The M&A Turf Battle Over Wind, Solar and Storage Projects [Special Content]
Energy Gang20 Heinä 2021

The M&A Turf Battle Over Wind, Solar and Storage Projects [Special Content]

In March of 2020, Covid shut down economies, closed off supply chains, and sent unemployment to historic levels. No one knew what would come next for energy.

Oil prices went into negative territory. Industrial electricity use plummeted. Residential demand shot up. And there were big pipelines of renewable energy projects waiting to get built.

“I think we were all a little bit nervous about how COVID was going to affect all of the deal flow in the market,” says Britta von Oesen, a managing director at CohnReznick Capital.

Britta is the person at the table brokering tax structures and project sales that move money into renewable energy. So did Covid destroy her ability to get deals done?

“Honestly, it's gone a lot better than I would have expected,” she says.

M&A activity increased. And as 2021 kicked off, the M&A deals only accelerated. Most of the top independent wind and solar developers have been scooped up by utilities, private equity firms, oil majors, or bigger corporates. And the ones that haven't been acquired may be soon.

There is an intense turf battle over wind, solar and storage platforms in the US. So what is driving all this activity?

In this episode, brought to you by CohnReznick Capital, we speak with Britta Von Oesen about who's doing the acquiring, who's doing the selling, and what it all means for the growth of U.S. clean energy.

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(584)

Demand for power generation and grid equipment is booming. Can the industry keep up?

Demand for power generation and grid equipment is booming. Can the industry keep up?

In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the ...

1 Syys 1h 8min

Built to last: Why insurers are helping design resilience into renewable energy and storage facilities

Built to last: Why insurers are helping design resilience into renewable energy and storage facilities

As the renewable energy and storage industries grow, and enter more hostile geographies, asset resilience is becoming an increasingly pressing concern. Developers, owners and lenders want to know how ...

25 Elo 44min

America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

America’s new gas boom. Can the industry meet soaring demand to power AI and export LNG while keeping energy affordable at home?

Gas is back at the center of the energy debate. Surging demand for electricity to power new data centres, and growing fears about global energy security resulting from the conflict in the Middle East,...

18 Elo 1h 9min

 Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.

Is the competitive power market model broken? Why changing the rules around generation could be an answer to rising electricity prices.

US electricity prices are rising at well above the general rate of inflation. The data center investment boom, by adding to electricity demand, points to further upward pressure in the future. Consume...

5 Elo 1h 8min

Is fusion power here at last? The imagined energy of the future is becoming very real right now

Is fusion power here at last? The imagined energy of the future is becoming very real right now

The old joke about nuclear fusion power is that commercial deployment is 30 years in the future: it always has been and it always will be. It may be time to retire that joke. Private fusion companies ...

20 Heinä 1h 4min

Can the LA Olympics in 2028 be a catalyst for clean energy? How the games could remake transport, power and clean air in the car capital of America

Can the LA Olympics in 2028 be a catalyst for clean energy? How the games could remake transport, power and clean air in the car capital of America

Los Angeles will host the 2028 Olympic and Paralympic Games, an event that poses formidable logistical challenges. To put it in terms that will be familiar to many Americans, it is the equivalent of s...

14 Heinä 47min

Why is it so hard to build big energy projects? The barriers that obstruct new infrastructure development, and how to get past them

Why is it so hard to build big energy projects? The barriers that obstruct new infrastructure development, and how to get past them

Whoever you ask, you are likely find broad agreement that the world needs more energy infrastructure. Whether you are worried about ensuring secure supplies, powering new data centres, or cutting gree...

7 Heinä 1h 6min

The new politics of power: What's really driving up American electricity bills? And what can we do about it?

The new politics of power: What's really driving up American electricity bills? And what can we do about it?

US residential electricity prices have risen by more than 40 per cent since the start of 2021, which is much faster than general inflation. Utilities requested a total of $31 billion in increased rate...

23 Kesä 46min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
vallattomat
rss-rahamania
ostan-asuntoja-podcast
hyva-paha-johtaminen
rss-sami-miettinen-neuvottelija
lakicast
sijoituskaverit
rss-avaimet-menestykseen
inderespodi
rss-pinnan-alle
rss-lahtijat
rss-oivalluksia-rahasta-elamasta
rss-esiintymisklinikka
oppimisen-psykologia
leadcast
rss-yritys-ja-erehdys