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Insights

Perspectives on the renewables market

Analysis of trends, regulation and investment opportunities in clean energy.

ASB Plugged newsletter

ASB PLUGGED

One thesis, one hard data point and one implication for investors and developers. No fluff. Every new edition is sent by email to subscribers.

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  • #5Sep 2026

    BESS & Finance

    The model the bank won't sign

    20+ GW of BESS in grid queues and barely 200 MW operating in Spain: the bottleneck is bankability. With Re-Twin Energy.

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  • #4Jun 2026

    Africa & Markets

    The same electron, two worlds

    Why solar is worth nothing in Spain and changes everything in Dakar.

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  • #3May 2026

    Spanish market

    The curtailment crisis

    37% curtailment and 397 hours of negative prices: the Spanish solar model under review.

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  • #2Apr 2026

    Structuring

    The hedging paradox

    How to structure price cover when the PPA squeezes returns.

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  • #1LinkedIn

    Kick-off

    ASB Plugged kicks off

    The inaugural edition: ASB's thesis on the market.

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