Pierre Abadie

Eurazeo fuels geothermal growth with strategic SMP Energies investment. The deal marks the second investment by EPBF since its March 2025 launch, reinforcing the fund’s strategy to scale profitable businesses that address planetary challenges, particularly climate change and pollution. With demand for deep geothermal energy rising across Europe, driven by the need for sovereign, baseload renewable energy and supportive regulatory conditions, Eurazeo’s investment comes at a pivotal moment. “We are very pleased to support SMP Energies’ growth ambition to accelerate geothermal energy development in Europe,” said Erwann Le Ligné and Wilfried Piskula, Partners and Co-Heads of EPBF. Read more: https://lnkd.in/gYMhu7fw #PEInsights #privateequity #investment #energy

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With strong policy support and increasing engagement from gas network operators, biomethane is becoming a vital part of decarbonization strategies. Last week, CIBC Capital Markets' Geoffrey Degioannini and other industry experts discussed the growing role of biomethane in Europe’s energy transition at a panel session hosted by DNV - Energy Systems in London. The panel provided insights into market dynamics, policy landscape and investment opportunities shaping the future of biomethane in Europe.   Watch the full discussion here: https://dnv.social/6Uu   #EnergyTransition #Decarbonisation #Biomethane

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🔍 Greenhouse Gas Removals (GGRs) & the UK ETS – A Signal for BECCS Investors The UK ETS Authority’s interim response to the GGR consultation confirms a clear intention to integrate engineered removals like BECCS into the UK Emissions Trading Scheme — a critical step toward market certainty and long-term scale-up. ✅ Why This Matters • ETS inclusion = demand certainty. High-emitting sectors will be able to use GGRs to meet obligations, unlocking a regulated revenue stream for engineered removals. • Supports the UK’s legally binding climate targets, reinforcing that GGRs are part of—not a substitute for—deep emissions cuts. • Positions BECCS and similar technologies to become a core part of net zero compliance, not just voluntary offsets. 📅 Deployment Timelines • Target: 2029 for operational integration of engineered GGRs into the UK ETS. • Provides a multi-year runway for project development, permitting, and investment mobilisation. 🔄 Next Steps in Process • Further detail on market design, eligibility, and participation rules will be developed through ongoing stakeholder engagement. • Focus now shifts to building the infrastructure, MRV systems, and crediting mechanisms needed to underpin a robust removals market. 📦 Storage Durability / Permanence • Authority emphasises permanence as essential for ETS inclusion. • For BECCS, this aligns with geological storage — already seen as a durable and verifiable carbon sink. 💼 Investor Certainty & Additionality • Regulatory backing reduces risk and increases bankability for BECCS and other engineered solutions. • Ensures additionality by linking removals directly to ETS compliance rather than voluntary markets alone. ❓ Key Questions Still Open • How will credit issuance and liability for reversals be handled? • Will hybrid projects (e.g. BECCS with other co-benefits) qualify? • What scale of demand will materialise under ETS caps? 📄 Full UK ETS GGRs response: https://lnkd.in/e2adPjYr

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💵 Big Capital Moves into #Carbon_Capture_and_Storage BlackRock’s Global Infrastructure Partners (GIP) has taken a 49.99% minority stake in Eni CCUS Holding, reinforcing #CCS as a critical pillar of the global #energy_transition. Why this deal stands out: • 🏭 Scalable CCS Portfolio – Active projects in the #UK (#LiverpoolBay, #Bacton) and #Netherlands (L10-CCS), with expansion potential including #Ravenna CCS, Italy • 🤝 Institutional Confidence – GIP’s entry validates Eni’s satellite model and attracts long-term, transition-aligned capital • 🌱 #Hard_to_Abate Impact – CCS remains one of the most mature and effective solutions for industrial #decarbonisation • 📈 Built for Growth – A multi-country CCS platform sets the foundation for long-term value creation This partnership signals a clear shift: global investors are backing proven, bankable #climate_infrastructure at scale. #UrjanovaC views developments like this as a strong indicator that CCS is moving from #concept to #cornerstone — supporting real-world #emissions_reduction across #heavy_industry. 🌍 Vikram Vishal | ARNAB DUTTA

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OGCI members are investing at scale in the technologies needed for the energy transition.    💸 $30 bn invested in low-carbon solutions in 2024  💸 $125 bn cumulative investment since 2017    This includes projects, acquisitions and R&D across CCUS, renewables, low-carbon fuels and more.    See the full investment picture in the Progress Report → link in comments.    aramco bp Chevron CNPC Eni Equinor ExxonMobil Oxy Petrobras repsol Shell TotalEnergies    #OGCIProgressReport2025 

