WindEurope’s new Autumn Report just landed: €9 billion invested in new European wind farms in H1 2026, 17GW awarded through auctions in the first half, and another 26GW expected before year-end. https://www.renews.biz/other-news/europe-on-track-for-record-wind-year/ That’s the headline. The harder read sits underneath it: permitting volumes fell in several core markets, including Spain, even as installations climbed 30%…
Portugal’s grid operator confirmed it this month: solar was the country’s number one source of electricity in July, for the first time ever. https://www.ren.pt/en-gb/media/news/solar-power-was-the-main-source-of-electricity-generation-for-the-first-time-in-portugal But look past the headline and the same report tells a quieter, more useful story. REN’s own productivity index for July put solar at 0.89 and wind at 0.71 against the…
A new industrial buyer is showing up in Iberian renewables deal rooms, and it isn’t a utility. https://auroraer.com/company/press-room/data-centers-energy-iberian-peninsula-energy-demand-ppa-renewable-energy-industrial-transformation-spain-portugal Aurora Energy Research puts data centre demand across Spain and Portugal at roughly 2.8 TWh today, on course to quadruple to 12.8 TWh by 2030. That is not a rounding error on a grid built for a…
Portugal has just designated over 800 zones across roughly 170 municipalities for fast-tracked solar and wind licensing. https://www.theportugalnews.com/news/2026-08-21/portugal-fast-tracks-renewable-energy/1073441 Shorter licensing periods and, in places, simplified environmental procedures move the bottleneck that has defined Iberian greenfield development for years. For developers, that changes the sequencing: the constraint shifts from “how long until we get a decision”…
Portugal’s largest solar plant just became a case study in what happens when a project is underwritten on optimistic yield and full merchant exposure. https://www.pv-magazine.com/2026/08/25/portugals-largest-solar-plant-enters-administration-amid-low-output-falling-power-prices/ The 220 MW Solara4 plant, commissioned in 2021 without a guaranteed tariff, entered administration after generation consistently undershot forecast, wholesale prices fell under the weight of Iberia’s own solar build-out,…
Deutsche WindGuard has crossed 1GW of renewable capacity under 24/7 technical monitoring across Germany and the Netherlands — a reminder that the job doesn’t stop at commercial operation. https://www.renews.biz/other-news/deutsche-windguard-passes-1gw-monitoring-milestone/ From where we sit as an in-house design and development team, the discipline that de-risks a project at origination — wind resource campaigns, met mast and…
An administrator has put a 32GW wind development portfolio across five countries up for sale, with a specialist M&A adviser appointed to run the process end to end. https://www.renews.biz/onshore-wind/32gw-sowitec-portfolio-up-for-sale/ Distressed or not, the mechanics of a cross-border renewables sale rarely change: a credible process needs one point of contact, a clean data room, and a…
Sonnedix just closed €730 million to refinance, optimise and build out its Southern Europe portfolio — solar and BESS across France, Italy, Portugal and Spain. https://www.pv-tech.org/sonnedix-secures-e730-million-to-develop-southern-europe-renewables-portfolio/ Deals like this confirm what we’re seeing across our own sell-side and advisory mandates: capital is flowing back into the region at scale, but it’s going to platforms and…
Saudi Arabia’s Principal Buyer, SPPC, signed four BESS agreements worth SAR 4.35 billion this week — 2,000 MW of four-hour storage across Makkah, Hail and Qassim, with ACWA Power, Saudi Electricity Company, ENGIE and Al Sharif Contracting among the counterparties. https://solarquarter.com/2026/08/21/saudi-arabia-signs-four-bess-agreements-worth-sar-4-35-billion-for-2000-mw-storage-capacity/ What stands out to us is the structure, not just the size. These are…
Saudi Arabia’s Shuaibah 1 came in at 1.04 US cents per kWh. Abu Dhabi’s Al Dhafra at 1.32 cents. On tariff alone, the Gulf builds the cheapest solar on earth. https://www.agbi.com/opinion/renewable-energy/2026/08/the-gulfs-solar-revolution-is-running-late/ But a record tariff is a promise, not a plant. Gulf solar panel imports fell sharply against 2025 averages this year, and delivery delays…
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