Margarita Aleksieva

This week, Taean Wind Power has announced the signing of two landmark Power Purchase Agreements totalling 500 MW. Copenhagen Infrastructure Partners, through its flagship fund V (CI V) has a 49% stake in the project, as part of a joint venture with Vena Group.   As one of South Korea’s most significant offshore wind developments, the 500 MW Taean Offshore Wind Project is committed to advancing Korea’s decarbonisation goals and creating opportunities for local supply chain and coastal communities.   Thomas Wibe Poulsen, Partner and Head of APAC at CIP stated, “This milestone marks a significant step forward for Korea’s offshore wind industry and highlights the country’s growing contribution to the region’s energy transition. CIP will continue to build on the dedication and expertise that made this achievement possible, in close alignment with Korea’s energy transition goals."   Read more about our flagship funds here: https://lnkd.in/ejhSyGuz

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Every time a new BESS auction hits the headlines, the focus is on one number: the “record low tariff.” But in energy storage, the story doesn’t end there. The ₹/MW/month figure tells only half the tale — it ignores many important aspects which the discoms have to bear. The cheapest bid on paper may not deliver the most reliable, long-lasting energy. It’s time to look inside the box and evaluate the real value of storage systems over their entire lifetime. My Blog on why BESS tariff are misleading- https://lnkd.in/gWkS7zg7

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The first draft of the Power Purchase Agreement was completely unbankable. That's more common than you might think. Many developing countries publish a template PPA for renewable energy projects. On paper, this looks efficient. In practice, those templates often fall far short of what’s needed to raise finance. The types of issues we see include: - A buyer with poor credit and no government guarantee - Developers forced to take grid and curtailment risks - Limited protection if the law or regulations change - Weak remedies on termination or political force majeure - Uncertainty around currency convertibility and offshore transfers - Lack of clear arbitration mechanism to resolve disputes - Term too short to repay the financing On those terms, it's impossible for an international lender to finance the project. As legal advisors, this is where we add value. We analyse risk allocation and negotiate the PPA into a version that lenders will actually accept. Fun(?) fact: I once spent 8 years negotiating a PPA with a state-owned power company. The PPA is the foundation for the entire financing. Get it right and everybody wins. Get it wrong and the project never gets built. 👉 I'm Kristian. I help sponsors, investors, and lenders get global energy, infrastructure and tech transactions structured and closed. Follow for insights - and let's connect. [Photo by Carolien van Oijen on Unsplash, with author's edits]

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Welcoming a big shift in the electricity market.⚡ From today, Europe's day-ahead market is opening a 15-minute trading option, unlocking new opportunities for energy companies. So what does it all mean? 📈 This day-ahead 15-minute forecast gives market participants stronger pricing signals, creating a more accurate picture of price volatility for energy companies to trade against. 🔄 Power demand and renewable generation don't move in neat hourly blocks. They change constantly. 15-minute signals better match that reality, cutting forecast errors and imbalance across the system. 🏡 As more smart devices come onto the grid, it's more crucial than ever to engage with customers to match their demand to market signals. This change could enable cheaper charging windows, lower bills, and happier customers benefitting from more flexible energy. At Kaluza, we’re building the Energy Intelligence Platform that adapts to how people live, and we don’t wait for the rulebook to change - we’ve already been optimising EV charging every 15 minutes using forecasts to capture that extra value for over a year. As the market evolves, we continue to innovate with new optimisation capabilities and orchestrate billions of data points in real time, to build tomorrow’s electrified future. Ready to unlock the future of energy? Let's talk 👉 https://lnkd.in/eciy67vZ #energyoptimisation #energytrading #energyintelligence

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ENGIE and e.optimum AG, Germany’s largest independent energy procurement group, have signed a Power Purchase Agreement worth 100 GWh. The contract, valid for the 2026 calendar year, covers electricity generated from German wind turbines that are no longer eligible for subsidies under the EEG scheme. The PPA enables e.optimum’s customers to actively participate in the energy transition – with direct access to locally produced, sustainable.

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MARA announced actions to further expand its presence in Europe. Gérard Mestrallet has joined as Senior Advisor and François Garcin has been appointed General Manager of Europe. The developments mark a significant milestone in our international growth strategy and position MARA at the heart of Europe’s energy ecosystem. Read the full release: https://lnkd.in/gXy2ZrgB

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Spain's grid operator warns of new voltage swings, urges measures to avoid blackout - By Reuters - October 8, 2025 https://lnkd.in/dW8vYxzQ Top is a marked up version of the energy supply stack from https://lnkd.in/dYs-i4am ahead of the blackout and on restoration. Bottom is stack last week from https://lnkd.in/deBTaaZN Sorry for the different color schemes!

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STIP Wind Farm Reaches Ready-to-Build Stage – A Step Forward for Clean Energy in Macedonia I would like to extend my sincere thanks to His Excellency, Prime Minister Hristijan Mickoski, Her Excellency, Minister of Energy Sanja Bozinovska, His Excellency, Minister of Transport Aleksander Nikolovski, His Excellency, Minister of Agriculture Cvetan Tripunovski, the Government of Macedonia, our local partners, Alcazar Energy Partners employees, and associates for their exceptional collaboration in helping us reach this important stage. Our 400 MW STIP Wind Farm has now finalised the ready-to-build permitting process, and we marked this achievement with a foundation stone ceremony together with the Prime Minister. Completing the permitting within the originally agreed timeline demonstrates that Macedonia offers a clear and transparent framework for advancing large-scale renewable energy projects. Once operational, the STIP Wind Farm is expected to: ✅ Mobilise around $500 million in direct investment ✅ Engage approximately 900 construction workers during the build phase ✅ Reduce carbon emissions by more than 650,000 tons annually, supporting Macedonia’s decarbonisation goals as the EU’s Carbon Border Adjustment Mechanism (CBAM) comes into effect in 2026 ✅ Accelerate the country’s transition to sustainable energy It is remarkable to consider that, with Macedonia’s wind resources and the region’s cost of capital, projects like this can already reach breakeven at around half of current wholesale power prices. For reference, wholesale prices in the Western Balkans averaged roughly €140/MWh in Q1 2025 (Bloomberg). This underlines the strong economic case for renewables in the region. We are now starting preliminary works on site while finalising project financing, with leading institutions, including IFC - International Finance Corporation and EBRD, who are not only investors in our fund but will also serve as project lenders, playing a key role. We look forward to moving into full construction soon. This is an important step toward delivering clean, renewable energy to Macedonia, and we are deeply grateful for the support of everyone who made this progress possible. Here’s to building a greener future together. #RenewableEnergy #NorthMacedonia #AlcazarEnergy

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