Published notes on generation, storage and grid across European markets.

Notes are published in full. The underlying datasets are available to clients - write to us for access.

19 September 2026

Wind repowering

Weather-adjusted screening flags 30 UK onshore wind assets for repowering review

Raw capacity factor tells you a site had a weak year, not whether it's a weak site. This analysis fits a fleet-wide benchmark - each asset's long-term wind resource, that month's actual conditions, turbine platform, and seasonal effects - across 12,000+ asset-months for 102 UK onshore wind assets under 12MW, then flags sites whose output falls persistently short of what the weather predicts. 30 assets show a persistent gap and are worth a closer look.

29 July 2026

Onshore Wind & Solar PV

4 pp

Why 2027 could be a watershed for investors in ageing UK onshore wind and solar PV assets

With 2.6GW of onshore wind set to roll off the Renewables Obligation scheme next year, uncertainty over its future market design creates fertile ground for investors able to unlock latent value.

1 June 2026

Offtake

22 pp

Merchant risk in Iberian PPAs after two negative-price summers

Captured prices for unhedged solar in Spain fell for a second year. We separate the structural component from the weather and set out what it implies for contract tenor and floor pricing.

1 April 2026

Offshore Wind

26 pp

Offshore wind supply chains: capacity, not capital

Monopile and cable capacity, not equity, is the binding constraint through 2030. A bottom-up read of yard commitments against the announced pipeline, by year and by basin.