Stuart McKenzie Consultancy

Insights - Category

What I Actually Work On: Portugal Solar, Golden Visa and Health Projects

People often ask what I actually work on. The honest answer is a small number of projects I know well enough to speak about with confidence. Three Portugal solar and energy strategies, a residency route I introduce directly, and a clinical health business in Edinburgh. Here is what each one…
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The Money Has Made Its Choice: Why De-Risked Solar Is Where Serious Capital Is Going

Over two weeks, three deals on three continents told the same story. The serious money in energy is not chasing panels in a field. It is chasing de-risked, permitted, revenue-contracted solar. Here is why that model matters, what a country without it looks like, and where it connects to the…
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What €20 Billion in Saved Gas Tells Us About Energy Security

In four months, Europe’s solar panels saved the continent €20 billion in gas imports, roughly €146 million a day. That single number reframes what energy security now means, and why homegrown, storage-backed generation is where serious long-term capital is looking….
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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….
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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…
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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…
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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…
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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…
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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….
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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…

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