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Episode 4 of Energy Voices is out now. 🎧 This episode dives into the so-called “hard-to-abate” sectors of the economy, from steel and cement to long-haul transport and aviation. Our guests explore why decarbonizing these industries is so complex, looking at the technical, economic, and policy limitations that make change challenging. They also discuss the innovative solutions and emerging technologies that could help transform these essential parts of our global infrastructure. We are joined by guest host Helen Watts, Executive Director of Student Energy, for this conversation. Featuring: ⚡ Felipe Sánchez — Partnerships Lead, Leadership Group For Industry Transition; Policy Fellow, Stockholm Environmental Institute ⚡ Rana Ghoneim — Director, Division for Energy and Climate Action at UNIDO Brought to you by Student Energy , in partnership with the Global Covenant of Mayors for Climate & Energy (GCoM) 🎧 Listen now! Spotify: https://lnkd.in/gmEe-FPs Apple Podcasts: https://lnkd.in/gHZV4zEa #EnergyVoices #StudentEnergy #GCoM #Cities4Climate #ClimatePolicy #YouthClimate #CleanEnergy #PodcastLaunch #EnergyTransition #ClimateAction

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The EU’s Methane Regulation is a first-of-its-kind policy—one that puts real accountability into the global energy system. Investor leadership helped make this regulation possible. Now it is critical to engage with policymakers to ensure it is not watered down.

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🛢️📉 Rising oil prices are fueling stagflation concerns and complicating the global energy transition. Higher energy costs ⚡, inflationary pressure 💰, and economic uncertainty are reshaping investment signals and policy priorities. A complex landscape for both fossil and clean energy pathways. Read more 👉 : https://lnkd.in/e-SgKyWn #EnergyMarkets #OilPrices #EnergyTransition #ClimatePolicy #netzerocompare Net Zero Compare

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HYDROGEN OFFTAKE AGREEMENTS Hydrogen offtake agreements are foundational to the development of the clean hydrogen economy. By securing long-term commitments, they enable capital-intensive projects and support market growth. This paper examines the key aspects of negotiating and structuring green and blue (collectively, ‘clean’) hydrogen offtake agreements, discusses the key commercial terms in such agreements, and provides an outlook on the evolution of international contracting in a maturing global clean hydrogen market. Attached is the full report 👇👇👇 Follow Africa Hydrogen Hub (AHH) for more updates #ahh #bluehydrogen

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🌍 The carbon market is facing a credibility revolution. Voluntary Carbon Market  Manish Dabkara EKI Energy Services Ltd (EnKing International) With SBTi tightening its net-zero rules and CDOP pushing for radical transparency, the days of vague carbon claims are numbered. Companies can no longer rely on offsetting alone accountability, data accuracy, and science-backed targets are taking center stage. 💡 What’s changing: ✅ CDOP is setting new data-sharing benchmarks for carbon credit validation. ✅ SBTi’s updated framework is redefining what “net zero” really means. ✅ The market is shifting from quantity to quality of climate action. The result? A more credible, transparent, and trustworthy carbon credit ecosystem but also tougher standards for corporates to meet. 📖 Read the full article: https://lnkd.in/guPNVSMk 📩 Subscribe to the SN Newsletter for urban transformation stories: https://lnkd.in/dKJs_B43 💡 Share your mobility innovation with us and get featured: benedict@sustainabilitynext.in #NetZero #Sustainability #CarbonCredits #ClimateAction #ESG #CorporateSustainability #Transparency

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Risk in energy futures isn’t just financial—it’s physical. Evidence shows that storage capacity constraints amplify the transmission of policy uncertainty into long-term oil contract risk, shaping how tail risk evolves across maturities. Read the new JFR research HERE ➡ https://lnkd.in/gwCQYr5Y

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TotalEnergies’ €5.1 billion move is a structural shift unfolding across Europe’s power markets: the age of intermittent renewables is forcing the return of firm, dispatchable generation as a core, credit-relevant asset class. This deal would more than double TotalEnergies’ flexible gas portfolio at a time when: - Data-centre power demand is exploding, creating multi-year baseload deficits - Grid bottlenecks and storage gaps are increasing the value of flexible generation - Volatile LNG markets require integrated gas-to-power strategies to stabilise returns - European utilities face rising refinancing costs and pressure to monetise assets What stands out is not the size of the transaction, but its timing: flexible thermal power has suddenly become a strategic hedge for integrated energy companies, both financially and operationally, as well as geopolitically. For creditors, this is precisely where credit risk becomes non-linear. Merchant exposure, carbon-price volatility, tolling agreement structures, and asset-stranding risk all shape the actual economic life of these plants. With RiskE Credit Risk Platform, you can model the complete credit picture across power, LNG, utilities, and infrastructure, from PD/LGD to scenario-based stress, including carbon and policy shocks. The ability to identify mispriced risk quickly is becoming a competitive advantage. A landmark deal — and a sign of more to come as Europe rebuilds firm capacity under the pressures of electrification and AI-driven load growth. Your Credit Risk Analysis Platform: https://lnkd.in/dBYGYK9Y #creditrisk #privatecredit #debt #energy #PD #LGD #defaults #commodities #oil #lending #investments

