Financing the Energy Transition 2026 - with Deloitte
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About this listen
(00:00) - Welcome + what we’re covering (survey + energy transition investment)
(04:20) - SNIB explained: mission-led impact investing + how they operate
(09:47) - Survey headlines: opportunity vs uncertainty (2030/2050 confidence gap)
(12:27) - Risk, returns, and what’s investable (mature tech, “comparable returns”)
(17:44) - What’s blocking progress: grid, planning/consenting, enabling infrastructure
(28:30) - Scotland context + role of public capital (reserved powers, NWF/GB Energy, crowding-in)
(40:31) - Momentum signals + what needs to happen next
(47:42) - Closing + wrap-up and links
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