Power Finance & Risk’s Post

As investing opportunities arise in emerging technologies for the energy transition, certain risks may present themselves. Join CIBC Capital Markets' Stefan Vatchev at the second edition of Financing European Renewables hosted by inspiratia for a discussion on the vital support mechanisms and financial instruments available to support energy transition-specific initiatives. Register here: https://lnkd.in/dypcFEG5 #EnergyTransition #Renewables #ProjectFinance

With the integration of Power Finance & Risk (PFR) into IJGlobal, PFR subscribers now have access to global infrastructure and energy finance insights. By leveraging IJGlobal’s database of 55,000+ transactions, 41,000+ assets and 50,000+ companies spanning over 50 years, subscribers can compare performance, analyse market trends, and generate customised reports — all from one platform. Discover more: https://lnkd.in/eRcnE7Ba #PFR #IJGlobal #EnergyFinance #GlobalInsights #PowerIndustry #Renewables #MarketData 

Explore the Q4 2023 Quarterly Carbon Market Report (QCMR) to discover: ▪️ ACCU holdings in the Australian National Registry of Emissions Units (ANREU) grew to a total of 36.2 million at the end of 2023. ▪️ In the second half of 2023, holdings in accounts of Safeguard entities grew by 4.1 million to 7.4 million ACCUs. ▪️ A record 1.1 million ACCUs were voluntarily cancelled in 2023. This QCMR explores the various demands for ACCUs, and the increasing role intermediaries are playing. Read more 👉 https://bit.ly/4aEWa7m #QuarterlyCarbonMarketReport #QCMR #AustralianCarbonMarket #CarbonMarket #Renewables #Solar #EmissionsReduction 

We recently marked a major milestone with over 2GW of battery storage and renewable energy assets contracted globally! 🙌 In the last year alone we have more than doubled our assets under contract, including partnering with UBS Asset Management to optimize 730MW of battery storage assets in #ERCOT, Texas. With a substantial pipeline across the UK, USA and Australia, we look forward to expanding our global footprint further and using our advanced AI-powered optimization and trading capabilities to maximise asset performance on behalf of our clients worldwide. Commenting on the milestone, our CEO Andrew Luers said: “Habitat Energy exists to be a positive force for a sustainable Earth and exceeding 2GW of assets under contract is a major milestone for us as we work to achieve this objective. We will continue to pioneer new technologies as we work with our clients to deliver the flexibility needed for a renewables-based energy system and drive investment in a low carbon world. ” https://lnkd.in/eg-muzHP #Optimization #Trading #BatteryStorage #Renewables #EnergyTransition

Though incorporated only in April 2022, the strong parentage and execution track record of the management warrants a premium for #NTPCGreenEnergy. The power sector and especially the renewable energy segment is enjoying huge tailwinds with favourable government policies and robust project off-takes. NGEL could be amongst the better companies to play this trend. However, is the valuation adjusted for all these tailwinds reasonable? Or is it still asking for the stars? Read our dissection of the #IPO of #NTPC Green Energy below, https://lnkd.in/gHBPrmQC BL Portfolio

An IJGlobal subscription now includes access to our Power and Energy Hub, Power Finance & Risk (PFR), along with the weekly newsletter, providing exclusive insights into the Americas power M&A and project financing market. The latest edition, published 18 November, discusses the US offshore wind sector’s ups and downs over the past 18 months, with the market seeing clearer skies with several successful financing deals and re-negotiated power offtake contracts. Reporter Natalie B. sits down with the Managing Director of Project Finance at MUFG to discuss. Want to experience this insight for yourself? Request access: https://lnkd.in/e4RRY-Kw #IJGlobal #Renewables #Power #Energy #OffshoreWind

DBS is proud to be a banking partner to Akaysha Energy, and to help to provide an AUD 250 million+ portfolio financing to accelerate the development of two Battery Energy Storage System (BESS) projects in Queensland. The projects will add more than 700MWh of new energy storage to Australia’s National Electricity Market, significantly bolstering the delivery of a stable supply of energy to the broader Australian community. Electricity storage is an essential component to ensure a reliable power supply and to address the intermittency of renewable energy sources. The nature of BESS projects means they have more complex revenue streams compared to their renewable energy counterparts, requiring a fresh and collaborative approach in adapting traditional financing models to better meet our clients’ needs. This groundbreaking BESS portfolio financing is pivotal to Akaysha Energy’s ability to support the rapid expansion and growth of grid security and demonstrating a shared commitment to the Australian energy sector. Creating a more sustainable future is a collective effort and DBS is committed to working alongside like-minded partners like Akaysha Energy in leading Asia Pacific’s energy transition. Find out more at go.dbs.com/ProjectFinance #LeadingwithDBS #differentkindofbank #EnerygyTransition #EnergyStorage #BESS #RenewableEnergy #Renewables #ProjectFinance #Sustainability #netzero

Accelerating clean energy investment in America's future. On June 4, 2024, join CIBC Capital Markets' Ines Serrao, Managing Director, Head of Renewables, U.S. Corporate Banking at the American Council on Renewable Energy (ACORE)'s Finance Forum in New York for a discussion on the growth of the transferability marketplace and to examine developing trends in pricing and deal structures for the renewables market. Register here: https://lnkd.in/gk3T_Ftb #ACOREFinanceForum #CleanEnergy #Renewables

🚀 Risk.net's Energy Risk Europe 2024 is fast approaching, and our very own Domenico Franceschino, Head of Western and Eastern Europe Origination, will be attending, for the panel "Mitigating Market Risk in Renewables"!   🎤 Along with other industry experts, he'll be covering key topics such as:  - Managing market risks across the energy sector - The impact on #PPAs and value forecasts - Collaborations between energy companies and financial institutions - Wholesale market dynamics driving renewable adoption - Solutions for liquidity and market stability 📅 When: 26 November 2024  📍 Where: London, UK   Don't miss this chance to connect and learn from the industry's top minds – we’ll see you there!   #Axpo #EnergyRiskEurope #EnergySolutions #RiskManagement #Renewables

The latest Levelised Cost of Energy (LCOE) report from Lazard is now out 👉 https://lnkd.in/evJdEiXS Over the last decade or so, the LCOE of #renewable energy has fallen spectacularly. Since the financial crisis in 2008, central banks pursued ultra-loose monetary policy; the resulting ‘cheap money’ helped keep #cleanenergy costs moving lower.   However, the #LCOE of #wind and #solar technologies are particularly sensitive to costs of capital. Flip to page 16 & 17 of Lazard's new report and the analysis indicates the cost of capital (and increased capex costs) is now driving renewable project LCOEs higher.    Back in June 2022, BloombergNEF reported cost rises pushing up prices of wind energy by 7% year on year, and solar by 14%. It pegged those rises to increases in the cost of materials, freight, fuel and labour.   Despite this inflation in costs that increased renewable LCOEs, the energy crisis that increased #gas prices made renewables more attractive from a price perspective, so many companies rushed to do #corporatePPAs. When higher fuel costs increased the price of power, the LCOE of #renewableenergy remained largely unaffected...   Until now.