Webinar: Corporate Investment in Renewable Power

Join us on Wednesday 17th September 2025, as our senior experts discuss an increasingly divergent outlook for Europe’s leading renewable power developers.

Corporate investment in renewable power is under pressure. Budget reductions from Ørsted, RWE, EDP and SSE in 2025 highlight the challenges that leading European developers face to progress sufficiently attractive projects amidst continued industry headwinds. At the same time, Europe’s leading integrated power companies, most notably Iberdrola, are shifting their capital allocation choices and directing more investment towards networks.

Europe’s oil and gas Majors are also taking an increasingly divergent approach to low carbon energy. BP, Equinor and Shell have all reduced their growth ambitions in 2025. In contrast, TotalEnergies continues to invest to build an integrated power growth pillar.

How are these diverging corporate strategic priorities changing the competitive landscape? What does the future investment mix look like for Europe’s leading companies in the global power sector?

Agenda:

• How have budget cuts affected the corporate P&R investment outlook?
• Which companies are now set to invest most and in which P&R segments?
• How can companies target the growth opportunity in gas-fired power generation?
• Why is TotalEnergies staying the course when other oil Majors are retrenching from P&R?

Companies covered by our analysis within our Corporate Strategy and Analytics Service include: BP, EDF, EDP, EnBW, Enel, Engie, Equinor, Iberdrola, Ørsted, Plenitude, Repsol, RWE, Shell, SSE, TotalEnergies, and Vattenfall.