Poland’s grid reset, Stegra’s €1.4bn lifeline & infra funds under pressure

Episode notes

In this week’s episode of Energy Transition Today, we cover key developments across Europe’s energy and infrastructure markets. We start in Poland with the newly passed UC84 reform, which aims to unblock grid connection queues but is already dividing opinion between local developers and international investors. We then turn to Sweden, where Stegra has secured €1.4 billion in fresh financing, offering a lifeline to its flagship green steel project, but raising broader questions about the bankability of industrial decarbonisation. In Poland again, we look at R.Power’s latest solar financing and its growing storage ambitions, alongside Qualitas Energy’s €190 million acquisition of a 376MW solar portfolio and plans to hybridise assets with batteries. We also discuss SDCL Efficiency Income Trust’s decision to wind down its portfolio amid persistent NAV discounts, and finish with DWS-backed Stellanor’s expansion into AI-ready data centres in the UK.

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