Switched On Powering Ahead: The Future of US Renewable Investment
May 7, 2025
Andrew Gongaware, Managing Director at BMO Capital Markets, shares his optimism about clean energy investments despite market challenges. Corinne Still, Partner at Apollo Global Management, discusses finding opportunities during uncertainty and the commitment to energy transition. Matt Ransweiler, Senior Vice President at Invenergy, highlights strategies for project execution and securing financing. The conversation dives into crucial topics like battery storage, regulatory landscapes, and innovative models necessary to sustain momentum in the U.S. renewable energy sector.
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Build Strong Partnerships
- Focus on execution ability and reliable partnerships to manage uncertainties around IRA and tax credit reforms.\n- Share risks collaboratively with counterparties to solve unforeseen problems and keep projects on track.
Premium for New Renewables Demand
- Demand for new renewable power commands a robust premium over forward price curves.\n- Corporate PPAs are rapidly growing globally, signaling strong long-term green power market expansion.
Shifting M&A Dynamics
- M&A activity in clean energy has slowed due to macro and regulatory uncertainty.\n- Investors now prefer near-term operating assets over longer-term developments to reduce risk.