Defoes Invest | London & New York | Analytics & Project Management

Hydropower: Future Investment Opportunities

Hydropower: Future Investment Opportunities

Wealth, Sustainable Markets, Renewable energy, Economy, Climate ChangeDefoesMay 31, 2026European hydropower installed capacity, Hydropower refurbishment and repowering, Pumped‑storage upgrades and new projects, Brownfield clean‑energy investment opportunities, Net‑zero flexibility from legacy assets

Hydropower: Grid‑Balancing Role with Renewables

Hydropower: Grid‑Balancing Role with Renewables

Wealth, Sustainable Markets, Renewable energy, Economy, Climate ChangeDefoesMay 30, 2026European hydropower installed capacity, Hydropower refurbishment and repowering, Pumped‑storage upgrades and new projects, Brownfield clean‑energy investment opportunities, Net‑zero flexibility from legacy assets

Hydropower: Environmental Constraints and Opposition

Hydropower: Environmental Constraints and Opposition

Wealth, Sustainable Markets, Renewable energy, Economy, Climate ChangeDefoesMay 29, 2026European hydropower installed capacity, Hydropower refurbishment and repowering, Pumped‑storage upgrades and new projects, Brownfield clean‑energy investment opportunities, Net‑zero flexibility from legacy assets

The Policy Pivot: Why Global Climate Mandates Secure the Reforestation Investment Case (Copy)

The Policy Pivot: Why Global Climate Mandates Secure the Reforestation Investment Case (Copy)

Wealth, Sustainable Markets, Renewable energy, Economy, Climate Change, InvestmentDefoesMay 28, 2026Forest‑based carbon credits, Defoes “pricing nature” lens on carbon markets, Falling deforestation rates in Brazil and evolving policy enforcement signals, Forest‑investment flows, Amazon Fund and BNDES‑backed restoration finance, Reforestation, agroforestry and Amazon‑linked carbon and bond structures, Defoes view: treating the Amazon as a core transition exposure

Hydropower: Norway and Sweden as Energy Exporters

Hydropower: Norway and Sweden as Energy Exporters

Wealth, Sustainable Markets, Renewable energy, InvestmentDefoesMay 28, 2026Hydropower in net‑zero Europe, Pumped‑storage and grid flexibility, Renewable system resilience and storage, EU Net‑Zero Industry Act hydropower status, Long‑term hydrology and climate risks

Hydropower’s Installed Capacity and Modernisation

Hydropower’s Installed Capacity and Modernisation

Wealth, Sustainable Markets, Renewable energy, Economy, Climate ChangeDefoesMay 27, 2026European hydropower installed capacity, Hydropower refurbishment and repowering, Pumped‑storage upgrades and new projects, Brownfield clean‑energy investment opportunities, Net‑zero flexibility from legacy assets

Hydropower’s Role in a Net Zero Europe

Hydropower’s Role in a Net Zero Europe

Wealth, Sustainable Markets, Renewable energy, InvestmentDefoesMay 26, 2026Hydropower in net‑zero Europe, Pumped‑storage and grid flexibility, Renewable system resilience and storage, EU Net‑Zero Industry Act hydropower status, Long‑term hydrology and climate risks

Solar Power: Economics of Utility‑Scale vs Rooftop

Solar Power: Economics of Utility‑Scale vs Rooftop

Wealth, Sustainable Markets, Renewable energy, Economy, Climate ChangeDefoesMay 25, 2026Utility‑scale solar LCOE, Rooftop solar self‑consumption economics, Wholesale vs retail power prices, Prosumers and decentralised PV, Solar cost trends and system roles

Solar Power: Policy Incentives and Subsidies

Solar Power: Policy Incentives and Subsidies

Wealth, Sustainable Markets, Renewable energy, Investment, Climate ChangeDefoesMay 24, 2026Solar policy incentives, EU support schemes and REPowerEU, US solar tax credits and IRA, Global renewables subsidy landscape, Industrial policy and solar supply chains

Solar Power: Storage Integration and Intermittency

Solar Power: Storage Integration and Intermittency

Wealth, Sustainable Markets, Renewable energy, Investment, EconomyDefoesMay 23, 2026Solar‑plus‑storage economics, Battery systems and intermittency, Co‑located solar and batteries, Firm renewable power costs, Grid stability and storage

Solar Power: Germany vs Scandinavia Adoption

Solar Power: Germany vs Scandinavia Adoption

Wealth, Sustainable Markets, Renewable energy, Investment, Climate ChangeDefoesMay 22, 2026Germany solar build‑out, Nordic solar adoption, Per‑capita renewables leadership, Solar and grid integration, Northern Europe energy transition

Solar Power’s Growth Despite Low‑Sunlight Regions

Solar Power’s Growth Despite Low‑Sunlight Regions

Wealth, Sustainable Markets, Renewable energy, InvestmentDefoesMay 21, 2026Low‑sunlight solar viability, High‑latitude PV performance, EU solar rooftop strategy, Nordic solar economics, Climate and solar efficiency

Solar Power’s Expansion in Northern Europe

Solar Power’s Expansion in Northern Europe

Wealth, Sustainable Markets, Renewable energy, Investment, Climate ChangeDefoesMay 20, 2026Northern Europe solar growth, EU solar rooftop mandates, Solar and energy security, Renewable power mix trends, Long‑term solar economics

Wind Power in the North Sea: Long‑Term Strategic Importance

Wind Power in the North Sea: Long‑Term Strategic Importance

Wealth, Sustainable Markets, Renewable energy, InvestmentDefoesMay 19, 2026Offshore wind cost trends, North Sea auction design, CfD and tender reform, Renewable investment resilience, Energy transition economics

Wind Power in the North Sea: Cost Trends and Auction Dynamics

Wind Power in the North Sea: Cost Trends and Auction Dynamics

Wealth, Sustainable Markets, Investment, Climate ChangeDefoesMay 18, 2026Offshore wind cost trends, North Sea auction design, CfD and tender reform, Renewable investment resilience, Energy transition economics

Wind Power in the North Sea: Grid Infrastructure Challenges

Wind Power in the North Sea: Grid Infrastructure Challenges

Wealth, Sustainable Markets, Renewable energy, Investment, Climate ChangeDefoesMay 17, 2026North Sea grid infrastructure, Offshore wind transmission, Hybrid interconnectors, Energy system integration, Cross‑border energy policy

Wind Power in the North Sea: UK and Germany Offshore Expansion Plans

Wind Power in the North Sea: UK and Germany Offshore Expansion Plans

Wealth, Sustainable Markets, Renewable energy, Economy, Climate ChangeDefoesMay 17, 2026UK offshore wind, Germany offshore wind, North Sea expansion, Energy transition policy, Renewable infrastructure strategy

Wind Power in the North Sea: Current Capacity and Pipeline

Wind Power in the North Sea: Current Capacity and Pipeline

Wealth, Sustainable Markets, Renewable energy, Investment, Economy, Climate ChangeDefoesMay 16, 2026North Sea wind pipeline, Offshore wind capacity, Energy transition Europe, Power system planning

Wind Power in the North Sea: The Next Energy Superhub

Wind Power in the North Sea: The Next Energy Superhub

Wealth, Sustainable Markets, Renewable energy, EconomyDefoesMay 15, 2026North Sea offshore wind, Energy superhub, European power system, Renewable infrastructure, Energy transition policy

Biomass Energy: Investment Case – Short‑Term vs Long‑Term Viability

Biomass Energy: Investment Case – Short‑Term vs Long‑Term Viability

DefoesMay 14, 2026