Energy Transition Insights
Insights
Realising a cleaner future for Energy & Utilities
The energy transition is fundamentally transforming the sector, creating both opportunities and challenges for suppliers and investors alike, as we shift towards cleaner, more sustainable energy sources. This transition demands substantial investments in infrastructure, technology, and innovation, while also managing the impact on customers and the workforce.
At BFY, we’re supporting suppliers and investors on this journey, leveraging expertise from BFY Carbon Strategies and our ESG offering, to optimise performance and capitalise on sustainability opportunities. Our insights address key questions, including:
- What are the key challenges and opportunities for suppliers and investors in the energy transition?
- How can companies balance regulatory pressures, technological advancements, and financial performance during this shift?
- What role will innovation and collaboration play in driving the success of the energy transition?
Insights
Energy Transition
Cutting Time-to-Market with the Right Energy Partnerships
No single supplier can master every energy transition technology alone. We explore how strategic partnerships can unlock speed, scale, and innovation - turning collaboration into a decisive competitive advantage.
Why the Data Scientist is the New Energy Leader
As energy becomes a platform, data - not commodities - is emerging as the real competitive edge. See how insight-driven strategies can unlock new revenue and build lasting market advantage.
Why Sector, Not Size, Defines the Energy Transition
Traditional segmentation into large corporates and SMEs is no longer enough. We explore why operational needs, not size, should guide energy strategies - and how adaptable platforms can deliver results across sectors.
Britain’s Energy Transition: Strong foundations, shaky confidence
The UK’s energy transition has strong foundations but faces wavering political commitment. We discuss how suppliers can build strategies that perform across policy cycles and seize opportunities without relying on subsidies.
From Power Providers to Tech Partners: How energy companies are evolving
In a market where returns from energy supply are low and technology-enabled solutions are more dynamic, the opportunity for energy suppliers to move from commodity traders to technology partners has never been clearer.
Spending Review: What £40bn green investment means for the energy sector
Chancellor Rachel Reeves has set out the government’s spending plans through to the next election. Despite early doubts, energy emerged as one of the biggest winners. See what it means for the sector here.
With 2030 EV policies confirmed, is the UK ready to deliver?
The UK’s EV rollout is accelerating – and with Labour confirming the 2030 phaseout of new petrol and diesel cars, the pressure is on. The UK will need to scale up to 9 million EVs and 300,000 public charge points by 2030. Are we ready for the challenges – and the opportunities – this presents?
Heat Network Regulation: Action plan for future market leaders
In part two of our Heat Network Regulation article, we turn to the important question of what those in the sector should be doing right now to prepare. This is both an opportunity and a risk for heat network suppliers. Those who can get it right will stand to win from the coming growth in the market. Those who get it wrong will find themselves exposed, and eventually, risk exiting the market.
Heat Network Regulation: The compliance countdown that will define future players
In January 2026, the UK heat network sector faces a huge transformation. As Ofgem takes regulatory control, suppliers face a stark choice: adapt quickly to thrive in a growing market or risk business failure under unprecedented scrutiny. With less than nine months to prepare, the clock is ticking - and many suppliers remain dangerously unprepared.
Domestic heat pump installs have trebled since 2022
Our analysis shows Air Source Heat Pump (ASHP) installations have seen a 3x increase in monthly installs since 2022. After a significant peak and drop when the Renewable Heat Incentive (RHI) scheme closed in 2022, demand has recovered strongly and continued to grow.
Solar installs are up ~400% since the SEG Scheme began
At 15k installs per month, demand for domestic solar has grown by ~418% since 2020 - an annual growth rate of ~60%. The biggest incentive for installing solar panels is currently due to avoided import costs; but attractive SEG export tariffs now offered by suppliers increase the overall economic benefit to consumers.
What’s next for M&A in the Energy Transition?
Drawing from our recent advisory work on M&A opportunities in the energy transition, we’ve outlined key insights into the top investment opportunities and risks. As we enter a new financial year for many, we also highlight five strategic actions investors can take to maximise returns and unlock the full potential of the energy transition.
Energy Transition
Meet the Team
Ian Barker
Managing Partner
Ian shapes the BFY vision and inspires our team to bring it to life, while remaining central to complex client engagements in Strategy, Commercial, and Operations.
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Matt Turner-Tait
Senior Manager
Matt lead clients through key strategic projects exploring growth opportunities, business models, competitive advantage, and mergers & acquisitions.
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John de Bono
Consultant
John performs various analyses to provide BFY and their clients with unique insights, which help to inform decision making and inspire exceptional performance.
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