Nenuphar Advisors group presentation (Jan 2025)


The EU opened its call for AI Gigafactories on 30 July — up to seven flagship facilities across the bloc, each pairing frontier compute with an energy-efficient data centre. https://www.eurohpc-ju.europa.eu/eurohpc-joint-undertaking-launches-ai-gigafactories-call-2026-07-30_en Applications close in November, and the site-selection variable that keeps coming up isn’t installed capacity — it’s how fast a location can deliver large additional…

A 361 MW portfolio of operating wind farms in Spain changed hands this week, acquired by Nadara — the consolidation platform backed by JPMorgan Asset Management. It’s one more data point in a pattern we track closely: Spanish renewables ownership is rotating faster than the pipeline is growing. Financial sponsors want operating cash flow, not…

South Africa’s energy regulator licensed just over 1 GW of new solar in July, part of a national pipeline now above 220 GW, roughly half of it paired with battery storage. In the Gulf, Abu Dhabi’s utility has recently closed financing on a 5.2 GW solar-plus-storage project engineered to deliver power around the clock. Two…

Spain logged 397 hours of negative power prices in Q1 2026, up from 48 hours a year earlier. Portugal posted 294. That’s not a blip. Per AleaSoft and pv magazine’s Q1 tracking, it’s the shape of an Iberian grid absorbing more solar than the system was built to clear in real time. From the design…

1 GW of continuous baseload power daily, it will be the largest combined solar pv and battery energy storage system (BESS) in the world, enabling 24/7 renewable energy With a 5.2GW (DC) solar PV plant paired with a 19GWh BESS, this setup will make possible to: 1Supply AI Data Centers 24/7 2Eliminate the need for…

Acciona just sold 361 MW of Spanish wind — 15 operating farms, average age 21 years — to Galp for €432 million, booking a €255 million gain. That’s not a distress sale. It’s portfolio discipline: rotate mature, de-risked assets to a strategic buyer with a longer hold horizon, and redeploy the capital into new development….
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