Energy

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

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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.

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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

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Chart of the month: Data centres, beyond the AI noise

Artificial intelligence (AI) may dominate the headlines but the clearest evidence of demand can be found in the infrastructure supporting it.

Developments Energy Infrastructure Markets

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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

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Oil and gas companies remain key adopters of CCUS despite project delivery challenges, says GlobalData

GlobalData reports that oil and gas companies remain key drivers of CCUS despite supply and implementation risks. Around 70% of the systems are energy-related. Many projects are stalled because of financing, regulation and infrastructure, despite impetus from 45Q, EU ETS and Canada's carbon price.

Energy Markets

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Portugal's gas-fired plants to remain essential despite renewables surge, says GlobalData

GlobalData expects gas-fired power plants in Portugal to remain indispensable for grid stability for the time being, despite strong growth in renewables. Permits, grid connection and a lack of storage are slowing down. New connections and storage should help; by 2035, more than 70% green electricity is realistic.

Energy Markets

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AL and ML emerge as cornerstones of predictive maintenance in power industry, says GlobalData

GlobalData reports that AI and ML are becoming central pillars of predictive maintenance in the energy industry. The new report shows examples from utilities and highlights energy tracking, digital twins with AR and CO2 pricing as drivers.

Energy Markets

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7R Group publishes its 2025 Sustainability Report

The 7R Group has published its Sustainability Report 2025 – compliant with CSRD, ESRS and EU taxonomy. In 2025, 7R reduced issuance by 29.1% (Scope 2 −56.1%) and placed green bonds worth EUR 80.5 million; several projects received BREEAM Outstanding.

Dynamics Energy

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Clean power: A market in transition

Clean power infrastructure has moved beyond simply “build more renewables”. The sector is now driven by a more complex interaction where dispersion is rising by country, by technology, and by contract structure. Here, expertise is increasingly rewarded, and specialist underwriting is critical.

Energy Infrastructure Markets

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DAVE: Germany responds to heat waves with air conditioning instead of strategies for heat-resilient buildings and cities

DAVE criticizes the focus on air conditioning and calls for holistic strategies for heat-resilient buildings and cities. Cooling is to be part of a system of structural heat protection, greening, efficient grids, PV, storage and load management. The priority is the existing building.

Energy Markets

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Solar Power on the Rise Across Europe

Fraunhofer ISE reports a RE share of 61.8% of public net electricity generation in Germany for H1 2026. Wind increased, and photovoltaics reached a record level of 43.2 TWh. Despite more storage, a memory gap remains; Electricity prices are largely decoupling from gas.

Energy Markets

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