In this episode of Energy Unplugged, our Head of Southeast Europe, Evangelos Gazis, is joined by Rebecca McManus, our Renewables Lead for European Power Markets, to disclose the main insights for Central and Eastern Europe (CEE) from our European Renewables Market Overview Report.

Over the past decade, Europe's solar and wind energy capacity has increased to over 528 GW, driven by rising power demand, supportive policies, higher commodity prices, and supply chain improvements. CEE is on the cusp of a wave of investment in renewables and batteries, with Aurora forecasting 90GW of investments across the region between 2025 and 2030.

Main topics include the following:

• The outlook for renewables across CEE, and how this varies between markets
• The emerging challenges, such as curtailment and negative prices, and impacts on renewable projects
• The available opportunities for renewables to help facilitate project financing

Aurora is expanding into the Western Balkans! Soon we will be launching our products in the region to help investors, developers, and policymakers gain the key insights they need to make well-informed, decisions in this rapidly developing market.

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This week on Energy Unplugged, we’re thrilled to welcome Nat Bullard, Co-Founder of Halcyon. He joined Oliver Kerr, our Managing Director for North America, and Hugo Batten, our Managing Director for APAC, to discuss the current state and future of global decarbonisation.

Nat is the Co-Founder of Halcyon, an AI-powered platform focused on energy transition and decarbonisation. He is also the Founder and Managing Director of Business Climate, a decarbonisation consulting firm based in Singapore, and serves on the advisory boards of both Ember and Arcadia. Prior to this, Nat spent 15 years at BloombergNEF, where he concluded his tenure as the group’s Chief Content Officer.

Main topics of discussion include:

• The impact AI may have on the energy transition over the next 10 years
• Recent dynamics in the Asian market, including India, China, and the Philippines
• Energy transition investment trends

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This week on Energy Unplugged, we’re excited to welcome Sandhya Ganapathy, CEO of EDP Renewables North America. She joins our North America Managing Director, Oliver Kerr, to explore the US power market—its appeal, and the challenges and opportunities shaping its future.

Before stepping into the CEO role in 2022, Sandhya was the Global Head of Investments and M&A, and also served as the Head of Investments and M&A for North America. With her vast experience in evaluating renewable energy investments and acquisitions, Sandhya brings a wealth of expertise to the conversation. Prior to joining EDPR, she spent over a decade as an investment banker, working with both regional and global banks across multiple regions.

Main topics include the following:

• Opportunities and challenges arising from demand growth
• Given challenges with interconnection queues, is there a meaningful chance that any US markets will be short on power in the next 5 years?
• The attractiveness of the US power market, and its sources of competitive advantage

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This week on Energy Unplugged, we are delighted to welcome Javier Cavada, President & CEO for EMEA, Mitsubishi Power. He joins our Global Research Director, Richard Howard and our Lead Expert for European Hydrogen Markets, Dilara Caglayan, to discuss electrification as a key pillar of decarbonisation.

With over 20 years of global experience in the energy sector, Javier has successfully guided companies through every stage of corporate development and growth. Before joining Mitsubishi Power, he served as President and CEO of Highview Power. Prior to that, he spent 17 years at Wärtsilä Corporation, where he was President of the Energy Division and a member of the executive board.

Main topics include the following:

• How to run a power system with a high growth of renewables and of power demand
• The role of flexibility in balancing the system
• The most attractive geographical markets for hydrogen

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This week on Energy Unplugged, we're thrilled to welcome Philipp Man, Founder & CEO of terralayr, and Mikko Preuß, Vice President of the company. They join Eva Zimmerman, Senior Associate in our Berlin Research team, to discuss the German battery market.

As a company, terralayr is committed to overcoming the challenges of renewable energy with a mission to create a future powered entirely by renewables. Their goal is to ensure a reliable, sustainable power supply, no matter the fluctuations in demand or energy sources, by use of their cloud platform for clean energy flexibility.

Main topics of discussion include:

• Approaching batteries as an asset class, with a focus on financing and risk mitigation
• Insights into the German battery market
• Criteria for expanding into other battery markets

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This week on Energy Unplugged, we are delighted to welcome Kelcy Pegler, CEO of FlexGen. He joins Olivier Beaufils, our Head of US Central, to explore the current landscape and future outlook of the energy storage industry in the U.S.

Prior to joining FlexGen, Kelcy founded and chaired several companies in the renewables space, including Sofdesk (solar & storage software company) and Roof Diagnostics Solar (a residential solar installation company). He has been recognised by several business leadership awards, including EY’s Entrepreneur of the Year as a finalist, NJBIZ 40 Under 40, and Inc. Magazine’s Fastest-Growing Companies.

Main topics include the following:

• Today’s grid being shaped by data centre demand growth, and the role batteries play in the equation
• Role of data analytics in battery deployment for developers and operators
• How market design is enabling and how it could incentivise more battery deployment in Texas and California

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In this episode of Energy Unplugged, we are delighted to welcome Scott Mercer, CEO of Focused Energy discussing nuclear fusion with our Managing Director for North America, Oliver Kerr and Eva Zimmermann, Senior Associate in our Berlin office.

Scott has served as the CEO of Focused Energy since February 2024. Before joining Focused Energy, he founded and led Volta Charging, guiding the company from its inception to a successful initial public offering (IPO). Over the course of his career, Scott has played a key role in more than 1,000 engineering and construction projects across the US and Europe.

Main topics include the following:

• Nuclear fission VS fusion, and the different approaches people are taking to fusion
• Funding and commercialisation of nuclear fusion
• The role of nuclear fusion in the energy transition

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In this episode of Energy Unplugged, we are thrilled to welcome Andrew Flanagan, CEO of RWE Clean Energy. He chats with Oliver Kerr, our Managing Director for North America, to discuss the current and future landscape of U.S. power markets.

With over 25 years of experience in the US energy sector Andrew has a wealth of expertise. He leads the third-largest renewable energy business in North America and his career spans working with international teams across Europe. Andrew holds an MBA from Northwestern University’s Kellogg School of Management and a Bachelor of Science from the United States Merchant Marine Academy.

Main topics of discussion include the following:

• How much of the load growth in the US is real, and how much of its forecasting should be factored in investment decisions?
• What challenges are interconnection queues in the US creating, and how are markets reacting?
• What will the results of the US election mean for the energy transition in the country?

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