable: revenue shortfalls often amount to €120–400 per year, cash flows are €5,000–6,000 per year, and the payback period is approximately 10 years.

Energy Real Estate Statements

AnalysisWeekly

Physics has a price too

The EIB is investing €19 million in Reactive Technologies, which measures grid inertia, system strength and voltage stability in real time. With the energy transition, physical properties are becoming tradable services. Since 2026, Germany has been procuring instantaneous reserve capacity on a market-based basis.

Energy Markets

Analysis

Data center analysis in Germany: Around 70 percent of the recorded connected load is accounted for by Hesse

An IFA Berlin analysis shows strong concentration in data centers. Hesse provides around 70 percent of the recorded connected load with 1,229.8 MW; Frankfurt leads the cities with 581.6 MW. 67 new projects are planned or under construction, with particularly high output in Brandenburg.

Energy Infrastructure Markets Real Estate

AnalysisComment

MARKET COMMENTARY: Iran War Drives Oil Price – Fundamentals Point to Sharp Decline

Oil price climbs to about 103 dollars per barrel in the wake of the Iran war, according to Dieter Wermuth. Historically and fundamentally, the level is clearly inflated; in the medium term, weaker demand and the energy transition speak for falling prices. In the short term, political risks remain high.

Energy Markets

AnalysisReport

Oil and gas prices: Renewables and storage offer the best protection against price shocks and inflation

The IWR sees new oil and gas price shocks as drivers of inflation. Renewable energies and battery storage systems are pushing expensive gas-fired power plants out of the merit order, lowering electricity prices on the stock exchange and reducing dependencies. The IWR is critical of state-subsidized gas-fired power plants.

Energy Markets

AnalysisNews

Denmark's energy islands to become regional game changers as offshore wind surges, says GlobalData

GlobalData sees Denmark's energy islands in the North Sea and Baltic Sea as regional game changers: An artificial island (3 GW) and a hub on Bornholm bundle offshore wind, electricity trading and Power-to-X. By 2035, renewables are expected to account for almost 98% of electricity generation.

Energy Markets

AnalysisForecast

Germany set for major power-sector overhaul with EEG-2027 and capacity market, says GlobalData

GlobalData sees Germany facing a major electricity market reform with EEG-2027 and a capacity market. Renewable capacity will increase from around 73% (2025) to almost 88% (2035); Capacity market from the end of 2027. Growing demand and grid expansion are driving investments.

Energy Markets

Energy

Energy analysiss

#Newsletter: Stay up to date!