Stuart McKenzie Consultancy

Insights

Europe Is Finally Racing to Fix the Thing That Holds Renewables Back

Europe is building clean power faster than it can use it. In the first quarter of 2026, EU markets recorded 1,223 hours of negative electricity prices. Now the bloc has committed to quadrupling storage by 2030. Here is what that shift means for how serious capital should be positioned….
Read post

Portugal Just Made It Easier to Produce and Share Renewable Energy: Why That Matters for Investors

Portugal has just made it easier for individuals, businesses and municipalities to produce and share renewable energy. The number of energy communities has already doubled in a year. This is not a small regulatory update. It is a signal about how seriously Portugal is building the infrastructure for an energy…
Read post

Why Not Having a 2040 Target Is an Investment Problem, Not Just a Policy Issue

WindEurope said it plainly this week: capital flows to clarity. The EU has no binding renewables target beyond 2030. Twelve member states are already asking for the Modernisation Fund to be extended because the transition is nowhere near complete. Here is why that policy gap matters for how private energy…
Read post

When a Golden Visa Becomes an Impact Investment: How Residency Programmes Are Changing

I have been advising clients on investment migration for long enough to remember when the conversation was almost entirely about one thing: the passport. Which country offered the strongest travel document. How quickly could the card be issued. What was the minimum investment required. The questions were transactional, and in…

Read post

Why Europe’s Solar Market Is Splitting in Two

Europe’s solar market contracted in 2025 for the first time in a decade. A major listed fund reported a 20% NAV decline. And yet serious institutional capital just committed €100 million to co-located solar and storage. The market is not broken. It is splitting in two. Here is what that…
Read post

Portugal Went Dark on Its Greenest Day. Here Is What That Actually Means.

Portugal generated 68% of its electricity from renewables in 2025. That same year, 47 million people lost power for sixteen hours. The blackout did not happen because the transition was failing. It happened because the infrastructure to manage success was not there. Here is what that means for investors paying…
Read post

Why Americans Are Leaving the US — And Why Portugal Keeps Coming Out on Top

A record number of Americans relocated abroad in 2025 — and the trend is accelerating. From rising costs to political uncertainty, more investors and families are asking whether Europe offers the stability the US no longer does. Discover why Portugal’s Golden Visa keeps rising to the top….
Read post

Europe’s Energy Capital Is Moving South

The EU has just committed €25 billion to Mediterranean renewable energy infrastructure. That is the headline. But the story underneath it, about grid bottlenecks, storage gaps and where serious capital is now being directed, is the one that matters more for investors thinking about the next decade….
Read post

From Barrel Risk to Megawatt Certainty: Why Battery Storage Deserves a Serious Look

I grew up in a world where the safe havens were obvious. Gold in times of crisis. Sovereign debt when equity markets turned. Prime property in stable cities. These were the anchors that serious private wealth returned to when the world felt uncertain. I still respect those anchors. But I…

Read post

Portugal’s Golden Visa in 2026: What the Fund Route Looks Like Today

The property route is closed. Here is how qualifying investment funds now work as the practical path into Portuguese residency, and what to look for before committing….
Read post
Reach out