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Analysis of THE POTENTIAL FOR GREEN HYDROGEN AND RELATED COMMODITIES TRADE: IRENA ◾The global energy landscape is undergoing a transformative shift driven by the urgent need to mitigate climate change while ensuring secure and affordable energy supply. ◾ The International Renewable Energy Agency’s 1.5°C Scenario presents an energy transition pathway aligned with achieving the Paris Agreement targets. It identifies a set of solutions that can be scaled up to limit global temperature rise to 1.5°C by 2050 in a secure and affordable way. ◾Green hydrogen, produced via water electrolysis powered by renewable energy sources, will play a crucial role in this effort and in coupling different energy subsectors. ◾The trade of green hydrogen and its commodities can strengthen industrial competitiveness in consuming regions by creating opportunities for accessing affordable green hydrogen and its derivatives. ◾At the same time, it can support economic development and diversification in producing regions. By offering an opportunity for countries to cost-effectively access green commodities from locations with abundant resources where production costs can be lower. ◾This analysis aims to explore the tecno-economic potential for the trading of green hydrogen and its associated commodities such as ammonia, e-methanol and direct reduced iron (DRI) in 2050, using a cost-optimisation approach. ◾It builds on IRENA’s 2022 work on hydrogen trade, integrating updated assumptions which reflect the evolving market dynamics, and policy developments. #energyticslimited #greenhydrogen #renewableenergy

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⚛️ EDF 𝐑𝐚𝐢𝐬𝐞𝐬 €𝟏.𝟐𝟓𝐁 𝐢𝐧 “𝐆𝐫𝐞𝐞𝐧” 𝐁𝐨𝐧𝐝𝐬 — 𝐭𝐨 𝐄𝐱𝐭𝐞𝐧𝐝 𝐍𝐮𝐜𝐥𝐞𝐚𝐫 𝐑𝐞𝐚𝐜𝐭𝐨𝐫𝐬 EDF has issued a €1.25 billion green hybrid bond to help finance the lifetime extension of France’s nuclear fleet — a clear sign that nuclear is being repositioned as part of the climate solution. 💬 A quick reminder: 𝐧𝐮𝐜𝐥𝐞𝐚𝐫 𝐰𝐚𝐬𝐧’𝐭 𝐚𝐥𝐰𝐚𝐲𝐬 “𝐠𝐫𝐞𝐞𝐧.” It was initially excluded from the EU Green Taxonomy, until a Complementary Delegated Act in March 2022 (effective January 2023) formally included nuclear — alongside some gas activities — 𝐚𝐬 𝐚 𝐭𝐫𝐚𝐧𝐬𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲, under strict conditions on safety, waste management, and contribution to decarbonization. EDF argues its fleet, emitting just ~4 g CO₂/kWh, meets those standards. 💡 The move shows how green finance is evolving: it’s no longer only about wind and solar, but also about keeping reliable low-carbon power online. Whether investors — especially those in 𝐀𝐮𝐬𝐭𝐫𝐢𝐚, 𝐆𝐞𝐫𝐦𝐚𝐧𝐲, 𝐨𝐫 𝐃𝐞𝐧𝐦𝐚𝐫𝐤 — fully buy the “green nuclear” narrative remains to be seen. But one thing’s clear: capital markets are warming up to the glow. https://lnkd.in/eSfaW77d #NuclearEnergy #GreenFinance #EnergyTransition #ESG #SustainableFinance

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COLUMN: France’s TotalEnergies is betting big on power and renewables, positioning itself to ride the global electricity demand wave and offer investors a clear alternative to rivals doubling down on oil and gas. 🛢️ 🔋 European oil companies' strategies have seesawed since 2022, when Russia's full-scale invasion of Ukraine and the related sanctions created an energy shock that made governments focus more on near-term energy security than the long-term energy transition. The changing landscape led Shell to ditch plans to plough billions of dollars into renewables and instead refocus on their legacy operations, aligning with U.S. rivals ExxonMobil and Chevron. At the same time, TotalEnergies CEO Patrick Pouyanne defied investor pressure and largely stuck to a strategy first outlined in 2020 that strikes a balance between growth in core oil and gas operations and diversification into power and renewables. That strategy was on full display on Monday when TotalEnergies announced the acquisition of a 50% stake in Czech energy company EPH's Western European power generation platform in a 5.1 billion euro ($5.92 billion) all-stock transaction. Investors have so far responded coolly to TotalEnergies' strategy. Pouyanne recently said he aims to increase TotalEnergies' power business “step by step” in order to keep pace with the expected growth in electricity consumption from electric vehicles and data centres. TotalEnergies has never had the flashiest clean energy strategy – as it has always sought to continue growing its legacy oil and gas business even as it pivots to power and renewables. But that steady realism may be just what the energy transition needs. Read my Reuters Open Interest column: https://lnkd.in/eftvgggu

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